Risk Advisory

Business Technology Solutions

Let FORVIS help transform your organization with Microsoft Dynamics 365, Salesforce, Sage, Solver, and more.

Digital Transformation Across Your Organization

Technology tools are evolving faster than ever as organizations strive to gain efficiencies, improve visibility, streamline processes, close deals faster, and assist customers effectively. Our Business Technology Services team can help you at any step of your journey and across your organization from enterprise resource planning (ERP) to customer relationship management (CRM). From platform analysis, strategy, planning, design, and implementation to training, support, and upgrades, FORVIS focuses on business processes first to give your technology investment the greatest opportunity for success.

By Technology Platform

Microsoft Dynamics 365

The Microsoft Dynamics 365 technology stack can assist your organization from top to bottom. As a Microsoft Gold Partner and 2022 Microsoft Inner Circle Award Winner, FORVIS has experience working with these tools across a variety of industries. From Business Central, Finance, Supply Chain Management, Project Operations, and Human Resources to Sales, Marketing, Customer Service, and Field Service, our certified business analysts can be your Microsoft Dynamics 365 guide.

Finance and business operations for organizations of all sizes:

Customer engagement for sales, marketing, and service:

Contact us today to request a demo and learn what’s possible with Microsoft Dynamics 365.


Sage Intacct is the first and only preferred financial management provider of the AICPA and rated number one for customer satisfaction by G2.com. Sage Intacct is a cloud-based accounting system designed to help small and midsize businesses make informed decisions. It gathers information from across an organization and provides real-time insight into revenue, cash flow, and profitability. As a leading Sage partner, let us show you how to say goodbye to accounting and finance spreadsheets.

Contact us today to request a demo and learn what’s possible with Sage.


If you’re looking for a single, shared view of your customer information, Salesforce is the leading CRM solution in the world designed to help businesses find more prospects, close more deals, and wow customers with amazing service. FORVIS, a Salesforce Consulting Partner, can guide you through analysis, design, development, implementation, training, and support.

  • Salesforce Sales Cloud
  • Salesforce Service Cloud
  • Salesforce Marketing Cloud
  • Salesforce Commerce Cloud

Contact us today to request a demo and learn what’s possible with Salesforce.


Do you have easy access to your data to make informed business decisions in a timely manner? With Solver Corporate Performance Management (CPM) software, you can elevate your accounting solution you already have in place. As a Solver partner, we can help you consolidate data from your ERP and other key sources to help deliver the business insights you are looking for. Imagine instant access to organizational performance dashboards or dynamic planning tools and automated budgeting and forecasting.

Contact us today to request a demo and learn how to bring it all together with Solver.

Consulting Services

Strategy & Planning

Achieving ERP and CRM success doesn’t happen by accident. It’s the combination of a carefully crafted strategy and detailed planning. FORVIS offers strategic analysis services focused on your business needs and goals, and can help provide you with a clear definition of success metrics that will help you get from your current state to desired future state using ERP and CRM and connected technologies.

Let us help you with:

  • ERP/CRM Solution Assessment, Platform Recommendation, and Road Map Planning
  • ERP/CRM Technology Assessment and Road Map Planning
  • ERP/CRM Optimization Evaluation
  • ERP/CRM Upgrade Diagnostic
  • Data Analysis

Design & Implementation

Your business is unique and ERP and CRM “out of the box” is not a one-size-fits-all resource. Building on your strategy and planning analysis, we can design a system blueprint that contains both functional and technical business requirements to deliver a customized implementation to fit your needs. This goes for upgrades as well. With all the new enhancements that are rolled out each year, it’s critical for user adoption to help ensure for a smooth transition for each new release.

Let us help you with:

  • ERP/CRM Solution Design
  • ERP/CRM Solution Implementation
  • ERP/CRM System Upgrades
  • Data Management
  • Business Intelligence Reporting

Training & Support

In order to gain a return on investment for your ERP or CRM tool, it’s important to have a high level of user adoption. Not all organizations have the resources (time, personnel, and/or knowledge) to provide end users and administrators the support, training, and coaching they require when it’s needed.

Let us help you with:

  • ERP/CRM End User and Admin Support
  • System Support (CRM, Office 365, Exchange, SharePoint, and more)
  • ERP/CRM Licensing
  • Individual and Team ERP/CRM Training
  • User Adoption Coaching

Let's Connect

Subscribe to our content or get in touch with us today

Subscribe Contact Us