A reporting system for Archstone's distribution workflow
Archstone needs a cleaner way to ingest distributor statements, normalize reporting once, and use the same
data for internal reporting and producer updates.
Greenlit can deliver that as a custom Archstone build on top of the existing platform, with Phase 1 focused
on the reporting foundation and Phases 2 and 3 expanding into producer visibility, avails, rights, and
waterfall management.
Distributor statements still arrive by email in PDF and Excel formats that require manual handling and
re-entry.
Internal reporting is spread across inboxes, spreadsheets, and ad hoc files instead of one searchable
reporting system.
Producer updates get rebuilt by hand because the reporting data is not normalized once and reused.
Contracts, avails, territory status, and reporting context still live across separate documents and
sheets.
What Greenlit Is Proposing
This is not a net-new standalone product. The proposal is to use Greenlit as the base platform, then layer
in the Archstone-specific reporting, producer visibility, and contract-linked workflow the team needs most.
That gives Archstone a practical system for the immediate reporting problem now, while leaving room to expand
into avails, rights, and waterfall tracking once the reporting foundation is stable.
Three-Phase Rollout
01
Distribution Reporting Hub
Weeks 1-4
Stand up statement ingest, normalization, internal search, and quarter-based reporting views by title,
source, and reporting period.
02
Producer Portal and Avails
Weeks 5-8
Turn normalized internal reporting into permissioned producer-facing updates while linking contracts, sold
territories, expirations, and avails visibility.
03
Rights and Waterfall Expansion
Weeks 9-15
Build out title-level rights visibility, waterfall structures, stakeholder allocations, payout logic, and
broader downstream financial tooling.
What Archstone Gets
One reporting source instead of repeated manual re-entry.
Cleaner internal visibility across title, quarter, source, and reporting period.
Faster producer-facing updates built from the same normalized reporting data.
A system that starts with the reporting problem and expands into avails, rights, and waterfall workflows
over time.
Recommended Next Step
If the direction looks right, the next step is a short review call to confirm the Phase 1 scope, align on the
rollout order, and identify the first sample files for implementation planning.
Executive Summary
