AI consulting services for ERP & CRM platforms

Unlock the power of artificial intelligence (AI) within your ERP and CRM systems with Rand Group’s AI consulting services. We help companies using Microsoft, NetSuite, and Sage solutions leverage advanced AI and machine learning to drive smarter decisions and streamline operations. As a certified partner for these leading platforms, Rand Group has the expertise to integrate AI seamlessly into your business processes, delivering measurable results.

Harness AI for real business results

Artificial intelligence is revolutionizing how businesses operate by introducing predictive analytics, intelligent automation, and even conversational interactions into everyday processes. Modern ERP and CRM platforms now use AI to analyze vast datasets for hidden patterns, forecast future trends, and provide insights faster than any human. Routine tasks that once took hours, like data entry or invoice processing, can be handled automatically with fewer errors. By embracing AI, organizations become more agile, optimizing operations and delivering more personalized experiences to customers.

Rand Group bridges the gap between cutting-edge AI technology and practical business needs. We bring deep expertise in Microsoft, NetSuite, and Sage to implement AI solutions that deliver real results. Our consultants collaborate with your team to pinpoint high-impact opportunities for AI, whether that means improving forecasting accuracy, automating financial workflows, or enhancing customer engagement. As a certified partner for all three platforms, we ensure each AI solution is seamlessly integrated into your existing systems and tailored to your processes. The result is an AI-enabled environment where technology amplifies your team’s productivity and supports your strategic goals.

Faster insights for smarter decisions

AI-driven analytics can sift through vast datasets in seconds to reveal patterns and trends that would be hard for humans to spot. This gives you critical insights in real time, enabling quicker, well-informed decisions. Instead of reacting to events after they happen, you can proactively adjust strategies based on predictive intelligence.

Intelligent automation & efficiency

By automating repetitive, time-consuming tasks, AI frees your staff to focus on higher-value work. Processes like entering data, processing invoices, or generating routine reports can be handled swiftly and accurately by AI-driven tools. This not only reduces errors and operational costs but also boosts productivity across your organization.

Better forecasting and planning

AI-powered models are capable of identifying trends and seasonality far beyond what traditional reporting tools can deliver. With AI-enhanced forecasting, businesses can better predict demand, manage inventory, forecast cash flow, and plan labor needs. This leads to more agile operations and the ability to make smarter decisions based on evolving data, not outdated assumptions.

Proven impact of AI on business performance

increase in productivity & efficiency

reduction in labor costs

increase in quality

Unleash the power of AI in your ERP or CRM system

Ready to see what AI can do for your business? Whether you're just starting or looking to get more out of existing tools, our experts will assess your current setup and identify high-impact opportunities for AI integration.

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AI solutions tailored to your goals and systems

AI is most effective when it’s aligned with your specific business goals, workflows, and systems. At Rand Group, we build intelligent solutions that are designed to work seamlessly within your existing ERP and CRM platforms, whether you’re streamlining operations, improving forecasting, or enabling smarter decision-making. Our team ensures the technology supports your strategy, not the other way around.

Custom machine learning models for forecasting, classification, or risk detection
AI-powered reporting dashboards and real-time visualizations
Automation of finance, sales, and operations workflows
Integration of Microsoft Copilot and Power Platform AI tools
Script-based automation and AI logic in NetSuite and Sage
Natural language processing (NLP) for chatbots and Copilot customization
Data preparation and cleansing pipelines to support model accuracy

Custom Copilots and intelligent AI agents

When your workflows, data, or user needs go beyond standard functionality, Rand Group can build custom Copilots and intelligent agents that act like virtual teammates, responding to natural language, executing tasks, and surfacing insights on demand. Whether you’re looking to accelerate decision-making, automate cross-platform processes, or streamline user tasks, we deliver AI-driven tools that are fully integrated with your Microsoft, NetSuite, or Sage environment.

