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"If you need a machine and don’t buy it, then you will ultimately find that you have paid for it and don’t have it."
- Henry Ford

​​Digital transformation has disrupted how we live, work & play. Leaders are looking to leverage technology as it becomes clear that speed, reliability and efficiency in finance and operations are critical to the success of your business.

Do any of these sound familiar?

  • Antiquated accounting/ERP systems that do not meet business needs

  • Manual and time-consuming processes to compile, reconcile, report and analyze data

  • Errors due to duplication of entry into multiple systems and over-reliance on Excel

  • Lack of timely, high-quality reporting and no single source of the truth

What if you could...

  • Partner with a strategic advisor to execute on technology opportunities

  • Optimize and streamline existing systems

  • Apply industry best practices and scale for future growth/expansion

How we can help


Assess your current technology (infrastructure, software and data), understand organizational strategic goals and align opportunities with priorities.

System Assessments
(Newstar, Yardi, Sage, MRI, Acumatica etc)​

Partner with your team to optimize existing systems and identify options to meet the current and future business needs and objectives.

Selection & Project Management


Help you select the best-fit technology (ERP, CPM, CRM, Project management etc) based on a well defined,  structured approach


Develop solutions to automate manual processes and reporting - Power apps, Robotic Process Automation (RPA), dashboard etc.

For other areas including:

  • Master data management

  • Data strategy and assessments

  • Data cleansing and structuring

  • Project management and advisory

Please reach out for a call

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