Aprio's Business Technology Consulting Services offers strategic and tactical technology solutions to help clients improve existing systems and design and implement new solutions to achieve significant returns on their technology investments. Services include evaluating and executing cloud strategies and migrations, assessing technology budgets and risks, and ensuring technology supports business goals. Aprio works with companies having $10 million to $1 billion in revenue to provide guidance across their entire technology landscape.

1. BUSINESS TECHNOLOGY CONSULTING SERVICES
2019 Version 1.0

2. BUSINESS TECHNOLOGY CONSULTING SERVICES
Advisory
Aprio’s Business Technology Consulting Services “BTCS” offers strategic
and tactical solutions that enable clients to achieve significant returns on
their technology investments by improving existing systems and designing
and implementing new solutions.
With a focus on companies with revenues between $10
million to $1 billion, Aprio’s advisors ensure technology
investments support business goals and strategies by
providing guidance across a company’s entire
technology landscape in areas such as transitioning to
the cloud, technology financial transparency and risk
mitigation. Specific services include evaluating and
executing cloud strategies and migrations, technology
budgeting and forecasting, IT governance, risk
assessments and compliance.

3. CLOUD STRATEGY
Evaluation and Simplification
✓ Provide a comprehensive business plan and execution of data center
migrations, data center hosting, managed services or cloud strategy
✓ Optimize technology spend by designing data center, outsourcing and
cloud contracts that align with the supported business activities
✓ Understand technology costs/spend and evaluate strategies and
operations before deploying or moving to the cloud-hosted solutions
✓ Provide a comprehensive benchmark of business applications’ current
state and a strategy roadmap to future state

4. Cloud; Strategy, Migrations, Negotiations, Benchmarking
SIMPLIFY YOUR CLOUD MIGRATION
Diagram Created by Mark S Mahre

5. COST TRANSPARENCY
✓ Clarify the percent of investment linked to build, run, transform and maintain
the technology landscape
✓ Provide the business with a reporting “lens” to justify technology spend by
business unit and employee
✓ Understand the investment return on project spend for customer and client-
facing technology initiatives
✓ Articulate fixed vs. variable cost ratios and variance between planned and
actual spend
✓ Transition from a rigid annual budget planning process to an efficient and
accurate monthly rolling forecast
✓ Visibility in the shift from CapEx to OpEx, the tradeoffs and why to carefully
review before moving to SaaS

6. Deliver IT and Financial Transparency
▪ General Ledger Integration
▪ Automated Yearly Budgeting (avg. 2-3 hours generation)
▪ Demand Accounting vs Allocation Accounting
▪ 10-Year Forecasting
▪ Business Services Costing
▪ Technical Service Catalog
▪ CMDB Integration
▪ Cloud Billing Mgmt.
▪ Asset Management Controls
▪ Contracts Management

7. IT Financial Management and Five Towers
General Ledger = Source of Truth

8. Data Analysis and Reporting

9. IT Financial Management Framework
Diagram Created by Mark S Mahre

10. Technology Business Management “TBM” Framework

11. COMPLIANCE READINESS
ISO, SOC-2, PCI, HITRUST, COSO
✓ Compliance readiness for critical controls, system descriptions, information
security and process improvements
✓ Assess, pen-test and implement sustainable end-to-end data security programs
✓ Develop intrusion preparation programs to properly secure your organization
from cybersecurity threats
✓ Apply ISO or SOC critical controls to minimize your risk for HIPAA, PHI or PII
data breaches
✓ Design and implement policies and procedures for ISO, SOC and HITRUST
compliance regulations
✓ Develop best practice processes and communication plans for breach and
intrusion regulations
✓ Address and analyze standard principles for risk management and mitigation

12. Compliance Readiness Framework
Diagram Created by Mark S Mahre

13. TECHNOLOGY INNOVATION
✓ Assess application dependency mapping and application migration planning
✓ Specify and identify requirements when planning and executing a
technology transformation program
✓ Analyze operations, business services, technology infrastructure and
licensing for M&A transactions
✓ Deliver Key Performance Indicators (KPI’s), dashboards or reporting to the
business owners and stakeholders
✓ Gain access to subject matter expert resources for outsourcing options
during high demand periods

14. ABOUT APRIO
At Aprio, we serve as trusted advisors, guiding our clients to what’s next.
Aprio is a premier CPA-led professional services firm where thriving associates serve thriving clients. Our purpose is
clear: we advise clients so that they can achieve what’s next, whatever that may be.
Since our founding in 1952, Aprio has grown to be the largest independent, full-service CPA-led professional services
firm based in Atlanta, Georgia. Our over 450 partners and associates provide their best thinking and personal
commitment to every client, demonstrating a passion for their work that fuels our clients’ success.
For 65 years, our teams have guided our clients to success by providing Advisory, Assurance, Tax, Cloud Accounting
and Private Client services across the Insurance; Manufacturing and Distribution; Non-Profit and Education;
Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality and Technology and Biosciences
industries.
To meet the needs of our clients in today’s global economy, the team at Aprio speaks over 25 languages and serves
clients in more than 40 countries. We are also a proud member of Morison KSi, a global association of 157 leading
professional services firms spanning 82 countries, giving us unmatched international capabilities for our clients.

15. APRIO AT A GLANCE
25% of the firm is foreign born
500+
Team Members
60
Partners
6 Industry
Specialties
40+
Client in
Countries
25+
Languages
Spoken
50
Client in
States

16. A RECOGNIZED LEADER
GA’s Best Full Service
Accounting Firm
2012-2016
“Best of the Best
Accounting Firm”
2013-2018
Top 100 Accounting Firm
1997-2017
Atlanta Journal Constitution
“Top Work Place”
2017, 2018, 2019

17. BREADTH OF SERVICES
Information Assurance
International Services
Retirement Planning
Business Technology
Consulting Services
Analytics
Financial Consulting
Tax Credits & Incentives
Litigation Support &
Forensic Accounting
Outsourced Accounting
Outsourced Payroll
Business Valuation
Transaction Advisory
Advisory Assurance Tax Private Client

18. WWW.APRIO.COM
Mark S Mahre
Director, Business Technology Consulting Services