AI Solutions and Consulting
Welcome to AI Central – the hub where AI meets action. Citrin Cooperman bridges cutting-edge AI solutions with real-world business impact, helping you innovate, automate, and accelerate transformation.
AI at the Center of Business Transformation
AI is transforming business operations, but unlocking its full potential requires overcoming key challenges—from defining a clear AI vision and strategy to ensuring data readiness, security, and compliance. Many organizations struggle to align AI use cases with business value, deploy solutions effectively, and drive adoption to see real results.
Citrin Cooperman bridges cutting-edge AI solutions with real-world business impact, helping companies innovate, automate, and accelerate transformation. Our AI solutions address these challenges head-on, providing structured assessments, strategic workshops, and tailored AI adoption programs to guide your organization through 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. Additionally, our team enables you to take advantage of advanced AI capabilities embedded within the enterprise applications you already use—whether it’s AI embedded in ERP (NetSuite), CRM (Agentforce in Salesforce), or FP&A tools (Vena)—to drive more intelligent automation, deeper insights, and more efficient workflows.
No matter your approach, we help you navigate these options and integrate AI seamlessly to deliver measurable business impact.
AI Vision & Strategy
Use Case & Value Alignment
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Data Readiness & Optimization
Security & Compliance Readiness
AI Deployment & Adoption
AI in Enterprise Applications
Ready for AI? AI Maturity and Assessment Calculator
Our AI Maturity Assessment provides a structured, digital experience that evaluates your company’s AI readiness and helps chart a path forward.
Success Central: Real-World AI Transformations
See real-world case studies of how our clients leverage AI to drive efficiency, innovation, and growth.
Ensuring Microsoft 365 Copilot Success with the Right Use Cases
A well-planned Microsoft 365 Copilot pilot boosted efficiency and adoption across key applications. Continue Reading ->
Manufacturer Saves $500,000/year With AI and Citrin Cooperman
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Acme Company Saves 100 Hours Per Month On X With AI
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Watch Now: An Introduction to Transforming Your Business With AI
In this insightful webinar, a panel of esteemed Citrin Cooperman professionals explored how business leaders can harness emerging technologies to drive transformation within their organizations. The discussion covered the introduction of cutting-edge tools like AI and ChatGPT, offering strategies for leveraging these innovations to optimize operations.
Your AI Central: Get Started with the Right Solution
Unlock the full potential of AI within your organization with our tailored solutions. Whether you’re looking to assess your AI maturity, optimize data readiness, or accelerate the adoption of Microsoft 365 Copilot, our guided workshops and assessments provide a clear roadmap to success. Explore our offerings and take the next step toward AI-driven efficiency, productivity, and innovation.
Microsoft 365 Copilot Blueprint
Microsoft 365 Copilot is transforming businesses with AI-powered productivity. Citrin Cooperman Digital Services Practice helps organizations successfully launch Copilot with a low-cost, high-impact blueprint designed for seamless integration and maximum efficiency.
AI Maturity Assessment
Our interactive digital tool evaluates your organization’s AI capabilities, adoption level, and readiness through a guided questionnaire. The assessment helps you identify your AI maturity stage, uncover opportunities for efficiency and automation, and receive tailored recommendations for AI adoption and governance.
AI Data Readiness Workshop
AI-powered tools like Microsoft 365 Copilot can transform productivity—but only if your data is structured and accessible. Our AI Data Readiness Assessment evaluates your current data landscape, identifying gaps that may prevent you from leveraging AI effectively. Whether you need to modernize document management, migrate from shared drives to SharePoint, or optimize data governance, this assessment provides a roadmap to ensure your organization is AI-ready and positioned to maximize the benefits of Microsoft 365 Copilot.
Microsoft 365 Copilot Adoption and ROI Accelerator
Our Microsoft 365 Copilot Adoption Accelerator is designed to facilitate the seamless and successful adoption of Microsoft 365 Copilot into your organization. Whether you’re just getting started or already using Copilot but struggling to see results, our structured approach prioritizes key scenarios, addresses your unique needs, and ensures you unlock immediate value from your investment in AI-powered Copilot.
AI in the Software You Already Use
Citrin Cooperman is aligned with the leading platforms for the mid-market to ensure proper fit and functional capabilities for all companies along the Digital Services Maturity Model. Oracle NetSuite, Salesforce, Vena, and Microsoft are today’s leading technology platforms. Each of these platforms comes equipped with built-in AI capabilities, and our team helps you unlock their full potential—enhancing automation, decision-making, and operational efficiency within the enterprise applications you already use.
