Data-Intelligence Platform for a Swiss Investment Company

Data-Intelligence Platform for a Swiss Investment Company

Business and technical outcomes already proven

INDUSTRY

Property Asset Management

PROJECT DURATION

6 Months

LOCATION

Switzerland

Client Bio

A leading Swiss investment management company that specialises in real-estate investments for pension funds. It manages an extensive portfolio both in Switzerland and abroad, so internal stakeholders, project managers, and investors expect accurate, transparent, and timely reports to guide decisions -especially around CAPEX tracking and sustainability KPIs.

Situation

The company was grappling with a fragmented data landscape: project data sat in Immopac’s Scopes and CAPEX modules, energy and sustainability figures arrived in sprawling Excel files from third-party vendors, and Access databases on SharePoint tracked parking-garage projects. About 90 percent of all data gathering was still manual - an approach that grew slower, more error-prone, and virtually unmanageable as the portfolio expanded. With twelve different data formats in play, assembling clean, reliable datasets became a constant struggle.

At the same time, rising regulatory pressure demanded consistent reporting on environmental metrics such as energy, water, and CO₂. Project managers and controlling teams also lacked the real-time insight they needed to monitor CAPEX, energy consumption, and overall portfolio health through live dashboards. Against this backdrop, the overarching goal was clear: automate every step from extraction to visualization so teams could access trustworthy, up-to-date insights whenever they need them.

Your mandate vs. how the platform answers it

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Solution - The transformation in a nutshell

End-to-end data engineering with Azure: We built a unified platform in Microsoft Azure that pulls data from Immopac (Scopes, CAPEX, QC CAPEX), vendor Excel files, and SharePoint Access databases, cleans and aligns it automatically, and feeds role-based dashboards.

Azure Data Factory extracts, enriches with KPIs, and standardizes every format, while Event Hub and Stream Analytics stream live updates.

Raw, curated, and warehouse layers preserve history and speed, surfaced in Power BI apps for portfolio, project, and sustainability, with deep dives via Synapse.

1. Connect once, trust forever

  • 100+ Immopac tables,
  • Excel sustainability feeds,
  • Access CAPEX logs,
  • IoT metrics-ingested via reusable connectors with row-level lineage.

2. Engineer clean, reusable assets
Data flows run through Azure Databricks, stamping each record with data-quality scores and calculating domain KPIs (e.g., €/m² CAPEX burn, energy-intensity bands).

3. Store for speed + history
Delta Lake on ADLS Gen2 holds raw, conformed, and warehouse layers. Slowly-changing dimensions preserve lease and valuation history for true period reporting.

4. Visualise what matters
Four role-based Power BI apps—Portfolio, Project, Parking, Sustainability—update continuously; write-back pushes selected KPIs straight into Immopac scopes for planners.

What to expect in your first 90 days – get in touch to get started today

Intertec can help you unify your portfolio intelligence with a platform that’s secure, scalable, and audit-ready.

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