Past Performance
Our prior engagements concentrate in the disciplines that make agent delivery defensible in regulated industries: data quality, master data management, metadata governance, and compliance reporting. Each engagement below produced governed, auditable data systems — the same foundation that production agents depend on to operate safely.
MUFG Union Bank
Enterprise banking — data warehousing, operational and regulatory reporting.
- Built and augmented data marts across operational, compliance, and forecasting domains
- Developed data warehousing solutions feeding regulator-facing reports
- Conducted data analysis supporting operational, compliance, and forecasting use cases
Agent translation: The reporting cycles built on this warehouse are direct candidates for reconciliation and anomaly-detection agents that run continuously against governed data instead of monthly against stale extracts.
Bank of the West
Enterprise banking — regulatory data quality (CCAR).
- Engineered an enterprise Data Quality framework using Informatica Data Quality
- Delivered CCAR edit checks for Federal Reserve regulatory compliance
- Implemented auditable rule logging suitable for regulator review
Agent translation: CCAR-style rule evaluation is one of the strongest surfaces for agent work — explicit checks, regulator-defensible logs, and a clear escalation path when a rule fails. Agents extend the framework into adaptive, self-monitoring checks without losing traceability.
Toyota Financial Services
Automotive finance — metadata governance and data cataloging.
- Identified and documented Core Data Elements across business domains
- Updated Business Metadata in Informatica Axon aligned to Informatica Enterprise Data Catalog
- Established lineage and definition standards for downstream consumers
Agent translation: Metadata governance is the prerequisite for safe agent action on enterprise data. The Core Data Element discipline established here is exactly the input contract that lets agents read and write against production systems without breaking trust.
Sherwin-Williams
Manufacturing / consumer goods — data quality program.
- Identified Data Quality Business Rules across enterprise data domains
- Encoded rules in Collibra Data Quality
- Customized the Data Quality scoring model for business-meaningful thresholds
Agent translation: Encoded Collibra rules become the specification for a remediation agent — the rule defines correctness, the agent performs the fix-on-failure step that previously consumed analyst hours.
McGrath RentCorp
Equipment rental and modular buildings — master data management.
- Gathered MDM tool requirements across business units
- Created future-state MDM architecture and integration map
- Developed Business Glossary Term template for data governance program
Agent translation: Business glossary terms become the shared vocabulary multiple coordinating agents must agree on. The governance scaffolding built here is foundational to deploying an Agent Pod across more than one source system.
Academic Search
Higher-education non-profit — data quality.
- Delivered a Collibra Data Quality engagement at non-profit scale
- Configured DQ rules and scoring for institutional data sets
Agent translation: Demonstrates we deliver enterprise-grade DQ tooling at smaller scope and budget — the same shape of work that now fits inside a single Agent Pod engagement rather than a multi-quarter program.
Abbott Laboratories (current)
Medical devices — Salesforce data deduplication and cross-system impact analysis.
- Executing Unity Salesforce deduplication using Cloudingo
- EMEA-region scope across multiple business units
- Cross-system impact analysis for downstream Salesforce-connected applications
Agent translation: Deduplication and cross-system impact analysis is the canonical Single Agent Build workflow — high-volume, rule-bounded, currently consuming senior analyst time, with a clear human-in-the-loop checkpoint before any destructive action.