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A CCRC aligns its vision and strategic technology goals

Anticipating shifting resident expectations and continued industry competition, this CCRC understood that technology would play a key role in their future success. BerryDunn helped the CCRC optimize and streamline their systems with a strategic technology plan.


A financial institution gets the upper hand on regulatory requirements and IT security

A bank was able to demonstrate its commitment to security and risk management to its board and regulators.


A healthcare client gains control of their ACA processes

An employer with many part-time and variable hour employees needed to determine who was considered full-time under Affordable Care Act (ACA) standards and its potential exposure to ACA penalties. BerryDunn helped the client set up ACA tracking and reporting software and avoid potential ACA penalties.


A retiring owner gained confidence he would have sufficient liquidity and a smooth succession

By developing a clear plan, a family business makes a smooth transfer of ownership to the next generation.


A risk assessment and systems replacement of a midwestern state's department of public safety

A modern data exchange solution for law enforcement and criminal justice agencies 


A skilled nursing and assisted living facility enhances new EHR capability for ongoing improvement

BerryDunn designed, created, and executed a process to enable cross-departmental adoption of EHR and integrated paper documentation processes. 


A strategic technology plan helps a critical access hospital stay technologically viable

BerryDunn built a comprehensive plan to modernize and streamline technology so a Critical Access Hospital could meet its current needs and prepare for the future.


ACH wire fraud: BerryDunn helps limit the damages and piece together what went wrong

A company discovered it had been a victim of wire transfer fraud. BerryDunn’s data forensics team helped limit damages and figure out what went wrong.


Actuarial support for an association health benefit plan

An association providing health insurance for approximately 25 employers and 2,100 employees, needed help with its annual health insurer renewal process.


Analytic support for an accountable care organization

An accountable care organization (ACO) needed better access to, and analysis of, their data.


Averett University IT effectiveness

Averett University sought to better manage IT services at its regional learning centers, to engage the right stakeholders in planning for evolving IT needs, and to find the right balance of technical, management, and leadership skills in a small IT department.


Balancing transparency and privacy

Improving transparency and analytical utility of publicly available healthcare data.


Benchmarking and valuation analysis for a regional bank

A regional bank seeking to increase non-interest income had identified two service companies for potential purchase. We helped them see the bottom line more clearly.


Benchmarking study helps owners decide whether to sell or stay

A benchmarking study and valuation help a company’s owners decide whether to sell or grow.


Building buy-in during system replacement

City leadership delivers effective change management during complex system replacement 


Business process analysis at a large graduate school

A state graduate school with over 15,000 students was using multiple processes to submit, track, and approve student requests and submissions. The university wanted to improve business processes and establish system requirements to help determine next steps for finding a single system to meet their needs.


Business process improvement at a LTPAC health system

A multi-campus, long-term/post-acute care (LTPAC) health system had recently implemented new electronic health record, billing, and financial software, but was not yet making full use of system functionality. BerryDunn helps them improve business processes, reduce redundant/manual steps, and leverage full-system functionality. 


Business process improvement strengthens system functionality

A not-for-profit organization was in need of improved business office operations to perform work more efficiently, eliminate time-consuming tasks, and enhance the performance of the business office team. By facilitating change while directly involving the staff, BerryDunn helped to eliminate redundant and manual steps, and increased the use of system functionality.


Business process mapping for a community services board looking for a better approach to helping those in need

A disciplined approach to increase efficiencies and meet rapid growth in a highly regulated arena.


California western school of law process mapping for successful ERP planning

California Western School of Law needed to better understand and optimize their current processes and operations in preparation of a critical Enterprise Resource Planning systems replacement.


Choosing a user-friendly CAD/RMS system

Providing a multi-agency, multi-jurisdictional public safety client with independent system selection assistance and implementation oversight.  


Community development system selection and implementation

Community development system implementation helps city streamline and modernize business processes


Community development system selection improves functionality to meet wide-ranging needs

Small town needs to find a robust replacement for its outdated community development system.


Continuing Care Retirement Community streamlines technology use with a sustainable IT environment

A plan was developed that matched the vision of the community and was built for future project success.


Cost report modeling for a large healthcare provider organization

A healthcare provider neglected to monitor its annual operations related to their reimbursement rates, which resulted in a substantial payback at year-end. BerryDunn helped them adjust operations to maximize reimbursement and revise compensation policies to optimize reimbursements and avoid year-end surprises.


Cost segregation study to support a new construction project

A New England assisted living and memory care facility owner wanted to offset increased construction costs. BerryDunn helped the client maximize tax savings by identifying assets with shorter lives and depreciating them over shorter time periods.


