Business Challenge: The real estate investment firm was using Microsoft Excel to manage its entire property life cycle (Purchase, Eviction, Rehab, to Sale). After significant growth (85 active properties), the spreadsheet solution became a major roadblock due to limited single-user access and the inability to generate metrics reporting.
Solution & Technology: Simetra developed a secure SQL Server database with a Microsoft Access front-end. The system manages all investment processes, including Rehab, Listing, and Escrow. Data was successfully imported from the legacy spreadsheets.
Key Feature & Outcome: The new solution enables multiple users to access and query the portfolio simultaneously. Furthermore, Simetra used the QuickBooks SDK to link financial data directly with the Access database, allowing seamless financial data updates for each property.