Strategy and Business Transformation

Focused on Helping Your Business Reach Maximum Performance

Our Strategy and Business Transformation Practice is uniquely positioned to help middle-market companies identify and address their toughest challenges. Our expertise allows us to provide both the thought leadership and the ability to help your business achieve its goals.

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Services Included

ERP Strategy and Implementation

  • Rapid business and operations assessment
  • ERP strategy and system selection projects
  • Project planning and design
  • Program management office stand up
  • Exit planning
  • Employee strategy alignment and voice of the customer (VoC)
  • M&A integration
  • ERP educational workshops
  • ERP turnarounds and improvements
  • Project QA analysis
  • Value stream mapping

Finance Transformation

  • Digital finance strategy workshops and implementations
  • Rapid finance assessments and recommendations
  • Financial close and reporting transformation
  • Financial reporting, planning, and analytics
  • Performance management dashboards
  • Finance ratios analysis
  • Cash flow forecasting and liquidity analysis
  • Working capital improvements
  • Margin and growth analysis
  • SG&A rationalization and benchmarking
  • Revenue growth and forecasting

Process Improvements and Automation

  • Automation analysis and digital process x-ray
  • Rapid automation assessments
  • Business process redesign and documentation
  • Root cause analysis and Six Sigma
  • Automation business case build up
  • Data entry and extraction analysis
  • Data validation and reconciliation
  • Data migration model stand up
  • Automation roadmap and execution

Corporate Performance Management

  • Gather data from across the organization
  • Define your forecasting, planning, and financial reporting processes
  • Drive business performance using best-in-class collaborative planning processes
  • Advise clients on how to use CPM software to drive business performance
  • End-to-end implementation of Vena CPM software
  • Training on CPM software

How Citrin Cooperman Can Help

Our team helps you reach maximum performance, from finance to business operations, to help grow your company.


Our Strategy and Business Transformation professionals are here to help.

Get in touch with a specialist today.

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