Co-founder, MethodML · Gilbert, Arizona
Kelvin Zhu has more than a decade of experience in business intelligence, analytics and data systems, serving administration, accounting, FP&A and executive leadership across professional services, including legal and healthcare. He turns operational and financial data into decisions leadership can act on. Clients work directly with Kelvin.
US-based. We work with firms nationwide.
Power BI and Fabric reporting leaders can trust, from billing to close.
Systems that pass data to each other, with no re-keying.
Keep ProLaw and older systems running while you modernize.
Azure and SQL Server set up, secured and kept current.
Most of what a firm knows is only part of the picture. We bring all three together, and keep them current.
We start by learning how your firm really runs. Every finding comes with its proof: the query, the log or the screenshot.
We write each change down before we make it. You approve it. We test it first, and we can undo it. Nothing touches a client record without your say.
We put checks where they are hard to get around: in the database, the sign-in system or the scheduler. They still hold on a busy day.
Everything we build runs on tools you already own, with notes your next admin can follow. You can stop working with us and keep it all.
Intelligence is How, Knowledge is What, Wisdom is Why
Select a region of the figure to read what it is.
Every region short of the centre is a method missing a faculty, and the faculty it is missing names the repair.
A report nobody trusts. A month-end that takes too long. Write a few lines, or book a call. A person replies.
Send a message