Ditch the Excel Report: How We Built Visual KPI Dashboards with Claude cover art

Ditch the Excel Report: How We Built Visual KPI Dashboards with Claude

Ditch the Excel Report: How We Built Visual KPI Dashboards with Claude

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What if your title company could instantly visualize performance problems before they become operational disasters? In this episode, Mo Choumil and Hope Ottoviani break down how they're using Claude, AI dashboards, and automation workflows to transform boring spreadsheets into real-time visual scorecards that track production, phone responsiveness, errors, compliance, and customer service performance across departments. If you're still managing your business through static Excel files and delayed reporting, this episode will completely change how you think about operational visibility. ​ What you'll learn from this episode
  • How AI dashboards turn overwhelming spreadsheets into visual scorecards
  • The key metrics that All Tech National Title is now measuring
  • How RingCentral analytics and AI reporting expose customer service gaps
  • Why automation is the next step in eliminating manual reporting
  • How AI-powered compliance dashboards simplify legal tracking
Resources mentioned in this episode
  • Anthropic
  • RingCentral
  • Microsoft Power Automate
  • Microsoft Outlook
  • Qualia
About Hope Ottoviani Hope Ottoviani has diverse work experience spanning various industries. Hope began their career in 2005 as a Dishwasher/Caterer at Nissan Pavilion/Jiffy Lube Live. Hope then worked as a Shift Runner at Domino's Pizza from 2005 to 2009. In 2009, they became a Crew Leader at Einstein's Café, where they stayed until 2011. During this time, in 2010, they also had an internship at the CBS Radio Station. In 2010, they joined Starbucks as a barista and remained there until 2011. In 2011, they joined Clearmind Events as a Trainer/Authorized Distributor for a few months. Since 2011, they have worked at Alltech National Title, starting as a Settlement Processor and becoming an Operations Manager. Currently, they hold the position of National Director of Operations. ​ Hope Ottoviani completed an AA degree in Communications from Lord Fairfax Community College from 2007 to 2009. Hope then pursued a BA in Communications at Christopher Newport University from 2009 to 2011. Additionally, they obtained certifications as an insurance producer and a title producer from ATG Title. ​ Connect with Hope
  • Website: ATG Title
  • LinkedIn: Hope Ottoviani
Connect With Us Love what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected.
  • Explore more on our website: www.alltechnational.com/podcast
  • Stay updated with our newsletter: www.mochoumil.com
  • Follow Mo on LinkedIn: Mo Choumil
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