In the latest episode of Cherry Bekaert’s Digital Journeys podcast series, Dan Mitzenmacher, host and Managing Director of Digital Advisory, is joined by Jim Holman, Director and Strategy & Operations Leader, as they discuss enterprise resource planning (ERP) system integration and customization.

In the final episode of our three-part series around ERP rescue and recovery, Dan and Jim share their tips for successful ERP implementation and integration. Tune in to learn more about:

• Data integration across systems
• Pros and cons of customized ERP systems
• Risk mitigation best practices for implementation
• The importance of testing to identify potential issues
• Executive support for implementation

If your company is facing difficulties with its ERP project, Cherry Bekaert’s Digital Advisory team can offer guidance and direction on ERP rescue and recovery. Our professionals have effectively salvaged numerous faltering ERP implementations and are equipped to offer guidance tailored to your specific needs. Contact our Digital Advisory team today.

If you haven’t already, catch up on the earlier episodes in the series:

• ERP Failure Definition & Predictors Podcast – Part One
• ERP Strategy & Alignment Podcast – Part Two

Related Guidance:

• Article: Navigating Your ERP Projects: Implementation, Failure, and Rescue and Recovery
• Article: Revolutionize ERP with Artificial Intelligence
• Article: Why Your Firm Should Have a Clearly Defined ERP Strategy & Roadmap
• Video: ERP Rescue: Signs of Project Failure and How to Course-Correct
• Brochure: Digital Transformation Services: Software & Platform Evaluation

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Developing a successful ERP strategy involves a thorough approach that includes alignment, stakeholder engagement and change management.

In this second episode of Cherry Bekaert’s Digital Journeys podcast series around ERP rescue and recovery, Dan Mitzenmacher, Managing Director of Digital Advisory, reconvenes with Jim Holman, Director and Strategy & Operations Leader, to determine why an ERP strategy is crucial to align with your specific business needs.

In this episode, Dan and Jim break down the below topics and how they interconnect:

• Essential elements that should be included in the initial ERP strategy and how you can align it with growth objectives and business goals
• Effective change management and how it involves getting stakeholders involved and committed throughout the ERP implementation process, which can impact employees, processes, and the overall business
• How you can increase the likelihood of a successful ERP adoption by involving end-users in the change management process, which can be achieved by getting their approval and enhancing user acceptance

Stay tuned for part three of this series, where we will continue to guide you on your ERP rescue and recovery journey, and conclude with system integration and customization, as well as risk management.

If your company’s ERP project is facing difficulties, Cherry Bekaert’s Digital Advisory team can offer guidance and direction on ERP rescue and recovery. Our professionals have effectively turned around numerous faltering ERP implementations. Contact our Digital Advisory team today.

Related Guidance:

• Podcast: ERP Failure Definition & Predictors Podcast – Part One
• Article: Navigating Your ERP Projects: Implementation, Failure, and Rescue and Recovery
• Article: Revolutionize ERP with Artificial Intelligence
• Article: Why Your Firm Should Have a Clearly Defined ERP Strategy & Roadmap
• Video: ERP Rescue: Signs of Project Failure and How to Course-Correct
• Brochure: Digital Transformation Services: Software & Platform Evaluation

View all Digital Journeys Podcasts

Enterprise resource planning (ERP) software incorporates the majority of ongoing business management systems, making its implementation a necessity in today's digital evolution. To stay competitive and pertinent in the rapidly evolving global economic landscape, the deployment of an ERP system with innovative technologies is inevitable.

In this episode of Cherry Bekaert’s Digital Journeys podcast series, join Dan Mitzenmacher, Managing Director of Digital Advisory, and Jim Holman, Director and Strategy & Operations Leader, as they explore some of the most common ERP deployment failures.

In this episode, Dan and Jim:

Define what constitutes a failure in ERP implementation and the primary signs that an ERP project is on the path to failure.

Examine several common reasons behind ERP project failures and how to address them so you can increase your chances of a successful implementation.

Keep an eye out for parts two and three of this series, where we'll delve further into optimizing ERP strategy, securing stakeholder support and managing change. We'll also tackle the integration and customization of current non-ERP systems within the ERP system. Furthermore, we'll discuss risk evaluation and the development of a mitigation strategy and share a client use case that we successfully executed.

If your company’s ERP project is facing difficulties, Cherry Bekaert’s Digital Advisory team can offer guidance and direction on ERP rescue and recovery. Our professionals have effectively turned around numerous faltering ERP implementations. Contact our Digital Advisory team today.

Related Guidance:

• Article: Navigating Your ERP Projects: Implementation, Failure, and Rescue and Recovery
• Article: Revolutionize ERP with Artificial Intelligence
• Article: Why Your Firm Should Have a Clearly Defined ERP Strategy & Roadmap
• Video: ERP Rescue: Signs of Project Failure and How to Course-Correct
• Brochure: Digital Transformation Services: Software & Platform Evaluation

View all Digital Journeys Podcasts

Tableau, from Salesforce, has recently made headlines with its new solution – Tableau Pulse. Cherry Bekaert is front and center of this solution that focuses on AI-powered insights to scale data-driven decision-making for organizations.

