Cherry Bekaert: Digital Journeys

In the third and final part of our 3-part series around Continuous Improvement, Jim Holman, Director and Strategy & Operations Leader, rejoins with Steve Holliday, Director of Digital Advisory. Together, they address how to foster and advance a continuous improvement culture and create focus on the best initiatives for your business impact.

Our Cherry Bekaert Digital Advisory practice is rolling up its sleeves to help organizations like yours to identify, analyze and implement ongoing incremental improvements to accelerate your overall success.

Listen to this episode to:

• Follow the frameworks and strategies for facilitating the continuous improvement process.
• Learn the philosophies behind continuous improvement − incremental and ongoing changes to your organization result in more efficient processes and better customer experiences.
• Discover ways for leadership to improve business processes, communication and collaboration amongst teams.
• Determine sustainable continuous improvement components to effectively drive transformation across your organization.

We again encourage you to complete an assessment with no cost or commitment required. Reach out to us today to get started!

Related Guidance:

• Accelerating Your Business Growth Through Continuous Improvement: Part 1
• Improve Quality Using a Business Process Maturity Model: Part 2
• Digitalization and Continuous Improvement: A Recipe To Achieve Process Maturity

View all Digital Journeys Podcasts

In this 2nd part of a 3-part series about Continuous Improvement, Jim Holman, Director and Strategy & Operations Leader, rejoins with Steve Holliday, Director of Digital Advisory, to discuss the process maturity model (PMM) and its attributes to advance your organization’s continuous improvement practice.

Listen to this episode to:

• Gain knowledge around the importance of the process maturity model (PMM) and its different five levels of maturity.
  • Level 1: Initial
  • Level 2: Repeatable
  • Level 3: Defined
  • Level 4: Managed
  • Level 5: Optimized
• Uncover essential attributes focusing on the areas of people, process, technology, data, analytics and risk.

Stay tuned for part 3 of this series, where we will guide you through the transformation journey on opportunities towards your areas of improvement initiatives. 

We encourage you to complete an assessment with no cost or commitment required. Reach out to us today to get started!

Related Guidance:

• Accelerating Your Business Growth Through Continuous Improvement: Part 1
• Digitalization and Continuous Improvement: A Recipe To Achieve Process Maturity
• View all Digital Journeys Podcasts

View all Digital Journeys Podcasts

Another successful sponsorship of Dreamforce is in the books for Cherry Bekaert. 

Dreamforce 2023, Salesforce’s premiere technology conference in San Francisco, was all about artificial intelligence and sustainability, and we had a front-row seat to all the action. Cherry Bekaert was also on center stage, presenting on c-suites solving the carbon neutral puzzle with Net Zero Cloud.

In this episode of Cherry Bekaert’s Digital Journeys podcast series, Pamela Butler, Salesforce Architect for our Digital Advisory services, and Tertius Eksteen, Senior Manager of Digital Advisory services, discuss their perspectives on Dreamforce 2023.

Listen to this episode to: 

• Learn about new AI Salesforce features. 
• Discover how Net Zero Cloud can help organizations achieve their sustainability goals.
• Gain an understanding of the Climate Accountability Package passed by California lawmakers.

Additionally, Cherry Bekaert would like to offer a complimentary session of your current Salesforce implementation. We will look for ways to enhance your Salesforce application’s usability, productivity and adoption. Schedule your assessment here.  

View all Digital Journeys Podcasts

Continuous improvement can be defined as organizational efforts to enhance systems, processes, products or services. It involves identifying inefficiencies, assessing existing methods and transforming business strategies to achieve better outcomes.

In this episode of Cherry Bekaert’s Digital Journeys podcast series, Jim Holman, Director and Strategy & Operations Leader, and Steve Holliday, Director of Digital Advisory, discuss the importance of implementing a practice of continuous improvement.

