Claim OwnershipCherry Bekaert: Digital Journeys
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© 2024 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.
30 Episodes
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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...
In today's interconnected world, where organizations count on various software technologies to streamline operations, the implication of system integration is significant. Developing a robust IT infrastructure can be an intricate process that requires time and resources, while having a big-picture perspective. In this episode of Cherry Bekaert’s Digital Journeys podcast and the third part of our system integration series, Jim Holman, Director and Strategy & Operations Leader, reconv...
System integration brings data and workflows together, allowing organizations to work more efficiently, improve collaboration and increase productivity. In this episode of Cherry Bekaert’s Digital Journeys podcast and the second part of our system integration series, Jim Holman, Director and Strategy & Operations Leader, welcomes Jon Schrader, Director and Business Applications Leader, as they summarize the various layers of system integration. Listen to learn more about: Different...
By centralizing information, reducing silos and increasing visibility, system integrations significantly help improve operational efficiency. System integration is the process of connecting various systems, technologies and software applications to work together seamlessly as a single cohesive unit. In this episode of Cherry Bekaert’s Digital Journeys podcast series, Jim Holman, Director and Strategy & Operations Leader, and Jon Schrader, Director and Business Applications Leader, w...
Is your company struggling to connect with customers or is your digital strategy behind the curve? In this episode of Cherry Bekaert’s Digital Journeys podcast, Hisham Nabi, Managing Director of Digital Advisory, talks about how to get started on your digital strategy. You might think digital strategy starts with technology, but Hisham stresses the importance of starting with your problem statement and then solving it by integrating technology. Listen in as Hisham discusses: His backgro...
In Part 1 of this three-part series, Cherry Bekaert’s Digital Advisory Practice advisors defined the Power Apps and in Part 2, they focused on the purpose and benefits of the Power Platform. This low-code development platform enables businesses to easily build dashboards, applications and workflows to best fit your needs. Quickly build data-driven business solutions with the Power Platform application—Power Apps, Power Automate (formerly known as Flow), Power BI and Power Pages. In Part 3, Ji...
Now that we’ve identified what the Power Platform is, let’s focus on the purpose behind and the benefits of the Power Platform. By leveraging the Power Platform, people from practically anywhere can rapidly improve their day-to-day solutions for whatever challenges they may come across. Furthermore, the Power Platform enables organizations to be more agile and effective in their business operations. In this episode of Cherry Bekaert’s Digital Journeys podcast and the second part of our collab...
The Power Platform is a resourceful Microsoft 365 applications tool that enables you to automate business processes, develop solutions, analyze data and much more, leading to increased productivity and innovation. In this episode of Cherry Bekaert’s Digital Journeys podcast series, Jim Holman, Director and Strategy & Operations Leader, and Trace Armstrong, Senior Manager of Digital Advisory, will introduce the various components of the Power Platform and how you can better leverage these ...
Digital transformation spans across people, process, technology and culture. Creating a data-driven culture starts at the very top, meaning that leaders must lead by example. Having reliable data and analytics in place is an essential part in enabling organizations to make smarter decisions and better business outcomes. In this episode of Cherry Bekaert’s Digital Journeys podcast series, Jim Holman, Director and Strategy & Operations Leader, and Dan Mitzenmacher, Director of Digital ...
Integrating technology before and after an acquisition is critical to an organization’s success, yet it's often overlooked. When acquisitions transpire, there are often redundancies. Regardless of the industry, optimizing and streamlining operations will result in efficiency and higher productivity to effectively sustain short- and long-term growth. In this episode of Cherry Bekaert’s Digital Journeys podcast series, Jim Holman, Director and Strategy & Operations Leader, and Nita Sanger, ...
Continuous improvement methodologies identify opportunities to streamline work and reduce waste, advancing process maturity in organizations. In this episode of Cherry Bekaert’s Digital Journeys podcast, Jim Holman, Director of Strategy & Operations, welcomes Steve Holliday, Director in our Digital Advisory practice. Together, they unlock how digitalization and continuous improvement can help organizations achieve the highest levels of process maturity. Listen to this episode to learn mo...
As data remains to be an important resource for higher education institutions, we discuss how data implementation can further student success and considerations when advising students on their career paths. In this episode of Cherry Bekaert’s Digital Journeys podcast and the second part of our higher education series, Jim Holman, Director and Strategy & Operations Leader, welcomes Anthony Pember, Director in our Digital Advisory practice. By effectively using data, higher education instit...
Data remains an important resource for higher education institutions, as it can be used to make logical decisions and identify future trends. Moreover, data validates these institutions’ decisions and allows them to discover new opportunities, while building integral stakeholder relationships. In this first episode of a two-part series within Cherry Bekaert’s Digital Journeys podcast, Jim Holman, Director and Strategy & Operations Leader, welcomes Anthony Pember, Director in our Digital A...
Nearly all organizations heavily rely on technology. An important business matter for organizations to ask themselves when evaluating their network and IT needs is - Should I capitalize on an outsourced, third-party IT provider or continue using in-house services? In this episode of Cherry Bekaert’s Digital Journeys podcast, Jerry Hereden hosts Dan Hulen, Director, and Chris Martin, Senior Manager, in our Digital Advisory practice to discover the value of Managed IT Security Services a...
Join Cherry Bekaert’s Digital Journeys latest podcast series, “Our Latest Takeaways from Dreamforce 2022,” where we discuss the lasting and positive impact of the three-day conference. This episode features Jerry Hereden, Marketing Manager, Hisham Nabi, Managing Director in our Digital Advisory practice, and Dan Tervo, Manager in our Digital Advisory practice. Together we uncover exciting Salesforce solutions, evaluate key trends driving industry change and summarize key takeaways after our ...
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