Automating Trial Balance Processing for a Real Estate Fund
A private equity real estate fund manages a diverse portfolio of 20 commercial properties across multiple markets.
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Technical Data Solutions
Enterprise-grade data infrastructure that scales with your vision
Well-Architected Data Infrastructure Transforms What Your Organization Can Accomplish
When your data platform is designed correctly, business teams get the insights they need without IT bottlenecks, new analytical capabilities deploy in days rather than quarters, and your architecture scales seamlessly as data volumes grow and requirements evolve.
Your team focuses on strategic initiatives rather than constantly firefighting integration issues and performance problems. Organizations with robust data infrastructure don’t just support the business—they enable capabilities competitors can’t match because their data foundation makes innovation faster, cheaper, and more reliable.
Most IT leaders face significant architectural and operational challenges
- Your architecture evolved in pieces, not by design. Databases, cloud apps, data lakes, and SaaS platforms accumulated—but nothing ties them together.
- Business teams need answers faster than IT can deliver. Every new report requires IT involvement, and the backlog keeps growing.
- Legacy systems hold critical data hostage. Extracting it requires custom work, and changes risk breaking dependent processes.
- You’re pulled in too many directions. New capabilities, technical debt, security, cloud costs—all competing for the same stretched team and budget.
- Data quality erodes trust. Reports don’t match, duplicates appear. Fixing it requires both technical solutions and governance changes.
- The technology landscape won’t stop shifting. Evaluating what fits, what integrates, and what justifies migration is its own project.
- Compliance adds friction at every layer. Multiple regulatory frameworks, each demanding technical controls without creating workarounds.
Related Insights
How BPM Partners With Your Technical Teams
We work alongside your teams as technical partners who understand the architectural tradeoffs you’re navigating. We’ve designed and implemented data platforms across diverse industries and technology stacks, and we know that success requires balancing competing priorities—business agility versus governance controls, innovation velocity versus maintainability, cloud-native capabilities versus existing investments. Here’s how we help:
From Fragmented Systems to Coherent Architecture
We design modern data platforms that accommodate diverse data types and access patterns. We help you evaluate technologies like Snowflake, Databricks, AWS Redshift, Azure Synapse, and Google BigQuery based on your requirements, existing investments, and team capabilities. Our architectures provide the foundation for business agility while maintaining the governance and security controls you need.
From IT Bottlenecks to Self-Service Analytics
We implement platforms that enable business teams to access and analyze data without requiring IT involvement for every query. This includes building robust data pipelines that keep information current, establishing semantic layers that provide consistent business definitions, and implementing governance frameworks that balance accessibility with control. Your team stops being order-takers for report requests and starts being strategic architects of data capabilities.
From Legacy Data Silos to Integrated Intelligence
We design integration patterns that extract value from legacy systems without requiring risky wholesale replacements. Whether through modern APIs, change data capture, or strategic data replication, we help you make legacy data accessible to modern analytics while maintaining the stability of systems your business depends on.
From Manual Data Movement to Automated Pipelines
We develop robust ETL and ELT pipelines using modern orchestration tools like Apache Airflow, dbt, Azure Data Factory, and AWS Glue. Our implementations handle errors gracefully, maintain data quality through automated validation and monitoring, and provide the observability you need to troubleshoot issues quickly. For real-time requirements, we implement streaming architectures using Kafka, Kinesis, or Event Hubs that process data continuously rather than in batches.
From Data Quality Issues to Trusted Insights
We implement comprehensive data quality frameworks including validation rules, anomaly detection, data profiling, and automated monitoring that catches quality issues before they impact downstream analytics. We also help establish the governance processes—data ownership, stewardship, cataloging, and lineage tracking—that prevent quality problems from occurring in the first place.
From Security Concerns to Confident Compliance
We implement technical controls that meet regulatory requirements—GDPR, CCPA, HIPAA, SOX—including encryption at rest and in transit, network segmentation, granular access controls, comprehensive audit logging, and automated retention policies. Our implementations provide the security and compliance you need without creating friction that drives business users to create shadow IT solutions.
The BPM Difference: Our Partnership Approach
Technical Collaboration. We work alongside your teams following software engineering best practices—version control, code review, automated testing, and comprehensive documentation. We don’t just deliver solutions; we build them with your team so knowledge stays with your organization.
Architecture That Scales. We design for your future, not just your present. Our architectures accommodate growing data volumes, evolving requirements, and new technologies without requiring wholesale rebuilds.
Knowledge Transfer and Support. We provide thorough training and documentation, establish clear handoff procedures, and offer ongoing support as your team takes ownership of the platforms we build together.
Technology Platform Experience. We have deep experience across the modern data technology stack. We help you select and implement the technologies that make sense for your specific requirements, team capabilities, and existing investments—not just the platforms that happen to be popular today.
Start the conversation
Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.