Creating a continuum of care for substance use disorders

BerryDunn’s Medicaid consulting team is working with BMS and the state to develop a 1115 waiver which will allow the state to gain increased federal funding as they develop streamlined treatment and coordinated care strategies targeting substance use disorders (SUD). 


Creating efficient and effective processes: A state agency's business process evolution

Mapping complex business processes to chart a path toward an optimal future environment


Data management and governance for a state health and human service agency

We help a state Health and Human Services (HHS) agency to identify, document, and standardize information from over 160 databases.


Data management supports medicaid services and operations

Developing a solid data foundation to support decisions and organizational operations of Medicaid agencies


Enhanced internal control helps growing bank comply with regulatory requirements

A growing bank approaching the threshold for a FDICIA ICFR audit gained confidence that its documentation of internal control would withstand the rigors of regulatory scrutiny.


ERP implementation helps city consolidate and modernize

Comprehensive project management through system implementation for successful outcomes.


ESOP minimizes goodwill by applying valuation technique

The construction company acquired a large specialty contractor, which presented the challenge of understanding the valuation and accounting for differences in value affected by the ESOP’s non-taxed status.


Executive recruiting for a healthcare organization

A healthcare organization needed to restructure their finance department and prepare for the retirement of their CFO. BerryDunn helped them assess their needs, implement a departmental restructure, and secure a highly-qualified replacement for the outgoing CFO.


Feasibility studies to help an assisted living facility plan for the future

An assisted living provider was facing declining census due to aging facilities. They needed to build a new facility or cease operations. 


Financial institutions gain control of accounting for troubled loans

Two New England financial institutions benefited from working with BerryDunn bank specialists to gain the knowledge they needed to account for their troubled loans correctly, thereby saving the bank the costs of having an outside firm conduct the review and gaining control over their own methodology.


Financial modeling for an accountable care organization

A pilot accountable care organization (ACO) comprised of five health care delivery systems and four commercial health insurance carriers needed to develop a common ACO financial framework. 


Finding the optimal plan design for a law firm

The fiduciary of a Portland law firm’s 401(k) profit sharing plan was concerned that the plan was no longer up to date and might not be providing the best savings opportunities for the firm’s partners. BerryDunn’s Retirement Plan experts helped him determine the best course of action.


Health insurance marketplace: West Virginia's path to becoming a partner in the federally-facilitated marketplace

Expert guidance in selecting a best fit health insurance Marketplace model 


Health system improves technology use

MaineGeneral Health, a large integrated healthcare system in Maine, called on BerryDunn's IT consultants to to stabilize its information systems and services and optimize the use of its current technology.


Helping a large university build a sustainable approach to manage IT services

BerryDunn IT consultants helped the Division of Business Affairs (BA) at a large public university find effective management solutions to enhance service level expectations and meet the growing needs of their IT customers. 


HIPAA compliance assessment at a senior living health system

A senior living health system needed to assess their policies and procedures for compliance with the HIPAA Security Rule. BerryDunn helped them gain insights into their IT security and compliance gaps and implemented controls to mitigate their risk of HIPAA violations.


HIPAA risk assessment helps a CCRC strengthen its compliance

A Continuing Care Retirement Community (CCRC) wanted to gain a better understanding of HIPAA in healthcare operations. BerryDunn helped the CCRC prioritize short- and long-term efforts to strengthen compliance based on risk level and cultivate a culture of continued training and awareness to improve compliance among the workforce.


Hospital eliminates unneeded filing

BerryDunn's knowledge of the hospital regulatory environment helped a Maine hospital eliminate an unneccessary filing, helping the hospital finance staff gain time and efficiency. The hospital had been preparing the filing for over 20 years.


Hospital successfully implements a system reorganization

BerryDunn guided management through the first audit under federal grant requirements and provided tools to assist management in developing its system third-party payor estimates on a regular basis.


Human resources management system project helps state of Maine better serve agencies and departments

A state human resources bureau procures an HRMS that upgrades and consolidates its human resources applications while meeting the needs of customers and improving internal processes.


IC-DISC offers an overall reduction of tax

An IC-DISC offered an overall reduction of tax without placing undue burdens upon the company’s internal finance staff.


Identifying and facilitating process improvements in large IT system implementations

Rewriting the playbook for planning, governing, and managing IT system implementations


Identifying the good, the bad, and the ugly: Improving overall corporate performance

The CEO of a commercial enterprise needed help improving the overall performance of her firm which had a number of different facilities and locations. Her management reports were unable to tell her which facilities were performing well or poorly, making it difficult to know where to take specific action.


Improving access to justice through system modernization

Helping a justice department strengthen communication, improve operations, and automate processes through a modern case management system. 


Improving children's lives through data governance

Leveraging data to guide public policy, measure agency performance, and enhance social services program investments.


