Case study·CRE advisory

Healthcare valuation report co-pilot

From a blank-page valuation draft — to a source-linked report bundle reviewers trust

42%
Report-prep admin downMeasured against the prior comparable report cohort
“It shortened the blank-page part without diluting professional judgement.”
Healthcare Director · UK CRE healthcare valuation & advisory firm
UK CRE healthcare valuation & advisory firm·One valuation workflow, one reviewer group, mid-sized care home portfolio·6-week pilot·United Kingdom
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01Pilot envelope
Pilot length6 weeks
First signal7 days
First ROI35 days
Team alongside5 seats · 3 colleagues

6-week design-partner engagement on one valuation workflow and reviewer group; Co-ordinator defined the source pack, field dictionary and approval rules; Salesforce actions stayed in dry-run.

02What it owns
Reports toLead Valuer, with the Healthcare Director approving the source-trace coverage on every report.
Owns
  • Source pack — canonical per-asset bundle of lease scans, inspection PDFs, CQC and ONS extracts, refreshed before each instruction
  • Draft narrative — operator overview, regulatory context and valuation rationale sections wired to the field dictionary
  • Evidence trace — every numeric claim and operator statement linked back to a specific PDF page, CQC record or ONS series
  • Reviewer queue — partner corrections captured against the field they amended, ready to feed the dictionary
  • Salesforce dry-run actions — drafted updates to asset, operator and instruction records held for admin release
Does not do
  • The valuation figure itself — drafted ranges only, the valuer sets and signs the number
  • Direct Salesforce writes — every action stays in dry-run until the admin releases it
  • Client-facing send — reports leave the team only when the lead valuer approves
Done looks like

The valuer opens a draft already linked to its evidence, the reviewer marks up against source, and Salesforce reflects the report within a working day of sign-off.

03The team
AI teammates3
HannahReads the source pack, drafts the operator narrative and valuation rationale sections in Word against the field dictionary.
TomWires every claim in the draft to its source PDF page, CQC record or ONS series and flags weak references for the reviewer.
SaraPre-drafts Salesforce field changes and instruction updates as dry-run actions for the admin to review and release.
Human team5
  • 6 ValuersValuation
  • 2 Healthcare directorsHealthcare advisory
  • 2 AnalystsValuation support
  • Salesforce adminOperations
  • Operations leadOperations
04Connected stack
SalesforceSharePointOneDriveWordExcelAdobe AcrobatMicrosoft TeamsOutlookCare Quality CommissionOffice for National Statistics
05What it returned
42%Report-prep admin downMeasured against the prior comparable report cohort
86%Source-trace coverageNumeric and operator claims linked to a specific source
19Reviewer corrections captured for reuseFed back into the field dictionary by the end of the pilot
  • Day 0
    Co-ordinator sessionLead Valuer, Healthcare Director and Salesforce admin agreed the source pack, field dictionary and approval rules in one call.
  • Day 7
    First reviewed draftHannah produced a draft on a sample asset; Tom wired the evidence; the Lead Valuer marked it up against source.
  • Day 14
    Field dictionary signedOperator narrative fields, regulatory fields and valuation rationale fields locked with the Healthcare Director.
  • Day 21
    Salesforce dry-run liveSara began queuing asset, operator and instruction updates as dry-run actions for the admin to review.
  • Day 28
    Reviewer corrections feedbackPartner corrections from the prior fortnight were captured against the dictionary and fed back to Hannah.
  • Day 35
    ROI reviewSponsor signed off on the three baseline metrics; pilot held to one workflow and one reviewer group, no production Salesforce writes.
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Each design-partner pilot starts the same way: one workflow, the minimum useful context, and a first ROI signal measured in days.

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