Real Estate Operations & Asset Management
The Challenge
The organization operated within a fragmented data ecosystem that included dozens of Excel files, tables, and information sources fed by multiple systems, external vendors, and diverse operational processes.
In practice, this meant:
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Critical information was scattered across multiple data sources.
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Data retrieval required manual navigation between files and tables.
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The process was slow, dependent on human knowledge, and exposed to operational failure points.
The challenge:
To enable unified, AI-driven access to information, without building a new system and without performing data migration or altering the existing infrastructure.
Our Approach
Instead of consolidating all data into a single system, we built an intelligent AI layer on top of the existing data infrastructure.
This layer operates as an AI Data Agent
and enables the organization to:
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“Talk” to its data
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Retrieve information from multiple sources
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Receive accurate answers through a single, unified interface
Without changing data input processes and without compromising the stability of existing systems.
What We Did
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Developing an AI agent for intelligent data retrieval from Excel files, tables, and distributed data sources.
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Connecting databases and external vendors while preserving permissions, data structures, and business relationships.
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Building a Natural Language–based search mechanism that translates free-form questions into complex data queries.
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Creating an integration and business logic layer on top of existing data infrastructures (AI as an Overlay).
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Customizing the AI agent to business and operational needs, aligned with the usage patterns of different teams across the organization.
Business Impact
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A significant reduction in the time required to search for and retrieve information.
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Reduced operational workload and dependency on individual knowledge.
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Improved data accessibility and organizational consistency.
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A ready infrastructure for AI-driven and data-driven operations.
The Outcome
An operational AI agent that enables organizational teams to:
Locate information within seconds
Receive accurate and up-to-date answers
Eliminate manual searching across dozens of files
All through a single point of access.



