Managed Cloud, Accounting/ERP Software, Managed IT, and Cybersecurity
Your ERP and financial systems are your operational foundation for everything from daily workflows to strategic financial decisions. Outdated, disconnected, or underutilized systems create costly inefficiencies. We help you avoid them with experienced ERP implementation consulting services that address:
- Optimizing existing ERP and financial platforms by improving workflows, enhancing reporting accuracy, and strengthening security across ERP and financial tools.
- Implementing new ERP and financial solutions to support successful adoption with seamless data migration, rigorous testing, and tailored employee training.
- Developing a change management plan to help ensure smooth, structured transitions.
- Automating finance and operations to free up resources and reduce manual errors in processes like invoicing and financial reporting for greater efficiency.
- Integrating AI capabilities to enhance forecasting accuracy, automate routine tasks, and surface actionable insights from your operational data.
Integrated ERP and Financial Solutions
Get ERP and financial system integration built for your business.
Custom-Tailored Solutions
- No one-size-fits-all approach
- Integrations designed for your business needs
- An ERP aligned with your unique financial, operational, and HR workflows
Seamless Collaboration
- Work closely with your internal teams
- Reduce disruptions with structured execution
- Ensure smooth adoption across teams
Scalable & Future-Ready
- Flexible solutions that grow with your business
- Continuous improvements and automation opportunities
- Long-term support for evolving financial and operational needs
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
The right ERP depends on your industry requirements, growth trajectory, existing systems, and operational complexity. CBIZ Technology starts with a comprehensive assessment of your business processes, integration needs, and future scalability requirements. We evaluate different platforms against your specific criteria, then recommend the best-fit solution rather than pushing a single vendor. This platform-agnostic approach ensures you invest in an ERP that aligns with your business model.
Data migration can be one of the highest-risk phases of ERP implementation services. We follow a structured approach. We evaluate your current data quality, cleanse and standardize records before migration, execute test migrations to identify issues early, and validate accuracy before go-live.
Our consultants work closely with your team to map legacy data fields to your new ERP structure, ensuring complete and accurate financial history, customer records, and operational data transfer.
ERP vendors focus on selling and supporting their specific platform. Our team provides objective guidance, so you get the best fit for your business needs.
We also deliver related strategic services vendors don’t offer, including ERP selection consulting, change management, integration with existing systems, custom workflow optimization, and ongoing managed services. Our comprehensive ERP integration services provide you with a trusted partner at every step instead of multiple vendors to coordinate and manage.
Optimization doesn’t end at ERP migration services and go-live. Our professionals offer ongoing support as your business evolves, including system enhancements, user training, performance monitoring and troubleshooting, and strategic reviews to ensure you’re maximizing your ERP investment. Our managed ERP services provide continuous optimization so your system grows with your organization.
Start Your ERP Transformation Today
CBIZ Technology brings certified expertise, proven implementation methodologies, and industry experience to every ERP selection and implementation project. Contact us to discuss your ERP needs.
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