Technology and Data Solutions

Technology & Data Solutions

Empowering you with advanced data analytics & insights

Data is one of your organization’s most powerful assets. Using it to your advantage, however, can be a challenge. Our Technology and Data Solutions are designed to give you the information you need—how, when, and where you need it.

Having real-time access to accurate data is critical in today’s operational environment. With the right information at your fingertips, you’re empowered to make better decisions for today and tomorrow. 

We’re here to help. Our consultants leverage a powerful mix of technology and tools to support you with the data analytics and insights you need. From creating user-friendly dashboards and reports to managing software implementations, we deliver solutions that work for you.

Technology and Data Solutions

Strategic Data Analytics

The age of manually prepared reports and spreadsheets is over. To thrive in an ever-evolving business landscape, your organization must have real-time access to data analytics and insights.

With strategic data analytics tools such as Microsoft Power BI, we can help. This gives you the ability to see data from multiple sources on one platform. This data is updated in real time and available when you need it—from your desktop or mobile device.

Chat with us today to explore your options with a complimentary, no obligation data strategy consultation. 

Software Evaluation & Selection

Purchasing software is a significant investment for any organization. In addition to the monetary investment, software implementations require a significant amount of personnel time and must be carefully managed.

Our software selection methodology starts with fully understanding your organizational needs and processes. Then, we conduct a thorough review of your software requirements. We focus on evaluating products and vendors that align with your organization’s values, vision, and requirements in six areas:

  • Features and Functionality – How will the software meet the needs of your organization and your users?
  • Vendor Evaluation – Does the vendor have experience with similar organizations? Does the vendor have a strong company history and track record of high customer satisfaction?
  • Product Vision and Roadmap – Will the company continue to invest in and grow the product to meet advancements in technology? How will it adapt to a changing environment and new user requirements?
  • Technology – Does the software platform align with your organization’s preference for hosted, cloud-based, or on-premise data?
  • Total Cost of Ownership – Will all of the costs—from software purchase to implementation, maintenance, upgrades and post-implementation support—fit your budget?
  • Implementation and Support – Does the vendor value a strong implementation approach dedicated to key project management principles? Is the vendor dedicated to the user experience as well as post-implementation support?

The right software is the one that will meet your organization’s needs today—and into the future. Let us help guide you through this process with our proven approach to software evaluation and selection. Get started today

Request for Proposal (RFP) Support

An RFP process can be lengthy and time-consuming. In some cases, it can add extra stress to an already busy staff. Our consultants can lead the charge for you. We’ll take care of all communication and documentation, so your staff can focus on what they were hired to do. Learn more about RFP support

Software Implementation Management

ERP Project Management Support

An ERP implementation requires a significant amount of time, effort, and resources. One of the important roles in an implementation is that of project manager. Often this role falls to a staff member who lacks the necessary skills or time. This is especially true for organizations that are consistently asked to do more with less.

Let us help you protect your staff members’ valuable time by supporting you with experienced project managers. As an extension of your team, we can assist your organization in facilitating a smooth ERP implementation—on time and within budget.

Software Implementation Leadership

Have you purchased software but haven’t had the resources necessary to implement it? Let us help you realize the return on your investment by leading the implementation of your software project.

Secure the ERP and software implementation support you need. Contact us today.

Financial Reporting Solutions

Financial and management reporting can be an intensive and cumbersome process. Ideally, reporting should begin with the end in mind and without manual effort and the use of many spreadsheets. We partner with you to analyze your informational requirements and develop a customized reporting solution. Our goal is to empower you with the information you need, how and when you need it.

Let us help you alleviate your financial reporting woes – Get started today.

Technology cannot create more hours in the day, but it can allow us to do more with the hours we have. Automating manual processes can free your staff members from manual repetitive tasks. This allows them to focus on more important initiatives while also providing a higher level of satisfaction and greater sense of purpose. We’ll help you evaluate, identify, and implement the right automation solution(s) for your organization.

Contact us to empower your staff using:

  • Robotic Process Automation (RPA)
  • Accounts payable automation
  • Expense reporting
  • Automated payment processing
  • Analysis of system integration solutions

How could automation transform your organization? Learn more today.

Leverage technology and data to drive your organization ahead

Having real-time access to your data is powerful in driving your business to the next level of success.   

We’re here to help you explore your possibilities to help you move from good to great – contact us today 

Geniene Scherer

Questions? Reach out to me today!

Geniene Scherer, CPA

Senior Manager   |   Contact Me Directly   |   Direct Line (952) 935-6893

Geniene is dedicated to enhancing the lives of clients through financial leadership, technology & operational solutions. Joining the firm in 2019 as a Senior Manager in our Business Advisory segment, she specializes in serving organizations by leading finance, professional services and project teams to achieve high levels of performance. Geniene and her team are committed to delivering quality and timely financial and operational information.