July 10, 2025 - Artificial intelligence (AI) is no longer just a futuristic idea; it’s a strategic tool reshaping how companies operate, innovate, and grow. However, many business leaders still struggle to translate AI’s potential into tangible results. Citrin Cooperman is helping to bridge that gap by pairing technical expertise with deep industry knowledge, ensuring AI is not just implemented but implemented with purpose.

AI powers everything from automation to forecasting, but real value arises not from the technology itself — it comes from pinpointing the right use cases, aligning them with business objectives, and executing with discipline. That’s precisely how Citrin Cooperman drives client success.

Understanding AI’s Business Value

AI refers to systems that simulate human intelligence — learning from data, identifying patterns, and making predictions or decisions. At the most practical level, this means:

• Automating tasks
• Improving forecasting
• Detecting anomalies
• Enhancing customer experiences

However, strategic AI goes beyond basic efficiency; it helps solve industry-specific challenges, often with transformative results. Whether it’s predicting customer churn in retail, identifying production bottlenecks in manufacturing, or automating complex compliance processes in finance, the real power of AI lies in how it’s applied.

Citrin Cooperman brings a business-first approach to AI. Focusing on high-impact use cases tailored to each industry, we help clients move from experimentation to measurable outcomes.

Use Case #1: Automating Lead Intake for a Food Manufacturer

For one foodservice manufacturing client, managing incoming leads through email was overwhelming. Their team manually sorted messaging, filtered out spam, and entered qualified leads into their CRM, which is time-consuming and error prone.

Citrin Cooperman implemented an AI-powered automation solution using Microsoft Power Automate and AI Builder. The system scans inbound emails, identifies key information, and filters leads based on predefined criteria. Valid inquiries are automatically routed to sales reps, while irrelevant messages are discarded or flagged for review.

This streamlined process reduced response time, improved data accuracy, and freed up staff to focus on customer relationships rather than administrative tasks.

Use Case #2: Driving Better Promotions in Food & Beverage

A large multi-brand food company faced challenges in evaluating the actual impact of its promotional discounts. Leaders had access to shipment and sales data but turning that information into valuable insights required hours of manual analysis.

Citrin Cooperman built a solution using Microsoft Fabric, Power BI, and natural language processing. Business users could now type simple questions like, “Which SKUs underperformed during last month’s promotion?” and the system translated them into SQL queries that delivered real-time answers.

The team now makes faster, data-backed decisions about pricing, timing, and inventory, all without waiting for a monthly report or involving the analytics team.

Use Case #3: Piloting Microsoft Copilot in the Apparel Sector

An apparel manufacturer and distributor wanted to explore the value of generative AI but didn't know where to start. Citrin Cooperman supported their marketing and operations teams with a focused Microsoft 365 Copilot project.

In just four weeks, employees used Copilot to draft emails, summarize meetings, create documents, and build presentations. It quickly became the second most-used app across the company. The pilot’s success led to a broader rollout, with employees embracing AI tools to accelerate day-to-day tasks and improve communication.

Rather than creating disruption, Copilot became a seamless extension of their existing workflow.

Use Case #4: Simplifying Revenue Cycles in Healthcare

Revenue cycle management can be a complex maze of billing codes, payer requirements, and manual processes. For healthcare providers, getting reimbursed promptly and accurately is mission critical.

Citrin Cooperman worked with clients in the healthcare space to streamline their revenue operations using AI and automation. This included tools that extracted data from medical records, validated claims, and flagged anomalies for human review. These enhancements helped reduce rework, improve cash flow, and increase staff productivity.

By applying AI to routine but essential tasks, these providers could spend more time on patient care and less on paperwork.

Use Case #5: AI in Real Estate and Professional Services

AI isn’t just for tech-heavy sectors. Citrin Cooperman is helping clients in commercial real estate use AI to analyze market trends, automate deal comparisons, and optimize lease management. For law firms and professional services, these tools advise on document summarization, automated drafting, and risk flagging — increasing efficiency without sacrificing accuracy.

In each case, the focus is on business alignment. Citrin Cooperman’s Digital Services Practice doesn't push AI for AI's sake; it looks at where AI can best support business priorities and then builds the proper roadmap to get there.

A Business-First Approach to AI Success

The most successful AI initiatives aren't about chasing trends but solving business problems with the right mix of technology, process, and human expertise. Citrin Cooperman guides clients through every step:

• Strategic Discovery: Identifying real use cases aligned with business goals.
• Platform Integration: Leveraging tools like Microsoft Copilot, Power BI, NetSuite, and Dynamics.
• Change Management: Helping teams adopt new technology with confidence.
• Ongoing Support: Measuring impact and optimizing as needs evolve.

With a focus on practical results, Citrin Cooperman ensures that AI is not only implemented, but fully adopted, integrated, and consistently delivering value.

If your organization is ready to move beyond the hype and unlock AI’s true potential as a powerful growth engine, Citrin Cooperman is here to guide the way. Our Digital Services Practice brings together data, strategy, and technology to drive outcomes that matter. Let’s start a conversation about how AI can transform your business — reach out today and take the first step towards a smarter future for your business.