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About Our Services

We offer tailored solutions — whether private company or owner; public or private fund, adviser or fund service provider; or Fortune 1000 enterprise. Learn how we can help you.

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Assurance Services

Employee Benefit Plan Audits Internal Controls Investment Company Audits Private Company Audits SOC Readiness & Compliance

Tax Services

Federal Tax Planning & Compliance High Net Worth & Wealth Transfer International Filings & Structuring Investment Company Tax State & Local Tax Tax Credits & Incentives Transaction Tax Planning

Advisory Services

Business Valuations Data & Insights Digital Finance Solutions IT Strategy & Implementation M&A Advisory Outsourced Accounting Solutions Risk Assurance & Advisory Transaction Services Turnaround & Restructuring

Our Industry Expertise

Our industry experience means you can find professionals who speak your language and bring earned insights to the table. Learn how we can help you.

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Key Industries

Digital Assets Investment Companies Manufacturing Private Companies Private Equity Real Estate & Construction Technology & Life Science
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Knowledge Center

Our team wants to help your team stay up to date. Browse our thought leadership, events and news for insights and a point of view on business-critical topics.

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Insights

Browse valuable articles and publications our experts have written to help you and your organization answer key questions — and consider new ones.

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Events

Join us in person and online for events that address timely topics and key business considerations.

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News

Find out what is happening at Cohen & Company, from industry recognitions and growth updates, to where we are contributing to important media stories.

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People
Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership
Why Cohen & Company Our Culture Total Rewards & Benefits Intern & Entry Level Opportunities Experienced Opportunities
Akron, OH Baltimore, MD Chicago, IL Cleveland, OH Detroit, MI Milwaukee, WI New York, NY Philadelphia, PA Pittsburgh, PA St. Clair Shores, MI Youngstown, OH
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IT Strategy & Implementation

The Right IT Strategy, Implementation & Team Can Yield Timely Insights to Optimize Your Business

Businesses face a rapidly evolving competitive environment, from supply chain disruptions to employee engagement challenges, to increasing demands of customers. Effective management requires more timely data and insights, delivered via more flexible technologies. Designing and implementing the optimal technology platform is complicated and can be costly and disruptive to the business if executed poorly. However, getting it right will optimize the right set of capabilities and help streamline operations so you can consistently and effectively deliver on customer expectations.

Our IT Strategy & Implementation Group excels at implementing leading technologies and optimizing the processes around them to enable people and maximize value to your business. Our consultants use proven methods and tools to lead a collaborative process with you and your teams. We take pride in developing achievable technology strategies, and then helping manage the projects and technology vendors to deliver your business new capabilities and associated value creation. Our team has led technology programs at mid-size private businesses and Fortune 500 enterprises in manufacturing, distribution, consumer products, retail, professional services, real estate and not-for-profit organizations.

Meet Our Leadership

Mary Washburn, MSM, CIA®, PMP

Senior Manager, Management Consulting
mwashburn@cohenconsulting.com
216.774.1228

Technology Strategy

From CIO services to application selection and implementation planning, a cohesive technology strategy can increase enterprise capability while reducing information technology costs.

  • Value assessment & roadmap

  • CIO Services: cloud strategy, IT opportunities

  • Cloud, network & infrastructure implementations

  • System selection & business case modeling

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Project Management

Our certified Project Management Professionals have extensive experience leading large global implementations.

  • Implementation planning

  • Project management office (PMO)

  • Change management programs

  • Test planning and management

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Process Optimization

Documenting current state processes is the first step towards improving the flow of business. Looking at business activities by role helps drive more efficient operations and maximize the effectiveness of supporting technology.

  • Process mapping

  • Future-state process design

  • Role-based job descriptions and training

  • Process automation/workflow design and implementation

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Data Strategy / Master Data Management (MDM)

Businesses can generate a potentially overwhelming amount of data. Without effective management of this data, its quality can degrade, and actually erode, business value. Understanding where data is created, how it is maintained, and how to maximize data insights is how innovative companies differentiate themselves and maintain a competitive advantage.

  • Data strategy

  • Master data management (MDM)

  • Data warehouse design and database build

  • Data quality analysis

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