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Ops Insights

Operational reporting from the SQL data you already have

Ops Insights connects to the database behind the system you run and turns it into dashboards, scheduled reports and KPI alerts for the people who run the business. Title agencies and underwriters start with a ready-made report library for ResWare, RamQuest, SoftPro or Settlor.

Schedule a demoSee how it works
  • Dashboards
  • Automated deliveries
  • KPI alerts
  • Report requests
Illustration of an Ops Insights dashboard. Tile names are from the product; the numbers are sample data.

Reports your team uses every day, without hiring an analyst

Most operational systems hold the answers, but getting them out means exports, spreadsheets and someone who knows SQL. Ops Insights does that work on a schedule, so owners, managers and staff see the numbers that matter to their job. That is operational intelligence, built from your own data.

  • Dashboards and KPI alerts

    Count tiles and charts for orders, closings, revenue and turn times, with drilldown to the file. Alerts email you when a number crosses a threshold you set. Operational dashboards

  • Automated reports

    Any report or dashboard tile can go out by email on a schedule, as an Excel, CSV or PDF file, with the date range and filters you choose. Automated reporting

  • Reports written for you

    Start from the report library for your system. When you need something new, request it, and our analysts write the SQL, then you preview and approve it. Database reporting

Ready-made reports for your title production software

We started in the title industry, where ProcessFast had access to the systems of record. That is why Ops Insights comes with turnkey report libraries for four title production software (TPS) platforms, built around how title agencies and underwriters work.

Running something else? Ops Insights connects to any SQL-based system. Reporting for title agencies and underwriters

How it works

Ops Insights is done for you. We set it up, we write the reports, and we keep them running.
  1. 1

    Connect

    We set up and test a secure connection to the database behind your system, then assess what it holds and how your team uses it.
  2. 2

    Roll out by role

    Templated roles give owners, managers, staff and outside partners the dashboards and reports for their job, limited to the data they should see.
  3. 3

    Report, alert, request

    Reports arrive on schedule and alerts fire when something needs attention. Need a new report? Request it in the app and our analysts build it.

No email chain behind your reports

Asking for a new report can mean weeks of emails, attachments and replies, and later nobody remembers who approved what. In Ops Insights, the request, the questions, the preview and the sign-off all happen in the app, on one record. We don't know of another reporting platform that builds this in.

By email

  • Questions and answers scattered across reply-alls
  • Spreadsheets passed around as attachments, version after version
  • No clear answer to who has the final say
  • The decisions behind the report lost once it goes live

In Ops Insights

  • One request, from the first ask to the sign-off
  • The analyst's questions and your answers, as notes on the request
  • Your Client Admin approves the request; you approve the results
  • Every step timestamped and kept, so you can see who did what, and when

How report requests work

Not in title? The same tools work on any SQL database

Ops Insights is expanding beyond title. If your business runs on a SQL database, you can have the same dashboards, scheduled reports and alerts on your own data.

Built and run by ProcessFast, with more than ten years of designing, building and maintaining SaaS at scale, securely.

Our clients range from smaller shops to publicly traded companies. Ops Insights is business-to-business software, and the people who write your reports know your industry.

About Ops Insights and ProcessFast

Discover a better bottom line.

See your own reports, dashboards and alerts in a 30-minute demo. We'll walk through what Ops Insights would look like on your data.

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