Teams interpret the same measure differently.
Report definitions, date filters and business priorities need to agree before a dashboard can guide a decision.
Industry experience / Title insurance
Power BI reporting for title-insurance teams.
UTIS connects business reporting with the engineering behind it. For a national title-insurance company, our work brought together SQL Server and SSIS data preparation, Power BI reports, customer-activity views and independent checks of selected measures.
Title-insurance reporting
Connect the measure to its source.
- Business definitions
Reporting questions and measures
- Data models
SQL, ETL and source-data checks
- Power BI reporting
Views of customer activity
Your priorities
Problems we help solve
These are common reasons to bring UTIS into the work.
Customer activity needs context.
Leaders need useful views of activity and follow-up priorities, with enough detail to investigate a change.
The report needs to stand up to questions.
A team should be able to reconstruct selected calculations from source data, not rely only on what appears on screen.
Our contribution
Make the report and its source data agree
Business definitions and report design
Work with stakeholders on measures, filters, labels and drill-down views before and during Power BI development.
Connected data preparation and reporting
Connect SQL Server and SSIS processing with Power BI models and measures so the logic can be reviewed across the data flow.
SQL checks behind the dashboard
Supply independent queries that reconstruct selected measures and use customer feedback to refine the reports.
SQL Server · SSIS · Power BI · DAX · Data modeling · SQL validation
Project experience
Examples of relevant results
Each result describes a specific engagement and retains its original source and scope.
Published reports
Power BI delivery confirmed by the client
The client confirmed report publication and deployment of an updated outreach dashboard. The work included source-data checks for selected measures.
Evidence basis: client-confirmed publication and SQL checks; full scope in the case.
Read the caseWorking together
Scope a report and the checks behind it
Bring the decision and measures
Start with the reporting question, intended users, current report, source-data flow and the measures or filters that need review.
Agree the first reporting change
Choose a bounded report or set of measures and the Power BI, SQL Server and SSIS changes in scope. Name the business and technical reviewers.
Set evidence for acceptance
Define selected measures to reconstruct with independent SQL, plus date, filter and drill-down checks. Agree how review feedback is resolved.
Plan publication and ownership
Confirm who approves publication, how access is reviewed and who owns refreshes and follow-up changes. Discuss ongoing support separately.
Client perspective
“UTIS has been a dependable extension of our team, and I recommend them without reservation.”
Explore the expertise
Choose your next step
Go deeper into the work, explore an example or review how to engage UTIS.
Power BI & analytics
Explore business definitions, reporting models and checks against source data.
Try Power BI demos
Explore interactive reporting concepts with fictional data—not a client system or result.
SQL Server & SSIS
Understand the data preparation and engineering behind business reporting.
Before we start
Frequently asked questions
What to expect when you work with UTIS.
What title-insurance work has UTIS delivered?
Our documented work for a national title-insurance company includes SQL Server and SSIS data preparation, Power BI reporting, customer-activity views and SQL checks for selected measures. Client messages confirm report publication and describe business use.
Does the case establish a customer-retention or revenue improvement?
No. The published evidence supports reporting delivery, source-data checks and business use. It does not establish a customer-retention, revenue, refresh-speed or completed AI-automation result.
Can you help with both the dashboard and its underlying data?
Yes. The documented work connects SQL Server and SSIS preparation with Power BI modeling, measures and stakeholder review. We agree which parts of the data flow UTIS will own before the work begins.
Meet with UTIS
Book a meeting.
Choose a preferred time for a 30-minute conversation about your project or hiring needs.
Choose a preferred time
Book a meetingUTIS will review your preferred time and confirm the meeting by email.