Case Studies
How Unity’s Document Workflow Automation Solution Unlocked Over $1M in Capacity Savings for Colliers
Read how the Valuations & Advisory division of Colliers turned to Unity to automate their contract management process, shaving over 90 minutes off what used to be a menial back-office back-and-forth task.
$1.2M Capacity Savings
90+ Minutes Saved Per Task
Client Overview:
About Colliers International
Colliers International is a global diversified professional services and investment management company. With operations in over 70 countries, their 23,000+ skilled professionals provide expert advice to real estate occupiers, owners and investors.
Industry
Commercial Real Estate
Global Team
23,000+ professionals
Headquarters
Toronto, Canada
Market Presence
70 countries worldwide
The Challenge:
Legacy Contract-to-Collections Tools “at a Breaking Point."
As Colliers experienced substantial growth—more than doubling their business size—the limitations of their previous contract and job management systems became evident.
After trying to solve complexity by hiring a bigger administrative team, Colliers looked instead for an AI workflow automation tool that fit its exacting criteria.
Flexibility
Colliers needed a solution capable of managing their entire business lifecycle, from contract creation to collections, in an integrated, customizable platform
Scalability
The administrative burden grew as the team spent excessive time managing contracts, workflows, invoicing, and collections applications, often relying on manual processes that were costly and risky.
Domain-skilled implementation partner
Beyond a discrete single-point AI product, Colliers needed a solution that would integrate seamlessly with its separate reporting and brokerage divisions, and a partner that understood those challenges.
“Our business had more than doubled, and the systems we were using were patched together, not designed for how we operate. We were at a breaking point.”
Scott
Head of Valuations & Advisory Services
The Solution
StackDC’s AI Workflow Automation Tool Unity
Unity’s core no-code automation platform successfully streamlined Colliers’ appraiser contract management workflow, significantly reducing their administrative burden while scaling seamlessly with their growing business.
Key Deliverables:
Comprehensive Contract Management
Unity’s core document workflow automation system allowed Colliers to handle a large volume of contracts with ease, providing customizable workflows integrated with DocuSign signature collection that reduced the time and effort required for contract creation and approval.
Automated Workflow Management
Unity’s no-code workflow automation capabilities were critical in eliminating manual transcription errors and streamlining operations. This automation enabled Colliers to operate more efficiently, reducing administrative overhead and improving overall productivity.
Invoice Processing Automation
Unity provided Colliers with the tools to automate their invoicing processes, ensuring that billing was prompt and accurate without having to constantly return to the contract and re-enter key fee and billing terms. This not only improved cash flow but also freed up valuable time for the finance team.
Integrated Collections Workflow
Unity’s integration with the payment gateway Stripe automated the collections process, reducing the risk of overdue payments, improving revenue cycles and reducing write-offs.
The Results:
Customizable AI Workflows
Cut Admin Burden and Improve Cash-Flow
“The secret sauce isn’t that we build either an individual AI or a machine learning solution, but how StackDC’s AI workflow automation solution integrates with our reporting and brokerage divisions. It’s the collection and how they fit like a puzzle that creates the secret sauce for Colliers.”
Scott
Head of Valuations & Advisory Services
Next Steps:
Start Your Automation Transformation Journey
Join industry leaders like Colliers and discover how StackDC can help optimize your operations and drive exceptional results with our suite of AI workflow automation tools. Ready to see similar results in your organization?
Let’s discuss your unique challenges and opportunities in adopting AI for enterprise operations, and how StackDC and our AI workflow automation tool Unity can help you with document workflow automation, automatic contract creation, no-touch bill processing and other manual labor-saving applications.
- Business process automation workshop
- Comprehensive solution demo
- Trial access for your operations team
Want more inspiration on what types of process automation is possible with Unity?
