Specialized expertise for your unique challenges

When you need to upgrade or optimize your technology infrastructure and applications, you need a partner who knows your industry as well as you do.

We’re proud to have team members with extensive expertise in key industries — who not only recognize the myriad challenges you face but have helped countless companies and firms of all sizes navigate them successfully.

Insurance

Our decades of experience in insurance-specific tax, attestation and consulting services mean we know the issues facing your industry, making us an invaluable technology partner with the industry-specific expertise you deserve.

Big Data – By creating a standard data architecture, we can map your external data sets to normalize the data and ensure those disparate sources are giving you the same information. Then, rather than simple system reporting, we can help you pull out valuable and actionable insights and establish predictive views through full analytics.
Compliance – By managing a data pipeline, you can validate the data and how it’s merged or aggregated to ensure it’s controlled and accurate. Plus, complying with regulatory changes and requirements becomes much simpler when your long-term data retention can easily be validated with accurate historical data.
Governance – Managing data appropriately also means protecting it, and if you’re dealing with protected health information, you need proper encryption and strict controls over who has access to it. A thorough gap analysis can identify any vulnerabilities to better protect your customers and meet compliance regulations.
Actuarial models – By adopting the latest data integration tools and building models as part of the data pipeline, actuaries improve their ability to examine complex data sets and make more informed and accurate decisions.
AI – Artificial intelligence is already being used for risk modeling, claims, data forecasting, and contact centers, with a promising future in both fraud detection and underwriting. We can help you evaluate your options and what you’re trying to accomplish and propose a solution customized to you.

Real Estate

Cloud technology, machine learning and even blockchain are making a major impact on real estate transaction management, especially when it comes to the due diligence process, legal issues, marketing, sales, tenant engagement, building operations and more.

CRM – An effective CRM for real estate can help agents and agencies manage interactions with clients (and potential clients) by streamlining communication, managing leads and analyzing valuable data. Our team can help you choose the best system for your firm.
Investor portals – These online platforms allow investors to manage investments, access investment opportunities, and make new commitments.
Field service – From scheduling appointments to dispatching technicians, field service software can help real estate companies manage all their on-site customer services, as well as help with project tracing, budgeting, billing and more.

Manufacturing & Distribution

Time is running out on many of the legacy manufacturing and distribution systems, as companies increase their automation in an effort to streamline their operations. Whether you need to make the move to the cloud or just optimize your existing processes, we can help you realize new efficiencies by implementing critical business applications.

ERP – By leveraging one of the many cloud-based applications, we can customize a solution that is regularly updated by a trusted provider.
Process improvement – Embracing the Industry 4.0 era, we can help combine the strength of AI, the Internet of Things (IoT), automation and process technology (PTech) to adjust workflows in real time and drastically increase efficiency.
Warehouse and inventory management – We can implement systems that reduce your inventory levels and decrease waste, saving you money.
AI – Using machine learning to analyze data and make decisions, AI is being increasingly used in manufacturing and distribution to improve process and increase efficiencies.
E-commerce – By connecting your supply chain management and ERP to your customer-facing presence, we can help optimize sales and improve the customer experience.

Construction

From drones and augmented reality on the job site to specialized accounting software, the construction industry is using the latest technology innovations to improve collaboration among stakeholders, optimize job costs, enhance project management and complete jobs more efficiently.

ERP – Using automation and centralized data, construction ERP software can help your company manage and improve your operations and strategy, including project management, accounting, document management, human resources and more.
Technical debt – Whether from legacy software systems or outdated hardware, technical debt can leave your company dependent on outdated systems that are causing inefficiencies with subcontractors, specialty trades, and even customers. Our team can evaluate your infrastructure and make recommendations to get you out of technical debt once and for all.
Cloud migration – If you’re ready to say goodbye to outdated, on-prem systems, we can help you move your data, applications and systems to a cloud platform so you can realize enhanced collaboration, operational efficiencies and easier project management.
AI – From helping with cost estimating to analyzing building system data to optimize energy efficiency, AI can assist with many construction-related tasks to help save time and money and increase safety on the jobsite. Plus, AI can simplify your business development efforts by analyzing historical data and past proposals to keep you competitive.
Portals – Give your clients the power to easily access project information – including progress photos, schedules, budgets and more – as well as communicate with your construction teams and securely share files by using the latest in construction portal technology.

Nonprofit

Nonprofit organizations can no longer ignore digital strategies and modern innovations if they hope to continue their impact and increase fundraising. Our nonprofit team can identify the right tech stack to help you execute campaigns, manage donor data, engage volunteers and more.

CRM – If you’re ready to ditch the spreadsheets, we can recommend a fundraising CRM that can help you with email automation, peer-to-peer fundraising tools, advocacy software, and much more.
ERP – Our team can help match your organization with an ERP that aligns with your mission and meets your unique needs, including grant management, donor management, HR, CRM and operational planning.
Donation management – Save time and connect with donors on a deeper level by leveraging a software option that helps you organize donor information, identify trends and capture younger donors who prefer to donate online.
Data analytics – From donation amounts to donor demographics, we can help you implement an analytics program so you can turn raw data into valuable information you can act upon.
Automation – Reduce your administrative costs and increase your reach by leveraging automation — everything from content generation and email marketing to donor prospecting and accounting reconciliation. By eliminating manual repetitive tasks, you’ll save money and also allow your team members and volunteers to make a bigger impact.

Financial and Professional Services

From project management and resource allocation to automated accounting processes and tax solutions, technology can dramatically streamline your operations, improve efficiency and reduce your risk.

Financial advisory platform – Take advantage of the latest tools that offer performance reporting, insightful analytics, and valuable risk assessment tools to provide a 360-degree view on your clients’ portfolios.
Software selection – We take a solution-agnostic approach to identify the best software system fit for your business requirements.
Custom app development – We can help you realize potential efficiencies by implementing off-the-shelf commercially available software applications and customizing them to your needs.
Investment automation – This sophisticated strategy uses algorithms, AI and advanced software to manage your portfolio and execute trades to take advantage of market opportunities as they happen.
401(k) plan management platform – The latest innovations can allow your participants to monitor their 401(k) accounts, change their contributions, adjust allocations and even view projections to prepare for retirement.