Pain Points - Case studies

A microfinance client with over 800 branches in India faced challenges managing their lease portfolio. Their large, diverse leases were tracked using outdated Excel spreadsheets, leading to inefficient data management, lack of centralized access to information, and difficulties in maintaining data security.

Challenges Faced

Centralized Access: The client struggled to centralize lease data, causing inefficiencies and difficulties in retrieving important information.

Access Control and Security: The client required a robust access control system to ensure only authorized personnel could access sensitive lease data across departments and regions.

Audit and Traceability: The client required an audit trail to track access to lease data for transparency and compliance with internal controls.

Solution Provided by Lease Portfolio 365

To address these concerns, the client adopted Lease Portfolio 365, which offered a secure, role-based access control system along with a streamlined data management platform.

Centralized Lease Data Management

Unique Property and Lease IDs: Each lease received a unique ID, simplifying the tracking and management of lease data across 800 branches.

Role-Based Access Control: The system enabled department- and role-specific access to lease data, ensuring only authorized personnel could access sensitive information.

Access Control and Audit Trail

Role-Specific Access: Lease Portfolio 365 implemented a strong access control mechanism that enables the client to define user roles and restrict data access by department or function.

Audit Trail Functionality: An audit trail was established to track who accessed lease data, what changes were made, and when. This enhanced security and transparency in data management.

Results Achieved

Enhanced Data Security: The client secured lease data by restricting access based on roles and departments, reducing unauthorized access risks.

Improved Data Traceability: The audit trail functionality gave the client a transparent record of all data access and modifications, enhancing accountability.

Streamlined Lease Management: Centralizing lease data and implementing access control greatly enhanced lease management efficiency across multiple branches.

Conclusion

Lease Portfolio 365 helped the microfinance client streamline lease management and ensure secure, role-based access to critical data. Its audit trail functionality strengthened internal controls, while centralizing lease information improved efficiency across 800 branches. The solution optimized data security, access control, and operational efficiency.

Protect sensitive lease data with customized access control—Sign up for a free demo of Lease Portfolio 365.