Independent reviews for the state of Vermont office of the CIO fulfill legal mandate for IT reviews

BerryDunn helps a state identify potential risks, evaluate their readiness to proceed with a new system, and determine and confirm the previously established cost justification for the project, giving them confidence that their approach is sound and appropriate.


Keeping a line of business separate from ESOP after an acquisition

With the help of our employee benefits consultants, management was able to establish the new subsidiary as a QSLOB so that the new employees did not enter the ESOP and dilute existing participants' ownership shares.


Large school district finds system and operational efficiencies

Developing a technology roadmaps helps large school district prioritize and streamline business processes.


Maine Veterans' Homes system selection and implementation

MVH was frustrated with its clinical and billing system, as well as the software vendor’s inability to address MVH’s needs. MVH engaged BerryDunn to assess the current situation; evaluate and select a new EHR, billing, and financial software system; design infrastructure changes; and plan and oversee the implementation of changes.


Manufacturing company gains compliance with ERISA requirements

A company made some incorrect 401(k) employee contributions, resulting in
noncompliance with ERISA. BerryDunn helped the company reduce potential penalties.


MassDOT enterprise time and attendance solution planning project

An objective assessment supporting the implementation of an efficient post-merger technology solution. 


Medicaid waiver expands addiction treatment options

A state agency wanted to take advantage of an opportunity put forward by CMS to utilize 1115 waivers to help coordinate care for those in treatment for substance abuse disorders (SUD).


Meeting the challenge of ACA reporting requirements

A fast-growing, multi-location food service company was challenged with meeting ACA reporting requirements.


Mercy Hospital system selection process

Mercy asked us to meet with physicians, administrators, and staff to gain thier perspectives on what was needed in new electronic health record (EHR) and practice management software, and to facilitate a start-to-finish process in selecting a vendor.


Modernizing medicaid in Middle America

BerryDunn IV&V works with Ohio’s modular Medicaid Enterprise System to help ensure project success.


Modernizing systems while adhering to evolving regulations: An efficient approach

Recommendations for efficiency and compliance to align old systems with new state and federal childcare regulations.


Morehead state university technology assessment and IT master plan

MSU engaged BerryDunn to help provide strategic direction for technology across the university that aligned with MSU’s strategic “ASPIRE” initiatives to create a framework for sustainable technology planning at the university.


Multi-location skilled nursing and assisted living facility builds an EHR system to meet HIPAA compliance

BerryDunn redesigned and deployed a HIPAA-compliant EHR system that satisfied all stakeholders.


Nebraska department of motor vehicles vehicle title registration replacement

A system modernization initiative that goes beyond technology to transition business operations.


New deferred compensation agreement creates tax penalty risk

Backed by BerryDunn's expertise, the bank amended their plan and avoided a 20% penalty tax for violating Code Section 409A.


New system optimization delivers increased efficiency and full-system functionality

BerryDunn built a framework that led to improved business processes, fewer redundant and manual steps, and full-system functionality.


NH CAH gains additional reimbursement and new methodology for future use

A NH Critical Access Hospital needed help figuring out how to correct earlier errors in cost reports that had disadvantaged the hospital’s reimbursement.


Northwest Florida state college strategic plan

Nursing home resolves revenue cycle issues

A hospital-based nursing home facility was facing a significant increase in their accounts receivable balance while transitioning to new accounting software and Revenue Cycle Department staff. 


Offsetting costs and maximizing tax savings with cost segregation techniques

Assisted living facility complies with IRS and increases tax savings.


Operational benchmarking for a nursing and assisted living facility

A new owner/operator of multiple nursing and assisted living facilities was unfamiliar with the state’s reimbursement environment and how operational changes could impact reimbursement and profitability. BerryDunn helps them better understand reimbursement drivers and how their multiple facilities compare with their peers in the region and state.


Optimize. Integrate. Modernize: Achieving quick results for Georgia's department of driver services

Consultants from BerryDunn’s State Government Consulting team aid a DDS in gaining eRFP acceptance to implement a new driver license and identification card system.


Preparing a firm for a SOC 2 audit and helping to grow its customer base

BerryDunn's risk-ranked findings and recommendations provided the client with a clear approach to develop, refine, and document controls to meet the criteria of the SOC 2 Security and Availability Trust Service Principles (TSP).


Public university IT security risk assessment

BerryDunn experts guided a large, public, R1 university through the process of strengthening IT security measures across multiple departments, colleges, and campuses by identifying and closing existing security gaps. 


R&D credit reduces one company's effective federal tax rate

The company was able claim over $500,000 of tax credits as a result of the study, reducing the company’s effective federal tax rate from 35% to 20% for the years of the study. 


