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Celebrity Title Company Improves Workload Efficiencies, Saves Time and Money, and Improves User Satisfaction with Entrinsik Informer
技术
- 分析与建模 - 预测分析
- 功能应用 - 企业资源规划系统 (ERP)
适用功能
- 商业运营
- 销售与市场营销
服务
- 系统集成
- 培训
挑战
Celebrity Title Company faced significant challenges with data access and customized reporting, leading to workload inefficiencies. The basic reporting provided by their existing RamQuest title and settlement production solutions was not easily customizable without proficiency in IT database functions. This resulted in a tremendous amount of manual effort to verify and compile data, which was then dumped into Excel spreadsheets for further processing. The process was time-consuming, taking an hour to publish daily income reports and 1-2 days to complete commission reports. Additionally, the reliance on a single person to create and modify pivot tables led to inefficiencies and often resulted in missing reporting numbers and income projections.
关于客户
Celebrity Title Company is an independent full-service title insurance agency that offers title insurance policies and related real estate closing services for both residential and commercial transactions. The company uses RamQuest title and settlement production solutions to manage its business operations. However, the basic reporting provided by RamQuest was not sufficient for their needs, leading to significant manual effort and inefficiencies in data access and customized reporting. The company sought a solution that would allow them to easily access and customize reports without relying heavily on IT support, thereby improving their operational efficiency and user satisfaction.
解决方案
After researching several reporting and data analysis solutions, Celebrity Title Company chose Entrinsik Informer. This solution transformed their reporting process, allowing them to review reports with ease and schedule them to be sent to relevant stakeholders in the desired format. The team at Celebrity Title can now perform their own ad-hoc analysis, creating reports that can be configured on the fly, drilled into, and personalized without outside IT support. The mapping of fields from RamQuest is already done, making it easy to grab fields, double-click to add them to reports, and format them by moving column headers around. The ability to change fonts, column sizes, grouping, and sorting, along with the option to brand reports with their logo, added significant value to their business.
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