Strata Company: less searching, syncing, and month-end administration
A connected operating workflow that brought data together, made business information easier to find, and reduced the manual effort involved in processing PDF invoices.
The problem: important property data was spread across the operation
An Australian strata company was working across two business systems that needed to stay aligned. When information is split between platforms, teams spend time checking records, resolving mismatches, and searching for the context needed to make a decision.
Month end added another recurring pressure: PDF invoices had to be opened, interpreted, and entered before accounts work could be completed. The cost was not just administration. It was slower access to reliable information and less capacity for higher-value property work.
The solution: connect the work around the team
G3 Digital designed a set of practical automations around the existing operation. The goal was to remove avoidable handling while keeping staff in control of exceptions and decisions.
1. Sync two systems
Data is synchronised between the two core systems, reducing duplicate updates and giving the business a more consistent view of its records.
2. Search and retrieve with AI
A search-and-retrieve experience helps the team understand its own data more quickly. It connects into Claude and Microsoft Copilot so people can ask useful questions in the tools they already use.
3. Extract PDF invoices
Invoices are read and converted into structured information for the end-of-month process, reducing manual entry and helping the team move invoices through review more consistently.
The business return
The return is operational capacity: fewer duplicate updates, less time spent hunting through systems, and a more controlled end-of-month invoice process. Staff can spend more time acting on property information instead of preparing it.
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