Claim OwnershipCherry Bekaert: Digital Journeys
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© 2025 Cherry Bekaert: Digital Journeys
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Digitally-enabled organizations can better predict, innovate, perform, and compete—differentiators for any organization, but especially for middle-market companies who are continually striving to do more with less.
34 Episodes
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While it’s easy to see the transformative impact artificial intelligence (AI) can have on organizations, it’s not always so simple to know if your business is using AI in an efficient way. Maybe you’re treating AI tools like search engines, or don’t have the proper automation systems in place, and are disappointed with the results. In this episode of Digital Journeys, listeners hear from Greg Kaupp, a Partner at Cherry Bekaert who leads our Microsoft practice. In July of this year, Greg launc...
Implementing a new enterprise resource planning (ERP) software system correctly from the outset is critical to maximizing value and minimizing long-term risks. In this podcast, Cherry Bekaert’s Sage Practice Manager Kentrel Lee highlights three important factors in a successful implementation for construction companies: software, process and people. Kentrel discusses: The importance of choosing the right software for your situation and workflow requirementsThe implementation...
Upgrading your accounting software is a big step toward efficiency, accuracy and better financial management. However, if you’re not careful, what should be a smooth transition can quickly turn into a costly headache. In this podcast, Cherry Bekaert’s Sage Intacct Growth Leader John Bartz is joined by Cherry Bekaert’s Sage Leader Nathan Currie to discuss the six common mistakes companies make when upgrading their accounting software, which include: Not defining clear goalsSkipping user ...
In the world of construction contractors, tracking profitability and committed costs are critical for their success. Economic downturns, rising material costs, labor shortages and poor financial management have led to a significant number of construction companies failing within the first few years. In this podcast, Cherry Bekaert’s Sage Practice Manager Kentrel Lee highlights how Sage 100 Contractor or Sage 300 CRE (Construction and Real Estate) enables organizations to make informed d...
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:&nb...
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 ...
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 an...
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 f...
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 discus...
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 commercial...
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 in...
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: InitialLevel 2: RepeatableLevel 3: ...
Another successful sponsorship of Dreamforce is in the books for Cherry Bekaert. Dreamforce 2023, Salesforce’s premiere technology conference in San Francisco, was all about artificial intelligence and sustainability, and we had a front-row seat to all the action. Cherry Bekaert was also on center stage, presenting on c-suites solving the carbon neutral puzzle with Net Zero Cloud. In this episode of Cherry Bekaert’s Digital Journeys podcast series, Pamela Butler, Salesforce Architect ...
Continuous improvement can be defined as organizational efforts to enhance systems, processes, products or services. It involves identifying inefficiencies, assessing existing methods and transforming business strategies to achieve better outcomes. In this episode of Cherry Bekaert’s Digital Journeys podcast series, Jim Holman, Director and Strategy & Operations Leader, and Steve Holliday, Director of Digital Advisory, discuss the importance of implementing a practice of continuous improv...
Cherry Bekaert and PXiSE Energy Solutions, a Yokogawa Company and innovative software-based energy grids control company in San Diego, CA, have joined forces on product development work that will soon bring cloud-native software to market and drive the digital transformation of the grid. PXiSE enables utilities, campuses and communities to hit their clean energy goals by empowering grid operators to manage unlimited renewables and distributed energy resources (DER), while providing safe...
It can be quite costly to retain legacy Lotus Notes applications when you’re adopting new Microsoft technologies, or any other solutions. Migrating from Lotus Notes to SharePoint can offer valuable benefits and maximize your organization’s return on investment (ROI). In this third episode of Cherry Bekaert’s Digital Journeys podcast series on migrating from Lotus Notes to SharePoint, Trace Armstrong, Senior Manager in our Digital Advisory practice, reconvenes with Erin Robinson, Senior Arch...
Today, finance teams are faced with increasing pressure to protect financial data from cyberattacks and comply with evolving regulations. However, many businesses are still using outdated financial management tools and processes that create unnecessary risks. In this episode of Cherry Bekaert’s Digital Journeys podcast series, John Bartz, Strategic Alliances Director for Cherry Bekaert, and David Appel, Head of the SaaS Vertical for Sage, will discuss how to better protect financial data by...
Everyone is talking about artificial intelligence (AI) these days, but did you know that it has been around for years in back-office settings like IT and finance? However, with the boom created by ChatGPT and generative AI, we’re starting to see applications sprouting up for new front-office settings. In this episode of Cherry Bekaert’s Digital Journeys podcast, Hisham Nabi, Managing Director of Digital Advisory, and Rashaad Balbale, Senior Manager of Strategic Growth and Innovation, wi...
Many organizations are opting to migrate from Lotus Notes to Microsoft SharePoint — both online and on-premises — for faster, simpler access to data and applications. In today’s evolving market, businesses need to adopt agile and flexible technology platforms that will enable collaboration and workplace productivity. In this second episode of Cherry Bekaert’s Digital Journeys podcast series, Trace Armstrong, Senior Manager in our Digital Advisory practice, reconvenes with Erin Robinson, Senio...
As Lotus Notes was initially established in the 1980s as a standard software, the circumstances have radically transformed now that technological solutions, such as Microsoft SharePoint, have advanced in the marketplace. Organizations now recognize the power of more robust collaboration platforms for increased collaboration and productivity. In this episode of Cherry Bekaert’s Digital Journeys podcast series, Trace Armstrong, Senior Manager, and Erin Robinson, Senior Architect in our Microsof...
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