December 4, 2023
Case Study: How Level 5 Capital Streamlined Their Retail Development Process
Level 5 Capital's successful experience with SiteRise demonstrates the importance of having a single source of truth when dealing with complex retail development processes.

Level 5 Capital, a growing retail development company, faced a common challenge in their expanding business: the need to streamline and simplify their retail development process across multiple established brands. 

The solution they found was SiteRise, a powerful platform that provided them with a single source of truth and comprehensive reporting. The results were impressive: increased efficiency, significant time savings, and faster onboarding of new employees.

Creating a Single Source of Truth

Before using SiteRise, Level 5 Capital faced challenges in keeping all departments in sync with the latest information. Different teams worked with different data sets on different platforms, leading to confusion, miscommunication, and inefficiencies. As a result, they found it challenging to track project progress, analyze data, and make informed decisions. The problem only amplified as the growth equity firm continued to expand its retail portfolio.

With SiteRise, Level 5 Capital created a single source of truth that all departments (across all brands) could access, ensuring that everyone had access to the same real-time data. By enabling all teams to view the same information, general contractors, project managers, executives, and vendors were all on the same page, resulting in streamlined operations and improved communication.

Customer Quotes About the Benefits of SiteRise

"SiteRise has been a game-changer for our business. It's made our retail development process so much more efficient and streamlined." - Kristina, President at Level 5

"The ability to access all the information we need in one place saved us 100s of hours. We're able to make faster, more informed decisions now." - Kevin Porter, Project Manager at Level 5

Success Metrics

  • Level 5 reduced over 1,500 hours of meetings in one year.
  • Level 5 saved over 200 admin or manual data entry hours by switching to SiteRise.
  • Level 5 reduced their schedule adjustments by 78% within 4 months of onboarding to SiteRise.

Level 5 Capital's successful experience with SiteRise demonstrates the importance of having a single source of truth when dealing with complex retail development processes. The platform provided them with a foundation for future growth through data transparency, simplified project tracking and world class reporting.

As a result, they became more efficient, saved significant time, and were able to onboard new employees and projects more quickly. Businesses looking to streamline their retail development process can follow Level 5 Capital's example and become part of the SiteRise community for smoother, more successful retail expansion.

Ready to get started?

The SiteRise team is ready to help your team take your retail projects to the next level.