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Strategy and Business Transformation

Focused on Helping Your Business Reach Maximum Performance

Our Strategy and Business Transformation Practice is uniquely positioned to help middle-market companies identify and address their toughest challenges. Our expertise allows us to provide both the thought leadership and the ability to help your business achieve its goals.

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Services Included

ERP Strategy and Implementation

  • Rapid business and operations assessment
  • ERP strategy and system selection projects
  • Project planning and design
  • Program management office stand up
  • Exit planning
  • Employee strategy alignment and voice of the customer (VoC)
  • M&A integration
  • ERP educational workshops
  • ERP turnarounds and improvements
  • Project QA analysis
  • Value stream mapping

Finance Transformation

  • Digital finance strategy workshops and implementations
  • Rapid finance assessments and recommendations
  • Financial close and reporting transformation
  • Financial reporting, planning, and analytics
  • Performance management dashboards
  • Finance ratios analysis
  • Cash flow forecasting and liquidity analysis
  • Working capital improvements
  • Margin and growth analysis
  • SG&A rationalization and benchmarking
  • Revenue growth and forecasting

Process Improvements and Automation

  • Automation analysis and digital process x-ray
  • Rapid automation assessments
  • Business process redesign and documentation
  • Root cause analysis and Six Sigma
  • Automation business case build up
  • Data entry and extraction analysis
  • Data validation and reconciliation
  • Data migration model stand up
  • Automation roadmap and execution

Corporate Performance Management

  • Gather data from across the organization
  • Define your forecasting, planning, and financial reporting processes
  • Drive business performance using best-in-class collaborative planning processes
  • Advise clients on how to use CPM software to drive business performance
  • End-to-end implementation of Vena CPM software
  • Training on CPM software

How Citrin Cooperman Can Help

Our team helps you reach maximum performance, from finance to business operations, to help grow your company.

 

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