Automating Data Ingestion Using AI for a Financial Modeling SaaS
How we identified and implemented AI opportunities to automate data ingestion and redesigned the dashboard to transform complex data into clear, intuitive visualizations.
Our Impact
We identified and implemented AI opportunities within TenantShare's SaaS platform, focusing on automating data ingestion and creating new sources of customer value. We also redesigned the dashboard to transform complex data into clear, intuitive visualizations, dramatically improving usability and customer satisfaction.
Identified and implemented AI opportunities to automate data ingestion processes
Redesigned dashboard with advanced data visualization and interactive features
Created modular component architecture supporting future enhancements and scalability
Enhanced user experience with intuitive navigation and clear data presentation
The Vision
TenantShare, a sophisticated property management platform, was facing challenges with an outdated dashboard experience that lacked intuitive navigation and clear data presentation. Users struggled to analyze completion rates and recovery trends across properties, with limited filtering and comparison capabilities hindering operational efficiency. The data visualization tools were insufficient for complex property portfolio management. Property managers needed year-over-year recovery comparisons with trend indicators, document completion tracking across multiple properties and tenant categories, an advanced filtering system to quickly identify areas requiring attention, and streamlined navigation between different data views and analysis tools.
Our Approach
We implemented a comprehensive dashboard redesign with three main areas of improvement: Completion Status Tab, Recovery Summary Tab, and Recovery Year-Over-Year analysis. We developed modular, well-defined enhancement structures for efficient development and resource allocation. We created interactive data visualization components with show/hide detail functionality, designed new data card components showcasing key metrics, and built comprehensive comparison table components with collapsible sections. We implemented a mega filter system consistent across all dashboard tabs, developed chart/list view toggle functionality, and created direct navigation to filters page with pre-selected parameters. We also identified and implemented AI opportunities to automate data ingestion processes, creating new sources of customer value.
The Results
Transformed user experience - Users can now quickly identify trends with visual cues and intuitive navigation
Enhanced operational efficiency - Advanced filtering and year-over-year comparison tools enable data-driven decision making
Improved platform scalability - Modular component architecture supports future enhancements and growing property portfolios
Advanced data visualization - Interactive visualizations provide both high-level overview and granular detail access
"Working with Hilo has been a seamless and highly productive experience for our team at TenantShare. They took the time to understand our unique needs and executed each phase of the project with precision and effectiveness. Communication was always clear and timely, and they were responsive to feedback throughout the development process. We're grateful for their partnership and look forward to working with Hilo on future projects."
Co-Founder
TenantShare
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