Driving digital transformation in the middle market

SMART TECHNOLOGY TO IMPROVE SYSTEMS
RSM US female professional smiling and wearing a red long-sleeve shirt

Driving digital transformation impact for the middle market

The 2025 fiscal year was pivotal for RSM’s digital-first approach, centered on scaling, automating, integrating and transforming the middle market through the deployment of innovative technologies and new service delivery models.

To generate momentum, we introduced new capabilities to elevate the digital experience and create lasting value for both clients and talent. At the same time, we are adopting agentic AI methodologies to enhance decision making, streamline processes and optimize operations. By addressing the complexities of the middle market, we can deliver actionable insights and digital experiences that meet the evolving needs of a dynamic marketplace.

Scale, automate, integrate, transform

These aren’t just words—they are the core pillars of RSM’s strategic approach to harnessing digital technologies. We are committed to scaling operations, automating processes, integrating advanced solutions and driving transformation to keep both our business and our clients ahead of the competition.

Scale:

Expand and grow our operations using digital tools. It’s about increasing capacity and performance to meet growing demand without compromising quality or efficiency.

  • AOD, RSM’s proprietary all-in-one platform for automation, applications and AI, houses more than 350 accelerators—prebuilt digital tools designed to streamline processes and enhance productivity. These accelerators are available to our talent for deployment on every engagement. Additionally, AI capabilities such as Microsoft Copilot and RSM’s proprietary generative AI solution, Content Explorer, provide our teams with efficient, secure access to RSM’s knowledge repositories. These tools, along with AI analytics solutions like Alteryx, Data Snipper, UiPath and Microsoft’s Power Platform, ensure that our engagement teams have a full suite of advanced technology solutions available to enhance the client experience.

Automate:

Empower our talent with digital tools to drive clients' strategic growth, deliver high-value outcomes and keep them ahead of the competition, all while fostering innovation through meaningful work.

  • DASH is RSM’s client support and ticketing system embedded within our Catamaran managed service offering. Powered by ServiceNow, DASH enables generative AI to summarize the details of each client request, including the initial problem and the ultimate solution. These summaries help accelerate the resolution of future support requests.

Integrate:

Incorporate advanced technologies—and top-tier talent—into our strategy to heighten operational efficiencies and drive innovation for transformational excellence.

  • RSM Luca, our digital audit ecosystem, is transforming audit execution using AI by automating key processes through advanced data extraction, testing and analysis to enhance audit efficiency and accuracy. Leveraging advanced technology, Luca streamlines workflows, reduces manual errors and accelerates audit timelines, enabling RSM teams to deliver more insightful and timely results for clients.

Transform:

Revolutionize how RSM delivers services by harnessing digital solutions that transform client interactions and optimize internal processes, driving productivity and unlocking new opportunities for both clients and our talent.

Our digital-first strategy elevates talent, drives innovation and accelerates growth. For clients, it’s a roadmap to operational excellence and lasting success; for talent, it’s an opportunity to shape the future of business. By seamlessly combining talent and processes, we unlock new opportunities, deliver exceptional results and build a future that is both efficient and transformative.

  • myRSM Tax, the firm’s digital tax ecosystem, sets a new standard in tax service delivery with precision, speed and scale. By replacing manual processes with intelligent, tech-enabled solutions including AI-powered K-1 extraction and straight-through processing, our ecosystem streamlines collaboration, boosts accuracy and delivers scalable, real-time results. The outcome? A smarter, faster and more connected tax experience that meets tomorrow’s complex compliance demands.

City of Kelowna

Leveraging AI and automation to enhance user experience

RSM’s role at the forefront of public sector innovation was underscored by work with the City of Kelowna, British Columbia, to pioneer the use of generative AI in government. The City of Kelowna created a strategy to enhance service delivery and operational efficiency. With RSM support, the city developed a creative vision to leverage AI and automation for transformative effects on critical internal and external processes.

Digital First circle graphic. Integrate, Scale, Automate, Transform.

The Solution

RSM partnered with the City of Kelowna to develop an integrated IT strategy, data strategy, and a comprehensive approach to AI and automation. This included the deployment of AI-driven solutions designed to enhance decision making, streamline operations, and improve service delivery.

The impact

  • Increased efficiency: AI and automation improved efficiency across service delivery, decision making and day-to-day operations.
  • Enhanced service quality: Residents benefited from improved public services and a better overall experience.
  • Scalable solutions: The municipality is now positioned to meet growing demand without compromising service quality.

Bottom Line

By embracing AI and automation, the municipality is transforming how it operates and delivers services—creating a blueprint for innovation in the public sector. RSM’s strategic guidance has been key to unlocking this potential, helping the organization improve efficiency, scalability and the quality of life for its residents.