Building Copilot extensions using Microsoft Copilot Studio and Power Platform
Designing task-specific agents that trigger workflows, generate documents, or summarize data
Embedded copilots that provide in-app guidance, summaries, and automation
Role-based copilots and agents trained on your specific business logic and KPIs
Secure integration with your data sources, systems, and approval frameworks
Natural-language interfaces for intuitive interactions across applications
Scalable design to support enterprise-grade performance and future growth

We are always considering more automation because that has proven to give us increased efficiencies and that would absolutely include Rand Group.

Marty Resweber, IT Director at Aegis Chemical Solutions

The power of Microsoft’s AI tool Copilot

As a trusted Microsoft partner, Rand Group helps you infuse AI across your Microsoft business applications. Microsoft is at the forefront of AI advancements, with tools like Microsoft Copilot bringing AI assistance into everyday workflows. We ensure you take full advantage of these innovations within your Microsoft solutions:

Dynamics 365 Business Central: Copilot in D365 BC automates bank reconciliations, drafts product descriptions, and flags data anomalies directly within the ERP workspace
Dynamics 365 Finance & Operations: Copilot in D365 F&O provides predictive insights on cash flow and supply chain, while spotting transactional anomalies to reduce financial risk.
Dynamics 365 Sales: Copilot in D365 Sales summarizes customer emails, drafts responses, and recommends next-best actions to accelerate deals.
Dynamics 365 Customer Insights: Copilot offers natural-language segments and uncovers key customer behavior patterns via AI prompts.
Dynamics 365 Customer Service: Copilot in Customer Service suggests responses, pulls relevant case history, and generates knowledge-base articles to help agents resolve issues faster.
Dynamics 365 Field Service: Copilot in D365 Field Service summarizes work orders, recommends optimal scheduling, and surfaces service advice based on technician history.
Dynamics 365 Project Operations: Copilot in D365 Project Operations generates status reports and project task plans while assessing risks and forecasting cost and resource needs.

Optimize efficiency with AI driven communication assistance

AI-powered intelligence in NetSuite

Rand Group is an Oracle NetSuite Alliance Partner with the expertise to unlock NetSuite’s powerful AI and automation features for your organization. NetSuite’s cloud platform has built-in AI-driven capabilities that streamline operations and provide real-time intelligence across your business, and we make sure you reap the full benefits of these tools:

Text Enhance: Drafts polished text for product descriptions, emails, invoices, and HR communications using contextual ERP data.
Bill Capture: Automatically extracts invoice data, matches to purchase orders, and reduces manual input errors.
SuiteAnalytics AI Assistant: Enables natural-language queries to generate reports, charts, and explain data insights.
NetSuite Analytics Warehouse AI: Offers prebuilt ML models and gen-AI visualizations to uncover trends, forecast churn, and detect anomalies.
SuiteScript Generative AI APIs & Prompt Studio: Allows developers to embed AI directly in custom scripts and SuiteApps using generative prompts.
AI Anomaly Detection & Security: Monitors transactions in real time to identify irregularities and potential risks.
AI Assistant for NetSuite CPQ & Commerce: Provides quote configuration assistance via chatbot interaction to accelerate sales cycles.

Smarter financial operations with AI in Sage

As a Sage partner, Rand Group guides clients in utilizing the latest AI-driven features within Sage’s ERP solutions. Sage Intacct, in particular, has introduced advanced AI capabilities to streamline accounting and financial management processes. We help you take advantage of these emerging tools so that your finance and operations teams can work smarter:

Sage AI / Copilot: Acts as an embedded assistant for finance teams: it answers natural‑language queries, highlights budget variances, and automates workflows—streamlining daily accounting tasks
AP bill automation: Extracts invoice data and flags duplicate entries, reducing manual AP work by up to 80 % with increased accuracy
GL outlier assistant: Monitors general ledger transactions to detect anomalies in real time; routes suspect entries for review before they impact financials
Predictive forecasting: Applies ML to cash flow, revenue, and expense forecasting—shifting finance teams from reaction to proactive planning
Continuous close & assurance: AI tools now support month‑end close by identifying bottlenecks, suggesting improvements, and monitoring processes in real time
Smart expense and time capture: Automates categorization of expenses and time entries—accelerating approvals and reducing manual entry errors

Not sure where to start with AI? Sign up for an AI assessment

If you know your business needs to adopt AI but you're overwhelmed by options or unsure what’s possible, you're not alone. Our AI Assessment helps you identify the most valuable opportunities for AI in your current systems, without the guesswork.

