Managed Cloud, Accounting/ERP Software, Managed IT, and Cybersecurity
Technology, Simplified
Enterprise Resource Planning (ERP) systems integrate your core business processes, from finance and operations to supply chain and human resources, into a unified platform that drives efficiency and informed decision-making.
Make the complex simple, cut through the digital fog, and get a handle on where you are today and the path forward with support from CBIZ Technology professionals. Our team is dedicated to helping businesses leverage the right tech solutions for their unique use case.
Our approach to technology consulting goes far beyond simply providing a toolbox. We help you determine what you need to accomplish your goals and show you how to use these resources effectively. From ERP implementation and financial planning to strategic system selection, our enterprise software consulting services address the full spectrum of technology challenges organizations face. That way, your technology is tailored to suit your needs and designed to scale alongside your business.
ERP & Finance Transformation Services
CBIZ insights from across disciplines to help you arrive at the right solution:
ERP Implementation & Optimization
Robust ERP and financial systems drive productivity, ensure accurate reporting, and support your organization’s growth.
Fractional C-Suite
Executive technology leadership when you need it most. Our fractional CIO, CISO, and CTO services provide strategic guidance, vendor management, mentorship, and technical oversight without full-time executive costs.
Team Training & System Adoption
User buy-in is essential to a successful implementation. CBIZ Technology delivers comprehensive training programs and adoption strategies that help your teams embrace new platforms and leverage their full capabilities.
ERP Managed Services
Enterprise systems require ongoing care. Our managed ERP services provide continuous support and enhancements so your platforms evolve with your business.
Complex Project Management
Large-scale technology transformations demand disciplined execution. We deliver structured project governance, risk mitigation, stakeholder coordination, and delivery oversight that can keep complex initiatives on track.
Organization Change Management
Most transformations fail because something is out of sync. CBIZ Technology helps get your team, systems, and tools ready to work together as your business evolves.
Enterprise System Selection
The right enterprise system is critical for efficiency, integration, and growth. We help businesses choose and implement technology solutions tailored to their needs.
IT Buy/Sell Due Diligence
Account for everything. Just as technology has driven innovation in business, it’s also changed the calculations necessary to accurately value modern businesses.
Tailored Advice for Your Industry
Technology needs vary significantly by industry. Our team delivers specialized ERP and finance transformation consulting tailored to your sector’s unique operational and financial requirements:
- Consulting: Manage project profitability, resource allocation, and client billing with integrated ERP and FP&A systems that track engagement performance in real time.
- Civil Engineering & Construction: Connect field operations with financial systems for job costing, change order management, project cash flow forecasting, and multi-project visibility.
- Life Sciences: Streamline R&D budget tracking, clinical trial cost management, regulatory compliance reporting, and investor-ready financials across integrated enterprise platforms.
- SaaS & Technology: Scale rapidly with enterprise systems supporting subscription revenue modeling, burn rate forecasting, ARR tracking, and the real-time metrics investors demand.
- Not-for-profit & Education: Maximize mission impact with grant tracking, program-level budgeting, fund accounting, and donor reporting through purpose-built ERP and financial planning systems.
Meet Our ERP Leadership Team
Lisa Ricardo
National Leader, ERP & Finance Transformation
David Mustin
Managing Director, ERP & Finance Transformation
Ada Kong, CPA
Managing Director, ERP & Finance Transformation
Andrew Wong
Managing Director, ERP & Finance Transformation
John Stahulak, CPA
Managing Director, ERP & Finance Transformation
Kayla Hall
Director, ERP & Finance Transformation
Joseph Bisaha
Director, ERP & Finance Transformation
Justin Van Druff
VP, Business Development
Frequently Asked Questions
Successful transformations demand alignment across strategy, people, process, and technology. We structure every engagement around five critical success factors:
- Executive sponsorship and clear business objectives
- Realistic scoping and phased roadmaps that manage risk
- Comprehensive change management and user adoption programs
- Rigorous data governance and integration planning
- Ongoing optimization beyond go-live
Organizations that treat transformation as purely technical often face delays, budget overruns, and low adoption. Those who address the full ecosystem with strategic partners who bring methodology, industry expertise, and cross-functional capabilities achieve measurable business outcomes and a more sustainable competitive advantage.
Start with your immediate challenge. Replacing or optimizing an ERP system? Focus on ERP Implementation & Optimization. Is your business lacking technology leadership? Consider Fractional C-Suite services.
Many organizations benefit from integrated approaches such as implementing a new ERP while simultaneously enhancing FP&A capabilities and establishing change management processes. Contact us for a consultation to identify the right starting point based on your goals and needs.
Both. Organizations can engage us for specific projects, like ERP implementation or system selection. However, our integrated approach delivers the greatest value:
- Combining ERP modernization with change management supports user adoption.
- Connecting enterprise system selection with project management reduces implementation risk.
We architect solutions that address interconnected technology, process, and organizational needs rather than selling isolated point solutions.
Start Your ERP & Finance Transformation
CBIZ Technology connects ERP, business intelligence, and operational platforms into a unified ecosystem. Contact us to explore how integrated enterprise systems can deliver tangible business value.
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