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Customer Profile: Our customer is a consortium of companies providing title insurance, Settlement services, title and escrow services. The customer also provides various real estate related services through its group companies. Each of these companies operates independently and has their own financial systems and databases.
Challenge: The customer maintained twelve production databases to support title insurance, settlement services, and title and escrow services in a centralized data center. There were about 120 sales representatives in the field who needed to access such information in addition to corporate executives and managers. Users had to export large reports into excel where they had to slice and dice the information. To make matters worse, many production reports did not even support export capability.
Solution:PK4's solution was to deploy a browser-based reporting portal accessible only to authenticated users within the company. The report portal was integrated with Share Point Portal Server, which acted as the presentation layer to the reports and other functionality.
The key features of the Portal were:
 Parameter-based reporting that allowed the user to filter data in reports based on pre-defined parameters.
Personalization of the report formats.
Search, sort, Drill down into details of each report.
On-Demand report generation and pre-generated reports (files on portal).
Information delivery in multiple formats like HTML, Excel and PDF.
Email subscriptions.
Integration with Share Point Portal server for presentation of reports to the users.
Share Point provided for extensibility of the architecture by providing features such as collaboration,
document management, personalization of interface ("My Site") etc.
User role/login based data security.
Benefits:
Real-time information that could be accessed anywhere-any time through a web browser.
Transparent Source Data to the Users. Business users could easily access to the data regardless of the
information residing on any system.
Automated calculations of commissions. The system could calculate the commissions for the various
representatives based on the existing formulae and provide the reports.
Easy to use reporting system that offers advanced reporting features to facilitate analysis. The application
could also be used as tool to recruit new agents.
Reduction of maintenance tasks and costs for supporting newer reports.
Improved ease of access of information for users through web reporting or email, delivery in multiple
formats with customizable parameters/reports and subscriptions.
An easily manageable security frame that allowed role based permissions for information access.
An extensible platform for future use of the portal for other business areas.
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