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Clients' (many Fortune 500) industries we serve:

  • Financial Institutions
  • Fraud
  • Healthcare
  • Insurance
  • Internal Audit
  • Manufacturing
  • Marketing
  • Medical Spa
  • Oil & Gas
  • Publishing
  • Property Management
  • Retail
  • Risk Management
  • Transportation
  • Veterinary
  • Worker’s Compensation


  • Banking
  • Civil Construction
  • Claims
  • Credit Card
  • Dairy
  • Education
  • Energy
  • Entertainment


  • SAP Business Objects Enterprise (version 5.x - BIP 4x) implementations & upgrades, Universe, BOBJ, Crystal Reports & WebI development.
  • SQL Server (2000 - 2019) deployments & upgrades, SSAS, SSIS, SSMS, SSRS & Visual Studio development. 
  • Implement QuickBooks accounting systems & convert/migrate data from legacy accounting systems/processes.
  • Environment assessments including new software/system Proof of Concept (POC) & Return on Investment (ROI) studies.
  • Eliminate office supply usage, postage & a department of 200 review staff by automating a manual process of 10s of 1000s of printed monthly/quarterly/yearly invoice mailings, implementing stored procedure rules against invoice data to identify exceptions, & posting invoices via web portal for client consumption.

Compass with the word client on it multiple times
A digital human mind projecting


  • Proactively identify data errors & reduce support calls by developing & implementing SQL environment test cases & exception reporting.
  • Data reconciliation in mergers & acquisitions, includes leading JAD sessions, data standardization, definition, modeling & integration. 
  • Improve complex JDE to SQL SSIS ETL process from over 1/3 of a day to 2 hours, documenting 300+ event dependency matrix & providing technical specifications for all of the detailed process/task functionality in only 2 weeks.
  • Reduce transactional process review timeframes from days to hours by creating multi-source comparable system/process data visualizations.
  • Save 100s of 1000s of resource dollars every year over several years by meeting goals & deadlines in simultaneous roles in all stages of the System Development Life Cycle of a new credit data warehouse after a data service provider change.

  • Redevelop legacy Explorer (construction management software) report suite in SQL Server, championing consistent data rules across the various reports to maintain expected cross references & configure exception reports to identify data rules violations, reducing support & enabling client self service in correcting perceived report issues.


  • Convert complex multi-hour processing JDE/Reports Now financial reports to less than 1 minute SSRS returns.

  • Develop SSAS Tabular cubes & Power BI visualizations, deploying to the cloud.

  • Reduce report batch production times from days/weeks to minutes, increasing individual report performance from minutes to seconds.

  • Increase broader audience usage & decrease IT maintenance by consolidating 100s of SAP reports into 10s of Microsoft reports during a migration/conversion of financial reports between reporting tools.

  • Automate multi-spreadsheet manual data pull/lookup process into consolidated, single source, refreshable, & schedulable SSRS reports.

Key performance indicators with hand graphic

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