Cherry Bekaert: Digital Journeys

Hosted by Cherry Bekaert

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Oct 2025

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About the show

Digitally-enabled organizations can better predict, innovate, perform, and compete—differentiators for any organization, but especially for middle-market companies who are continually striving to do more with less.

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34 recent

October 27, 202533 min

Behind AI Breakthroughs: Transformation Lessons

While it’s easy to see the transformative impact artificial intelligence (AI) can have on organizations, it’s not always so simple to know if your business is using AI in an efficient way. Maybe you’re treating AI tools like search engines, or don’t have the proper automation systems in place, and are disappointed with the results. In this episode of Digital Journeys, listeners hear from Greg Kaupp, a Partner at Cherry Bekaert who leads our Microsoft practice. In July of this year, Greg launched a new series on LinkedIn titled AI for the Over 40. Tune in as Greg discusses the first three articles he developed in this insightful series, which cover: The false start that many of us have experienced on our AI journey The mindset shift of using AI The differences between multiple AI platforms The dangers of treating AI like a search engine Tips for finding information in AI Advice from his son Don’t miss this episode as it uncovers real experiences, failures and breakthroughs. View all Digital Journeys Podcasts

August 29, 202524 min

Choose the Right ERP for Construction Contractors

Implementing a new enterprise resource planning (ERP) software system correctly from the outset is critical to maximizing value and minimizing long-term risks. In this podcast, Cherry Bekaert’s Sage Practice Manager Kentrel Lee highlights three important factors in a successful implementation for construction companies: software, process and people. Kentrel discusses: The importance of choosing the right software for your situation and workflow requirements The implementation process through the lens of following a strategic blueprint How to help employees embrace change before, during and after an ERP software implementation Don’t miss this episode, as it lays the foundation for getting started on your ERP software implementation journey. Learn more about our Sage products and solutions . Related Insights : Podcast: Using the Right ERP Software to Track Profitability for Construction Companies Podcast: The 6 Common Mistakes Companies Make When Upgrading Their Accounting Software Article: Uncover Hidden Inefficiencies on Your ERP Software and Continuous Improvement Journey Using Sage Solution View all Digital Journeys Podcasts

July 29, 202523 min

Accounting Software Upgrades: 6 Costly Mistakes for Companies to Avoid

Upgrading your accounting software is a big step toward efficiency, accuracy and better financial management. However, if you’re not careful, what should be a smooth transition can quickly turn into a costly headache. In this podcast, Cherry Bekaert’s Sage Intacct Growth Leader John Bartz is joined by Cherry Bekaert’s Sage Leader Nathan Currie to discuss the six common mistakes companies make when upgrading their accounting software, which include: Not defining clear goals Skipping user input Ignoring data migration challenges Underestimating training needs Overlooking integration with other systems Choosing price over functionality Don’t miss this episode filled with practical advice on avoiding these mistakes as you move toward transforming your business. Related Insights From Growing Pains to Scalable Gains Using Sage Intacct Uncover Hidden Inefficiencies on Your ERP Software and Continuous Improvement Journey Using Sage Solutions View all Digital Journeys Podcasts

June 30, 202529 min

Tracking Job Costs with Sage Construction ERP

In the world of construction contractors, tracking profitability and committed costs are critical for their success. Economic downturns, rising material costs, labor shortages and poor financial management have led to a significant number of construction companies failing within the first few years. In this podcast, Cherry Bekaert’s Sage Practice Manager Kentrel Lee highlights how Sage 100 Contractor or Sage 300 CRE (Construction and Real Estate) enables organizations to make informed decisions that can optimize their business. Kentrel discusses: The basics of Sage 100 Contractor, Sage 300 CRE and their differences The challenges he has witnessed with businesses that aren’t using Sage 100 Contractor or Sage 300 CRE How poor data from inadequate accounting platforms leads to poor business decisions and the consequences of these decisions The process of selecting the proper software Don’t miss this information episode filled with practical advice and strategies to help your construction business stay resilient. Related Insights Article: Top 6 Financial Processes To Automate Using Sage Solutions Article: How Automation Can Transform Your Construction Company’s Accounting Function Article: 7 Key Benefits of Sage Intacct for Construction Companies View all Digital Journeys Podcasts

