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Customer-Facing BI Environment Gives Marvin Poer a Competitive Edge
Technology Category
- Analytics & Modeling - Real Time Analytics
Applicable Functions
- Business Operation
- Sales & Marketing
Use Cases
- Real-Time Location System (RTLS)
Services
- Software Design & Engineering Services
- System Integration
The Challenge
Marvin F. Poer and Company, a leading property tax advisor, was facing a challenge in responding to customer demands for easier access to information about the status of work on real estate, personal property, and administrative processes. The company wanted to go a step further by rolling out BI applications not only to internal employees, but also to customers. They wanted to create a customer-facing dashboard environment that delivers key business metrics about the status of real estate, personal property, and administrative processes.
About The Customer
Marvin F. Poer and Company is one of the nation’s leading property tax advisors, with expertise in real estate, personal property, and the complex valuation issues associated with commercial properties. The company is headquartered in Dallas, Texas and has 14 offices throughout the U.S. The company’s information services department employs ten people who support 200 employees. The company has been in business for 46 years and has made it their business to listen to their clients and respond to their needs.
The Solution
With help from Information Builders Professional Services, Poer used the Information Builders WebFOCUS BI platform to create a customer-facing dashboard environment that delivers key business metrics about the status of real estate, personal property, and administrative processes. Dubbed Client Connect, the BI environment enables customers to review in-depth information on values, appeals, historical tax information, and more, for each property in their portfolios. Authorized users can log into Client Connect to view their property tax data from more than 120 different views, quickly homing in on valuation and tax payment details, collector profiles, tax rates, tax bills, appeal status, and many types of property-specific tax events.
Operational Impact
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