Katherine Frazier

"Our Monthly Operational Reviews with [our investors] are more efficient now since we regularly collaborate on that data, and next steps have already been discussed," explains Carolyn McBride, Director of Revenue Operations at IronEdge Group. Click to read the full case study and learn how Discern enables IronEdge Group drive alignment and investor confidence. https://lnkd.in/dU5-Mt78 #investoralignment #crossfunctionalalignment #investorconfidence

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The influx of younger professionals into the workforce introduces a pivotal shift in expectations, notably regarding technology. The days of relying on traditional spreadsheets are swiftly fading. Recognizing this disparity, Suntell is addressing the staffing deficit and serves as a comprehensive software solution aligned with the technological standards expected by the younger generation. Read more. #loansoftware #commerciallending #aglending #riskmanagement #loanoriginationsoftware #powerof1 #square1

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The AI advancements discussed at #ENGAGE2024 were transformative! 🌟 Moneta is committed to leading finance professionals in cloud optimization. #CloudFinOps #AICPAENGAGE #ENGAGE24 https://hubs.ly/Q02BBLDr0

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Five Star Solutions Jax, as a Technology Consulting firm, is well-positioned to assist small to medium-sized businesses (SMBs) in leveraging AI and other technologies to enhance their efficiency and competitiveness. Here's how Five Star Solutions can help: Technology Integration Five Star Solutions can guide SMBs through the process of adopting and integrating AI and other cutting-edge technologies: * AI implementation: Assist in identifying and implementing AI tools that can automate routine tasks, potentially saving SMB owners up to 13 hours per week. * Custom solutions: Develop tailored AI-powered solutions that address specific business needs and challenges. * Infrastructure assessment: Evaluate and upgrade existing infrastructure to support AI integration, addressing a common barrier for SMBs.

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Cherry Tree's monthly review of IT Services related M&A with a focus on middle-market deals, plus an update on publicly traded equities in IT Services. #itservices #technology #tech #managedservices #venturecapital #acquisitions #M&A #privateequity

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Truist took a ServiceNow report that thousands of stakeholders see each month and up-leveled the entire user experience by automating that report in-platform with VividCharts. When enterprise customers realize the value of streamlined, automated reporting, they're often inspired to extend that value to the entire organization. Teams are coming to the pilot experts at Truist wanting the same results they achieved - the outcome is more reporting automation on their ServiceNow roadmap and we couldn't be more thrilled! Hear their use case and the process they took to wrangle this complex ITSM report with the webinar playback - available now on our YouTube channel. 😎 #servicenow #reporting #webinar #customerstory

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In the below video, Julie Miner and Evan Mungo from our implementation partner Lionpoint Group (an Alpha Group company) describe the value they bring to Pereview Software clients. You can also read more at https://hubs.li/Q02MQj2J0 As a global consulting firm specializing in the investment management industry, Lionpoint combines the talents of industry leaders and experts to help clients transform their businesses and achieve operational efficiency and excellence through strategy, process, data, and technology.  The result is an implementation provides the functionality required to meet each Pereview client's specific needs. On Thursday and Friday of this week, Pereview and Lionpoint will be joining forces at the Information Management Network (IMN) CRE Asset Managers’ Forum in Dana Point, CA. Together we’ll delve into the future of real estate asset management and exploring how technologies like AI and automation can transform your operations. Schedule a meeting at the forum for insights into enhancing your data management strategy, unlocking the potential of technology, and much more: https://hubs.li/Q02MQjlr0 #RealEstate #AssetManagement #IMNEvents #IMNAMF

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What if your #CFO could predict the #future?   Then they’d probably be at the racetrack instead of the boardroom, right?    At Brio Financial Group, we’re more interested in using that predictive prowess to secure your company’s financial victories, long before they’re a sure bet.   Want to turn foresight into financial advantage? Let’s talk. At Brio Financial, we make the future less about guesswork and more about strategy.   http://briofinancial.com    #BrioFinancial #FinancialAdvisory #cfowhisperer #spacwhisperer #accounting #auditprep #financialreporting #secfilings #ipo #briofinancial #iporeadiness #venturecapital #gopublic #transactionservices #technicalaccounting #startupacceleration #spac #microcap #Innovation #Leadership #Acquisition #BrioFinancialGroup, #EFHuttonConference, #GoldSponsor, #FinancialManagement, #OutsourcedCFO, #FinanceLeadership, #NYCFinanceEvents, #CorporateFinance, and #FinancialConsulting Brio Financial Group David Briones Ian Rhodes, CPA  

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Is your business prepared for the next phase of cloud transformation? Muggie van Staden, MD of Obsidian Systems shares key insights on cloud adoption, cost management, and sustainability for 2025. Learn more about best practices in our latest article. https://lnkd.in/dW6s3b8C

