Technology, Simplified
Wherever your business stands on its technology journey, the road ahead is full of options, expenses, and uncertainty. Make the complex simple, cut through the digital fog, and get a handle on where you are today and the path forward with support from CBIZ professionals. Our team is dedicated to helping businesses leverage the right tech solutions for their unique use case. CBIZ’s approach to technology consulting goes far beyond simply providing a toolbox — we help you determine what you need to accomplish your goals and show you how to use them effectively. That way, your technology is tailored to suit your needs and designed to scale alongside your business.
Enterprise Performance & Technology
CBIZ insights from across disciplines to help you arrive at the right solution.
Off-the-shelf technology solutions often aren’t available or are insufficient – transform them into bespoke solutions designed to meet your needs.
Successful transformation requires preparation and planning — and promises incredible advantages
Maximize the value of your relationships and be a better resource to your clients and partners.
Your business’ financial systems play a crucial role in getting work done, measuring success, and fulfilling obligations to internal and external partners.
Your financial system is at the heart of your business — make sure it’s optimized to meet your needs.
Forecasting, budgeting, and analysis remain at the heart of effective business strategy and financial planning.
Your technology environment is as unique as your sector, industry, and capabilities. That often means businesses need help getting the right solutions working together in harmony.
Delegate mundane tasks and reclaim time you and your team can put to better use elsewhere. CBIZ can help you safely and effectively implement AI solutions.
Change is inevitable — success isn’t. CBIZ helps you manage the complexities of organizational transformation, ensuring your people, processes, and technology align for lasting impact.
To get where you’re going, know where you stand today. Robust and thorough assessments are key to understanding where your business is strong and where there remains room for improvement. Roadmapping keeps sprawling projects on course.
Account for everything. Just as technology has driven innovation in business, it’s also changed the calculations necessary to accurately value modern businesses.
The right enterprise system is critical for efficiency, integration, and growth. CBIZ helps businesses choose and implement technology solutions tailored to their needs.
Data drives improvement. Make sure your business is putting the data it generates to work for a more efficient and capable operation.
Application Development
Off-the-shelf technology solutions often aren’t available or are insufficient – transform them into bespoke solutions designed to meet your needs.

CBIZ’s in-house development capabilities mean they don’t have to miss out on the latest and greatest technologies. Our professionals build tailored applications or enhance existing solutions, tailoring them to meet your business needs and make the best available tech suit your specific use-case.
Transformation
Successful transformation requires preparation and planning — and promises incredible advantages
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CBIZ has the experience and skill to guide your growth. Whether you’re starting from scratch, upgrading core functionality, or building out already sophisticated tech capabilities, CBIZ’s technology team has the experience and insight to guide your growth.
ERP Systems
Maximize the value of your relationships and be a better resource to your clients and partners.

CBIZ helps you make the most of the relationships that power your business by employing technologies that can help you better serve partners and prospects and build long lasting relationships.
Financial Systems
Your business’ financial systems play a crucial role in getting work done, measuring success, and fulfilling obligations to internal and external partners.

CBIZ’s professionals help ensure that your financial systems are primed for efficient operation, accurate reporting and smooth, reliable transactions.
Financial Systems Optimization
Your financial system is at the heart of your business — make sure it’s optimized to meet your needs.

Rely on CBIZ’s technology professionals and their deep understanding of financial operations to help ensure your financial system is providing actionable, insightful, and accurate data that supports smart decision-making at every level.
FP&A Solutions
Forecasting, budgeting, and analysis remain at the heart of effective business strategy and financial planning.

Unlock unheard of speed, accuracy, and insight and uncover even more useful information with CBIZ’s support. Our professionals leverage years of hands-on experience working at the intersection of traditional finance and groundbreaking technology to bring you sophisticated platforms on which to build unparalleled financial success.
Implementation Alliances
Your technology environment is as unique as your sector, industry, and capabilities. That often means businesses need help getting the right solutions working together in harmony.

CBIZ works with businesses to identify and implement solutions that not only work together seamlessly but deliver efficiency and capability enhancements that benefit the core business. Our services span virtually all forms of business technology to ensure that your business doesn’t have to miss out on any of the promising technology available today.
Intelligent Automation
Delegate mundane tasks and reclaim time you and your team can put to better use elsewhere. CBIZ can help you safely and effectively implement AI solutions.
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CBIZ’s technology professionals remove all the potential roadblocks and make integrating RPA into your organization easy.
Organization Change Management
Change is inevitable — success isn’t. CBIZ helps you manage the complexities of organizational transformation, ensuring your people, processes, and technology align for lasting impact.
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Organizational change is more than just new processes or technology — it’s about ensuring people, strategy, and operations evolve together. CBIZ helps organizations manage transformation with a structured, people-first approach that minimizes disruption and maximizes long-term success. From executive IT advisory to process optimization and change management, we provide the guidance, strategies, and tools needed to navigate complex transitions. With CBIZ as your partner, change isn’t just managed — it’s an opportunity for growth and innovation.
Assessment & Roadmapping
To get where you’re going, know where you stand today. Robust and thorough assessments are key to understanding where your business is strong and where there remains room for improvement. Roadmapping keeps sprawling projects on course.
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CBIZ guides businesses into the future. Our professionals have years of experience helping businesses identify their current strengths and weaknesses to arrive at a practical path toward their ultimate goal.
IT Due Diligence
Account for everything. Just as technology has driven innovation in business, it’s also changed the calculations necessary to accurately value modern businesses.
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CBIZ helps businesses approach transactions with a more complete understanding of the facts. Our team digs into the details to incorporate cyber risk exposure and general IT capability into the value assessment.
Enterprise System Selection
The right enterprise system is critical for efficiency, integration, and growth. CBIZ helps businesses choose and implement technology solutions tailored to their needs.
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Choosing a new enterprise system goes beyond upgrading technology; it aims to optimize operations and integrate leading practices for long-term success. CBIZ helps businesses find and implement the right technology solutions to boost efficiency and growth.
Data Analytics & Visualizations
Data drives improvement. Make sure your business is putting the data it generates to work for a more efficient and capable operation.
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CBIZ technology team features professionals with experience designing and implementing systems that capture and collate data. We help businesses arrive at actionable insights by harnessing the analytical capabilities of today’s breakthrough technology.