• Work with our business partners to support management reporting and financial reporting • Work with business partners to develop dashboards • Identify the client's needs and determine which modules would best serve their needs • Review current standards and revise to ensure best practices • Provide ongoing support after integration (training, prototype sessions) • Develop and facilitate customized learning to meet the client's needs prior to launch • Collaborate with the client to build models based on their needs • Manage project scope, tasks, deadlines, budgets and work with project team through implementation • Analyze client's current data and provide recommendations on how to integrate into Adaptive Insights • Maintain confidentiality with external client information as well as internal employee and firm information