Industries & Who I Help
I specialize in helping organizations that deal with complex data, multiple systems, and the need for accurate reporting.
Manufacturing / Fabrication / Job Shops
Typical environment: ERP systems like JobBOSS², Tekla PowerFab, Viewpoint, Visual ERP. Production tracking spreadsheets. Job-cost and WIP reports. Multiple data sources that don't talk to each other.
Common Pain Points
- ✗Job profitability reports take hours to run and the numbers are wrong
- ✗Production data scattered across the ERP, spreadsheets, and paper logs
- ✗Can't get real-time visibility into shop floor performance
- ✗Month-end closing takes days because data needs manual reconciliation
- ✗WIP and job-cost reports don't match what operations sees
- ✗Standard ERP reports don't show what management needs
What I Provide
- ✓Custom job-cost and profitability reporting
- ✓Production dashboard and metrics consolidation
- ✓ERP report cleanup and optimization
- ✓Automated data collection and rollups
- ✓Integration between shop floor data and ERP
Professional Services / Agencies
Typical environment: Project management tools, time tracking systems, billing software. Client data in multiple places. Revenue recognition and profitability tracking via spreadsheets.
Common Pain Points
- ✗Project profitability is a mystery until it's too late
- ✗Time tracking data doesn't match billing data
- ✗Can't easily see which clients or projects are profitable
- ✗Revenue recognition requires manual spreadsheet work
- ✗No clear visibility into project pipeline and capacity
- ✗Reporting scattered across multiple tools
What I Provide
- ✓Project profitability dashboards and reports
- ✓Integration between time tracking and billing systems
- ✓Revenue recognition automation
- ✓Client and project analytics
- ✓Custom reporting from disparate data sources
Back-Office / Admin & Finance
Typical environment: Accounting software, Excel workbooks, manual data consolidation. Month-end processes that involve copying data between systems. Reports that break when data changes.
Common Pain Points
- ✗Month-end close takes too long due to manual work
- ✗Excel workbooks that break when data changes
- ✗Copying data between systems manually
- ✗No confidence in report accuracy
- ✗Key person dependency—only one person knows how things work
- ✗Can't scale processes as business grows
What I Provide
- ✓Automated data consolidation and reporting
- ✓Replacement of fragile spreadsheets with databases
- ✓Integration between accounting and operational systems
- ✓Month-end process optimization
- ✓Documentation and knowledge transfer
Other / Custom Situations
Every organization has unique challenges. If your situation doesn't fit neatly into the categories above, that's okay.
Common Pain Points
- ✗Complex, custom systems that need attention
- ✗Legacy databases that no one understands anymore
- ✗Reporting needs that don't fit standard tools
- ✗Data quality and integrity issues
- ✗Integration between systems that weren't designed to work together
What I Provide
- ✓Custom analysis and problem-solving
- ✓Reverse engineering of legacy systems
- ✓Tailored solutions for unique challenges
- ✓Bridge between business needs and technical reality
Does this sound like your situation?
Let's talk about your specific challenges and how I can help.