Analytics & Automation Services

Our Analytics & Automation Services eliminate manual effort and streamline tasks to reach full performance potential.

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The Importance of Analytics and Automation

In today’s data-driven world, your ability to extract insights and optimize operations is key to staying ahead. At Cherry Bekaert, our Analytics & Automation Services empower you to make informed decisions, eliminate inefficiencies and scale confidently, no matter where you are in your digital transformation journey.

Smarter Insights Start With Strategy

We start by gaining a deep understanding of your business, its structure, goals and challenges. From there, we develop a tailored data strategy that aligns with your operations and unlocks the full value of your information assets. 

Through intelligent automation, we simplify complexity and accelerate performance. Whether you are automating manual tasks, optimizing workflows or enhancing decision-making with AI, our solutions are practical, scalable and aligned with your business priorities.

Our agile approach focuses on delivering strategic wins that build momentum and drive adoption across your organization, laying the foundation for long-term success and a culture of continuous improvement.

Analytics & Automation Services To Solve Business Needs

Our solutions deliver real-time, actionable insights that empower your teams to make informed, data-driven decisions with clarity and speed.

Digital Apps and Innovation

Discover how our digital apps and innovation offerings can transform your business operations with cutting-edge solutions:

  • Seamless Systems Integration and Automation: Eliminate redundant data entry and minimize human errors
  • Efficient Capital Expenditure (CapEx) and Purchase Order (PO) Solutions: Streamline your CapEx and PO request and approval processes
  • Comprehensive Business Process Automation: Enhance operations with tailored solutions, including human resources onboarding and more

Data and Artificial Intelligence (AI)

Unlock the full potential of your data with our comprehensive data and artificial intelligence offerings. Our solutions are designed to help you harness the power of data and advanced technologies to drive better decision-making and operational efficiency.

  • Cloud-based Data Platform Modernization: Scale effortlessly to meet your operational demands
  • Advanced Financial Forecasting and Modeling: Leverage machine learning for deeper insights
  • Customized Reports and Dashboards: Tailored to fit your unique business needs.
  • Unified Data Lakehouse: Integrate disparate systems for comprehensive insights

Infrastructure and Security

Equip your business with a robust and secure infrastructure through our infrastructure and security offerings. Our solutions are designed to help you seamlessly transition to the cloud, enhance productivity, and protect your valuable data with advanced security measures.

  • Seamless Cloud Migration: Transition from on-premises systems to the cloud with ease
  • Zero Trust Security Implementation: Establish robust security measures to protect your data
  • Microsoft 365 Migration: Upgrade to Microsoft 365 for enhanced productivity
  • Comprehensive Security Training and Compliance: Implement policies so that your team is well-trained and compliant

Modern Workforce Productivity

Enhance your team's productivity and innovation with our modern workforce productivity solutions. Imagine a workplace where document management and training are seamless.

  • Document Management and AI Training: Implement best practices and comprehensive training for your team
  • Generative AI Agents: Develop AI-driven solutions for specific tasks like proposal creation

Systems Modernization and Regulatory Compliance

Elevate your regulatory compliance and systems modernization with our innovative solutions. By integrating these services, we help you navigate the complexities of regulatory requirements while optimizing your operational performance and agility.

  • Centralized and Secure Content Management: Create or migrate your internal intranet for streamlined access
  • Document Management and Retention: Enforce policies to establish compliance and efficiency
  • Custom No-code/Low-code Applications: Develop apps for inspection, regulatory compliance or audit purposes

Digital Apps and Innovation

Discover how our digital apps and innovation offerings can transform your business operations with cutting-edge solutions:

  • Seamless Systems Integration and Automation: Eliminate redundant data entry and minimize human errors
  • Efficient Capital Expenditure (CapEx) and Purchase Order (PO) Solutions: Streamline your CapEx and PO request and approval processes
  • Comprehensive Business Process Automation: Enhance operations with tailored solutions, including human resources onboarding and more

Data and Artificial Intelligence (AI)

Unlock the full potential of your data with our comprehensive data and artificial intelligence offerings. Our solutions are designed to help you harness the power of data and advanced technologies to drive better decision-making and operational efficiency.

  • Cloud-based Data Platform Modernization: Scale effortlessly to meet your operational demands
  • Advanced Financial Forecasting and Modeling: Leverage machine learning for deeper insights
  • Customized Reports and Dashboards: Tailored to fit your unique business needs.
  • Unified Data Lakehouse: Integrate disparate systems for comprehensive insights

Infrastructure and Security

Equip your business with a robust and secure infrastructure through our infrastructure and security offerings. Our solutions are designed to help you seamlessly transition to the cloud, enhance productivity, and protect your valuable data with advanced security measures.

  • Seamless Cloud Migration: Transition from on-premises systems to the cloud with ease
  • Zero Trust Security Implementation: Establish robust security measures to protect your data
  • Microsoft 365 Migration: Upgrade to Microsoft 365 for enhanced productivity
  • Comprehensive Security Training and Compliance: Implement policies so that your team is well-trained and compliant

Modern Workforce Productivity

Enhance your team's productivity and innovation with our modern workforce productivity solutions. Imagine a workplace where document management and training are seamless.

  • Document Management and AI Training: Implement best practices and comprehensive training for your team
  • Generative AI Agents: Develop AI-driven solutions for specific tasks like proposal creation

Systems Modernization and Regulatory Compliance

Elevate your regulatory compliance and systems modernization with our innovative solutions. By integrating these services, we help you navigate the complexities of regulatory requirements while optimizing your operational performance and agility.

  • Centralized and Secure Content Management: Create or migrate your internal intranet for streamlined access
  • Document Management and Retention: Enforce policies to establish compliance and efficiency
  • Custom No-code/Low-code Applications: Develop apps for inspection, regulatory compliance or audit purposes
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Maximize the Value of Your Data and Enterprise Resource Planning (ERP) Systems

We help organizations unlock the full potential of their data and ERP systems through tailored analytics and intelligent automation. Our team collaborates closely with you to craft a data strategy aligned with your goals, delivering real-time insights via industry-specific dashboards, predictive analytics and self-service tools.

By automating repetitive tasks and optimizing workflows, we streamline operations and free your team to focus on strategic priorities.

Our ERP automation solutions integrate seamlessly with your existing systems to reduce manual effort, boost accuracy and accelerate performance. From data entry and invoice processing to cross-platform integration and RPA, we deliver scalable solutions that drive immediate impact and long-term value.

Your Data-driven Journey Starts Now

Cherry Bekaert’s Digital Advisory team empowers organizations with data-driven insights and real-time decision-making capabilities. Our strategists, technologists and analysts bring deep industry experience and sharp business intelligence to help you harness analytics for smarter, faster and more impactful outcomes.

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Case Study

Cost and Revenue Analytics for a Higher Education Institution

Discover how we helped a higher education institution overcome financial challenges and improve resource management across its college system through cost and revenue analytics.

Our Professionals

Connect With Us

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Roy Nicholson

Business Optimization Leader

Partner, Cherry Bekaert Advisory LLC

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George DelPrete

Digital Advisory Services

Managing Director, Cherry Bekaert Advisory LLC

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Jonathan Schrader

Business Applications Leader

Director, Cherry Bekaert Advisory LLC

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Chuck Schaeffer

Digital Advisory Services

Director, Cherry Bekaert Advisory LLC

Contact Our Analytics and Automation Team