Many companies certainly have the talent on board to work with this software, but they just don't have the time to implement FRx to its fullest advantage. Most engagements fall into one of three categories:

1. New implementations or new reports: often financials are in Excel and need to be created in FRx. (See Recreating your Excel Financials in FRx for 'Excel to FRx' considerations.) The biggest advantage to initial report development services, from Excel or not, is getting FRx set up right the first time (thus avoiding the next category, revamp).
2. Revamp existing reports: I do a good bit of cleanup of FRx implementations. I use a separate 'spec set' so that you will always have access to your old reports.
3. Training: I can train your users either after the fact or during new or revamp report development.

My services complement those of your VAR. Many VARs just don't have the staff to dedicate to an FRx specialist. When I recommend an optional FRx module like Report Server or Report Manager, if you decide to purchase it, you'll buy it from your VAR.

Over the years, I've developed my own FRx Best Practices, techniques that give consistent and successful results when implemented. Things like using a separate area for new reports (so your existing reports aren't touched) and printed documentation for each report. I don't want to give away all my trade secrets, so suffice to say I have a checklist and use these techniques on every engagement.

On every engagement, I give focused attention. I work only on a handful of clients at a time. And unless it's an emergency, I don't talk to other clients while onsite with you. Same holds true while working remotely.

I know a lot of tips and tricks that streamline engagements, and I know quite a few traps to avoid as well. I believe in simple, practical, elegant designs: each report is as simple as possible within the constraints of the job it has to do. So your maintenance is simplified as much as possible.

My letter agreement has a confidentiality section, but I'm happy to execute any agreement you may have. I maintain and use a commercial shredder. I'm serious about confidentiality. Enough said.
 
Your satisfaction is guaranteed.

If you want to talk about working together, please call, or better yet, send me an email. (If you don't hear back from me the same day, the spam filters either got you or me, so please call.) What I call 20 Questions is the start of what I need to know.

We'll talk without any obligation whatsoever: your project needs, what can be accomplished and what can't, timing, etc.

If you decide to proceed, I have a Letter Agreement that specifies the roles and responsibilities of both parties. Nice to have things spelled out in advance. 

For a few short engagement case studies and client comments, see Case Studies.