Commercial real estate
Discovery + working proof of concept delivered
Capture the conversation. Keep the knowledge.
A brokerage desk's deal and relationship information was scattered across notebooks, spreadsheets, and personal tools. Updating a desktop-only CRM meant more work at the end of the day.
A working proof of concept, a prioritized roadmap, and a register of decisions and dependencies.
Inside the engagement
Prometheus ranked 27 pain points, then demonstrated a capture workflow: dictate after a call, review the extracted fields, and confirm. The recommendation included two implementation paths, with corporate access dependencies made explicit.
The discovery sprint and proof of concept were delivered. The wider implementation remained proposed in the source record; no realized time saving is claimed here.














