IT Assessment & Digital Roadmap for a Texas School District After winning approval from a local school board, Saxony helped a local school district restructure their IT department and develop a future-focused technology plan. OVERVIEW In 2019, a school district in the Dallas/Fort Worth Metroplex reached out to Saxony Partners for help creating a long-term…

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Data Management and BI Roadmap for a Private Equity Client Firm Needs Internal Visibility and Technology Solutions to Keep Pace with Rapid Growth A global private equity firm with more than $34 billion in assets and several investment platforms needed to address some challenges related to their current technology environment, infrastructure, and business applications. Their…

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Azure Cloud Fix Transforms Cash Management Firm A Client Enlists Saxony to Optimize Their Cloud Database and Leverage API Technology A U.S.-based automated cash management firm originally hired an offshore vendor to build out their cloud database. OVERVIEW When one of the firm’s strategic clients insisted that the database operate in Microsoft Azure (which was…

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Leveraging Automation to Deliver ‘Rescue Loans’ During Pandemic An Automation Tool Processes PPP Loans from Government During Covid-19 Pandemic A Texas-based bank enlisted Saxony Partners to build an automation tool allowing critical small business loans from the government’s Paycheck Protection Program to be processed during the coronavirus pandemic. OVERVIEW When the coronavirus pandemic caused a…

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Leveraging Data to Transform Mortgage Arm Right-sized Technology Solutions and an Enterprise Data Warehouse Spur Dramatic Turnaround A private equity firm approached Saxony Partners’ Financial Services team with a problem – a mortgage company they owned was losing money. OVERVIEW The firm purchased the company when mortgage rates were low and the industry was riding…

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Real Estate Services Data Model A real estate industry giant needed a custom info/data model to support their reporting and analytics platform. OVERVIEW One of the world’s largest real estate services organizations asked Saxony to build a data model robust enough to support their core business processes. And they needed it done in less than…

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Data Aggregation Solution for a Global Real Estate Firm An investment real estate firm with operations across 12 countries needed a custom solution for their disparate data. Here’s how Saxony Partners solved the problem. OVERVIEW The client, a large real estate investment firm, needed a solution for aggregating, synchronizing, and validating volumes of data from…

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Global Real Estate Firm Embraces the Cloud A global real estate firm saved 92 percent of time spent on valuations by moving the process out of spreadsheets and into a custom cloud-based web application. OVERVIEW A leading global commercial real estate services firm wanted to simplify and modernize their purchase price allocation modeling process. Their…

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Helping a Real Estate Client with Data Migration & IT Optimization A single-family home rental firm needed help with accounting and Yardi data. Here’s how Saxony Partners solved the problem. OVERVIEW This client, a large single-family home rental firm, reached out to Saxony Partners for assistance with three digital projects – two related to data…

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