Business Transformation Advisory
Our Business Transaction Advisory team provides strategic guidance across the deal lifecycle, from financial due diligence and quality of earnings to integration planning and post-deal support.
We bring deep technical expertise, real-time responsiveness, and practical insight tailored to each transaction, helping clients make informed decisions and unlock value at every stage.
Business Transformation Advisory
In today’s complex and rapidly evolving business environment, organizations encounter persistent pressure to be more efficient and deliver more effective products & services to keep up with customer demand and gain an edge on their competition. A significant roadblock to staying ahead of the curve is the need to balance the deployment of resources between operating the business and transforming it. They often must sacrifice the latter for the former, to their long-term detriment.
CNM’s Business Transformation Advisory services aim to close this gap for our clients across People, Process, and Technology. Our experienced BTA professionals are adept at leveraging their subject matter and industry experience to rapidly enhance our client’s culture, processes, and technology and use that knowledge to deliver value through our transformation projects. We use our own well-established CNM Business Transformation methodology to ensure consistent and robust delivery of our services. Our approach is strategically aligned and risk-based, meaning that we focus on the areas of highest strategic importance, highest risk, and highest reward. Our flexible approach allows us to focus on what is most important to you, while challenging the status quo, and allowing for innovation.
CNM offers a wide range of Business Transformation Advisory services across multiple disciplines to address the unique challenges our clients encounter.
Business Transformation Advisory Services
Business Process Improvement
CNM utilizes a structured methodology to optimize our clients’ business processes. Our approach is value-based, meaning we focus on functions experiencing significant operational inefficiencies, control gaps, inaccurate reporting, shifting market demands, or new regulatory requirements. This approach enables our team to focus on areas of highest importance to our clients when assessing gaps, providing value-add process-oriented recommendations, and implementing those recommendations in our clients’ environment. Typical deliverables of our services include the Following:
- As-is Process-level Documentation
- Process-level Control Gap Assessment and Recommendations
- Future State Remediation Action Plans
- Implementation Roadmap
- Future State Process Documentation
Organizational Design & Resource Assessment
On the most basic level, organizational design is a systematic process for establishing the principles and structures that guide a business or organization toward achieving its goals. The effectiveness of how a business operates often hinges on the people that support the organization. CNM’s dedicated organization design team has several methodologies to ensure the appropriate team structure and resources are deployed across the organization or a specific process to optimize success. The common principles in our approach incorporate your organization’s culture, leadership requirements, skills and needs assessment, and future state design.
Organizational Change Management
Dynamic organizations must not only manage changes to their processes and technologies, but also their people. CNM provides services to help organizations prepare, equip, and support their resources to successfully adopt change to drive success. Our structured methodology considers factors such as stakeholder & leader engagement, role transition, communication, and training.
Data & Analytics
Data & Analytics (D&A) utilizes data to drive business strategy and performance by capturing, managing, and analyzing data. CNM’s Data & Analytics services aim to enable organizations to achieve increased insight, support strategic decisions, manage risks, increase efficiency, and optimize resource deployment. Our solutions are organized according to client needs across Data & Analytics solution areas.
Assist organizations to align and prioritize data & analytics activities with key organizational strategy and enhance decision making.
Assist organizations to evaluate and enhance their methods to access, integrate, cleanse, govern, store, and prepare data for analytics.
Assist organizations to analyze their data for patterns, discrepancies, and anomalies to stay in compliance with Internal Audit, Regulatory, and other Risk requirements.
Assist organizations to analyze their data for opportunities to more effectively deploy resources and reduce costs.
Assist organizations to automate and enhance their reporting through data workflows, advanced visuals and dashboards.
Process Automation
Process Automation (PA) utilizes software to perform manual, time-consuming tasks more efficiently by reducing the time it takes to be completed and at a lower cost. CNM’s PA services aim to assist organizations that struggle with fundamental aspects of automation, including determining where to start, what tools to use, how to integrate the digital workers into their existing process, and how to maintain & update their automation when they encounter changes in their business. PA solutions can be implemented across a variety of functions and are typically employed to automate business processes that are labor intensive, rules-based, and repetitive.
CNM has strategic relationships with multiple process automation software providers to deliver its breadth of services. Our team is comprised of former Big 4 Accounting & Fortune 500 professionals who possess a deep understanding of best practices in implementing PA solutions over numerous business functions, including Finance, Operations, and Information Technology.
Role Redesign & SoD Assessments
CNM assists clients with understanding Segregation of Duties (SOD) requirements, ERP and cloud-based system role-based access assessments and role design/re-design. By leveraging automated access governance software capabilities, CNM assists our clients by establishing sensible yet effective role-based access that aligns with our client’s internal control requirements and resource levels. Further, CNM can assist with the design and implementation of a workflow-based user provisioning and role management process for core accounting system users with embedded critical access and SOD conflict analysis.
To achieve superior delivery of this, CNM has an established methodology and experienced team of professionals to conduct these projects. Moreover, we have established strategic alliances with key security software, cloud-based ERP and CRM audit trail providers. Finally, we leverage SOD and critical access analysis & user provisioning automation software to support our assessments.
System Implementation Support Services
We leverage our own System Selection and Implementation Assistance Methodology (SIAM) to provide a comprehensive and integrated approach for assisting our clients with their system implementation projects. Our services and approach can be tailored to almost any size implementation and is applicable to a wide variety of information technology projects, including vendor managed, agile and, traditional and cloud-based ERP deployments.
Assessment services are tailored to provide an objective and independent view of the project, compliance, and other relevant risks, throughout the project lifecycle.
System selection services include facilitating management’s process of evaluating, comparing, and recommending technology solutions that not only align with your business, functional, and technical requirements but also your company’s future state enterprise application ecosystem.
Our system implementation team can provide services to drive the planning, configuration, integration, and deployment of technology solutions to ensure they meet business requirements and operate effectively within your company’s enterprise application ecosystem.
Our data team can facilitate the development of a data migration strategy to facilitate the secure and efficient transfer of data between legacy systems and the newly implemented system.
Assist with implementing project management structures and controls, and the on-going project facilitation activities required to successfully complete a specific project(s). Further, provide management with processes and tools to effectively identify, measure and track project risks throughout the project lifecycle, including impact analyses, contingency planning, status reporting and issue tracking. These services may include the establishment of a project or program office and the implementation of sound project management protocols.