Case Study: Marvin F. Poer achieves customer self-service access to property-tax insights and a competitive edge with Information Builders' WebFOCUS

Customer-Facing BI Environment Gives Marvin Poer a Competitive Edge

Marvin F. Poer & Company, a leading U.S. property tax advisory firm with 14 offices, needed to give clients easier, self-service access to the status and details of real estate, personal property and administrative tax processes. Customers wanted quick, visual answers about values, appeals, tax bills and payment status across large portfolios without relying on Poer staff for routine queries.

Working with Information Builders’ Professional Services, Poer deployed Client Connect on the WebFOCUS BI platform — a 100% browser-based, customer-facing dashboard with 120+ views, one-click drill-downs, visual KPIs and exportable reports. The solution eliminated client-side software, supported unlimited self-service users, and became a clear competitive differentiator: it transformed information delivery, strengthened client relationships, attracted new business and exceeded customer expectations.

Marvin F. Poer

Tom Rawlston

Senior Vice President