Listen to this episode to:

• Identify the primary principles of the continuous improvement process.
• Discover how continuous improvement aims to foster a culture of learning, adaptation and innovation, leading to higher quality, increased efficiency and better customer satisfaction.
• Gain practical knowledge of aligning your continuous improvement efforts with your organization’s strategic objectives.

Stay tuned for parts 2 and 3 of this series, where we will take a deeper look into strategically approaching your improvement maturity and attributes to advance your business for growth. 

If you have any questions specific to your situation, Cherry Bekaert’s Digital Advisory team is available to discuss your situation with you. Contact us today!

View all Digital Journeys Podcasts

Cherry Bekaert and PXiSE Energy Solutions, a Yokogawa Company and innovative software-based energy grids control company in San Diego, CA, have joined forces on product development work that will soon bring cloud-native software to market and drive the digital transformation of the grid. 

PXiSE enables utilities, campuses and communities to hit their clean energy goals by empowering grid operators to manage unlimited renewables and distributed energy resources (DER), while providing safe and reliable power. 

Tim Allen, President and CEO of PXiSE Energy, Nate Regimbal, Managing Director in Cherry Bekaert’s Digital Advisory practice and Jon Schrader, Director and Business Applications Leader for the Firm, discuss the work between PXiSE and Cherry Bekaert, which involved the end-to-end design and re-platforming of its IEEE 2030.5 DER management and communications platform. This product is a gamechanger for utilities to effectively manage DERs for their customers. 

Listen to this episode to: 

• Learn about the history of PXiSE and how it first partnered with Cherry Bekaert
• Discover the benefits of this technology and how it will enable utilities
• Understand the implementation process of this new product

If you have any questions about getting started with this product, please contact us today!

Related Guidance: 

• Digital Transformation in the Energy Sector

View all Digital Journeys Podcasts

It can be quite costly to retain legacy Lotus Notes applications when you’re adopting new Microsoft technologies, or any other solutions. Migrating from Lotus Notes to SharePoint can offer valuable benefits and maximize your organization’s return on investment (ROI).

In this third episode of Cherry Bekaert’s Digital Journeys podcast series on migrating from Lotus Notes to SharePoint, Trace Armstrong, Senior Manager in our Digital Advisory practice, reconvenes with Erin Robinson, Senior Architect in our Microsoft team. Together they highlight the key considerations and actions to help your organization during your Lotus Notes to SharePoint transition, either online or on-premises.

Listen to this episode to:

• Realize the multitude of benefits across the organization, end users and customers.
• Discover how SharePoint streamlines workflows and empowers increased collaboration.
• Improve user adoption, satisfaction and productivity, while reducing IT costs.
• Learn of extensible features and compatibility options with third-party security tools.
• Identify suggestions to prepare and setup your SharePoint framework, while reducing risks of loss data with a high-level migration assessment and analysis.

If you have any questions specific to your situation, Cherry Bekaert’s Digital Advisory team is available to discuss your situation with you. Contact us today!

Related Guidance:

• Lotus Notes to Microsoft SharePoint Migration: Part 1
• Benefits of Migrating From Lotus Notes to Microsoft SharePoint: Part 2
• Digitally Transform Your Business with Microsoft 365 and Azure
• How to Build an Enterprise Data Strategy Framework – Getting Started
• Digitally Transforming Leading Manufacturers

View all Digital Journeys Podcasts

Today, finance teams are faced with increasing pressure to protect financial data from cyberattacks and comply with evolving regulations. However, many businesses are still using outdated financial management tools and processes that create unnecessary risks.

In this episode of Cherry Bekaert’s Digital Journeys podcast series, John Bartz, Strategic Alliances Director for Cherry Bekaert, and David Appel, Head of the SaaS Vertical for Sage, will discuss how to better protect financial data by managing data silos. 

Listen to this episode to: 

• Identify the characteristics of a data silo.
• Examine why consolidating financial data is critical for security and compliance. 
• Discover how Sage Intacct can help eliminate data silos.

