CRM Process and System Design and Implementation – SalesLogix

2017-02-08T23:41:18+00:002016|

Background: In order to manage its customer relationships from inception through deal close, this CTS Impact client selected an automated CRM tool, SAGE SalesLogix to manage its data.  However, the client’s Project Management Office (PMO) was resource-constrained, and lacked specific real estate industry expertise critical to the implementation of this tool.

Forensic IT Analysis

2017-02-08T23:41:19+00:002016|

Background:  In the wake of several financial reporting errors and inconsistencies, this CTS Impact client needed to investigate the root cause of these issues on a confidential basis.  Once identified, new standard operating procedures were needed to enhance the internal controls to prevent re-occurrence.

Acquisition Integration – Business and Systems Integration

2017-02-08T23:41:19+00:002016|

To further diversify its vast real estate portfolio, this CTS Impact client expanded into a new segment; hotels, via acquisition of 3 major portfolios within an 8-month period.  With acquired hotel assets of over $2.5 billion, this client needed specific hotel accounting experience to manage this back office integration and standardization.

Interim Tax Manager

2017-02-08T23:41:20+00:002016|

Background: Due to the sudden departure of the head of its Tax department, CTS Impact provided an Interim Tax Manager with a blend of tax compliance and GAAP-basis reporting experience.