As a leading provider of this solution, Cherry Bekaert sheds light on the features of Tableau Pulse and the necessary steps for utilizing it, which includes migrating Tableau to the cloud.

In this episode of Digital Journeys, Shannon Merritt – Senior Manager for Cherry Bekaert’s Salesforce solutions – and Michael Barber – Manager for Cherry Bekaert’s Salesforce solutions – discuss some of the features of Tableau Pulse and getting prepared to use it to optimize your business.

Listen to this episode to:

• Discover some of the functionality of Pulse.
• Understand why Pulse requires Tableau to be in the cloud, and the benefits of being in the cloud.
• Learn how Cherry Bekaert can help you get started on your journey to moving Tableau to the cloud.

Check out our Salesforce web page to learn more about our services and solutions.

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Microsoft Ignite 2023 was a spectacular event for techies, as thousands of people gathered at the Seattle Convention Center’s stunning new Summit building in November to learn about the latest Microsoft trends. Cherry Bekaert was a sponsor of this premier event as we demonstrated new, modern solutions that we built on Microsoft’s robust platforms.

In this episode of Digital Journeys, Trace Armstrong and Nate Regimbal discuss the exciting trends and announcements from Ignite. They also discuss how Cherry Bekaert is enhancing the capabilities of its Microsoft practice by partnering with Verdocs, a developer-friendly electronic signature solution that seamlessly integrates with Microsoft Teams, Microsoft Dynamics 365 and the Microsoft Power Platform.

Armstrong, an expert and developer in Microsoft Platform, and Regimbal, the New Practices and Solutions leader at Cherry Bekaert, have a lively discussion on the benefits of Verdocs.

We invite you to kick back, relax and listen to this episode to:

• Discover new Microsoft trends, especially around artificial intelligence and Microsoft Copilot.
• Learn about innovation using the Microsoft Power Platform.
• Uncover the cost-effective benefits of using Verdocs for your eSignature needs.

We hope you enjoy this podcast and stay tuned for more Digital Journeys. For those eager to learn more, read about our Microsoft offerings.

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Cherry Bekaert is committed to delivering exceptional service to our clients. Recently, we developed a new solution using the power of Microsoft Excel to better manage Sage Intacct data for our clients.

In this episode of Digital Journeys, Randy Kardas , a Senior Manager of our Sage Intacct practice who developed this Sage Intacct Excel Add-In application, dives into the benefits of this new tool and its capabilities. Randy also discusses our progress in making this solution commercially available to the public.

Nate Regimbal, New Practices and Solutions Leader at Cherry Bekaert, discusses how this new tool enhances our service delivery efficiency for our clients.

Listen to this episode to:

• Discover how this new tool can easily generate general ledger balances, leading to improvements for crafting financial statements based on predefined templates.
• Learn how this tool helps users better navigate extensive data sets, enabling better business decisions.
• Uncover how this tool enables faster data entry time, giving professionals more time to focus on core responsibilities.

Contact us to learn more about how you can get started with Sage Intacct. Or, if you are already using Sage Intacct, we would love to discuss how we can help you enhance your use of the platform.

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In the third and final part of our 3-part series around Continuous Improvement, Jim Holman, Director and Strategy & Operations Leader, rejoins with Steve Holliday, Director of Digital Advisory. Together, they address how to foster and advance a continuous improvement culture and create focus on the best initiatives for your business impact.

Our Cherry Bekaert Digital Advisory practice is rolling up its sleeves to help organizations like yours to identify, analyze and implement ongoing incremental improvements to accelerate your overall success.

Listen to this episode to:

• Follow the frameworks and strategies for facilitating the continuous improvement process.
• Learn the philosophies behind continuous improvement − incremental and ongoing changes to your organization result in more efficient processes and better customer experiences.
• Discover ways for leadership to improve business processes, communication and collaboration amongst teams.
• Determine sustainable continuous improvement components to effectively drive transformation across your organization.

We again encourage you to complete an assessment with no cost or commitment required. Reach out to us today to get started!

Related Guidance:

• Accelerating Your Business Growth Through Continuous Improvement: Part 1
• Improve Quality Using a Business Process Maturity Model: Part 2
• Digitalization and Continuous Improvement: A Recipe To Achieve Process Maturity

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In this 2nd part of a 3-part series about Continuous Improvement, Jim Holman, Director and Strategy & Operations Leader, rejoins with Steve Holliday, Director of Digital Advisory, to discuss the process maturity model (PMM) and its attributes to advance your organization’s continuous improvement practice.

Listen to this episode to:

• Gain knowledge around the importance of the process maturity model (PMM) and its different five levels of maturity.
  • Level 1: Initial
  • Level 2: Repeatable
  • Level 3: Defined
  • Level 4: Managed
  • Level 5: Optimized
• Uncover essential attributes focusing on the areas of people, process, technology, data, analytics and risk.

Stay tuned for part 3 of this series, where we will guide you through the transformation journey on opportunities towards your areas of improvement initiatives.

We encourage you to complete an assessment with no cost or commitment required. Reach out to us today to get started!

Related Guidance:

• Accelerating Your Business Growth Through Continuous Improvement: Part 1
• Digitalization and Continuous Improvement: A Recipe To Achieve Process Maturity
• View all Digital Journeys Podcasts

View all Digital Journeys Podcasts