Northwest Title Utilizes RamQuest with Informer 5 to Visualize and Achieve Customer Success Goals

• 分析与建模 - 预测分析
• 应用基础设施与中间件 - 数据可视化
• 功能应用 - 企业资源规划系统 (ERP)

• Professional Service

• 商业运营
• 质量保证

• 软件设计与工程服务
• 系统集成

Jonathan and team were lacking a scalable and easily managed solution to track data such as customer success and team performance. “Our ability to set and track goals was limited by the reporting software that was included in our title production system, and we were unable to find a satisfactory solution until we tried Informer,” said Holfinger. Northwest Title had stated objectives, but most of the tracking and reporting was solely about key financial metrics, and not on the details of what was happening within transactions. The various reporting software they had tried were not able to effectively measure response times and gaps in action items within the title and settlement transaction process. Northwest Title was only able to gauge their performance based upon order counts, numbers of closings by location, revenue numbers, and similar macro reports, and these were insufficient in providing a complete picture. In addition, the amount of time and effort it took to create visuals in Excel or using spreadsheet grids was not sustainable, nor did they create actionable change or digestible visualizations to show trends. Aside from lacking a data-tracking solution, Northwest Title was utilizing staff that served various roles to try to compile the macro-level data across departments. They did not have a dedicated, trained business intelligence employee.

Northwest Title are industry leaders with experience in complex real estate transactions of all types including residential, commercial, and land development. Northwest Title emphasizes precision and top-notch customer service, and in 2021 the company was named as one of Central Ohio’s Best Places to Work. Jonathan Holfinger, President of Northwest Title, is a licensed attorney and title insurance agent in multiple states. Aside from overseeing the general operations of the company, Jonathan works closely alongside escrow and administrative staff. His job encompasses many responsibilities as he also serves the Ohio Land Title Association as its President, and additionally provides continuing education to the industry.

Installing Informer 5 and utilizing visualizations greatly benefited Northwest Title. “Orange Standards,” which are Northwest Title’s customer success standards that help them ensure customers are being served well, were now able to be revised and became much more specific to how well tasks were completed within the transaction process. Although Orange Standards existed prior to Informer, they were more aspirational, rather than truly actionable performance standards. For example, Northwest Title aspired to send recordables to the county within 24 hours of closing, but this could not be verified until they had Informer 5’s visualizations and ability to track the time between tasks completed in RamQuest’s production software. In Informer 5, Northwest Title has over 50 graphs tied to their Orange Standards, many of which relate to tracking the time it takes to complete certain tasks. With Informer, they track task completion times in the production system such as how long it takes their abstractors to complete title searches, the time it takes to produce title commitments, and how long it takes staff to review the commitments and send them to customers. They also track how quickly they fix post-closing issues, and how fast they fully open an order in the production system from the time the order is emailed to them. Northwest Title also uses Informer 5 to measure internal culture goals for their teams and leadership groups. Since Northwest Title did not have a dedicated business intelligence employee, it was important that Informer be easy to learn. Mackenzie Fennell previously worked as an Escrow Operations Specialist and Senior Marketing Specialist at Northwest Title. Fennell was a key person in managing the title production’s administrative platform and was very familiar with the datasets in the RamQuest system. As Northwest Title’s use of Informer 4 increased, she migrated to handling more report creation needs, and when Informer 5 proved to be so valuable with creating visualizations, she became the company’s Business Intelligence Manager due to the value it adds to the company. Fennell did not have a coding or technical background but was able to learn how to utilize Informer with her prior understanding of the production system they use as their primary Dataset. “A user of Informer needs to understand the data and what it means, prior to being able to build reports and visuals with it. I have had no formal training in computer science or databases, and I was able to learn how to make basic reports on my own without any real training from Informer,” commented Holfinger.

• The creation of visualizations improved employees’ understanding of the data and helped to create actionable change.
• Managers at Northwest Title are far more willing to spend time looking at the visuals than they ever were before.
• Informer 5 has helped Northwest Title in becoming a more data-driven business.

• In 2021, the number of 5-star reviews increased more than 40% year-over-year.