MRE Consulting Creates Personalized Business Intelligence Solution
for Investment Firm


A prominent Houston investment firm enlisted MRE Consulting to help them address the positive problem of outgrowing their current organizational and information sharing system. Traditionally, the firm had prepared and presented its investment decision models in ad-hoc spreadsheets, but was encountering mounting issues with this procedure. The spreadsheets were functional for collecting and storing information, but were not a practical way to present the intelligence they contained to potential investors and decision makers. Simply having so many different types of data stored without a cohesive organizational system made it difficult to link investment decisions to their motivating factors.