Julian Metcalf
Select Audit and Analytics Projects
From noise to insight with organizational understanding and technology.
Use Neglected Data to Improve Accountability and Safety
Analysis of San Francisco's vehicle fleet telematics system. Showed usage trends that were previously unreported and made recommendations to improve safety, decrease costs, and lower vehicle emissions.Link to project.Video discussing analysis and background.
Build Trust With Transparency
Financial analysis dashboard for the Los Osos Community Services District. Allows for high-level and detailed analysis to monitor financial trends over time by staff, elected official and the public.Link to project.
Insight From Disparate Sources
The analysis of a county's building portfolio was the organization's first comprehensive understanding of its multi-billion dollar real estate assets. It blended several data sources including financial (SAP), human resources (People Soft), multiple infrastructure maintenance systems, geospatial data, and more.Link to project.
Link to report.
Make Meaning Out of Mess
Sometimes key insights are hidden in paper logs and notes. For the Management Audit of a County Sheriff’s Custody Operations, problems with scheduling were uncovered in a binder and analyzed digitally when paired with other records.Link to project.
Messy paper schedule
Resulting digital analysis
Selected List of Projects
Additional projects and complete list available.
Risk Assessment
Audit of County Procurement
Audit of the Juvenile Probation Ranch
Audit of In-Home Supportive Services
Spending Dashboard
Analysis Short-term Rentals
Selected Publications
Lessons Learned Integrating Interactive Dashboards Into the Audit Process: ALGA Fall Quarterly 2021
Smart Data Sharing: A Path to More Revenue: Los Angeles Office of the Controller
California Drought Declaration Will Weaken Credit Quality of Local Water Agencies: Moody's Investors Service
Eminent Domain Plan Is Credit Negative for City of Richmond, CA: Moody's Investors Service
All California School Districts to Benefit from New Funding Formula, but Some More than Others: Moody's Investors Service
PFG Weekly Credit Outlook: CA Governor's Proposed Budget Increases Financial Uncertainty for K- 12 School Districts: Moody's Investors Service
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