Precinct Properties
Challenge: time-consuming manual reporting, static customer experience
Precinct Properties delivered occupier reports on utility consumption by manually exporting data from Excel to PDF before individually emailing more than 200 reports to occupiers each quarter. The process consumed as much as three days and resulted in static reports that were limited in presentation and engagement. Precinct wanted an efficient reporting process and a richer digital experience for its customers.
Solution: automate: one template, hundreds of personalised reports
OrbViz worked with the Precinct team to replace manual PDF reporting with an automated, interactive reporting experience.
Precinct now manages a single report template that powers more than 200 personalised occupier reports, enabling Precinct to scale reporting without scaling effort. Each quarter a data update is materialised, reports are created and then seamlessly delivered to occupiers digitally, privately and securely.
Initial occupier feedback has been overwhelmingly positive, with customers praising the visual presentation and interactive data experience.
OrbViz partnered closely with the Precinct team throughout the set-up, said Precinct Properties Sustainability Advisor Josh McGlone. “The team exceeded our expectations, implementing suggested workflow improvements throughout the development of the reporting process.”
Outcome: a new standard of reporting at enterprise scale
Precinct Properties’ new reporting experience provides the company with a competitive advantage, delivering a modern, digital experience that reflects the quality of its properties and strengthens occupier relationships.
Looking ahead, the organisation plans to use OrbViz Customer Intelligence to better understand engagement - what matters most to different occupier groups. The platform will also provide a new channel to promote sustainability initiatives and encourage sustainable practices across its portfolio.
Importantly, Josh can reallocate time he usually spends creating reports to other priority projects. “We do expect it to trim down our reporting time and effort to almost the click of a button.”