Services

Multiple Services with a Single Focus: Your Success


The right business technology solutions are essential to the success of your business. We have the resources and knowledge to guide you through the planning process, overcome challenges and accomplish your priorities.



Our team, which includes certified public accountants (CPAs) experienced with accounting services, business planning, operations and technology assist with:


Selecting the optimal technology solution that will best support the scope and growth of your business.

Implementing the enterprise resource planning (ERP) and customer relationship management (CRM) technology solution to deliver maximum benefits to your organization, fast.

Retrieving, converting and updating your data to ensure accuracy. Integrating the flow of real-time information – across multiple services – for real-time decision-making.

Hands-on training to develop skills and knowledge-share to eliminate unnecessary downtime.

Provide you knowledgeable, flexible and responsive support on site, via telephone or the web.

The Resources You Need To Succeed


In order to achieve success and maintain your competitive edge, CBIZ technology services is dedicated to providing you with the critical, comprehensive business systems management tools, including ERP and CRM software, and the resources you need to succeed.


Services

CONSULTING

We have the resources and knowledge to guide you through the planning process, overcome challenges and accomplish your priorities.

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DEVELOPMENT

The Microsoft platform can be customized to suit your unique business needs and integrated with a large number of applications. Learn More

UPGRADE & MIGRATION

Our team of experts will help you migrate from applications like Salesforce, QuickBooks, Dynamics CRM, ERP or other applications.

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IMPLEMENTATION

We will handle all of the phases of an implementation, including customization, user training, implementation, and support.

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CUSTOMIZATION & INTEGRATION

Whether you need a custom workflow, custom reporting, or an add-on, CBIZ builds custom solutions and seamlessly integrates your applications to achieve your goals and improve your workflow process. Learn More

SUPPORT & TRAINING

Our technology experts provide support across different Microsoft products, delivering the best solutions. Learn More

Our Methodology


Through our experience we have developed an approach to delivering projects that removes the verbosity of traditional, paper heavy projects and aims to deliver fast, targeted projects that maximize productivity and remove the need for extensive scoping documents that, in reality, very few people read with the degree of care that is required.

This approach still comprises the traditional phases of a project, but aims to keep the teams focused on the critical, key business processes and reporting. We refer to this as the “Day in the Life” (DITL) methodology.


The core of this method is based on using the Microsoft product as a tool to model and prototype the system against the key processes and reporting. In doing this we build and demonstrate to the users exactly how the system would work for their business in a normal, day-to-day operation.

Phases

01. Day in the Life (DITL)

We’ll go through the Day in the Life Workshop where we’ll spend a number of days onsite with key users in the business to identify the critical or key business processes that make up a typical day in the life. Then, having captured the key requirements, we build a prototype of the system. We then present the key processes back to the appropriate audiences in the live system. Following the presentation, the processes are documented and storyboarded along with any additional requirements brought forward during the Playback.

02. Build

Once the DITL phase of the project has been completed we will start the actual company build and do any required customizations and development. In addition, we’ll work with you to complete any reports and workflow set ups. We’ll also complete any integrations necessary.



03. UAT

We will provide the key users with final training and they’ll work on user acceptance testing where they’ll adopt to the system and we’ll answer their questions, allowing the users to feel comfortable in the system before Go Live.


04. Go Live

During our Go Live Phase we’ll complete the final data migration, provide any refresher training, cut off from previous systems and yes, Go Live! After Go Live our team is right there with you either on site or remote to support your team with any questions that may come up. When the project is complete, our team is available to you for ongoing support in the system and other areas of your business.

Successful Implementation


We believe that a documented implementation plan, frequent open communication during the implementation process, and written detailed procedures are all critical elements of a successful implementation of accounting software.