Case Study, Business Systems Analysis & Data Platform

Centralised Data Platform

Designed the future state requirements for a centralised data platform consolidating property listings, customer inquiries, market analytics and operational reporting into a single governed ecosystem for a real estate technology business.

27
Validated business requirements
2,090
Property records analysed
33
US states covered
Role
Lead Business Analyst & Solution Analyst
Domain
PropTech, Data Platform
Engagement
3 Week Delivery Sprint
Tools
Jira, Power BI, Lucidchart, Excel, BPMN
Overview

One platform, every data stream.

Led business analysis and solution design for a real estate technology organisation experiencing operational inefficiencies caused by fragmented systems, manual listing updates, delayed customer inquiry handling and inconsistent property data.

The project involved stakeholder analysis, requirements elicitation, process modelling, root cause analysis, dashboard design, KPI framework development, UAT planning and future state solution recommendations.

The Problem

Six root cause categories, one fragmented core.

The organisation operated across multiple disconnected systems including CRM platforms, property listing portals, spreadsheets and manual inquiry channels. Root cause analysis across six dimensions surfaced the same core finding: no centralised data layer and no integration between systems.

Click to zoom Fishbone root cause analysis diagram
Root cause analysis. Six dimensions mapped: Data (no centralised layer, duplicate records), Process (manual listing updates, no standard workflows), Technology (disconnected CRM and MLS, no integration), People (unclear data ownership), Governance (no audit trail, no access control) and Analytics (no KPI framework, manual reporting taking 8 to 12 hours).
I defined a future state centralised platform model supported by standardised data flows, data validation controls, governance recommendations, role based access requirements and reporting frameworks to address all six root cause areas in a single cohesive design.
My Role

Lead Business Analyst and Solution Analyst.

I led the engagement across discovery, analysis, requirements definition and solution design, covering stakeholder interviews, requirements elicitation, AS IS and TO BE process modelling, root cause and gap analysis, KPI framework design, data validation planning, UAT support and implementation roadmap sequencing.

I also designed future state workflow automation concepts and produced the platform prototype to illustrate the proposed solution architecture.

Key Features

Four design pillars.

Data Platform Design

  • Centralised property data platform design
  • Property listing and inquiry data consolidation
  • Data standardisation and deduplication logic
  • Data governance recommendations
  • Role based access control framework

Process Improvement

  • AS IS and TO BE workflow modelling
  • Process automation recommendations
  • Automated inquiry routing concept
  • SLA monitoring and escalation framework

Analytics & Reporting

  • Power BI executive dashboard framework
  • Real time KPI reporting model
  • Market analytics dashboard design
  • Operational performance monitoring framework

Governance & Compliance

  • Audit trail recommendations
  • Data quality validation framework
  • Governance control recommendations
  • Compliance monitoring concepts
Process Redesign

Mapped the current state, designed the future state.

Two workflows were modelled end to end, property listing management and customer inquiry handling. The AS IS maps surfaced the manual handoffs, repeated cross checking and delayed responses. The TO BE models show the automated validation, routing and notification flows that replace them.

Click to zoom AS IS process workflows for property listing and inquiry handling
AS IS. Property updates require manual entry into CRM, MLS and the website separately with cross checking at each step. Inquiries land in a shared inbox, are reviewed manually, assigned to an agent by hand and tracked with no automation.
Click to zoom TO BE future state process flows
TO BE. The system captures and validates listing data centrally, saves to a single platform and syncs to CRM, MLS and website automatically. Inquiries are captured, validated, assigned and tracked by the system, with complex cases handled through a structured escalation path.
The Data Work

From fragmented records to a Power BI dashboard.

The analytical work ran from raw data cleaning through to a fully built Power BI dashboard for the AlloyTower property dataset, covering 2,090 transactions across 33 US states.

Click to zoom ALLOY TOWER Power BI property listing analysis dashboard
Power BI dashboard. The ALLOY TOWER Property Listing Analysis dashboard, showing transaction volumes, average sale price, top states by activity, sale price by property type, a US median price map and assessment ratio breakdown.
Click to zoom Power Query editor showing data cleaning steps including duplicate removal
Power Query data cleaning. Applied steps including type changes, blank row removal, value replacement, text trimming and duplicate removal via Table.Distinct, visible in the formula bar.
Click to zoom Raw property data table with null values showing data quality issues
Raw data before cleaning. The source dataset with null rows between records, inconsistent unit values and unstructured address fields, illustrating the data quality problem the platform was designed to solve.
Delivery & Impact

A structured transformation roadmap.

27
Validated business requirements
2,090
Property records in the analysed dataset
33
US states covered
781.99K
Average sale price across the dataset
4 phases
Implementation roadmap sequencing
18
Delivery artefacts produced

The project established a structured transformation roadmap for a future centralised operational platform, with validated requirements, process models, a Power BI dashboard framework, governance recommendations and a phased implementation plan.

Improved alignment between business, data and technology stakeholders
Identified operational inefficiencies and governance gaps across all six root cause areas
Established a scalable roadmap for platform transformation
Reduced reliance on manual reconciliation activities through future state process design
Enabled future automation and real time reporting capabilities
Created a foundation for improved data quality and decision making
Deliverables

The full artefact set.

Business Analysis

  • Business Requirements Document
  • Stakeholder analysis
  • Functional requirements
  • Non functional requirements
  • AS IS process maps
  • TO BE process maps
  • Root cause analysis
  • Fishbone analysis
  • Gap analysis

Data & Reporting

  • Data flow design
  • KPI framework
  • Power BI dashboard framework
  • Data governance recommendations

Solution Design

  • Future state platform prototype
  • Workflow automation recommendations
  • UAT assessment
  • Implementation roadmap
Business analysisData platform designPower BIPower QueryProcess modellingRoot cause analysisRequirements engineeringKPI frameworkUAT planningData governanceLucidchartGap analysis
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