Portfolio reporting with Power BI

Holistic reporting and more insights from your real estate portfolio

Want to automate your reporting and gain more insights from your portfolio?

As an official Microsoft Power BI partner, we support real estate players on their way to becoming data-driven organizations.

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31

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Holistic reporting

Successful portfolio management and holistic reporting require a clean data basis. However, real estate owners face various problems in this regard:

  • The preparation, harmonization and linking of data deliveries from management companies (rent roll data, income statements, balance sheets, etc.) is time-consuming and error-prone.
  • Linking various data sources relating to the portfolio (e.g. valuation data, financial accounting, construction projects, transaction pipeline, CRM data, market data) involves many manual steps, as the data is neither structured nor standardized.
  • Compiling monthly or quarterly reports is therefore very time-consuming and laborious.

With a modern business intelligence infrastructure based on Microsoft Power BI, many different data sources can be processed, linked and historicized. The creation of reports can thus be automated. This results in significant efficiency gains and the ability to identify optimization potential or risks in the portfolio with just a few clicks.

Our solution

Your advantages

Cost and time savings

The data processes required for reporting are automated and the manual collation of data is no longer necessary. The fixed costs for the proposed solution are very attractive.

All data in one place

Cross-tool evaluations (e.g. data on rent roll and income statements, data on sustainability, valuation data, etc.)

Maintaining proven work processes

The existing tool landscape can be retained; well-established work processes for collecting and maintaining data are not changed.

Flexible, scalable environment

The environment can be flexibly expanded at any time and adapted to new and changing requirements.

Step-by-step structure

The solution can be built up step by step, e.g. with an initial (smaller) use case. This minimizes risks and the cost-benefit ratio can be better assessed.

Complete data sovereignty

Full access to your data at all times and no dependency on third-party providers.

Modern, target group-specific evaluation options

Reports for different target groups and use cases are generated automatically and can be analyzed in interactive dasbhoards in a user-friendly way.

Leading technology from Microsoft

The proposed solution can be seamlessly integrated into the Microsoft 365 environment. Microsoft provides leading analytics technologies that are constantly being further developed. We are an official Microsoft Data & AI Solutions Partner.

Use of AI

A well-prepared data basis is the foundation for the application of advanced technologies in the field of artificial intelligence (e.g. Copilot).

Integration of Power BI into the Microsoft product landscape

As part of the Microsoft product landscape, Power BI also offers seamless and efficient integration into your Microsoft infrastructure. This makes it particularly easy to import data from Microsoft applications and the Azure environment into Power BI. Dashboards can be shared flexibly within teams in chats and channels, making efficient, virtual collaboration even easier.

Our offer

Situation analysis

Analysis of the existing infrastructure, requirements and needs.

Data infrastructure

Analysis of data origin and possibilities for integration.

Conception of the reports

Definition of the displayed data and its presentation, conception of the design.

Creating the reports

Creating the designed reports with different access rights as required.

Feedback and adjustments

Feedback loop for adjusting the developed reports.

Introduction and training

Introduction to the functionalities of report consumption, training of key users in the development and customization of reports.

Success Story

Berninvest

Alphaprop supports Berninvest as a strategic data partner in the development of a sustainable data infrastructure - from strategy to operational implementation. This includes the development of efficient data pipelines, the maintenance and further development of reports and ongoing adaptation to new requirements.

Want to find out more? Contact us!

Address

Industriestrasse 24
6300 Zug
Switzerland

Your contact person

Dr. Massimo Mannino

Learn more about the topic

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