Swiss Investment Fund Cuts Reporting Time by 95%

Business Outcome

Before the modernization, an internal survey revealed 64% dissatisfaction among stakeholders regarding the speed and delivery of key company reports.

Following the modernization of the client platform, a subsequent survey showed a 94% clear satisfaction rate from stakeholders.

The Challenge

The client was facing several challenges: 

• Scattered data on multiple platforms and sources, including Immopac, Excel, SharePoint, and Access;   
• 90% of manually created reports on Excel - prone to errors and outdated by the time they were shared;   
• Misaligned ESG metrics coming from multiple sources;  
• CAPEX reporting lacked transparency and made capital planning reactive;

All these obstacles made timely and strategic decisions difficult.

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