IT modernization services

Technology assessments

• IT infrastructure rapid assessment: A quick-hit diagnostic of your organization’s critical IT infrastructure platforms, supporting talent and related security.
• IT assessment: Our IT assessment provides an overall evaluation of an organization’s technologies and its supporting IT department, recommendations for modern improvements, and a road map for transformation.
• Cybersecurity risk assessment: Quickly identify your risks and learn how to remediate gaps.
• AI readiness assessment: At RSM, we empower your organization to navigate the complex AI landscape with confidence. The RSM AI readiness assessment is designed to develop the building blocks of an AI-enabled enterprise.

Technology risk

• IT risk: Adopting new technology, applications and platforms brings new risks to your organization and we can help you proactively prepare.
• Cloud risk: We’ll advise you on risk management solutions to optimize your transition to the cloud or verify if your current cloud configuration is secured correctly.

• Infrastructure solutions: Our multidisciplinary team works alongside your staff to design, build, modernize and manage your infrastructure solutions.
• Cloud solutions: RSM can guide you on your journey to the cloud for some or all of your infrastructure. Our infrastructure as a service solution offers storage, hardware and networking services to improve your operations without buying, maintaining or managing equipment. Our cloud portfolio has services to help boost your efficiency and ensure you get the most from your modern technology investments.
• Microsoft technologies: RSM is an award-winning provider of Microsoft solutions with demonstrated technical capabilities across the stack, from infrastructure (Azure), data and AI (Azure), business applications (Dynamics 365 and Dynamics CRM) and modern work (Microsoft 365) to security.
• Cisco: RSM is a trusted advisor for all your Cisco-related needs, including evaluation, purchase, implementation, training, customization and support for Cisco solutions.
• RSM WorkHub: RSM’s cloud-based IT service management platform, powered by ServiceNow, consolidates fragmented legacy IT service management and strategic portfolio management applications into a single, centralized and modern IT solution so you can quickly understand your IT workload and streamline project management processes.
• Enterprise resource planning (ERP): Our advisors help you select the best ERP software option to optimize accounting, inventory, supply chain and order management. We work closely with the strongest middle market ERP software vendors (Microsoft Dynamics, Oracle NetSuite and Sage Intacct), and have earned multiple recognitions by Accounting Today as the No. 1 value-added software reseller in the country.
• Customer relationship management (CRM): We work with many of the top-tier providers in the CRM/XRM space including Microsoft Dynamics, Salesforce and NetSuite. Our implementation experience ranges from very basic, standard deployments to complex configurations and custom development including automation, dashboards and system integration.
• Tax technologies and platforms: With a suite of prebuilt, configurable technology tools, RSM can also help you capitalize on familiar modern IT platforms including Alteryx, Asana, Tableau and Microsoft Power Platform (Apps, Automate and BI). If you don’t know where to start, let us help identify your first steps and build your ongoing road map through our tax automation opportunity scan.

• RSM Defense: RSM Defense is our managed security services platform, with military-grade tools and advice from experienced professionals. The platform’s goal is to block an adversary’s advantage with solutions that include embedded machine learning algorithms to detect anomalies within a business environment and artificial intelligence to rapidly discern friend from foe and initiate the necessary response.
• Secure architecture and cloud security: RSM understands your complex security challenges. Our specialists and engineers have the in-depth experience required to deliver secure architecture solutions that balance the complex paradigm of operational efficiency and organizational protection.
• Identity and access management: Our team can help in managing secure access to your organization’s resources for individuals, systems and devices.

• Managed IT services: RSM provides cutting-edge, industry-tailored managed IT solutions that enhance, modernize and drive your organization.
• Chief information officer (CIO) services: Our core services include interim/fractional CIO, CIO transitioning plans, CIO/IT leadership coaching and mentoring, upskilling and training (Agile, ITIL, etc.).
• Managed application services: Our team provides a modern IT platform for continuous improvement and optimization to take your challenges and turn them into insights by delivering vision, enterprise support and platform optimization services.
• Managed integration services: Our team has extensive experience applying integration best practices and has the insight and tools necessary to achieve even the most complex integrations to bring additional visibility and efficiency to your systems, data and processes.
• Tax outsourcing and co-sourcing: RSM can work in the way that suits you best: providing qualified professionals to operate under your supervision, establishing an integrated tax co-sourcing relationship, or serving as your complete, customized U.S.-based tax function through a comprehensive outsourcing agreement.