The Data Coming In
Vendor systems update without notice. File formats change. Data arrives differently than your system expects. These failures can go undetected and remain invisible until a client catches them.
That email, call or meeting where the numbers don't align — it's more than a technical problem. It's a relationship problem. While you're trying to determine who's right, your client is quietly reconsidering how much they trust you.
By the time a client flags it, it's been there a while.
Data errors result from many different causes. There could be an issue in one of the sources that feeds data into your system, the way that data was processed and stored, or a calculation that works correctly in most scenarios but breaks under the exact conditions your client just encountered.
Finding it requires someone who can move through your entire system — from where your data originates, through every transformation it undergoes, to the reports and visuals displaying the number your client is looking at.
Vendor systems update without notice. File formats change. Data arrives differently than your system expects. These failures can go undetected and remain invisible until a client catches them.
Calculations that work in controlled conditions can break under real-world combinations of data, filters, and date ranges. The discrepancy that surfaced in that client meeting has usually existed longer than anyone realized.
Architecture decisions made during the build determine whether a reporting system stays accurate as data volume, client requirements, and business complexity grow. Structural problems don't announce themselves early.
In 2003, I built the first client-facing data portal for a Top 20 U.S. Customs broker. Clients had no real-time visibility of their shipment data. My system changed that, pulling live data from their customs software and making it accessible 24/7.
Over two decades, I expanded the platform into a comprehensive operation: U.S. and Canadian Customs tracking, commercial invoice and ISF filing, financial details, document access, custom reports, and most recently a full Power BI Embedded implementation. I built the complete data infrastructure and the validation logic that keeps client-facing data accurate when source systems update, regulations shift, or a vendor changes something without notice.
In Customs, wrong data has consequences beyond a client complaint: Regulatory exposure, goods held at the border, financial penalties, and fractured relationships that took years to build. That environment is where I've worked for over two decades.
You provide reporting to your clients where the accuracy of that reporting can make or break your client relationships, and you're currently dealing with one of these issues:
A Fortune 500 importer raised the issue with their customs brokerage that the reports they were receiving didn't match their internal records. The discrepancy had been building for weeks. Their contract was up for renewal.
The system appeared to be running normally, but the failure was in a processing layer pulled from a vendor's system. Wrong numbers had been reaching client-facing reports cleanly, with no visible indication anything was broken.
I built a Power BI solution to cross-check vendor's calculations and identify all errors, then rewrote the affected logic, built in automated validation to catch similar failures before they surface to clients, and audited the rest of the pipeline for the same exposure.
The client started receiving accurate reports and signed the contract renewal.
Every engagement begins with a conversation. Not a questionnaire. Not a proposal call. A real conversation about your situation, your data environment, what you need your reporting to do, and where it's currently failing. We'll both know whether it makes sense to continue.
If it does, the next step is a structured assessment of your complete reporting environment: Sources, processing, architecture, and output. The deliverable is a written document with specific findings, root causes, and a prioritized plan. It is yours regardless of what you decide next. This is a paid engagement, scoped to the complexity of your environment.
Implementation — whether fixing, rebuilding, or building from scratch — is defined clearly before work begins. I work with a small number of clients at any one time.
True confidence in your reporting means having clients who renew without friction, refer without being asked, and never need to pick up the phone to challenge a number.