To learn more about our Sage Intacct offering, visit our Sage Partner alliance page. 

View all Digital Journeys Podcasts

Everyone is talking about artificial intelligence (AI) these days, but did you know that it has been around for years in back-office settings like IT and finance? However, with the boom created by ChatGPT and generative AI, we’re starting to see applications sprouting up for new front-office settings. 

In this episode of Cherry Bekaert’s Digital Journeys podcast, Hisham Nabi, Managing Director of Digital Advisory, and Rashaad Balbale, Senior Manager of Strategic Growth and Innovation, will discuss the past, present and future of AI.

Listen to this episode to: 

• Discover exciting new AI applications. 
• Examine how AI can impact product and development.
• Identify the best way for companies to get started on their AI journey.

We would love the opportunity to help you tap into the power of using AI. Contact us today!

View all Digital Journeys Podcasts

Many organizations are opting to migrate from Lotus Notes to Microsoft SharePoint — both online and on-premises — for faster, simpler access to data and applications. In today’s evolving market, businesses need to adopt agile and flexible technology platforms that will enable collaboration and workplace productivity.

In this second episode of Cherry Bekaert’s Digital Journeys podcast series, Trace Armstrong, Senior Manager in our Digital Advisory practice, reconvenes with Erin Robinson, Senior Architect in our Microsoft team, to emphasize the benefits of migrating from Lotus Notes to SharePoint, online and on-premises, as well as managing applications end-to-end. 

Listen to this episode to:

• Perform simple operations within folders and files with the SharePoint user interface.
• Discover how innovative solutions can be applied with the use of third-party data migration tools, such as Swing (to easily transfer data) and Plumsail (to produce modern and responsive forms).
• Examine the purpose of how PowerShell (an advanced command line interface) scripting capabilities can automate and configure Microsoft's platforms.
• Understand the benefits of SharePoint online and  on-premises.

Stay tuned for part 3 of this series, where we will discuss how to maximize your return on investment (ROI) and best practices for those looking to deploy SharePoint.

If you have any questions specific to your situation, Cherry Bekaert’s Digital Advisory team is available to discuss your situation with you. Contact us today!

Related Guidance:

• Lotus Notes to Microsoft SharePoint Migration: Part 1
• Digitally Transform Your Business with Microsoft 365 and Azure
• How to Build an Enterprise Data Strategy Framework – Getting Started
• Digitally Transforming Leading Manufacturers

View all Digital Journeys Podcasts

As Lotus Notes was initially established in the 1980s as a standard software, the circumstances have radically transformed now that technological solutions, such as Microsoft SharePoint, have advanced in the marketplace. Organizations now recognize the power of more robust collaboration platforms for increased collaboration and productivity.

In this episode of Cherry Bekaert’s Digital Journeys podcast series, Trace Armstrong, Senior Manager, and Erin Robinson, Senior Architect in our Microsoft team, will discuss how to manage and simplify your Lotus Notes to SharePoint migration.

Listen to this episode to:

• Identify the structure of the Lotus Notes database and export of multi-faceted data, documents, fields, links and more. 
• Discover how a real-life use case understands how migrating to SharePoint is embraced.
• Discover methods and tools on how to seamlessly migrate your Lotus Notes database over to SharePoint online or on-premises.
• Analyze the advantages between SharePoint online and on-premises.
• Examine the drawbacks of remaining on out-of-support servers and common software vulnerabilities.

Stay tuned for part 2 of this series, where we will take a deeper look into creatively migrating a Lotus Notes database to SharePoint online or on-premises.

If you have any questions specific to your situation, Cherry Bekaert’s Digital Advisory team is available to discuss your situation with you. Contact us today!

Related Guidance:

• Digitally Transform Your Business with Microsoft 365 and Azure
• How to Build an Enterprise Data Strategy Framework – Getting Started
• Digitally Transforming Leading Manufacturers

View all Digital Journeys Podcasts