How Embark and Occupier helped businesses gain control of their lease data

Overview

From chaos to clarity

When a company grows quickly, its lease data often grows chaotic just as fast. That was the reality for two very different organizations: a national gym chain expanding through acquisitions and a retail group specializing in workwear and safety apparel.

Both were thriving, but their teams were buried in spreadsheets, manual reporting, and the ongoing challenge of staying compliant with ASC 842. They needed structure, visibility, and the right combination of technology and hands-on support.

That’s where Embark and Occupier came in. Together, they helped both companies bring order to their lease data, replacing scattered workflows with a clear, centralized, and dependable system.

 

 

The Big Wins

This collaboration brought more than just a new system. It changed how each organization managed, shared, and trusted its lease information.

1. Centralized lease management: All lease data, amendments, and accounting details organized in one place.

2. Simplified compliance: ASC 842 reporting made easier through Occupier’s automation and Embark’s hands-on support.

3. Audit confidence: Reports and documentation ready for review at any time.

4. Team alignment: Real estate and finance teams collaborating efficiently within one system.

5. Executive insight: Dashboards that turn data into meaningful financial intelligence.

The result was accuracy, efficiency, and a stronger foundation for growth.

 

Client challenges

Challenge 1: Managing growth and complexity

As the gym chain expanded across the country, new leases and acquisitions rapidly increased the size and complexity of its portfolio. Each contract had unique terms and accounting requirements, and keeping everything up to date became a constant struggle.

The accounting team relied on spreadsheets and manual processes that made compliance and reporting time-consuming and risky. They needed a scalable solution that would reduce errors and free their team to focus on higher-value work.

 

Challenge 2: Facing tight deadlines

The retail group had a different challenge. With its first full ASC 842 adoption and a year-end audit approaching, time was short. The company needed to implement Occupier quickly and ensure every lease was documented, tested, and compliant.

Internal resources were limited, and the team needed a partner who could guide the process, prepare technical documentation, and deliver a system that would be ready for audit review.

 

The solutions

Combining technology and hands-on support

Embark and Occupier worked together to deliver complete solutions tailored to each organization.

For the gym chain, Occupier handled the initial data migration and created a clean foundation for lease tracking. Embark reviewed every lease term, integrated accounting data, and ensured compliance with ASC 842. The new system replaced manual effort with consistency and control.

For the retail group, Embark led the Occupier implementation and provided hands-on support throughout the technical accounting process. The team prepared adoption memos, documented discount rate methodologies, and developed lease accounting policies. By year-end, the company had a fully functional, audit-ready system built for accuracy and sustainability.

Across both projects, Occupier provided the technology platform, while Embark delivered the hands-on support that made it practical and effective. Together, they turned complex data into a single, reliable source of truth.

 

Results

From manual effort to confidence and control

Both organizations quickly saw measurable improvements.

• Audit-ready accounting: Every lease and amendment reflected accurately within the system.
  
  
• Faster month-end close: Automated processes reduced manual reconciliations and review time.
  
  
• Reduced risk: Built-in controls prevented missed updates or errors.
  
  
• Cross-team collaboration: Real estate and finance teams now work from the same, consistent data.
  
  
• Better visibility: Dashboards and reports provide clear insight into costs, commitments, and forecasts.
  
  

The gym chain now uses Occupier’s reporting tools for FP&A and treasury forecasting, turning compliance data into a resource for strategic planning.

Conclusion

A better way forward

For both the gym chain and the retail group, the partnership between Embark and Occupier transformed how their teams manage lease data.

With Embark’s hands-on support and Occupier’s user-friendly platform, both organizations gained control, accuracy, and confidence in their financial processes. What once required countless hours and manual effort now runs smoothly, supported by real-time data and dependable systems.

Together, Embark and Occupier helped these businesses move from scattered information to complete control, creating a clear path toward smarter decisions and sustainable growth.