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Custom Project Management System Boosts Productivity for Real Estate Investment Firm

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Key Points

SPRCHRGR customized a project management system to help a fast-growing investment firm manage its extensive real estate portfolio and ensure compliance.

The solution features real-time collaboration, secure user permissions, and a full audit trail with rollback capabilities to prevent data issues.

This system enables the firm to scale without increasing staff, reducing compliance risks and improving reporting accuracy for investors.

A fast-growing investment firm buys, sells, and re-positions multi-family and commercial real estate assets. With dozens of acquisition and sale transactions occurring throughout each year and billions of dollars tied up in holding, managing, and renovating properties across the US, it was impossible for their internal staff to successfully maintain compliance and reporting requirements for the entire growing portfolio using spreadsheets alone.

SPRCHRGR designed + implemented a bespoke project management system to massively improve productivity and eliminate missed compliance deadlines.

Features & Benefits

  • Combined with our expert business process outsourcing services, this solution enables our client to continue scaling their investment portfolio without increasing headcount or burning out their existing valued staff members.

  • Multiple staff from different functional groups have individual user rights-managed permissions to collaborate in real-time without risking data synchronization or security issues.

  • Full time/date-stamped audit trail with daily roll-back functionality available to review and restore data changes made across the platform.

  • Management no longer loses sleep over missed deadlines and other compliance gaps, and investors benefit from more timely, accurate reporting as well.

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