Cherry Bekaert: Digital Journeys

Behind AI Breakthroughs: Transformation Lessons

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 launched a new series on LinkedIn [https://www.linkedin.com/in/gregkaupp/] titled AI for the Over 40.  Tune in as Greg discusses the first three articles he developed in this insightful series, which cover:  * The false start that many of us have experienced on our AI journey * The mindset shift of using AI * The differences between multiple AI platforms * The dangers of treating AI like a search engine * Tips for finding information in AI * Advice from his son Don’t miss this episode as it uncovers real experiences, failures and breakthroughs. View all Digital Journeys Podcasts [https://www.cbh.com/guide/?s=Digital+Journeys&guidance-service=0&guidance-industry=0&guidance-type=podcasts&orderby=relevance&post_type=guide]

Choose the Right ERP for Construction Contractors

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 requirements * The implementation process through the lens of following a strategic blueprint * How to help employees embrace change before, during and after an ERP software implementation Don’t miss this episode, as it lays the foundation for getting started on your ERP software implementation journey. Learn more about our Sage products and solutions [https://www.cbh.com/technologies/sage/sage-x3/].  Related Insights:  * Podcast: Using the Right ERP Software to Track Profitability for Construction Companies [https://www.cbh.com/insights/podcasts/tracking-job-costs-with-sage-construction-erp/] * Podcast: The 6 Common Mistakes Companies Make When Upgrading Their Accounting Software [https://www.cbh.com/insights/podcasts/accounting-software-upgrades-6-mistakes-companies-can-avoid/] * Article: Uncover Hidden Inefficiencies on Your ERP Software and Continuous Improvement Journey Using Sage Solution [https://www.cbh.com/insights/articles/continuous-improvement-through-erp-metrics/] View all Digital Journeys Podcasts [https://www.cbh.com/guide/?s=Digital+Journeys&guidance-service=0&guidance-industry=0&guidance-type=podcasts&orderby=relevance&post_type=guide]

Accounting Software Upgrades: 6 Costly Mistakes for Companies to Avoid

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 goals * Skipping user input * Ignoring data migration challenges * Underestimating training needs * Overlooking integration with other systems * Choosing price over functionality Don’t miss this episode filled with practical advice on avoiding these mistakes as you move toward transforming your business. Related Insights * From Growing Pains to Scalable Gains Using Sage Intacct [https://www.cbh.com/insights/articles/quickbooks-vs-sage-intacct-key-differences/] * Uncover Hidden Inefficiencies on Your ERP Software and Continuous Improvement Journey Using Sage Solutions [https://www.cbh.com/insights/articles/continuous-improvement-through-erp-metrics/]  View all Digital Journeys Podcasts [https://www.cbh.com/guide/?s=Digital+Journeys&guidance-service=0&guidance-industry=0&guidance-type=podcasts&orderby=relevance&post_type=guide]

Tracking Job Costs with Sage Construction ERP

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 decisions that can optimize their business.  Kentrel discusses:  * The basics of Sage 100 Contractor, Sage 300 CRE and their differences * The challenges he has witnessed with businesses that aren’t using Sage 100 Contractor or Sage 300 CRE * How poor data from inadequate accounting platforms leads to poor business decisions and the consequences of these decisions  * The process of selecting the proper software Don’t miss this information episode filled with practical advice and strategies to help your construction business stay resilient.  Related Insights * Article: Top 6 Financial Processes To Automate Using Sage Solutions [https://www.cbh.com/insights/articles/automate-key-financial-tasks-for-growth/] * Article: How Automation Can Transform Your Construction Company’s Accounting Function [https://www.cbh.com/insights/articles/construction-accounting-software-automation-tools-benefits/] * Article: 7 Key Benefits of Sage Intacct for Construction Companies [https://www.cbh.com/insights/articles/7-key-benefits-of-sage-intacct-for-construction-companies/]   View all Digital Journeys Podcasts [https://www.cbh.com/guide/?s=Digital+Journeys&guidance-service=0&guidance-industry=0&guidance-type=podcasts&orderby=relevance&post_type=guide]

ERP Integration & Risk Management Best Practices - Part Three

In the latest episode of Cherry Bekaert’s Digital Journeys podcast series, Dan Mitzenmacher [https://www.cbh.com/professional/dan-mitzenmacher/], host and Managing Director of Digital Advisory, is joined by Jim Holman [https://www.cbh.com/professional/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:  * Data integration across systems * Pros and cons of customized ERP systems * Risk mitigation best practices for implementation * The importance of testing to identify potential issues * Executive support for implementation If your company is facing difficulties with its ERP project, Cherry Bekaert’s Digital Advisory team can offer guidance and direction on ERP rescue and recovery. Our professionals have effectively salvaged numerous faltering ERP implementations and are equipped to offer guidance tailored to your specific needs. Contact our Digital Advisory team [https://www.cbh.com/services/advisory/digital-advisory/] today. If you haven’t already, catch up on the earlier episodes in the series:  * ERP Failure Definition & Predictors Podcast – Part One [https://www.cbh.com/guide/podcasts/defining-erp-failure-key-indicators-and-signs-part-one/] * ERP Strategy & Alignment Podcast – Part Two [https://www.cbh.com/guide/podcasts/developing-an-effective-erp-strategy-for-success-part-two/] Related Guidance:  * Article: Navigating Your ERP Projects: Implementation, Failure, and Rescue and Recovery [https://www.cbh.com/guide/articles/navigating-erp-projects-implementation-failure-and-recovery/] * Article: Revolutionize ERP with Artificial Intelligence [https://www.cbh.com/guide/articles/ai-in-enterprise-resource-planning-trends-and-insights/] * Article: Why Your Firm Should Have a Clearly Defined ERP Strategy & Roadmap [https://www.cbh.com/guide/articles/why-your-firm-should-have-a-clearly-defined-erp-strategy-roadmap/] * Video: ERP Rescue: Signs of Project Failure and How to Course-Correct [https://www.cbh.com/guide/video/erp-implementation-guidance/] * Brochure: Digital Transformation Services: Software & Platform Evaluation [https://www.cbh.com/guide/brochures/digital-transformation-services-software-platform-evaluation/] View all Digital Journeys Podcasts [https://www.cbh.com/guide/?s=Digital+Journeys&guidance-service=0&guidance-industry=0&guidance-type=podcasts&orderby=relevance&post_type=guide]