Case study
Automating Life-to-Date Reporting for a Real Estate Business
Manual Life-till-Date cash-flow reporting became an automated data and analytics platform — with near real-time numbers leadership could actually use.
ClientA leading real estate developer in India.
Data Analytics & AutomationReal Estate
Tech stack
- SAP
- GCP
- Data Pipeline
- Data lake
- Power BI
- Excel
Outcome
less manual effort to produce the report
Life-to-Date Reporting views
The problem
Life-till-Date reporting lived in SAP extracts and files
The client generated the Life till Date Cash Flow (LTD CF) report by hand, pulling data from SAP and file-based systems.
That meant delays, errors and a lot of consolidation work. The reports were static, hard to explore, and slow to refresh — which made financial planning harder than it needed to be.
What we built
An automated reporting and analytics platform
We consolidated SAP and file sources into a structured reporting layer, then replaced static Excel packs with interactive dashboards.
01
Data integration & automation
- Automated extraction from SAP and file-based sources
- Centralized reporting layer for Annual Operating Plan, Revised Annual Operating Plan and actuals
02
Data cleaning & transformation
- Structured, report-ready data for analysis
- Less manual regrouping and formatting before each pack went out
03
Interactive dashboards
- Power BI dashboards in place of static Excel reports
- Multi-project views with drill-down for the questions leadership actually asks
04
Access & archival
- Near real-time updates for financial tracking
- Historical archival so past periods stay available
What changed
Faster packs. Cleaner numbers. Better decisions.
Operational efficiency
- About 90% less manual effort to produce the report
- Less dependency on Excel-based consolidation
Decision-making
- Near real-time availability for planning and project tracking
- Interactive analytics instead of static snapshots
Error reduction & audit readiness
- Automated validation reduced reporting errors
- Structured storage improved compliance and audit readiness
What this unlocked
Automating LTD CF reporting gave the business faster report cycles, clearer financial visibility and a practical base for further analytics work — without turning the first release into a multi-year transformation programme.
Have a reporting process stuck in spreadsheets?
Tell us how the numbers move today. We'll show you a practical path to consolidate sources and put decision-ready views in front of the people who need them.