Solutions / Custom Solutions
Your ask.
In focus.
When the answer is not in any system yet, URTM builds it — around your systems, your definitions, and the way your business works.
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
Custom Built
Made for the way your team works.
Live, drillable visibility built to your structure — the entities, definitions, workflows, and reporting your organization actually runs on.
Scope
Connect
Build
Run
Your systems
Connected · read-only
Your definitions
Metrics · rules · logic
Your workflow
Owners · steps · approvals
Your reporting
Views · packs · backup
Why It Matters
See what tools cannot show you.
Some questions do not fit a dashboard template. Those are the ones worth building for.
Before URTM
- The report does not exist
- Data sits in silos
- Logic lives in one head
- Spreadsheets carry the work
- Projects stall on scope
Operational Intelligence
With URTM
- The report is built
- Sources are connected
- Logic is in the model
- The system carries the work
- Value lands in weeks
What We Deliver
From scattered sources to one working view.
Everything from the first connection to the report, model, or workflow you asked for.
System integration
Platforms, databases, and files
Data reconciliation
Matching, validation, and exceptions
Custom data models
Entities, hierarchies, and relationships
Metric definitions
Your rules, written into the model
Dashboards & views
Built around the decisions you make
Forecasting & scenarios
Planning models for your drivers
Reporting packs
Board, investor, and client-ready
Workflow automation
Owners, approvals, and follow-up
Measurable Outcomes
What clients see after go-live.
Weeks
To first working view
Zero
Migrations required
90%+
Less manual reporting
Yours
Definitions and logic
Eagle Eye | Custom Solutions
AI built on the model you trust.
Ask Eagle Eye about the custom model URTM built — with answers grounded in your definitions, your sources, and your permissions.
Clean foundation
Your systems connected and reconciled before AI answers.
Your logic built in
Entities, metrics, rules, workflows, and reporting definitions built to your structure.
Traceable answers
Every response links back to the source behind the number.
Role-based access
Every view and figure protected by permission.
History
- Where is margin moving against plan?
- Which entities are behind on close?
- What is driving the variance?
- Which processes still run manually?
- Can I see the backup?
EagleEye
Live
Where is margin moving against plan?
Margin variance by business unit:
Which entities are behind on close?
Close status across entities:
What is driving the variance?
Largest contributors this period:
Which processes still run manually?
Recurring manual effort by process:
Can I see the backup?
Every answer ties to source — here's this period's margin:
Placeholder
Eagle Eye answers questions like this live from your reconciled data — every figure traceable to source. The examples here are just a starting point; in your environment it answers your own questions, based on your numbers.
Reconciled & traceable to source
The Build Side
Shaped with you, not handed over.
You work with the people building it — scoping the problem, shaping the logic, and reviewing the output as it takes form.
Scoped in the open
Problem, definitions, sources, and output agreed before the build starts.
Built in increments
See working views early and adjust while it is still cheap to change.
Owned after go-live
Support, changes, and new questions handled as the business moves.
Weeks
to first working view
How It Works
Built around how you already work.
URTM scopes, connects, builds, and runs — starting from the problem, not a product template.
Scope
01
The decision, the question, and the numbers behind it.
Connect
02
Systems, files, and sources you already use.
Build
03
Models, logic, workflows, and views to your definitions.
Run
04
Live views, supported and ready on demand.
How It Works
Questions, answered.
Do we need to replace our existing systems?
No. URTM connects to the systems and files you already use, read-only.
How small can a project be?
Small enough to start with one important question, report, workflow, or model.
How long does a build take?
Most custom builds can show a first working view in weeks, depending on the number of sources and the complexity of the logic.
Who maintains the model afterwards?
URTM supports and maintains the model with you, so it can evolve as your business changes.
Can we start with one report or workflow?
Yes. Many custom builds start with one painful recurring report, model, or process.
How does Eagle Eye work on a custom build?
Eagle Eye answers questions using your connected and reconciled data, with role-based access and traceable source backup.
By Industry
Explore by industy:
By Function
Browse by team
Testimonials
Performance visibility, built for leadership.
Real outcomes from teams who put URTM between their data and their decisions.
Our leadership team is better equipped to make data-driven decisions.
Our leadership team is better equipped to make data-driven decisions.
URTM has been a valuable partner. Their support in simplifying our processes — along with the creation of a dynamic CFO dashboard — has given us key insights into profitability and performance. As a result, our leadership team is better equipped to make data-driven decisions.
Aon
Chief Financial Officer
Aon
6X+
Faster monthly close
Close cycles cut without adding headcount.
Process improvement and dashboards that exceeded our expectations.
Process improvement and dashboards that exceeded our expectations.
URTM's meticulous attention to detail and ability to transform our vision into reality through process improvement and dashboards exceeded our expectations. They quickly understood and seamlessly integrated with our existing tech stack, ensuring compatibility. Their insightful suggestions significantly enhanced our project.
Global X Investments Canada Inc.
SVP, Digital Innovation & Data Analytics
Global X Investments Canada Inc.
6X+
Return on URTM
Value returned many times over the investment.
Their professionalism and efficiency made the process seamless from start to finish.
Their professionalism and efficiency made the process seamless from start to finish.
URTM played an important role in the creation of the McRock Industrial Software Index. They quickly understood the problem we were trying to solve, and their professionalism and efficiency made the process seamless from start to finish. We’re grateful for their support in bringing this to life and making the Index accessible to our community.
McRock Capital
Managing Partner
McRock Capital
1
Custom index, built
A bespoke software index, delivered end to end.
URTM's expertise in data analysis and visualization has been pivotal to our success.
URTM's expertise in data analysis and visualization has been pivotal to our success.
URTM's expertise in data analysis and visualisation has been pivotal to our startup's success. Making sense of fan spending patterns has allowed us to attract attention of high calibre investors and pivot from loyalty into Fintech, thereby increasing our start-up's valuation by orders of magnitude.
Sports Dynamics LLC
Founder
Sports Dynamics LLC
6→1
Systems to one view
Six source systems consolidated into one.