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Digital and Cloud Services

At Citrin Cooperman, we think of Digital Services differently. Our comprehensive approach takes your entire business in mind, taking the most advantage of accelerating technology and business processes to help you scale your business. Our Digital Services team is a collection of expertise built around the modern needs of businesses, helping companies implement integrated solutions to optimize technology, improve decision-making, reduce risks, and maximize business productivity while keeping costs low.
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How Citrin Cooperman Can Help

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Many times, companies grow faster than their systems can keep up with, and they find themselves with manual work, outdated platforms, and a gap in their capability to continue to grow. Other companies move so fast that the foundational building blocks are passed over to meet customer demand. Our structured methodology and rapid assessment toolset enable us to provide innovative insights and a comprehensive roadmap around the modern needs of your business, no matter what stage of the digital and cloud journey you are operating at. Whether it is business applications and implementation, data analytics, digital transformation, and beyond; Citrin Cooperman has the in-house expertise to get you there.

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Business Application and Implementation
CFO-solutions

CFO Solutions and Technology
Data-AI

Data, AI, and Integration

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Digital Transformation
Infrastructure

IT & Infrastructure

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Managed Application Services
Digital and Cloud

Case Studies

Hear What Our Clients Have to Say

We've helped middle-market and enterprise organizations across the business spectrum asses, implement, and optimize digital and cloud solutions. These case studies highlight real client success stories and demonstrate how our team delivers measurable results.
Digital and Cloud

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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Technology Platforms

Our team is often recognized as a premier partner by some of the largest and preeminent technology platforms in the world.

Colored Oracle NetSuite
Colored Microsoft Solutions Partner
Colored Salesforce
Colored Approved Partner Vena
NetSuite Private Equity Winner 2025 2x
Vena partner award 2024 2x
Prophix NA Award 2024 2x
Prophix
Vena Distinguished Partner
MSP Security
MSP Business Applications

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Discover how cloud transformation and AI are reshaping the way middle-market businesses operate, compete, and grow.

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Explore Our Latest Insights

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Insights
October 06, 2025
Leveraging Data Analytics to Boost Restaurant Performance
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October 03, 2025
One Platform to Rule All Data: How Microsoft Fabric Revolutionizes Analytics
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Insights
October 01, 2025
Building a Smarter Law Firm: Why AI Agents Are a Competitive Advantage
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October 01, 2025
How AI-Powered ERP Platforms Transform Business Management
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Insights
September 24, 2025
Microsoft Ignite 2025: Unleashing AI, Cloud, and Security Innovation
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Meet Our Team

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2025 400x500 Shawn Gilronan

Shawn Gilronan

Managing Partner, Digital Services, Citrin Cooperman Advisors LLC

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Jory Weissman

Jory Weissman

Partner, Citrin Cooperman Advisors LLC

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2023 400x500 Zach Saltzman Desktop

Zach Saltzman

Partner, Citrin Cooperman Advisors LLC

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Nick Chavis Desktop Transparent

Nick Chavis

Partner, Citrin Cooperman Advisors LLC

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Scott Freinberg Desktop Transparent

Scott Freinberg

Partner, Citrin Cooperman Advisors LLC

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Phil Harrison

Phil Harrison

Partner, Citrin Cooperman Advisors LLC

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Paul A. Clayton

Partner, Citrin Cooperman Advisors LLC

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