Publicly Traded Commercial REIT
Solution Stack
MRI, Salesforce
Business Units
Asset Management, Finance, Technology
Services
Advisory, Implementation, Delivery as a Service
Timeline
12 weeks
Strengthened Forecasting and Decision-Making
A national retail real estate group with locations across the U.S. was experiencing rapid growth, but struggled to keep store openings on track. Critical launch dates were buried in spreadsheets, emails, and siloed tools, making it difficult to forecast accurately or respond quickly when issues arose.
Problem
Behind every new store opening there was a second, less visible challenge—data.
Inventory data sat in both Salesforce and MRI, but the two struggled to stay in sync. Query times dragged on, forecasts stalled, and leaders began to lose confidence in the numbers guiding their decisions. What should have been a moment of momentum often became an exercise in frustration.
Process
Enhancing MRI integration with Salesforce, Fortimize delivered cleaner, more reliable, and better-performing data flows across the organization. Query times plummeted, database locks disappeared, and teams finally had timely, trusted data at their fingertips. Forecasting became faster and more consistent, reporting cycles accelerated, and leadership regained confidence in the insights driving revenue planning.
Results
The transformation went beyond just fixing a system—it reshaped how this teams operated. With reliable data as the foundation, finance, asset management, and operations could plan with speed and accuracy. What once slowed growth now powers it, giving a stronger, more agile platform to scale into the future.
Executive Outcomes | Operational Impact | Technical Shift |
|---|---|---|
More confident decision-making | Faster access to key data | Solved data sync and performance challenges |
Reduced delays in revenue planning and forecasts | Reduced inefficiencies
| Reduced long query runtimes |
Impact on Clients
For this clients tenants and customers, the benefits are clear. With fewer data errors and faster internal decision-making, new store openings happen more smoothly and without the hiccups caused by delayed or inaccurate reporting. Tenants experience a streamlined onboarding process, while customers see fewer disruptions during move-ins and grand openings. By strengthening data accuracy behind the scenes, Fortimize delivered a more polished, reliable experience on the front lines.
