A reporting database on top of your current system
A platform conversion is expensive and slow. If your staff are fine with the screens they use, we copy the data into a SQL Server reporting database and build your reports there.
When this fits
- Staff can do their daily work in the current system.
- The problem is getting data out, not putting it in.
- Reports are built by hand from exports.
How it works
- Sync. Production data copies to SQL Server on a schedule. The live system isn't changed.
- Clean. Tables with the business rules written down and signed off.
- Report. Dashboards, lender reports and Excel files run from the database.
Any data, custom reports
We work with any data structure. If we can get to the database in some form, we can build reports past what your front-end system allows. Reports come in Excel, Power BI or a custom HTML reporting site.
Staff who don't write SQL can build their own reports with AI agents and schedule them.
Systems we've worked with
- YGC
- ADS
- NLS
- defi
- ParaData
- Cogent
- And more
We work with any data structure. If we can get to the database in some form, we can build reports past what your front-end system allows.
What you keep
Your current system, its screens and your staff's training. If you convert later, the field mappings are already documented.
Old pieces can be retired one at a time. During one system separation we shut off more than 150 legacy web forms.
FAQ
Do we need to replace our servicing system?
Not to get better reporting. A reporting database works alongside the system you have.
Which systems?
We've worked with YGC, ADS, NLS, defi, ParaData, Cogent and more. Any system works if we can get to its database in some form.
What does it cost?
Hourly, per project, or on a monthly retainer. Retainers cover ongoing support and regular check-ins, monthly or quarterly. We quote upfront and are open about what things cost. The first call and consultation are free.
Case study
A reporting database on the current system. Executives got their numbers without a platform conversion.
Related work
- One reporting databaseExecutives get their numbers without waiting on a hand-built report.
- Fee revenue by collection channelThe attorney channel matched the ledger within 1% in every month tested.
Talk to us
Tell us what system you're on and where the data needs to go.