AI Solutions and Consulting

AI at the Center of Business Transformation

AI is transforming business operations, but success requires more than just technology — it demands a clear strategy, data readiness, and seamless integration. Many organizations struggle to align AI use cases with business value, deploy solutions effectively, and drive adoption to see real results.

At Citrin Cooperman, we bridge cutting-edge AI with real-world business impact. Our structured assessments, strategic workshops, and tailored AI adoption programs help businesses innovate, automate, and accelerate transformation at every stage of AI maturity.

With the rapid expansion of AI-driven tools and 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, content generation, and analytics. Organizations can also leverage low-code/no-code AI solutions for quick deployment or build fully customized AI models for predictive insights, automation, and advanced decision-making.

We also help you maximize AI embedded in enterprise tools you already use — ERP (NetSuite), CRM (Agentforce in Salesforce), and FP&A (Vena) — to enhance automation, decision-making, and operational efficiency.

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.