Case Study
CBRE
CBRE: Automating Project Portfolio & Compliance with Wrench SmartProject
CBRE India is part of a global commercial real estate services firm, delivering solutions for property owners, investors, and occupiers.
The Challenge
As one of the world’s leading real estate and project management firms, CBRE needed a smarter way to manage its growing project portfolio. Key challenges included:
- Manual dashboards: Portfolio-level dashboards were prepared manually, consuming significant time and effort.
- No compliance assurance: Organizational processes couldn’t be enforced consistently across projects.
- Manual resource planning: Resource utilization was tracked without automation, leaving room for inefficiencies.
- Cumbersome audits: IMS audits were managed manually because documents weren’t stored in a central, structured system.
The Turning Point
To simplify portfolio oversight, ensure compliance, and eliminate manual inefficiencies, CBRE adopted Wrench SmartProject as its centralized project management system.
The Solution
- Project Portfolio Management: Integration with Salesforce allowed automatic generation of project portfolio dashboards.
- Compliance Monitoring: Electronic workflows and Work Breakdown Structures (WBS) enforced process compliance, monitored through real-time dashboards.
- Audit Management: IMS audits became seamless with smart folders, workflows, and checklists.
- Resource Management: Resource allocation and utilization were planned and monitored using Wrench’s Resource Booking module.
- Training & Meetings: Employee training records and project meeting details were stored automatically.
- HSE Management: Health and safety compliance was enforced with electronic workflows and checklists.
- Billing & Invoicing: Invoices and billing were tracked within Wrench, with reports generated instantly.
The Results
- Automatic portfolio dashboards with zero manual effort.
- Seamless IMS audits, managed digitally through smart folders and workflows.
- 100% process compliance, enforced through electronic checklists and workflows.
CBRE transformed its project management practices into a fully automated, compliance-driven system—boosting efficiency and giving leadership real-time visibility across the portfolio.
