Case Study: Infrastructure Asset Dashboards with Underlying Data Collection, Warehousing and Valuation Functionality

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The Client

The client is a leading international investor and manager of PPP projects and infrastructure businesses with 8 international offices across Europe, APAC and the Americas

Since 1969 they have invested in over 150 projects and businesses including transport, social infrastructure, energy and real estate

The UK headquartered firm currently manages 35+ assets with more than £2bn AuM

The Challenges

Pre-existing reporting process was labour intensive, inconsistent between asset types and lacked transparency both geographically and at the fund level.

Monthly and quarterly report generation required a dedicated team, was error prone and scaled negatively as the portfolio grew.

Absence of a reliable workflow and visualisation tools hampered communication, planning and analysis

Solution Delivered

Automated capture and QA of monthly accounts, operational updates and macro-economic data

Creation of a “Golden Data Source” through data cleansing, gap identification, exception reports and final reconciliations.

Calculation engine of underlying operational and financial KPIs with supporting catalogue of all metrics and sequences

Interactive deep-dive BI dashboards providing aggregated and detailed figures at asset, country, manager and fund levels

Results & Benefits

Standardised reporting templates and commentary capture for remote project managers ensured data integrity and enabled reliable interactive asset dashboards and seamless monthly reporting

Rebuilt asset models facilitated ad hoc stress-testing for changes in inflation, interest rates, energy costs, etc. at both the portfolio and individual asset levels, saving 100’s of hours during bi-annual revaluation exercises

End-to-end data capture and workflows from CRM, pipeline, investment committee and asset monitoring eliminated expensive legacy software systems, siloed databases and previous data mapping challenges