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Case Study

Digital Transformation Roadmap for a ₹400Cr Real Estate Group

We developed a comprehensive digital transformation roadmap for a multi-vertical real estate group — covering process discovery across 22 operational workflows, technology evaluation, automation opportunity sequencing and an operating model redesign. The roadmap provided leadership with a clear, board-ready plan for transformation investment, phased to deliver value from the first quarter of execution.

22 operational workflows mapped and analysed across 4 business functions
Process automation opportunity scoring by ROI, volume and complexity
Technology landscape audit and modernization gap assessment
Operating model redesign recommendations for digitally-enabled operations
AI and automation use case identification: 9 high-priority opportunities
Vendor evaluation framework for core technology platform selection
Board-ready investment case with 3-phase transformation roadmap
Change management and organizational readiness assessment

Process discovery across a complex multi-vertical operation

The real estate group operated across residential, commercial and plotted development verticals, with separate sales, project management, finance and customer experience functions. We conducted structured process discovery across 22 workflows — mapping process steps, volume, time cost, error rates and the downstream dependencies that would determine automation sequencing. The discovery revealed that 60% of the identified automation savings were concentrated in four workflows: lead qualification and routing, project documentation management, payment milestone tracking and customer communication orchestration.

The investment case: from discovery to board decision

The roadmap structured transformation across three phases over 24 months, with clear business metrics for each phase and defined go/no-go criteria between phases. Phase 1 automated the four highest-value workflows identified in discovery, delivering ₹2.1Cr of the projected ₹3.8Cr annual savings within 6 months. Phases 2 and 3 addressed the technology platform modernization and operating model transformation that would sustain the automation gains long-term. The board approved the full programme at the first presentation — an outcome that reflects the quality of the business case construction.

Measured outcomes

22
Processes Assessed
₹3.8Cr/yr
Automation Savings Identified
3
Transformation Phases
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