Case Study

Commercial capability assessment for a digital real estate platform

OPPORTUNITY/ISSUE

A fast-growing online marketplace constrained by fragmented commercial processes

A leading national real estate marketplace had outgrown its legacy sales processes, putting pressure on its multi-channel sales model. Our client, serving both professional and small business customers, was struggling with inconsistent data availability and rising workload pressures that limited its ability to improve commercial performance and scale its marketplace business model. These issues made it difficult to scale effectively and undertake transformation initiatives critical to marketplace performance. 

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APPROACH/SOLUTION

A holistic capability assessment to identify improvement levers

Our team started with a series of structured interviews, followed by a detailed document review across commercial, operations, and finance functions. We assessed the sales strategy, processes, tools, and organizational setup against best‑practice benchmarks. We then synthesized the findings into a prioritized view of capability gaps. These insights highlighted qualitative improvement levers to inform the design of the real estate marketplace’s future sales operating model. 

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OUTCOME/RESULT

A fact‑based foundation for sales transformation and data‑driven operating model

The assessment gave senior stakeholders a clear view of the digital real estate platformy’s strengths and performance gaps. It guided the investment of transformation resources to the most impactful initiatives in sales and customer management. The work also laid the groundwork for a data‑driven sales operating model, including defined roles, improved steering mechanisms, and practical process playbooks to support future transformation. 

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