Selected work, by client type.
Where a client cannot be named we describe the institution by type and the work by outcome. Numbers in brackets are pending client sign-off.
Model risk inventory moved off Archer onto Power Platform
Register, findings and validation workflow rebuilt as governed Power Apps in the bank’s tenant; committee reporting in Power BI on the same model.
Read the caseA unified daily P&L across trading, risk and finance systems
One semantic model reconciling desk P&L to the controllers’ view, with validation dashboards, historical loads and desk-level security; reviewed by senior product control.
Read the caseLine of sight from risk appetite to the control that has to change
Key risk indicator inventory, definitions with version history, intake and approvals, appetite calculation and committee reporting as one system of record: the origin of SightLine.
Read the caseFour years of white-label Power BI delivery across five business lines
Treasury, market and liquidity risk, credit review and finance reporting on governed semantic models with RLS/OLS and deployment pipelines, under a New York partner’s brand.
Read the caseEnterprise risk reporting with commentary stored as data
Committee-pack narrative drafted from governed measures, approved by name, and exposed back into the semantic model so what was said can be checked against what happened. [STATUS]
Read the caseSales, margin and distributor reporting the sponsor and the CEO read together
ERP and distributor data into one Power BI model; monthly board pack and daily operating views from the same measures.
Read the caseOperational efficiency dashboards for a national station network
Throughput, shrinkage and site-level margin for a fuel retailer owned by a major producer.
Read the casePhase-one data platform for a capital-projects portfolio
Project, cost and schedule data brought onto one platform with governed reporting, delivered as a three-person pod under a partner’s proposal.
Read the caseHave a similar problem?
Thirty minutes with the founder, and an honest view of whether we are the right firm to fix it.