Solutions
Solutions, tailored to your business.
By function, by industry, or fully custom — built around how you operate.
By Function • By Industry • Fully Custom
Our leadership team is better equipped to make data-driven decisions.
Aon Canada
Chief Financial Officer
Process improvement and dashboards that exceeded our expectations.
Global X Investments Canada Inc.
SVP, Digital Innovation & Data Analytics
Their professionalism and efficiency made the process seamless from start to finish.
McRock Capital
Partner
Trusted by Finance & Operations Leaders
Our leadership team is better equipped to make data-driven decisions.
Aon
Chief Financial Officer
Process improvement and dashboards that exceeded our expectations.
Global X Investments Canada Inc.
SVP, Digital Innovation & Data Analytics
Their professionalism and efficiency made the process seamless from start to finish.
McRock Capital
Partner
URTM's expertise in data analysis and visualization has been pivotal to our success.
Sports Dynamics LLC
Founder
01
By Function
The operating view each team runs on.
02
By Industry
The metrics that define your sector.
03
Custom Solutions
Whatever the job needs, built for you.
By Function
Different teams. Different needs. One source of truth.
Pick a team to see the operating view URTM builds for them — on one reconciled data model.
FP&A
01
Sales & Revenue
02
HR & People
03
Executive
04
Operations
05
Marketing
06
A close your team can defend.
Budgets, forecasts and a faster monthly close — all on reconciled numbers.
2-day
Pipeline you can plan against.
Pipeline, forecasts and commissions in one view, current every day.
$4.2M
Headcount & capacity in one place.
Headcount, utilization and comp, reconciled against payroll and the GL.
87%
A board pack that holds up in the room.
The KPIs that actually run the business, tied back to source records.
12 KPIs
Throughput, tied to what it costs.
Capacity and service levels, live and connected to the cost that drives them.
+18%
Spend traced through to revenue.
Channel spend, pipeline and return in one place — on the same numbers finance uses.
3.4×
By Industry
Tuned to your sector. Held to one standard.
The metrics that matter in your industry — with data you can act on.
Law Firms
01
Asset Management
02
Accounting Firms
03
Professional Services
04
Education
05
Healthcare
06
Realization and matter margin, current.
WIP, realization and matter profitability without chasing timekeepers for numbers.
AUM and flows tied to the source.
Fee income, net flows and AUM reconciled back to the custodian and the GL.
Utilization by partner and engagement.
Where the hours go, what they earn, and which engagements carry the practice.
Project margin before the job ends.
Resourcing and delivery margin visible while there is still time to act on them.
Enrollment, funding and program cost.
One reconciled view across student systems, funding sources and program budgets.
Payer mix against cost per case.
Clinical and financial data in one place, governed and access-controlled.
Not listed? Custom Solutions are built precisely for that →
Custom Solutions
If the solution you need does not exist yet, we build it.
Dashboards, automation, workflows and custom AI agents — built on your data, your definitions, and the way your team already works.
Dashboards & Reporting
01
Automation & Workflows
02
Features & Functionalities
03
Custom AI Agents
04
One view of the numbers you actually run on.
- Your metric definitions, not a template's.
- Live from the systems you already use.
- Built for the decision it supports.
The manual steps between systems, handled.
- Approvals, matching and reconciliation.
- Alerts when something breaks the rule.
- Every step logged and auditable.
The controls your team needs, in the platform.
- Alerts on the thresholds you set.
- Role-based access and governance.
- A full log of who changed what.
EagleEye, trained on your data and your definitions.
- Ask in plain language, get your numbers.
- Answers point back to the source record.
- Scoped to what each user is allowed to see.
Services mix rose 8 points
Bring us the problem that is not on the list.
Pilot Program
A new challenge? Let's Pilot.
A scoped build on your real numbers — see the result before you commit.
You're likely a good fit if
- A challenge no off-the-shelf tool fits
- Finance or ops on disconnected systems
- A report or decision you can't trust
- An owner who can grant read-only access
What a pilot includes
01
A scoped build on your real data
02
A working dashboard or agent in weeks
03
No migration, no rip-and-replace
04
A clear go / no-go at the end
For challenges that call for something tailored