Cogency Software is Now Part of Backstop Solutions Group  |  Learn more ›

Thorough Analysis

Starting with the sales process, and continuing into the start of the engagement, Cogency gathers information about your organization to fully understand the complete stakeholder landscape. We study your reports, internal processes and workflows. In turn, we bring our wealth of client and industry experience to help your organization achieve greater efficiencies and more actionable insights. You will also benefit from our experience working with industry service providers such as administrators, custodians and other technology providers.

Team of Experts

Our team has a strong foundation in finance, accounting, project management, technology, and workflow analysis. They listen to your needs, learn about your organization, model your situation and document every step along the way. The end result is a customized Engagement Model that maps your unique processes and workflows into our system.

Discovery Process - Engagement Model