How We Help

Our team is aligned with the leading platforms for the middle market to ensure proper fit and functional capabilities for all companies along the Digital Services Maturity Model. Oracle NetSuite, Salesforce, and Microsoft are the three leading technology platforms today. Our expertise will enable you to utilize these in the right way across all aspects of your business from Customer Relationship Management (CRM), Enterprise Resource Planning (ERP), Cloud Platform and Productivity, and Integration and Analytics. One integrated technology set for your business, enabled by AI, powered by world leading platforms, and implemented by experts. Learn more here.
With the rapid expansion of AI-driven tools and cloud solutions, businesses can access a broad range of options — from first-party AI tools like Microsoft 365 Copilot, ChatGPT, and Gemini, to specialized AI point solutions designed for automation, data generation, and analytics. Organizations can also leverage low-code/no-code AI solutions for quick deployment, build fully customized AI models, or maximize AI embedded in existing enterprise tools — i.e. ERP, CRM, and FP&A— to enhance automation, enhance decision-making, and optimize operational efficiencies. Learn more here.
Multiple platforms, a variety of solutions, technology investments operating sub-optimally; middle-market companies frequently struggle with the challenges that come with selecting, implementing, and optimizing their technology stack. Our team works across the digital transformation timeline, including:
• ERP strategy and implementation
• Finance and performance transformation
• Automation and process improvement
Multiple platforms, a variety of solutions, technology investments operating sub-optimally; middle-market companies frequently struggle with the challenges that come with selecting, implementing, and optimizing their technology stack. Our team works across the digital transformation timeline, including:
ERP strategy and implementation | Finance and performance transformation | Automation and process improvement
We provide all the services of an internal IT department, from strategic planning and computer system selection to implementation and support, but on an outsourced basis. Our services include:
• Technology assessment
• Outsourced CTO, IT, and managed services
• Network administration
• Corporate relocation
• Technology risk management
We provide all the services of an internal IT department, from strategic planning and computer system selection to implementation and support, but on an outsourced basis. Our services include:
Technology assessment | Outsourced CTO, IT, and managed services | Network administration | Corporate relocation | Technology risk management
Contact Us Today
If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.
Explore Our Latest Articles




