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About Our Services

We offer tailored solutions — whether private company or owner; public or private fund, adviser or fund service provider; or Fortune 1000 enterprise. Learn how we can help you.

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Our industry experience means you can find professionals who speak your language and bring earned insights to the table. Learn how we can help you.

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Digital Assets Investment Companies Manufacturing Private Companies Private Equity Real Estate & Construction Technology & Life Science
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Our team wants to help your team stay up to date. Browse our thought leadership, events and news for insights and a point of view on business-critical topics.

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Insights

Browse valuable articles and publications our experts have written to help you and your organization answer key questions — and consider new ones.

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Join us in person and online for events that address timely topics and key business considerations.

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Find out what is happening at Cohen & Co, from industry recognitions and growth updates, to where we are contributing to important media stories.

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Data & Insights

Data-Driven Strategies that Provide You with Meaningful Insights Into Your Business

Data has changed the landscape for businesses over the past decade. With a shift to cloud-based data platforms, executives are driving change by extracting value from internal data sources. These data-driven decisions are affecting all aspects of the business and industry, including real-time reporting, data connectivity and self-service analytics. A proper data strategy is imperative to gaining a competitive advantage in the marketplace and will help drive value to the bottom line. 

Our Data & Insights Group assists businesses in creating a fit-for-size data strategy focused on continuing to deliver business critical needs while improving future processes. We partner with you to evaluate both technology and business requirements, collaborating to understand the current landscape and future potential. Our goal is to help your business harness the power of your data through a connected data architecture, data visualizations and advanced analytics. Our team brings a diverse background of experience in implementing data-driven strategies for Fortune 500 enterprises in manufacturing, distribution, consumer products, retail, services, real estate and not-for-profit organizations. We have experience in providing simple and complex data architectures through a variety of cloud-based platforms, data management and governance, advanced analytics strategies, and building real-time management reporting.

Meet Our Leadership

Jason Jones, MBA

Senior Manager, Cohen & Co Advisory, LLC
jrjones@cohenco.com
216.774.1111

Cloud Data Strategy

On-demand, scalable, and low-maintenance cloud solutions are overwhelming the marketplace. Our team will help you understand the impacts of moving to the cloud and design a right-sized strategy for your organization’s needs.

  • Current state assessment

  • Designing a cloud data-based strategy

  • Cloud provider selection & cost-benefit analysis

  • Phased deployment roadmap

  • Project management, data model design, change management

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Data Connectivity

Businesses are vastly impacted by the ever-growing sources of data and requests from users. We will assist you in aligning those data sources to drive insights and value.

  • Cloud-based data connectivity for internal/external data

  • Business case and reporting assessment needs

  • Real-time vs. periodic data sources

  • Data management and governance

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Dashboards & Data Visualization

Displaying your data is one of the most important aspects of aligning business strategy and data transparency. Our team can help guide you through the design, implementation and change management process for self-service analytics through dashboarding.

  • Reporting and data assessment

  • Visualization workshops and design wireframes

  • Implementation of data visualization tools

  • Training and change management workshops

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Data Strategy/Master Data Management (MDM)

Businesses can generate a potentially overwhelming amount of data. Without effective management of this data, its quality can degrade, and actually erode, business value. Understanding where data is created, how it is maintained and how to maximize insights from it is how innovative companies differentiate themselves and maintain a competitive advantage.

  • Data strategy

  • Master data management (MDM)

  • Data warehouse design and database build

  • Data quality analysis

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Advanced Analytics

Going beyond business intelligence and reporting strategies, advanced analytics can be used for data mining, predictive strategies and machine learning. As your data strategy matures, these advanced techniques can be leveraged to assist in maximizing value for your business.

  • Data profiling and gap analysis
  • Data cleansing and transformation
  • Combining structured and unstructured data sets
  • Advanced analytical modeling and deep-dive analysis
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"Cohen & Co" is the brand name under which Cohen & Company, Ltd. and Cohen & Co Advisory, LLC, and its subsidiary entities, provide professional services.

Cohen & Company, Ltd. and Cohen & Co Advisory, LLC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards.

Cohen & Company, Ltd. is a licensed independent CPA firm that provides attest services to its clients. Cohen & Co Advisory, LLC and its subsidiary entities provide tax, advisory and business consulting services to their clients and are not licensed CPA firms.

The entities operating under the Cohen & Co brand are independently owned and are not responsible for the services provided by any other entity operating under the Cohen & Co brand. Our use of terms such as “our firm,” “we,” “us” and other terms of similar import denote the alternative practice structure of Cohen & Company, Ltd. and Cohen & Co Advisory, LLC.

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