Systems, Process & People

Systems, Process & People

Powering Growth, Unlocking Efficiency: Your Partner in Systems, Processes, and People Excellence

Advisory Test

We have a deep understanding of client needs based on our team’s experience in public accounting and private industry sectors. We have significant and expansive experience from bridging technical accounting guidance to systems implementation along with business process optimization and automation.



Advisory services that elevate your business.

At CBIZ ARC, our Systems, Process, & People team is dedicated to empowering your business with comprehensive tailored solutions that drive efficiency, streamline operations, and foster growth. With a focus on innovation and optimization, we offer a range of services tailored to your unique needs: 

NetSuite Implementation & Optimization:

Unlock the full potential of NetSuite with our expert implementation and optimization services. Maximize the value of this powerful ERP system to enhance your business operations.

Systems Integration & Automation:

​​​​Seamlessly connect your critical business systems and automate processes to eliminate bottlenecks and improve productivity. Our integration solutions ensure data flows effortlessly across your organization.

Business Process Review & Optimization:

We conduct in-depth assessments of your current processes and workflows, identifying opportunities for improvement and efficiency gains. Our experts will help you optimize your operations for peak performance.

Managed Services:

​​Focus on your core business activities while we manage and maintain your critical systems. Our managed services ensure your technology infrastructure runs smoothly, allowing you to stay ahead of the competition.

Vendor Selection:

Choosing the right technology vendors can be challenging. Rely on our expertise to help you select the best-fit solutions that align with your business goals and budget.

Project Management:

​​​​​Our seasoned project management professionals will guide your initiatives from inception to successful completion. We ensure projects are delivered on time, within scope, and on budget.

The mergers and acquisitions (M&A) landscape is currently facing an unprecedented era of uncertainty, with historically low transactions, rising interest rates and broader concerns about economic volatility.

The challenges of rising interest rates, a sluggish economy and the possibility of a recession are all factors that have the potential to weigh heavily on the financial health of companies.

The IPO market has hit a relative standstill after frothy valuations, easy money and investor enthusiasm drove a record-setting 2021.

Lisa Ricardo

Managing Director


Ada Kong



Andrew Wong