Digital Transformation

Technology is changing rapidly and reaching every part of an organization. A holistic approach to the entire organization requires looking at multiple platforms, a variety of solutions, and the integration effort to unify the technology ecosystem and align with change management within your organization.

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ERP Strategy and Implementation

Enterprise Resource Planning (ERP) implementations are one of the largest, most expensive, and business-critical projects your business will go through. We help protect this investment and prepare you for a successful go-live.

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Finance Transformation

The core of managing business performance is the ability to measure and control profitability and liquidity. This requires a highly efficient finance department with the capabilities and tools to generate deep insights about the business. Our proprietary methodologies quickly uncover your highest priority improvements and we use these to build you a leading-class finance organization, technology environment, set of processes and procedures, and core accounting function.

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Process Improvement and Automation

We develop and implement automation strategies for mid-sized businesses that create reliability and repeatability in their business processes. Using Robotic Process Automation (RPA) and Artificial Intelligence (AI), we help clients create efficiency and velocity throughout their business.

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Rapidly Automate your Manual Processes

Citrin Cooperman can help your business by rapidly automating processes to allow your business to grow. Automation can help create efficiencies, increase quality, and accelerate processes, allowing you to focus on areas of your business that drive value for your customers.

For middle-market businesses just beginning to explore automation options, our Process Improvement and Automation team can provide a Rapid Automation Assessment, which will evaluation your current processes and systems, identify three tiers of business processes through which automation can provide value for your business, and develop a business case for ultimately driving a return on your investment.

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