Recruiting support for a long-term care organization

A long-term care organization was faced with substantial turnover in its accounting department in the midst of complex new lease accounting changes and mounting regulatory and operational pressures. BerryDunn helped them find a new CFO and accounting support staff and also developed a comprehensive transition plan.


Retirement plan consultants help avoid 401(k) compliance issues

A 401(k) sponsor needed to know—without taking on an expensive review-- if one of their two plans was being tested and operated correctly. BerryDunn’s Retirement Plan consultants reviewed a number of areas and made recommendations to get them back to firm footing.


Rural health system begins transition to a single EHR solution

A rural health system sought a single EHR across all of its care settings to enhance transparency, provide a single source of truth for all patient information, and gain better access to patient records. 


Savvy tax strategies neutralize potential nexus issues

A company with employees traveling outside of its home state gained a managed approach to tax compliance, which minimized nexus issues and maximized opportunities for growth.


S-Corp gains control over a liquidity problem through accounting method changes

During the year of the change, the client’s owners received >$200,000 of previously remitted taxes. The client continues to defer tax under the cash method, which lowers annual taxes significantly from what they would have been without the method change.


St. Joseph's College strategic technology plan

St. Joseph’s College determined that it needed an independent review of its IT systems to evaluate the school’s current IT organization and to plan for adapting emerging technologies, creating technology-equipped classrooms, supporting faculty technology usage, and integrating databases and services with a legacy system.


State alcoholic beverage control board gains a better understanding of modern multi-tiered control

A systematic approach for creating a successful implementation of a modernized solution.


State bureau of medicaid services streamlines certification while mitigating risk

West Virginia BMS is on track to receive federal certification and reimbursement in half the time of previous certifications—with less risk.


State department of liquor control upgrades retail software system for adaptable functionality

Documenting and studying processes to determine best solution for financial ERP and point of sale systems.


State income maintenance manual update

An updated and modernized handbook for determining eligibility and benefits.


State liquor commission improves efficiency and flexibility with a strategic plan for system selection

Driving strategy for finding the right fit for updating and optimizing legacy systems for changing needs.


State medicaid agency strengthens application development technology for MMIS

Agency receives recommendations for conducting routine security risk assessments that can be executed by state personnel to maintain and continuously improve security policies and practices.


State medicaid bureau successfully implements federally mandated standards for healthcare coding and billing

With risk planning and management, contingency planning, and personnel training programs, West Virginia’s Medicaid agency adopts the new healthcare coding and billing standard, ICD-10 within the deadline.


State plans to modernize clinics & improve quality of care with an EHR

Creating a clear vision for improving statewide clinical operations while maintaining federal compliance and funding eligibility. 


State prevents project impacts

The Commonwealth of Massachusetts receives early warning of risks and practical recommendations to help prevent impacts to their Health Insurance Exchange and Integrated Eligibility System project.


State receives approval to continue its work into implementation years

With roadmap approval, Arizona can continue using its grant to gain feedback on how health information technology can be implemented in the CB-LTSS component of the Medicaid system.


Statewide justice and public safety agencies procure new technology to support business transformation

Modern technology to support efficiency and compliance in the public safety arena


Taking a 360° lifecycle approach to MITA

West Virginia has been able to track progress against the state’s MITA 3.0 roadmap, maintain a real-time view of MITA maturity levels, and appropriately utilize all available federal funding.


Telecom company gains traction with customized tax solutions

The company saved in excess of $1 Million through BerryDunn's recognition of special rules that would allow a significant gain to be sourced differently than other income.


University of New Hampshire current environment assessment

The University of New Hampshire engaged BerryDunn to identify cost-saving opportunities, strengthen processes, and provide recommendations in support of the university’s IT vision and objectives.


University of Tennessee Chattanooga: Making the right IT investments for today and tomorrow

UTC needed to create a master IT plan that supported the academic, administrative, and operational goals and made the wisest use of their technology investments.


Upgrading a complex eligibility and enrollment environment

Supporting and facilitating a seamless transition to new eligibility systems.


Using technology to share data and streamline processes for improved service quality

Streamlining the legacy electronic health record/healthcare information systems (EHR/HIS) of three state health and human services agency departments.


Valuation and transition planning for a family-owned senior living provider

A Senior Living business owner wanted to transfer operational control to his son. BerryDunn helped the owner exit the business through strategic gifts and an ownership percentage sale that allowed for the continued success of the business while providing sufficient liquidity to support the owner’s retirement.


Vermont department of taxes

BerryDunn engaged project stakeholders and streamlined the set of business and technical system requirements. With a strong business case in place, the Vermont Department of Taxes has been able to drive towards the replacement of their ITS.


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