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Case Studies

Our portfolio of case studies will give you a good sense of the kind of problems we work with, how we approach them and the kind of results we produce for our clients.

Corporate Real Estate Users

A Private Health Insurance Company – Strategic Facilities Plan
Completed a Strategic Facilities Plan and developed a Business Case for a 50-acre mixed-use development.

A Private Health Insurance Company – Executive and C-Suite Communication Plan
Helped develop and communicate a presentation for senior management that would more clearly illustrate the business case and lead to approval to kick off mixed-use development project.

International Manufacturer of Industrial Products and Services – Business Process Improvement
After the Vice President of Real Estate completed StratVisor's Strategic Diagnostic Survey, we were asked to develop performance metrics and a dashboard reporting process for the worldwide internal customers and external service providers for the CRE department.

Specialized Heath Care Provider – Business Process Improvement
Helped streamline site selection and construction processes by identifying opportunities to streamline the processes, shorten the cycle time and empower the team.

Major Wireless Communications Company – Strategic Facilities Plan
Assisted the client to reduce costs and consolidate facilities..

Major Utility Company - Analyze Current Financial Decision-Making Process and Provide Future Direction
Assist with the assessment of the current financial status of the Client’s portfolio and provide recommendations for future direction.

Non-Profit

Commercial Real Estate Professional Organization - Operational Excellence
Completed a business case to determine whether the organization's administration (accounting, event planning, monthly meetings, etc.) should be in-house or outsourced.

Real Estate

Privately-held Real Estate Investment and Management Firm – Information Technology/Operations Direction
After the Client's leadership group completed StratVisor's Strategic Diagnostic Survey we were asked to conduct a 2-day workshop to assess the current state of their real estate systems and operations, and developed recommendations for efficiency.

Regional, Full-Service Real Estate Development and Management Firm - Systems Implementation Planning
Developed a strategic implementation plan for accounting system upgrade.

Large, Fully Integrated Real Estate Company – Site Selection Modeling
Created a site selection filter and model to visually depict trade areas.

Small, Private Commercial Real Estate Firm – IT Systems Direction
After the Client leadership group completed StratVisor's Strategic Diagnostic Survey we were asked to complete an IT System Direction, including selection of a new platform (IT, organizational model and processes) to position the company for growth and lower cost of operations.

Small, Private Commercial Real Estate Firm – Tactical Operations Assistance
Performed tactical operations tasks to assist with providing due diligence information.

Small, Private Commercial Real Estate Firm - Job Descriptions
Created comprehensive job descriptions for Asset Management, Property Management and Accounting that factored into the Company’s anticipated growth.

Private, Regional Full Service Commercial Real Estate Firm – Succession Planning
After the Client leadership group completed StratVisor's Strategic Diagnostic Survey we were asked to complete a succession plan for a full-service real estate company with 6 partners.

Private, Regional Full Service Commercial Real Estate Firm – Strategic Business Line Assessment
After the Client's leadership group completed StratVisor's Strategic Diagnostic Survey we were asked to complete a future state corporate structure analysis by completing a business line assessment for a full- service real estate firm.

Real Estate Investment and Capital Management Company – Systems Direction
Assisted the Client in automating their Asset Management and Investor Reporting Process.

Real Estate Investment and Capital Management Company – Systems Implementation
Assisted the Client in implementing Portfolio and Corporate Accounting processes and reporting systems.

Full Service Real Estate Company with 11 Million sq ft of Class A Commercial Real Estate Property – Operational Excellence Strategy
Increased customer service and developed a long-term approach of continuous improvement.

Full Service Real Estate Company with 11 Million sq ft of Class A Commercial Real Estate Property – Management Training
Developed an on-going Management Training program that would support long-term operational excellence initiatives.

Full Service Real Estate Company with 11 Million sq ft of Class A Commercial Real Estate Property – Customer Service Strategy
Developed a Customer Service Training Program to standardize training and to promote a company-wide culture of excellence.

Full Service Real Estate Company with 11 Million sq ft of Class A Commercial Real Estate Property – Operations Manual
Developed a standardized Operations Manual to govern the operations of existing as well as newly-acquired assets.

Full Service Real Estate Company with 11 Million sq ft of Class A Commercial Real Estate Property – Tenant Manual
Developed a standardized Tenant Manual for existing portfolio as well as newly-acquired assets.

Full Service Real Estate Company with 11 Million sq ft of Class A Commercial Real Estate Property – System Implementation Coaching
Project Management of the Enterprise 4.5 to Voyager 6.0 Upgrade.

Full Service Real Estate Company with 11 Million sq ft of Class A Commercial Real Estate Property – System Implementation Documentation
Customized documentation of Property Management to supplement Yardi Voyager 6.0 training.

National Multi-Family Real Estate Firm - Best Practices in Condominium Development, Construction and Sales
The client's business line in condo development was growing significantly. The client asked us to review their current processes across 16 de-centralized regions and look for improvement opportunities.

Service Providers

A Private Investment Firm in Partnership with an Investment Advisory Firm - Market Study
Assisted the company in evaluating local market conditions and obtaining valuation assistance for assets being considered for acquisition.

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