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Why partner with Rand Group for AI & machine learning services

Proven track record

With over two decades of experience in delivering business technology solutions, we’ve successfully led hundreds of projects across industries. Our track record speaks to our ability to execute, adapt, and deliver results that stand the test of time.

Long-term partnership

Our commitment doesn’t end at go-live. With a 90%+ client retention rate, Rand Group builds lasting relationships by offering ongoing support, continuous improvement, and strategic guidance as your business evolves.

Cross-platform AI expertise

We bring deep, certified expertise across Microsoft, NetSuite, and Sage platforms—helping you get the most from both native AI tools and custom extensions. Our team knows how to align technology with your specific system architecture, ensuring a seamless fit.

Industry-specific solutions

AI is only effective when it’s tailored to how your business actually operates. Whether you’re in manufacturing, energy, professional services, or finance, we design solutions that reflect your workflows, metrics, and strategic goals.

Frequently Asked Questions (FAQs)

What is AI and machine learning?

Artificial Intelligence (AI) is the ability of software to perform tasks that typically require human intelligence, like recognizing patterns, making decisions, or understanding language. Machine learning (ML) is a subset of AI that uses historical data to train models that can predict outcomes or automate decisions over time.

What’s the difference between a Copilot and an AI agent?

A Copilot is an embedded assistant designed to help users complete tasks within specific applications, often through natural-language interactions, like drafting content, summarizing records, or suggesting next steps. Microsoft Copilot is a prime example, built into apps like Dynamics 365 and Outlook.

An AI agent, on the other hand, is more autonomous and task-driven. Agents can take initiative, perform multi-step workflows, access multiple systems, and make context-aware decisions. While a Copilot assists the user, an agent can act independently to get things done, like generating a report, updating data, and notifying a user, all without needing prompts at every step.

What are Rand Group's AI consulting services and how can they benefit my business?

AI consulting services provide expert guidance to help businesses leverage artificial intelligence and machine learning for real business gains. This means a consulting team like Rand Group’s will assess your needs, identify high-impact AI opportunities, and implement AI solutions tailored to your operations. The benefits can include automated workflows (saving time and money), deeper insights from your data to inform decision-making, and innovative capabilities (like predictive analytics or intelligent customer interactions) that can give your company a competitive edge.

We’re using Microsoft, NetSuite, or Sage software—don’t those platforms already have AI? Why do we need consulting?

Yes, modern business platforms such as Microsoft Dynamics 365, Oracle NetSuite, and Sage Intacct are increasingly embedding AI features. An AI consulting partner like Rand Group makes sure these out-of-the-box AI capabilities are properly set up and tuned to your workflows. We also extend them with custom AI models or additional tools as needed. In short, we bridge the gap between what the software can do and how it can be applied to your unique processes to yield real results.

How long does an AI implementation typically take?

Implementation timelines vary based on scope, complexity, and platform. Small AI initiatives can be deployed in a few weeks, while more advanced or custom solutions may take several months. We work with clients to define phased rollouts that show results early and scale over time.

Why choose Rand Group over other firms or doing it in-house?

Rand Group offers a unique combination of business software expertise and AI specialization. Because we are deeply familiar with Microsoft, NetSuite, and Sage platforms, we can embed AI into those systems in ways that an outside generalist or in-house team might struggle with. Our team has a track record of successful projects and follows a proven methodology to ensure results (reducing the trial-and-error that can slow down in-house efforts). We also provide ongoing support and training, so you’re not left on your own after the initial implementation. Ultimately, partnering with Rand Group reduces the risk of adopting AI and accelerates your time-to-value. We bring best practices, pre-built solution frameworks, and real-world experience to the table, allowing your company to innovate with AI faster and more confidently than if you were to go it alone.

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