Work that makes a difference.

A privately held real estate development company had operated for 20 years without a formal records management program. Its structure included three parent operating companies and more than 250 subsidiary entities, creating a substantial volume of organizational records.

The existing index consisted of separate Word documents listing folder names for each entity. The main file room contained more than 5,000 legal-size folders, while nearly 3,000 boxes of records remained uninventoried. Without established policies, standard file plans, or a formal records management system, the company needed a consistent way to organize, locate, and control its records.

The process began by consolidating the existing Word indexes and importing their contents into a custom-built database. This established a structured inventory of the indexed files and helped define the requirements used to evaluate and select an electronic filing application.

Physical files were converted from legal-size to letter-size folders. Using the new software, we introduced color-coded labels to make file contents easier to identify and support consistent organization.

Standard file plans were developed to govern how new records would be added, along with policies addressing use of the filing system, file checkouts, system audits, and records authority. Together, the inventory, software, and governance framework established a foundation for extending the program to other parts of the company and its affiliates.

The program replaced fragmented folder indexes with a structured filing system supported by consistent naming conventions, file plans, and documented procedures.

Converting to letter-size folders reduced filing-supply costs, while improved indexing and organization shortened the time needed to retrieve information. Defined processes strengthened day-to-day records handling and provided a repeatable approach for expanding the program.

The work established the foundation for broader records management; the nearly 3,000 boxes of un-inventoried records represented an additional area for future work.

A small HR team and IT group supported a workforce of nearly 350 employees across 16 companies, 111 department options, and 57 office locations. Coordinating employee onboarding, offboarding, and personnel changes required accurate information and timely handoffs between HR, hiring managers, and IT.

Hiring managers' requests for technology and security access did not always reach IT in time to prepare for a new employee's arrival. IT needed a consistent way to track the individual tasks associated with each request, while HR needed to share operational details without exposing unnecessary personnel information.

A coordinated multi-stage workflow within the organization's existing Microsoft 365 environment was developed, utilizing three Microsoft Forms, ten SharePoint Lists, and 26 Power Automate flows.

The new-hire process began with a structured form. Automated checks evaluated submissions for required information and accuracy, pausing requests until errors were corrected. Requests then moved to an HR recruiter when recruiting services were needed. Following an accepted offer, the recruiter updated the request, triggering the handoff to IT when technology services were required.

For IT, the workflow generated a PowerShell script to assist with user-account creation and an itemized task checklist to guide onboarding activities. Similar workflows supported employee offboarding and changes to names, managers, and job titles.

Throughout the process, controlled information handoffs passed only the details needed by the next participant, helping HR maintain appropriate boundaries around personnel information.

The solution established a more consistent, visible process for coordinating employee changes across a complex organizational structure.

Standardized notifications improved communication between HR and IT. Validation checkpoints reduced information errors, while controlled handoffs limited unnecessary sharing. Itemized checklists gave IT clearer visibility into outstanding work and the status of each request.

Together, these changes provided a repeatable framework for managing onboarding, offboarding, and personnel updates within Microsoft 365.

An equipment leasing company relied on multiple Excel spreadsheets to track rentals, customers, assets, insurance policies and premiums, and asset tracking devices. Each month, staff spent several hours entering charges and preparing nearly 40 invoices for payment.

Tracking lifetime rental income required manual updates to large workbooks. Data-entry errors were common, and finding and correcting them added to the workload. The company needed a more connected way to manage its asset information and recurring billing activities.

Using a cloud database software solution, a custom application was built to bring asset management and rental billing into a coordinated system.

The application captured asset characteristics, ownership information, and purchase and sale data. It also tracked insurance policies and supported splitting insurance premiums across billing allocations.

On-screen instructions and automated processes simplified entry of nearly 400 rental charges each month. Custom workflows generated branded invoices, while customizable dashboards presented graphs and charts for visual reporting.

The monthly charge-entry and invoicing process, which previously took several hours, could now be completed in approximately 45 minutes.

The application brought previously fragmented information into a shared system, making asset details, rental activity, and insurance information easier to manage. Guided entry and automated invoice generation reduced reliance on repetitive manual steps, while dashboards made reporting more accessible.

The result was a faster, more consistent monthly billing process supported by a system tailored to the company's operations.

An established property ownership organization had accumulated real estate assets dating back to the mid-1980s. What began as a handful of parcels had grown to nearly 600, with property information scattered across the organization. Over time, some records had been lost or misplaced.

The organization needed a more complete, accessible view of its properties to support ownership research, annual valuation reviews, property valuation appeals, and budgeting.

We conducted an extended research and information-gathering effort using online databases and other search tools to assemble property characteristics, improvement details, ownership information, valuations, and document images.

This information was organized within a custom-built application. Ownership records traced each property's history from acquisition through disposition, while custom reports provided a consistent, comprehensive property overview on demand.

The application also supported the annual review of property valuations and helped organize information used in the valuation appeal process. Historical valuation data gave portfolio managers a reference for developing future budgeting scenarios.

The application brought decades of scattered property information into a structured resource for managing and researching a portfolio of nearly 600 parcels.

On-demand reports made property details easier to access and review consistently. Ownership histories provided continuity across the life of each asset, while consolidated valuation records supported annual reviews, appeals, and budget planning.

The result was a more accessible institutional record of the portfolio and a practical tool for ongoing property oversight.