Business Solutions
Information Technology
Information technology is the backbone of any organization’s ability to manage its business processes and ensure efficient internal communications and activities. Information technology can provide a competitive advantage if your processes and systems are capable of providing information critical to taking advantage of market opportunities. We are independent consultants with significant experience in helping clients select and implement accounting, ERP, CRM, and POS systems. Since we are not resellers, we act as advocates for our clients in a very complex purchasing process. Our team of professionals or strategic IT partner can also assist in identifying improvements to current systems, process reengineering, and analysis of the adequacy of security.
Software Selection Services:
We have a flexible multi-phase approach for leading the enterprise
software selection process:
• Identification of requirements via roundtable discussions and analysis
• Development and distribution of Request for Information or Proposal (RFI)
• Coordination of vendor demonstrations
• Selection of finalist and contract negotiations
Implementation Services:
In addition to helping companies decide on the best IT systems, we also manage the implementation process to ensure it is completed on time and in budget. Our services include:
• Oversight of the software reseller and implementation team
• Maintaining and issuing weekly status reports and project timelines
• Developing flow charts of new processes
• Designing and scheduling training programs for managers and end users
• Monitoring the loading of master files and transactions
• Documenting requirements for system modifications, creation of budget/forecasting templates (CPM) and new reports , and performance management dashboards.
www.cfo-advisory.com • info@cfo-advisory.com
275 W. Campbell Road, Suite 130 • Richardson, TX 75080 • 214.377.3700
1320 S. University Drive, Suite 820 • Fort Worth, TX 76107 • 817.727.5001
