Why It Matters: This workflow acts as the central nervous system for the deal pipeline, ensuring that as a deal progresses, all relevant teams and technology platforms are updated automatically. This eliminates manual work, reduces the risk of error, and ensures everyone is working from the most current information.
How It Works: The workflow constantly listens for status changes in deal management platform, DealCloud. When a deal's status is updated (e.g., from "Prospect" to "Under LOI," or from "Under LOI" to "Closed"), it triggers an automatic data push via data hub, Cherre. The type of data and its destination depend on the new status.
Key Data & Transformations:
Data Sources: DealCloud.
Key Data: Deal Status, Investment Data, Property Data.
Detailed Transformations:
Conditional Data Routing: The primary transformation is a rule-based engine that routes data based on the value of the "Deal status" field. For example, when the status becomes "Closed," the workflow triggers data transfers to Anaplan, Appian, and Kensington Frame.
End Result: This automation ensures that all teams and downstream platforms—including Appian (for underwriting), Anaplan (for modeling), Kensington Frame, and Navigator CRE—are working with the most current and relevant information at every stage of a deal's lifecycle.