July 30, 202422 min

ERP Integration & Risk Management Best Practices - Part Three

In the latest episode of Cherry Bekaert’s Digital Journeys podcast series, Dan Mitzenmacher , host and Managing Director of Digital Advisory, is joined by Jim Holman , Director and Strategy & Operations Leader, as they discuss enterprise resource planning (ERP) system integration and customization. In the final episode of our three-part series around ERP rescue and recovery, Dan and Jim share their tips for successful ERP implementation and integration. Tune in to learn more about: Data integration across systems Pros and cons of customized ERP systems Risk mitigation best practices for implementation The importance of testing to identify potential issues Executive support for implementation If your company is facing difficulties with its ERP project, Cherry Bekaert’s Digital Advisory team can offer guidance and direction on ERP rescue and recovery. Our professionals have effectively salvaged numerous faltering ERP implementations and are equipped to offer guidance tailored to your specific needs. Contact our Digital Advisory team today. If you haven’t already, catch up on the earlier episodes in the series: ERP Failure Definition & Predictors Podcast – Part One ERP Strategy & Alignment Podcast – Part Two Related Guidance: Article: Navigating Your ERP Projects: Implementation, Failure, and Rescue and Recovery Article: Revolutionize ERP with Artificial Intelligence Article: Why Your Firm Should Have a Clearly Defined ERP Strategy & Roadmap Video: ERP Rescue: Signs of Project Failure and How to Course-Correct Brochure: Digital Transformation Services: Software & Platform Evaluation View all Digital Journeys Podcasts

July 15, 202420 min

Developing an Effective ERP Strategy for Success - Part Two

Developing a successful ERP strategy involves a thorough approach that includes alignment, stakeholder engagement and change management. In this second episode of Cherry Bekaert’s Digital Journeys podcast series around ERP rescue and recovery, Dan Mitzenmacher , Managing Director of Digital Advisory, reconvenes with Jim Holman , Director and Strategy & Operations Leader, to determine why an ERP strategy is crucial to align with your specific business needs. In this episode, Dan and Jim break down the below topics and how they interconnect: Essential elements that should be included in the initial ERP strategy and how you can align it with growth objectives and business goals Effective change management and how it involves getting stakeholders involved and committed throughout the ERP implementation process, which can impact employees, processes, and the overall business How you can increase the likelihood of a successful ERP adoption by involving end-users in the change management process, which can be achieved by getting their approval and enhancing user acceptance Stay tuned for part three of this series, where we will continue to guide you on your ERP rescue and recovery journey, and conclude with system integration and customization, as well as risk management. If your company’s ERP project is facing difficulties, Cherry Bekaert’s Digital Advisory team can offer guidance and direction on ERP rescue and recovery. Our professionals have effectively turned around numerous faltering ERP implementations. Contact our Digital Advisory team today. Related Guidance: Podcast: ERP Failure Definition & Predictors Podcast – Part One Article: Navigating Your ERP Projects: Implementation, Failure, and Rescue and Recovery Article: Revolutionize ERP with Artificial Intelligence Article: Why Your Firm Should Have a Clearly Defined ERP Strategy & Roadmap Video: ERP Rescue: Signs of Project Failure and How to Course-Correct Brochure: Digital Transformation Services: Software & Platform Evaluation View all Digital Journeys Podcasts

June 26, 202413 min

ERP Failure Definition & Predictors Podcast – Part One

Enterprise resource planning (ERP) software incorporates the majority of ongoing business management systems, making its implementation a necessity in today's digital evolution. To stay competitive and pertinent in the rapidly evolving global economic landscape, the deployment of an ERP system with innovative technologies is inevitable. In this episode of Cherry Bekaert’s Digital Journeys podcast series, join Dan Mitzenmacher , Managing Director of Digital Advisory, and Jim Holman , Director and Strategy & Operations Leader, as they explore some of the most common ERP deployment failures. In this episode, Dan and Jim: Define what constitutes a failure in ERP implementation and the primary signs that an ERP project is on the path to failure. Examine several common reasons behind ERP project failures and how to address them so you can increase your chances of a successful implementation. Keep an eye out for parts two and three of this series, where we'll delve further into optimizing ERP strategy, securing stakeholder support and managing change. We'll also tackle the integration and customization of current non-ERP systems within the ERP system. Furthermore, we'll discuss risk evaluation and the development of a mitigation strategy and share a client use case that we successfully executed. If your company’s ERP project is facing difficulties, Cherry Bekaert’s Digital Advisory team can offer guidance and direction on ERP rescue and recovery. Our professionals have effectively turned around numerous faltering ERP implementations. Contact our Digital Advisory team today. Related Guidance: Article: Navigating Your ERP Projects: Implementation, Failure, and Rescue and Recovery Article: Revolutionize ERP with Artificial Intelligence Article: Why Your Firm Should Have a Clearly Defined ERP Strategy & Roadmap Video: ERP Rescue: Signs of Project Failure and How to Course-Correct Brochure: Digital Transformation Services: Software & Platform Evaluation View all Digital Journeys Podcasts

