Location
New York, NY
Industry
Real Estate
Year
2025
Challenge
The firm managed a large, diverse portfolio across multiple regions. While they had a property management software system in place, it functioned more as a warehouse of raw information rather than a source of insight. Leadership struggled with:
Understanding how operational performance translated into financial outcomes
Explaining budget variances across properties and regions
Preparing accurate capital expense budgets with confidence
Accessing real-time visibility into KPIs without cumbersome manual analysis
Solution
FlowTech leveraged its business-first approach, blending operational experience with technology, to design a custom analytics dashboard that delivered meaningful, actionable insights. Key features included:
Enhanced KPI Framework: Revised and refined KPI points to better reflect both operational and financial performance.
Dynamic Dashboards: Visual charts and graphs that translated raw data into clear performance insights.
Multi-Layer Filtering: Ability to filter by property, geographic region, or any portfolio segment for tailored analysis.
Actionable Insights: Real-time understanding of variances, capital expense needs, and operational efficiency — all derived from data the firm already had.
Results
With FlowTech’s dashboard solution, the firm gained:
Greater Financial Clarity: Direct links between operational performance and financial outcomes.
Smarter Budgeting: Clearer capital expense planning and quicker variance explanations.
Time Savings: Eliminated hours of manual report pulling and analysis.
Executive-Level Transparency: Leaders could quickly “slice and dice” data by property, region, or other filters, empowering faster, smarter decision-making.
FlowTech helped us see our portfolio in a new light. Instead of digging through reports, we can now instantly understand performance trends and make confident financial decisions.
