Technical Services


Quality Solutions. Definitive Results.

Let us help you eliminate the time, frustration and guesswork of gathering and preparing data; building reports management will understand and value while automating processes to save you days 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


  • 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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