Data AI and Integration

How We Build Business Value with Integrated Data and AI Solutions

At Citrin Cooperman, we have deep experience in both cloud-based and on-premises application data integration, artificial intelligence (AI), and business process automation. Explore the ways we use modern integration solutions to drive business success.

From infrastructure readiness to managed testing processes, formal project management, training and change management, we work with your team to identify and deliver value from your technology investment.

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AI Vision and Strategy

Define a clear AI vision and tactical roadmap to turn ambitions into action.

Use Case and Value Alignment

Identify high-impact AI use cases and align them with business goals.

Data Readiness and Optimization

Assess, enhance, and formalize data strategy for AI-driven insights.

Security and Compliance Readiness

Ensure AI governance, security, and compliance with structured frameworks.

AI Deployment and Adoption

Develop, implement, and drive adoption of AI solutions for measurable impact.

AI in Enterprise Applications

Maximize AI capabilities in ERP, CRM, and FP&A for automation, insights, and smarter decision-making.

Case Studies

Hear What Our Clients Have to Say

Our clients benefit from our consistent, documented, and proven process of bringing technology effectively to bear for their businesses. A differentiated method for providing consulting services, software, hardware, training and support, whether project-based or in service of ongoing performance, these case studies highlight real client success stories and demonstrate how our team delivers measurable results.

Fine Jewelry Creator LAGOS Transforms Operations with NetSuite

LAGOS, the renowned luxury jewelry brand celebrated for its handcrafted pieces and global retail footprint, sought a modern ERP solution to unify and streamline its complex operations. What started as a targeted business intelligence initiative—focused on improving sales and financial dashboards — quickly revealed deeper visibility gaps across the organization.

Unifying CRM and ERP Systems for a Healthcare SaaS Provider

A fast-growing Software as a Service (SaaS) provider in the healthcare and life sciences industry specializing in medical billing solutions, was undergoing a major acquisition. The merger brought together two organizations with separate customer resource management (CRM) and enterprise resource planning (ERP) systems.

Scaling a Retail Business to a Global Manufacturer

Expanding from a boutique retail shop to a world-class manufacturer and distributor of gourmet peanut butter required a robust, scalable solution beyond what QuickBooks could offer. The company needed an integrated system to unify supply chain management, finance, sales, and business intelligence while controlling costs and maintaining headcount.

Preparing a Private Equity Investment Firm for Growth

A prominent real estate private equity investment firm headquartered in New York City needed to replace their outdated Dynamics GP financial management application. Citrin Cooperman helped them find a suitable replacement that would maintain their stringent accounting controls yet provide them with modern features and efficiencies to streamline their processes, provide greater flexibility for users, and deliver up-to-the-minute metrics on their huge portfolio of development properties.

Connecting the Revenue Lifecycle for a Medical Device Manufacturer

A rapidly growing medical device manufacturer, serving hospitals with cutting-edge technology, needed a connected solution to manage its full revenue lifecycle. While the sales team used Salesforce to manage pipelines and opportunities, back-end fulfillment and financial processes operated in NetSuite—resulting in limited visibility and inefficiencies across departments.

Using NetSuite for Invoice Automation and Marketplace Reconciliation

A family-owned eCommerce paper distributor has been a staple for consumers and businesses in New York City (NYC), New Jersey, and across the United States for more than a half century. Recognizing consistent growth over its history, the business owners have taken their company from storing inventory in various NYC basements to running two 40,000 sq. ft. warehouses in just fifteen years.

Using NetSuite to Create a Faster Billing Process for an Airport Terminal 

One of the most frequently used terminals at the United States' most popular airport for international travel handles a healthy portion of the 33 million international travelers who pass through its gates annually. What makes the airport and each of its terminals unique from other airports in the area is that each terminal is owned by an airline or consortium.

NetSuite Optimization for a Security Systems Integrator

A systems integrator specializing in physical security, audio-visual, LED, and IT infrastructure solutions worked with Citrin Cooperman to modernize their NetSuite system, addressing inefficiencies and outdated processes. This collaboration streamlined workflows, unified systems, and introduced custom tools to enhance contract management.

Maximize Copilot’s AI Potential with Tailored Solutions

Accelerate AI adoption with customized strategies designed for your business. Whether assessing AI maturity, optimizing data readiness, or fast-tracking Microsoft 365 Copilot adoption, our guided workshops and assessments provide a clear roadmap to success. Explore our solutions and take the next step toward AI-powered efficiency, productivity, and innovation.

Unlock AI-Powered Productivity with Microsoft 365 Copilot

Microsoft 365 Copilot is revolutionizing business productivity with AI-driven efficiency. Citrin Cooperman's Digital Services Practice ensures a seamless Copilot launch with a cost-effective, high-impact blueprint designed for smooth integration and maximum ROI.

Ensure AI-Ready Data for Microsoft 365 Copilot

Before you can fully harness the power of Microsoft 365 Copilot, your data needs to be clean, organized, and accessible. Our AI Data Readiness Workshop helps you identify and close data gaps, setting the stage for a successful AI transformation. <p>Whether you are modernizing document management or improving data governance, we provide the insights and guidance to make your organization truly AI-ready.</p>

Fast-Track Your Microsoft 365 Copilot Adoption

Our Microsoft 365 Copilot Adoption Accelerator ensures a smooth, successful integration of Copilot into your organization. Whether you're just starting or struggling to see results, our structured approach helps you prioritize key use cases, address unique challenges, and unlock immediate value from your AI-powered investment.