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Technical Services


Quality Solutions. Definitive Results.

Turn over the time-consuming aspects of preparing data, building tests and using data visualization to our experts. We can handle everything from complex data imports to automating any process to save you hours of effort.

Data Acquisition

  • We team up with your IT and data stewards to obtain the right data in optimal formats to achieve your objectives.

Data Importing & Reconciliation Services

  • Convert print documents into electronic databases, ready for analysis

  • Import large data sets into IDEA or other data analytics platforms

  • Clean up poorly-formatted fields

  • Verify data against customer-supplied standards to ensure data is imported correctly and properly aligned

  • Confirm control totals for an extra measure of accuracy

Data Visualization

  • Bring your results to life using progressive data visualization technologies and dashboards

  • Drill-down capabilities help you answer the “why” and “where” behind the numbers

Process Automation

  • Perform more regular analysis by scheduling tasks to run automatically

  • Stay ahead of risks with automated processes that can be set up and modified to meet your objectives – no matter how small or complex


Technical Services Success Stories

Challenges Welcome!

Need something beyond what's listed here? Let us know and we'll develop a custom solution for you!


Once the data is imported, we can perform a sample selection in 20 minutes that may have taken us 8 hours to complete. More importantly, the built-in logic gives us a consistent approach to audits and uniform output to work with for testing. It does the work for us!

- Rance Buss, CPA, ERISA


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