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While technology components should easily integrate with multiple tech providers and partners to reach strategic goals, integration gaps still exist and can cause significant headaches for US firms. Integrating leading technology across the tech stack is central to advisory firm viability and success and will likely become even more critical. Check out our latest #whitepaper to explore the crucial role of integration and four key ways to maximize the effectiveness of your firm's tech stack to drive growth, support change, and deliver exceptional client experiences: https://okt.to/3hycdf #Integration #Tech

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Fractional Consultants: Your Competitive Edge in a Fast-Changing Market The pace of change in today’s market is relentless Talent leaders across the US are finding that fractional consultants deliver the edge needed to stay competitive They’re agile, experienced, and laser-focused on results Let’s discuss how this could work for your business .......... 🔔 Follow us if you're looking for answers to all things #fractional, clients and consultants welcome 👋 Join the best fractional community on the planet (we know we're biased!) 🤙 Contact us if you're in the market for a fractional consultant, our fractional roster has the most experienced experts in the 🌎 #AgileWorkforce #FractionalExperts #TalentStrategy

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🚀 Navigating Life with Private Equity: Insights from MSP Industry Pros 🚀 Curious about the impact of Private Equity on Managed Service Providers (MSPs)? Join us next week at IT BY DESIGN’s Build IT Live in Orlando, Florida, where Sam Levy, Partner at Drake Star, will speak on a panel titled “Life with a PE: Good, Bad or Ugly?” alongside other leading #MSP industry pros including Kevin Cook, Glenn Mathis, President of Integris; Jake Spanberger, CEO of Entech; and Jason Erickson, Chief Strategy Officer at Integris. 🎙️ Key Panel Topics: 🔵 PE Dynamics Unveiled: Explore what PE investment means for MSPs, including typical structures and expectations. 🔵 Benefits of PE: Discover how PE can drive growth, foster innovation, and expand market reach. 🔵 Navigating Challenges: Understand potential pitfalls such as cultural shifts, operational changes, and governance issues. 🔵 Real-World Experiences: Gain firsthand insights from MSPs who have undergone PE investment or acquisition, sharing valuable lessons learned. If you're contemplating an acquisition, exploring PE investment, or simply want to learn about the process, this session will provide the insights you need to navigate the complexities of life with Private Equity. 📅 See you in Orlando! #InvestmentBanking #MergersAndAcquisitions #PrivateEquity 

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How are today’s PE-backed executives navigating increasing deal flow? Bespoke Partners CEO Eric Walczykowski. and guest Leslie Beale, PCC, JD, CEO of Profusion Strategies discuss this important topic and more in our quick-hit interview. Dive into the dynamics of change management for PE executives, register now: https://lnkd.in/gAwMNT2X #ChangeManagement #ExecutiveSearch

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Impacts of the New U.S. Government Administration on IT Staffing! With the recent election results, IT staffing may experience significant shifts as policies take shape. Here’s a quick look at potential impacts: Economic Growth & IT Demand: Expected policies aimed at boosting economic growth could drive IT investment, increasing demand for tech talent as companies expand. Regulatory Changes: Deregulation efforts may ease hiring processes, though companies must ensure standards remain high without federal oversight. Federal Technology Initiatives: Government focus on tech infrastructure, cybersecurity, and AI could open new opportunities in IT staffing as projects and budgets grow. Immigration & Talent Access: Immigration policies might affect access to global talent, impacting a sector reliant on diverse skill sets. By staying informed and adaptive, IT staffing firms can navigate and leverage these changes for success in a dynamic landscape.

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IT Operating Model for Mid-Market Companies 🎙️ "When we talk about the IT operating model, what we're really talking about is finding the right mix of staff, services, vendors, and products to enable scalability, resilience, and risk mitigation." - Kyle Hall, MBA In our latest podcast episode, Kyle Hall, MBA and Kyle Gotzman delve into the nuances of building an effective IT operating model, particularly for companies with $50M to $250M in revenue. Here are some key takeaways: 🔹 Security Integration: It's crucial to weave security considerations throughout your planning stages, rather than addressing them as an afterthought. This proactive approach is not only cost-effective but also enhances overall resilience. 🔹 Balancing Act: Mid-market companies must strike a balance between in-house capabilities and outsourced services. This "delicate dance" involves determining which components to handle internally and which to partner out, ensuring neither over-reliance nor under-utilization of external resources. 🔹 Enterprise Expectations: Even without the scale of larger enterprises, mid-market businesses need to meet enterprise-grade customer expectations. This often involves strategic vendor management and careful infrastructure planning to avoid critical vulnerabilities. 🔹 Cost-Efficiency: Leveraging policies and processes can be a more cost-effective risk mitigation strategy than heavy investments in technology alone. Listen to the full episode on your preferred podcast platform! #beresourcive

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Digital resumes, blockchain technology and changes to sign on bonuses are all part of the future of physician employment. Get prepared with insights and learn more at https://hubs.li/Q02JSq_T0

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