Current ZA Engagement
Aterna Advisors
Digital Workplace, Business Systems & AI Enablement
Modernizing the technology environment supporting an accounting firm serving more than 300 clients.
Client since 2025
Professional Services / Accounting / Enterprise Technology
- Microsoft SharePoint
- QuickBooks
- Carbon accounting management technology
- AI productivity tools
- Business applications
Current ZA Engagement
Aterna Advisors
Client since 2025
Context
The situation
Aterna Advisors operates an accounting and professional-services environment supporting more than 300 clients.
As the firm develops its technology environment, different systems and tools need to support:
- Internal collaboration
- Information management
- Accounting operations
- Client-related workflows
- Carbon accounting management
- Day-to-day business operations
- AI-enabled productivity
The work
What the work involved
Modernization does not always begin with replacing the core platform. For Aterna, the engagement spans collaboration, business applications, accounting operations, carbon accounting technology and practical AI adoption. The common requirement is making technology useful inside the actual operating environment.
- Digital workplaceSharePoint implementation.
- Carbon accountingSupport for implementation of a carbon accounting management system serving the firm's client environment.
- Accounting operationsDay-to-day technology support involving QuickBooks.
- Business applicationsSupport for other operational business applications.
- AI enablementEvaluation and practical support for AI tools used within the organization.
- Ongoing supportTechnology support across the firm's operating environment.
Technology environment
Systems and practices in scope
Professional Services / Accounting / Enterprise Technology
- Microsoft SharePoint
- QuickBooks
- Carbon accounting management technology
- AI productivity tools
- Business applications
Outcomes
Verified proof points
300+
Clients served by the firm
What this experience demonstrates
Where the experience applies
- Digital Transformation
- Technology & Process Modernization
- Business Systems Enablement
- Digital Workplace Improvement
- AI Enablement
- Technology Delivery
- Ongoing Technology Support
From experience to practice
Where this experience connects to ZA today.
Connected capability
Digital Transformation
Turn transformation priorities into an executable path from current state to better operations.
Explore the capability
Relevant solution
Technology & Process Modernization
Improve legacy technology, fragmented processes and manual workarounds without losing sight of the operating environment around them.
Explore the solution
Start a conversation
Bring a complex technology challenge into focus.
Whether the challenge sits in transformation, integration, quality, automation or delivery, start with the environment and outcome that matter.