Business Process Optimization

PRIMARY CONTACT: James B. Yard CPA, CIA, CISA (Pittsburgh)

The people, processes and technology within organizations and practices are constantly being challenged to increase efficiency and maximize limited resources. The Schneider Downs Business Process Optimization (BPO) services are designed to assess the efficiency and effectiveness of an organization’s core business processes to ensure best practice opportunities are realized, risks are mitigated and a strong foundation exists for controls. Our team of process improvement specialists are adept in understanding and assessing complex workflows, internal risks and controls, systems functionality and automation opportunities.

Our team of risk advisory professionals assist our clients in optimizing and transforming their core operational, finance and information technology processes. Combining deep industry expertise with repositories of process insights, we act as a strategic advisor to implement changes to the organization structure to achieve cost reductions and efficiencies, while also providing recommendations to better manage risk and strengthen control activities.

Some of the most common triggering events that lead to companies investing in a strategic evaluation of their business processes include:

  • Key changes in management;
  • Control environment failures or changes;
  • Staffing or cost reduction initiatives;
  • Recent fraud or misstatement;
  • Significant control deficiency, material weakness or concerning management letter comments;
  • Untimely or inaccurate operational or financial information to make informed business decisions;
  • Implementation of a new system or systems; and
  • Acquisitions or divestitures

BPO Process

What does our BPO process look like?

PBO Process


Results include an organizational assessment and dashboard of current state against better practice opportunities, as well as a summary of work performed, global risk overviews, and recommendations to achieve increased efficiency, process improvement and internal control environment enhancements.

Ready to get started?

Contact us to learn more about Schneider Downs Business Process Optimization services.

case studies

Ransomware attack halted a global manufacturer's operations.
big problem:
Ransomware attack halted a global manufacturer's operations.
big thinking:
Recover and secure the system – fast – save $1 million in ransom.
High tax burden for family-owned franchisor.
big problem:
High tax burden for family-owned franchisor.
big thinking:
Comprehensive planning for a 15% tax reduction.

our thoughts on

What has COVID-19 taught us about our businesses processes?

If you’re like the employees of Schneider Downs, you haven’t seen the inside of your office since mid-March. The first few weeks of work from

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Processes Under Pressure

COVID-19 has impacted work environments in ways never imagined. Teams, offices – even entire companies – have shifted to working from home.

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The Value of Business Process Analysis in your Succession Plan

Are you planning to exit your business in the next 5-10 years? Have you thought about succession plans for your business? Large companies typically incorporate

read more >

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contact us

Map of Pittsburgh Office

One PPG Place, Suite 1700
Pittsburgh, PA 15222
p:412.261.3644     f:412.261.4876

Map of Columbus Office

65 East State Street, Suite 2000
Columbus, OH 43215
p:614.621.4060     f:614.621.4062

Map of Washington Office
Washington, D.C.

1660 International Drive, Suite 600
McLean, VA 22102