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Automation Consulting Services

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Business process optimization using innovative, effective automation services and solutions

Automation services and solutions present a valuable opportunity to increase business efficiency and growth.

Automation is a true game-changer for middle market companies, presenting critical avenues for improved productivity. Business leaders recognize the transformative potential of automation, with it ranking only behind data analytics as the most critical technology initiative in a recent digital transformation survey from Corporate Board Member and RSM. The right automation strategy can pay big dividends, inspiring growth and enabling your organization to stay agile and better manage common business challenges, from economic uncertainty to staffing concerns. An automation strategy can also help you maximize efficiency on new processes as they are established.

RSM’s experienced team understands your business challenges and the vast opportunities today’s automation services and solutions can present. As automation becomes more prevalent, you face more pressure to make the right decisions and implement the right strategies. Our extensive automation services are resources you can use to support those decisions and strategies.

Why automate?

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Value Creation: Automation is a pathway to maximizing the investments you make in your business.

Enhance competitiveness: Growth and expansion into new areas can build or increase a competitive advantage.

Minimize disruption from turnover: Automation tools maintain process knowledge so there’s no disruption when an employee leaves.

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Accelerate process efficiency: Increases in productivity reduce the time needed to complete processes, facilitating quicker decision making.

Improve user experience: Working with customers, vendors and service providers is automated and consistent, creating a better experience.

Maximize timesaving activities and return on investment (ROI): Human time is refocused on higher value and value-producing activities.

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Increase retention: Enhanced innovation strengthens employee morale and the ability to attract and retain talent.

Reduce errors: Reliable, repeatable functions reduce inaccuracies and errors within key processes.

Improve scalability: With increased flexibility, key processes can seamlessly scale depending on business needs without significant headcount increases.

Automation services to maximize your
overall business process optimization:

Intelligent automation services

Our intelligent automation services help businesses optimize processes to improve efficiency, gain insights and grow.

Learn more about intelligent automation services

Robotic process automation (RPA)

Innovative solutions to enhance accuracy, productivity and employee morale.

Learn more about RPA services

Finance automation advisory services

Our advisors can recommend and implement a finance automation solution based on your business needs.

Get started on your finance automation journey today

Enterprise resource planning risk and controls automation services

RSM’s experienced team can design controls, do security assessments and establish ongoing monitoring for your ERP system.

Learn more about ERP risk services

Risk management process automation

Smart automation removes tedious daily tasks, allowing your teams to focus on high-value critical thinking.

Learn more about risk management process services

Application development integration and customization services

Improve system efficiency and ROI using custom applications to streamline business processes.

Learn more about application and development services

Tax automation services

Foreign Account Tax Compliance Act (FATCA) advisory services: RSM takes an automated approach to global compliance and reporting under FATCA. Our deep knowledge, tools and people bring reliability, efficiency and confidence to manage your global information reporting requirements.

Foreign indirect tax services: RSM uses a centralized value-added tax (VAT) compliance model for all your global indirect tax filing requirements coupled with a high degree of automation, control, leading enterprise technology and skilled VAT tax professionals.

RSM Trade Profiler: Ready to see the big picture? Analyze importer details, reveal inconsistencies and inefficiencies, identify and quantify opportunities to lower tariff costs, and convert trade data into actionable intelligence.

Sales and use tax automation: Software automation solutions to foster accurate compliance of sales and use taxes.

Tax technology consulting services: Tax technology design, selection, building and implementation that automates and innovates every step of your tax digital transformation.

Tax automation opportunity scan: If you don’t know where to start with tax automation, let us help identify your first steps and build your ongoing road map through our Tax Automation Opportunity Scan.

Tax data rapid assessment: Interested in a summarized finding with high-level actionable items? The assessment scorecard provides insight into how your data can be better leveraged to provide a robust tax reporting package.

Custom tax application development: Our RSM tax professionals can develop custom-built tax and finance applications tailored to your organization’s unique needs.

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