Defining Digital Transformation
Turning data and analytics into strategy and insights are at the core of our digital transformation services. Middle-market and enterprise companies often struggle to operate with archaic systems and lagging reporting, limiting efficiencies and leaving leaders struggling to make truly informed business decisions. Our team works collaboratively with clients to build comprehensive business strategies to modernize systems and optimize operations, then follows through on full implementations and ROI validation.
Hear from Our Clients
Fine Jewelry Creator LAGOS Transforms Operations with NetSuite
Scaling a Retail Business to a Global Manufacturer
Connecting the Revenue Lifecycle for a Medical Device Manufacturer
Using NetSuite for Invoice Automation and Marketplace Reconciliation
Using NetSuite to Create a Faster Billing Process for an Airport Terminal
ERP Strategy and Implementation
Enterprise Resource Planning (ERP) implementations are one of the largest, most expensive, and business-critical projects your organization will go through. We help protect this investment and prepare you for a successful go-live.
We help middle-market and enterprise companies navigate the complicated and risky ERP landscape to develop a reasonable strategy for their business, select and design a set of systems that is best for them, and then apply our disciplined and repeatable management approaches to make their implementation successful.
ERP Assessment and Selection
Our independent assessments review your business processes and systems and make recommendations for both immediate improvements, and a roadmap to follow for future growth and efficiency.
Our seasoned ERP professionals will help you evaluate your business needs, capabilities, and goals and match them to the best fitting ERP options in the market today. At Citrin Cooperman, we are system agnostic and can help you run your entire selection process to maximize value.
ERP Project Management as a Service
Proper project governance is crucial to the successful implementation and operations of an ERP platform. We provide experienced Project Managers to work with your internal team throughout the project.
ERP Quality Assurance and Go-Live Readiness
We independently evaluate in-process ERP implementations to ensure they meet your business requirements, and are designed with best in class processes, to ensure you are ready to go live.
Business Intelligence and Analytics
Ensure strong financial reporting and analytics, both within your ERP platform and across your other solutions. Implement predictive analytics to drive better decision making, and anticipate customer demand.
ERP Strategy and Implementation
ERP Strategy and Implementation
Enterprise Resource Planning (ERP) implementations are one of the largest, most expensive, and business-critical projects your organization will go through. We help protect this investment and prepare you for a successful go-live.
We help middle-market and enterprise companies navigate the complicated and risky ERP landscape to develop a reasonable strategy for their business, select and design a set of systems that is best for them, and then apply our disciplined and repeatable management approaches to make their implementation successful.
ERP Assessment and Selection
ERP Assessment and Selection
Our independent assessments review your business processes and systems and make recommendations for both immediate improvements, and a roadmap to follow for future growth and efficiency.
Our seasoned ERP professionals will help you evaluate your business needs, capabilities, and goals and match them to the best fitting ERP options in the market today. At Citrin Cooperman, we are system agnostic and can help you run your entire selection process to maximize value.
ERP Project Management as a Service
ERP Project Management as a Service
Proper project governance is crucial to the successful implementation and operations of an ERP platform. We provide experienced Project Managers to work with your internal team throughout the project.
ERP Quality Assurance and Go-Live Readiness
ERP Quality Assurance and Go-Live Readiness
We independently evaluate in-process ERP implementations to ensure they meet your business requirements, and are designed with best in class processes, to ensure you are ready to go live.
Business Intelligence and Analytics
Business Intelligence and Analytics
Ensure strong financial reporting and analytics, both within your ERP platform and across your other solutions. Implement predictive analytics to drive better decision making, and anticipate customer demand.
Finance Transformation
The core of managing business performance is the ability to measure and control profitability and liquidity. This requires a highly efficient finance department with the capabilities and tools to generate deep insights about the business. Our proprietary methodologies quickly uncover your highest priority improvements, and we use these to build you a leading-class finance organization, technology environment, set of processes and procedures, and core accounting function.
Perform a full diagnostic of your finance function in four weeks or less to get a future-state vision, prioritized list of projects, and an implementation roadmap.
We use our best practice process framework and a carefully curated list of technologies to shorten your close cycle, automate repeatable accounting activities, and generate consolidated financial and investor reporting faster.
Transform your core finance capabilities – from subledgers through reporting and analytics – to be a modern, scalable, and highly efficient strategic capability for your company. Get best-in-class, scalable architectures.
Utilize workflows, the Power Platform, and other tools to automate recurring financial processes.
We combine our finance transformation services with an interim CFO leader who can quickly upskill your finance department and put in a great foundation to get access to better CFO candidates and set your next full-time CFO up for success.
Gain visibility to your cost structure and improve your bottom line by allocating different cost allocation methods while improving the level of sophistication of your management fees across your organization.
Process Improvement and Automation
We develop and implement automation strategies for middle-market businesses that create reliability and repeatability in their business processes. Using Robotic Process Automation (RPA) and Artificial Intelligence (AI), we help clients create efficiency and velocity throughout their business, including:
• Assessing your operations to identify the best candidates for automation and calculate the ROI. Giving you insights into existing gaps and opportunities.
• Working with your business users to simultaneously improve and design the automated process. Working collaboratively with existing teams to functionally improve the automation process for growth and scalability.
• Installing, building, and deploying your bots quickly so you can get fast ROI and move on to automating other processes.
System Expertise
As a platform-agnostic service provider, our Digital Transformation team is adept at assessing, selecting, and implementing the perfect technology to meet your organization’s needs, without the influence of preference.
Making a Business More Productive with Computing and Business Intelligence
Discover how cloud transformation and AI are reshaping the way mid-sized businesses operate, compete, and grow. Partner Jory Weissman explores the key drivers behind digital transformation — from risk reduction and security to workforce empowerment and generational shifts in tech adoption.
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