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CFO Advisory Services

Technology Advisory

Explore Cherry Bekaert’s Technology Advisory and Consulting Services. From ERP implementation and rescue to software selection and process optimization, we help middle-market companies drive transformation.

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Transforming Your Future

Many businesses know they should be moving to digital or Enterprise Resource Planning (ERP) systems, but knowing what to do and how to do it can be daunting. Finance modernization involves planning and vision for the whole business. It focuses on four key areas: Process, Data, Technology and People.

Technology Consulting for Your Finance Strategy 

At Cherry Bekaert, we use a consultative approach to understanding an organization's challenges, especially within the accounting and finance functions. By identifying what will bring the most value to your business, we address deeper issues beyond surface level.

We prioritize addressing accounting and finance needs first, then apply the right technology to offer a comprehensive suite of services and strategic recommendations. By reviewing your technology ecosystem, we identify the best technologies for automation, integration and optimization so that your business and applications work seamlessly together, all while removing redundancies and supporting data-driven decisions based on your business priorities.

Our Technology Advisory & Consulting Services

Having the right technology integrated into the finance function and overall organization allows you to look across your business, anticipate challenges, and create real-time insights, propelling your business forward.

Strategy & Organizational Design

Cherry Bekaert assesses and refines finance team structures and strategies to align with business goals. Our approach enables middle-market CFOs to gain agility and scalability through tailored organizational frameworks.

  • Evaluate and redesign finance team structures effectively
  • Align strategies with mid-market business objectives
  • Build scalable frameworks for CFO agility

Business Process Transformation

Cherry Bekaert overhauls core finance and operational processes to identify and eliminate inefficiencies. By re-engineering workflows, we help clients transition from manual, siloed systems to streamlined and integrated operations.

  • Re-engineer finance workflows to remove inefficiencies
  • Transition siloed systems to integrated operations
  • Streamline processes for mid-market client growth

Process Optimization

Cherry Bekaert executes and integrates ERP systems like Sage, Dynamics 365 Business Central, NetSuite, SAP, Oracle and Workday. Using data-driven analysis, we optimize and automate recurring tasks like reconciliations or reporting for clients, reducing manual effort and time.

  • Implement ERPs such as  Microsoft 365 Business Central, Sage and other ERP solutions
  • Optimize reconciliations and reporting for accuracy
  • Reduce manual effort and workforce stress for mid-market clients

Technology Selection

Cherry Bekaert guides clients through application strategy, ERP selection and implementation planning. Our brand-agnostic framework assesses needs and matches middle-market businesses with leading mid-market, cloud-based business systems.

  • Develop application strategy and ERP roadmap
  • Guided ERP selections using our brand-agnostic framework
  • Plan implementations tailored to mid-market needs

ERP Implementation & Integration

Cherry Bekaert executes and integrates ERP systems like Sage and Dynamics 365 Business Central. Leveraging our extensive ERP capabilities, our team of technologists delivers seamless rollouts and data connectivity for mid-market businesses. 

Strategy & Organizational Design

Cherry Bekaert assesses and refines finance team structures and strategies to align with business goals. Our approach enables middle-market CFOs to gain agility and scalability through tailored organizational frameworks.

  • Evaluate and redesign finance team structures effectively
  • Align strategies with mid-market business objectives
  • Build scalable frameworks for CFO agility

Business Process Transformation

Cherry Bekaert overhauls core finance and operational processes to identify and eliminate inefficiencies. By re-engineering workflows, we help clients transition from manual, siloed systems to streamlined and integrated operations.

  • Re-engineer finance workflows to remove inefficiencies
  • Transition siloed systems to integrated operations
  • Streamline processes for mid-market client growth

Process Optimization

Cherry Bekaert executes and integrates ERP systems like Sage, Dynamics 365 Business Central, NetSuite, SAP, Oracle and Workday. Using data-driven analysis, we optimize and automate recurring tasks like reconciliations or reporting for clients, reducing manual effort and time.

  • Implement ERPs such as  Microsoft 365 Business Central, Sage and other ERP solutions
  • Optimize reconciliations and reporting for accuracy
  • Reduce manual effort and workforce stress for mid-market clients

Technology Selection

Cherry Bekaert guides clients through application strategy, ERP selection and implementation planning. Our brand-agnostic framework assesses needs and matches middle-market businesses with leading mid-market, cloud-based business systems.

  • Develop application strategy and ERP roadmap
  • Guided ERP selections using our brand-agnostic framework
  • Plan implementations tailored to mid-market needs

ERP Implementation & Integration

Cherry Bekaert executes and integrates ERP systems like Sage and Dynamics 365 Business Central. Leveraging our extensive ERP capabilities, our team of technologists delivers seamless rollouts and data connectivity for mid-market businesses. 

How To Get Started on Your Transformation Journey

We take a client-centered, consultative approach to help our teams identify what solutions are relevant based on each client’s needs, evaluating these for areas of business:

  • Process

    We identify and streamline processes to enhance efficiency and compliance, providing smooth and effective operations for your organization. By optimizing workflows and eliminating bottlenecks, we help you achieve greater productivity and operational excellence.

  • Data

    Our professionals help you leverage data to gain valuable insights, improve decision-making and maximize ROI. With data integrated and accessible across your organization, we enable you to make informed decisions and drive strategic initiatives.

  • Technology

    We assist in implementing and optimizing technological solutions that align with your business needs. From ERP systems to tax software, we offer technology that supports your goals and enhances productivity. Our team works closely with you to select and deploy the right tools that will promote innovation and efficiency.

  • People

    We focus on building a skilled and capable team that can drive your organization forward. Our recommendations include strategies for talent development and management so that you have the right people in place to achieve success. By investing in your workforce, we help you cultivate a culture of excellence and continuous improvement.

Birds eye view of business people meeting and talking

Our Technology Optimization Approach 

An effective initial step involves utilizing our technology optimization framework to map out the existing relationship between your business and technical landscape. This framework is designed to streamline finance processes such as accounts payable, receivable and financial reporting. By leveraging technologies like Robotic Process Automation (RPA), Artificial Intelligence (AI), and machine learning, we can automate manual tasks, improve data accuracy, and enhance overall financial performance.

Not sure where to start? Our team of technology strategists can help you with a quick-start session. This session will challenge traditional thinking, boost creativity, and spark new ideas. It will guide you on your path to transformation.  

Get Started
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Case Study

PowerGEM Gains Efficiency Through ERP Software

See how Cherry Bekaert identified ERP software tailored to PowerGEM's needs, focusing on scalability, integration and revenue management.

Read More

Our Professionals

Connect With Us

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Chase Wright

CFO Advisory

Partner, Cherry Bekaert Advisory LLC

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Kenneth Woodring

CFO Advisory

Director, Cherry Bekaert Advisory LLC

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Jim Holman

Technology Advisory

Director, Cherry Bekaert Advisory LLC

Contact Our Technology Advisory Team