CASE STUDY | wesgroup properties

Wesgroup
Accelerating Cloud Data Modernization and GenAI

INDUSTRY

Construction & Real Estate

SOLUTION AREA

Strategy & Governance
GenAI Use Case Evaluation & POC
Modern Data Architecture Design

Microsoft Fabric & Power BI
CoPilot Studio
Azure AI Search

TECHNOLOGY

The Challenge

Wesgroup Properties, a leading Canadian real estate developer managing large-scale construction projects across multiple regions was undergoing a broader IT strategy refresh. Throughout the assessment, one theme surfaced repeatedly - data. Leaders recognized that fragmented analytics, undefined data roles, and inconsistent reporting were limiting decision-making.

Instead of waiting for a full enterprise data strategy initiative later in the year, executives sought a fast, focused “data strategy prequel” - a short engagement that would clarify direction, highlight gaps, and build organizational momentum. At the same time, the leadership team was curious about generative AI and wanted a practical proof of concept to understand where it could drive value.

The Data Elephant Difference

Data Elephant was engaged to run a condensed but high-impact 4-week engagement that combined foundational data strategy assessment with a real GenAI use case tailored to the client’s work.

Our approach included targeted stakeholder engagement and interviews, high-level roadmap and architecture validation, a GenAI Proof of Concept to bring strategy to life and unify structured and unstructured data on capital projects into actionable summaries, and a modern Microsoft stack demonstration leveraging Copilot Studio, Azure AI Search and Dataverse.

This pragmatic approach replaced bureaucracy with collaboration - and demonstrated that governance could accelerate, not slow down, data-driven outcomes.

 A focused series of interviews captured key needs and pain points across Finance, Operations, and Project Delivery, without disrupting day-to-day work

Built a GenAI POC that surfaced insights from project post-mortem documents - demonstrating how AI could unify structured and unstructured project data into actionable summaries.

Demonstrated a modern Microsoft Stack using Copilot Studio, Azure AI Search, and Dataverse for an integrated GenAI experience.

Developed a pragmatic data roadmap that outlined priority data initiatives, architectural recommendations, and governance wins for the coming year.

The Outcome

The assessment provided leadership with a clear understanding of where to focus, how to strengthen their data foundations, and what early steps would generate momentum.

Results at a Glance

ROADMAP

 A path to prioritize where foundational investment is most needed.

VISIBILITY & TRUST

End-to-end data lineage through Unity Catalog and Collibra

UNIFIED ANALYTICS

 Shift from siloed Finance-led reporting centralized and scalable analytics model

GENAI FOUNDATION

POC provided automated insights and sparked ideas for broader generative AI adoption.

4 WEEKS

Combination of a rapid strategy and quick-win to gain buy-in

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