Technology Industry Solutions by Cherry Bekaert Digital Advisory

Cherry Bekaert’s Industry Solutions reflect the expertise of our people, the capabilities of our alliance partners and, most importantly, the needs of our clients. They are repeatable, essentially packaged solutions that draw from the wide range of capabilities, expertise, and core offerings from Cherry Bekaert Advisory LLC. Our focus is on delivering value quickly and enabling capabilities that are immediately useful and extendible. You can expect outcomes ranging from better customer and employee experiences, to being more data-driven, to taking out cost, driving profitable growth, and furthering your ESG strategy and objectives.

Our services support customers with getting started with, or extending their use of, Microsoft Azure and other Microsoft technologies.

In this Consulting Services offer we provide information about our focus area solutions for the Technology Industry.

Analytics Solutions

• Accelerator Dashboards: Accelerate deployment of useful dashboards & reports via our rapid deployment methodology. We have deployed analytics dashboards across technology firm functions. • QuickStart Assessment: Collaborate with stakeholders, align on use cases and their business impacts and change management implications. For both internal operations as well as dashboards you feature in your products. • Data Readiness: Strengthen your enterprise data management capabilities from a governance and operations perspective. We also have a framework for evaluating data-driven processes as being suitable for AI or RPA automations.

Automation Solutions

• Next-generation eSignature with Verdocs: Verdocs is a developer-friendly electronic signature solution built on modern technology. It enables integrations, automations, and allows organizations to build custom applications in Teams, Power Apps, Business Central, and Power Automate. Users can electronically sign documents on any browser or mobile device and have a truly integrated, non-siloed eSignature experience. With the Verdocs Teams App dashboard, you can manage your entire electronic signature universe within the Microsoft cloud and see all activities that occur around eSignature. For Technology firms there is strong applicability for in-product eSig workflows; licensing/subscription agreements and renewals; and in HR for FTEs, Temps, Consultants, vendors, etc.

Innovation Solutions

• Product Innovation & Go-to-Market: We help clients launch their products, whether SaaS or in-tenant applications, on major marketplaces. In multiple cases our team plays product management, design, development, and fractional CTO and CISO roles. Some of our clients are adopting product-based business models. Others work with us to help them navigate the sophistication within leading cloud platforms, including technology-focused matters (like putting your “app” in stores or catalogs, or configuring pricing, billing, and entitlement mechanisms), to marketing positioning and optimized SEO, to tax & finance settings for revenue operations. Cherry Bekaert further differentiates by partnering with our customers in models that include offering deployment services, support services, or bringing your solutions to market to our client base – which numbers in the tens of thousands and covers multiple industry verticals.

• Helping Technology Firms With Growth and Scale: Cherry Bekaert offers a wide range of services that can help take your company to the next level

Product Innovation

• Assess Existing Products & Assets or Ideate on New Ones
• Architect & Design New Product, or for Cloud-Native Re-platforming
• Agile Development & Testing + Commercial Readiness Checklist
• Security Assessments, Pen. Tests, Readiness, Cyber Compliance, etc.
• Scope and Establish Alliance Agreement for Joint Go-to-Market
• Help Navigate Cloud Marketplaces & Jointly Launch Offerings

Product Operations

• Framework for Product Launch Management
• Voice of Customer Processes & Systems
• Augmented or Outsourced IT / Product Services
• Usage & Churn Risk Insights, Best Next Action

Inorganic Growth

• Transaction Advisory Services
• Synergy-accelerated Growth via Product / Market / Client

Enterprise Technology

• CRM Insights, Hygiene, Automations
• Product-to-Enterprise Integrations & Automations
• Customer Service Ops. & Managed Services
• Next-Generation eSig Workflow Solutions
• Software Licensing & Consulting Services
• Enterprise Architecture, Data & Controls Strategy
• Solution Selection, Implementation, ePMO

Cybersecurity

• IT & Cyber Governance, Strategy, Pol. & Proc.
• Risk & Vulnerability, Pen. Testing / Ethical Hacking
• Readiness Assessment & Remediation Services
• System & Org. Controls (SOC), Attest. Services

Strategic Tax

• R&D Tax Credits
• Energy Tax Credits & Incentives
• SALT, Intn’l. Tax, Methods, and More

Duration and cost can vary based on the size of the project and whether certain assumptions are met. Please contact us to discuss further. Thank you.