February 28, 202412 min

Preparing for Tableau Pulse and Migrating to the Cloud

Tableau, from Salesforce, has recently made headlines with its new solution – Tableau Pulse. Cherry Bekaert is front and center of this solution that focuses on AI-powered insights to scale data-driven decision-making for organizations. As a leading provider of this solution, Cherry Bekaert sheds light on the features of Tableau Pulse and the necessary steps for utilizing it, which includes migrating Tableau to the cloud. In this episode of Digital Journeys, Shannon Merritt – Senior Manager for Cherry Bekaert’s Salesforce solutions – and Michael Barber – Manager for Cherry Bekaert’s Salesforce solutions – discuss some of the features of Tableau Pulse and getting prepared to use it to optimize your business. Listen to this episode to: Discover some of the functionality of Pulse. Understand why Pulse requires Tableau to be in the cloud, and the benefits of being in the cloud. Learn how Cherry Bekaert can help you get started on your journey to moving Tableau to the cloud. Check out our Salesforce web page to learn more about our services and solutions. View all Digital Journeys Podcasts

December 13, 202322 min

Next Generation Technology and Trends Unveiled at Microsoft Ignite

Microsoft Ignite 2023 was a spectacular event for techies, as thousands of people gathered at the Seattle Convention Center’s stunning new Summit building in November to learn about the latest Microsoft trends. Cherry Bekaert was a sponsor of this premier event as we demonstrated new, modern solutions that we built on Microsoft’s robust platforms. In this episode of Digital Journeys, Trace Armstrong and Nate Regimbal discuss the exciting trends and announcements from Ignite. They also discuss how Cherry Bekaert is enhancing the capabilities of its Microsoft practice by partnering with Verdocs, a developer-friendly electronic signature solution that seamlessly integrates with Microsoft Teams, Microsoft Dynamics 365 and the Microsoft Power Platform. Armstrong, an expert and developer in Microsoft Platform, and Regimbal, the New Practices and Solutions leader at Cherry Bekaert, have a lively discussion on the benefits of Verdocs. We invite you to kick back, relax and listen to this episode to: Discover new Microsoft trends, especially around artificial intelligence and Microsoft Copilot. Learn about innovation using the Microsoft Power Platform. Uncover the cost-effective benefits of using Verdocs for your eSignature needs. We hope you enjoy this podcast and stay tuned for more Digital Journeys. For those eager to learn more, read about our Microsoft offerings . View all Digital Journeys Podcasts

November 28, 202317 min

Managing Data Better with Cherry Bekaert’s New Sage Intacct Solution

Cherry Bekaert is committed to delivering exceptional service to our clients. Recently, we developed a new solution using the power of Microsoft Excel to better manage Sage Intacct data for our clients. In this episode of Digital Journeys, Randy Kardas , a Senior Manager of our Sage Intacct practice who developed this Sage Intacct Excel Add-In application, dives into the benefits of this new tool and its capabilities. Randy also discusses our progress in making this solution commercially available to the public. Nate Regimbal , New Practices and Solutions Leader at Cherry Bekaert, discusses how this new tool enhances our service delivery efficiency for our clients. Listen to this episode to: Discover how this new tool can easily generate general ledger balances, leading to improvements for crafting financial statements based on predefined templates. Learn how this tool helps users better navigate extensive data sets, enabling better business decisions. Uncover how this tool enables faster data entry time, giving professionals more time to focus on core responsibilities. Contact us to learn more about how you can get started with Sage Intacct. Or, if you are already using Sage Intacct, we would love to discuss how we can help you enhance your use of the platform. View all Digital Journeys Podcasts