Microsoft Fabric, Real Estate, Microsoft Fabric, Salesforce

LevelShift Transformed Reporting into a Strategic Advantage for a Real Estate Leader

LevelShift Transformed Reporting into a Strategic Advantage for a Real Estate Leader

About the client

The client is a leading U.S.-based global investment manager specializing in transportation-advantaged real estate and logistics infrastructure. They focus on properties connected to air, land, sea, and rail networks, enabling efficient freight movement across the supply chain through its extensive portfolio, industry expertise, and sustainability-driven approach.

Client challenges

The client faced significant operational hurdles during their data modernization initiative, primarily due to limited technical resources and dependencies on critical business reports.

Key challenges included:

  • Resource constraints: The team was fully occupied with the ongoing data modernization project, leaving no capacity to handle SQL report conversions.
  • Critical report dependency: Business-critical SQL reports needed to be converted to operate on the new Fabric environment to maintain continuity.
  • Risk to timelines: Limited technical bandwidth threatened the on-time delivery of property investment reports.
  • Delayed insights: Any delay in report migration could impact access to vital business intelligence and hinder revenue-related decisions.

Solution

To address resource constraints and avoid delays in report delivery, LevelShift focused on simplifying the migration and validation of business reports to the new Fabric environment.

  • Overcoming team capacity limits: Supported the Build team by taking ownership of report migration tasks, ensuring business continuity without overloading internal resources.
  • Keeping critical reports running: Verified every SQL report by comparing outputs from the old SSRS system with the new Fabric setup to ensure nothing broke in the transition.
  • Meeting project timelines: Used a clear data mapping approach between the old and new databases to speed up the conversion process and avoid rework.
  • Ensuring accurate business insights: Matched the new Fabric outputs with original business reports to confirm that all data and calculations remained consistent.
  • Preparing for future growth: Moved SQL scripts, tables, and variables to the Fabric semantic model, creating a flexible system ready for future reporting needs.SQL-to-Fabric Migration Leadership: LevelShift supported the broader Data Modernization program by leading the SQL-to-Fabric report migration, keeping everything aligned with the new Fabric Semantic Model.

Benefits

 

The solution helped the client maintain reporting continuity, improve data reliability, and set a strong foundation for future scalability.

  • Accurate and reliable reporting: Validation and smooth transition of SQL reports to Fabric ensured consistent, error-free data across systems while reducing manual effort.
  • Consistent data governance: Preserved existing knowledge and mappings, promoting transparency and confidence among business stakeholders.
  • Future-ready reporting system: The new Fabric semantic model introduced flexibility and scalability, allowing faster updates and easier expansion as business needs evolve.
  • Fabric-ready SQL Enablement: By enabling Fabric-ready SQL code for all business-critical reports, the business strengthened its Data Modernization program and accelerated the transition to a unified, scalable, future-proof reporting ecosystem.

Technology

SSRS Reports, Microsoft Fabric, SQL, Fabric Semantic Model

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