Trade Profiler: 1-Day Workshop and Assessment

Internationally active businesses often miss out on a variety of supply chain savings and tariff recovery opportunities due to a lack of internal visibility and expertise. RSM’s proprietary solution, Trade Profiler, uses robust Power BI dashboards to convert thousands of global supply chain and customs and trade operations data points into actionable intelligence, leveraging official import filings to visualize supply chain flows and tariff spend. Complemented by the extensive experience of our customs and trade advisory professionals, Trade Profiler enables lower costs, increased margins, and improved compliance for businesses engaged in >$5M/year in international trade.

Trading data from US Customs and Border Protection is loaded into our Power BI dashboards and analyzed by Trade Advisory experts. During the one-day workshop, which can be hosted virtually, at RSM, or at the client’s preferred location, our team reviews the data insights provided by the interactive Power BI dashboards following the below agenda:

RSM presentation of Trade Profiler results

Navigating Trade Profiler

Explanation of data insights

Trade Profiler Power BI visualizations - Deep Dive

Overview

Year Over Year

Vendor and classification

Duty analysis

Free trade agreements

Trade Risk and Opportunities

Compliance risks

Trade Savings Opportunities

Tariff classification

Sourcing

Preferential trade programs

Summary of Trade Profiler results

Trends

Risk

Opportunities

Action Items

By the close of the workshop, clients will have an in-depth understanding of the data visualizations and actionable intelligence that Trade Profiler provides via Power BI, which the client will be able to review and interact with going forward. We then partner with clients to determine next steps and further RSM engagement to take advantage of any potential cost-savings and risk reduction.

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