Q1 Major Accomplishments – IT Srategy & Integration

By Soren Burkhart, Managing Director of IT Strategy & Integration 

At LCG Advisors, we’re proud to drive meaningful innovation and efficiency for our clients through cutting-edge technology. This quarter, our IT Strategy & Integration team has introduced solutions that save time, enhance visibility, and streamline operations. Here’s a quick look at what we’ve accomplished and why it matters: 

Automated Document Management  

• Used DocuWare to automate document storage, retrieval, and access permissions, saving time and reducing human error for a legal services company.  

• Added multi-level security to safeguard sensitive information and align with regulatory standards. 

Integrated Operational Dashboards  

• Delivered Power BI dashboards consolidating data from platforms like Asana, ZOHO, Harvest, and QuickBooks into a real-time single-pane view.

Enhanced Customer Management  

• Migrated clients from AirTable to ZOHO CRM for a unified, reliable system.  

• Centralized customer interactions and lead management improves communication, boosts productivity, and enhances user satisfaction. 

Robotic Process Automation (RPA)  

• Developed RPAs for a manufacturing company that reduced creating planning schedules from one week to 30 minutes.  

• Clients save time and reduce costs while refocusing human resources on strategic initiatives. 

IT and Cybersecurity Expertise  

• Provided IT & cyber due diligence services to assess and mitigate risk.  

• Clients gain peace of mind knowing their IT infrastructure meets industry standards and security requirements. 

Order-to-Cash Cycle Optimization  

• Led value stream workshops to streamline processes and eliminate inefficiencies.  

• This accelerates workflows, improves profitability, and enhances client satisfaction. 

These milestones represent our ongoing commitment to delivering results that make businesses smarter, faster, and more competitive.  

To learn more about how LCG Advisors can streamline and enhance your business’s technology operations, contact Soren Burkhart at [email protected] or (434) 400-8543.