RSM
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RSM has 4 source-linked AI deployments documented in AIUseCaseHub, across 3 industries and 1 country.
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Hyperscaler mix
See whether RSM's cases are powered by Microsoft, AWS, GCP, or multiple providers.
How RSM builds AI
Build / Buy / Compose across this company's documented cases
4 of 4 cases classified (100%) · Compare all use-case types
Use case portfolio
Use case types at RSM
Onboarding automation leads with 2 of 4 documented cases; 3 distinct types appear across the visible portfolio.
Evidence persistence
2 of 2 judgeable cases are still publicly referenced · 2 show the organization expanding AI use.
Durability of public evidence, not whether systems remain in production. How this is measured →
Technology snapshot
What RSM uses across visible cases
AI Agents appears in 2 of 4 indexed cases; 10 named technologies are mentioned, led by Dynamics 365.
All Use Cases (4)
RSM Automates Patient Message Triage for Healthcare Providers
RSM Product Sales LLC developed a proof-of-concept solution to automate the triage and categorization of patient messages for healthcare organizations. Healthcare staff are often overwhelmed by the volume of messages, ranging from appointment requests to clinical questions, leading to slow response times and administrative fatigue. The solution uses Azure OpenAI for categorizing and summarizing patient messages based on urgency and type. It automates the assignment and routing of messages to the appropriate personnel, increasing operational efficiency and improving response times for patients. Confidentiality is ensured via Azure cloud services, integrating seamlessly with existing systems while maintaining data privacy and security.The implementation is carried out in phases including planning, environment setup, solution customization, and ongoing model optimization. This approach minimizes workflow disruption and adapts to organization-specific requirements. The expected outcomes include streamlined patient-staff communication, reduced administrative burdens, higher job satisfaction among staff, and measurable improvements in healthcare delivery quality.
RSM streamlines recall and quality management for manufacturers
RSM deploys advanced Copilot Agents in manufacturing to reduce quality risks and manage product recalls.AI-powered agents analyze real-time data, identify affected product batches, pinpoint root causes, and automate recall notifications—all with seamless integration to existing Quality Management Systems (QMS), ERPs, and CRM tools.Their technical architecture includes layering data sources, Copilot intelligence (Copilot Studio, Power Platform, Power Automate), and user interfaces in Teams, Outlook, or Dynamics 365.AI models and Copilot Studio guide agents through user prompts, system actions, and automated event triggers. Security is ensured via Entra ID authentication, data loss prevention, and role-based access for generative AI.Retrieval-Augmented Generation (RAG) capabilities allow accurate processing for both structured (quality orders, ERP records) and unstructured (documents, feedback) data.Governance processes retain humans-in-the-loop for decisions with validation, filters for sensitive topics, and performance monitoring, ensuring compliance and reliability.These innovations accelerate investigations and recalls, improve regulatory alignment, and protect corporate brands in a highly regulated environment.RSM offers custom Copilot solutions for manufacturers seeking operational transformation and competitive advantage.
RSM boosts customer service agent productivity with AI-driven support
RSM, a professional services firm, acted as an early adopter of Microsoft Dynamics 365 Copilot in Customer Service. Facing the need to improve agent productivity and deliver quicker, more accurate customer support, RSM leveraged the Copilot AI features—including natural language Q&A, suggested email replies, and multi-source knowledge integration—to automate data retrieval and response.With Copilot integrated into Dynamics 365 during its public preview, RSM's agents could use natural language to get answers to customer questions, retrieve relevant knowledge from both internal and external sources, and speed up email composition and chat responses. The solution provided contextual, AI-generated suggestions, minimizing the time agents spent searching for information and improving overall customer interactions.Results included faster customer response times, improved first contact resolution, and a significant reduction in manual data gathering, signaling a substantial productivity increase in customer service.
RSM boosts customer support efficiency with virtual agent automation
RSM, through its Technology Experience Center in Denver, implemented Microsoft Power Virtual Agents to automate and enhance customer support processes.By adopting a low-code/no-code platform, RSM enabled business users to create and customize interactive chatbots that leverage cognitive services and natural language understanding, allowing for smooth customer interactions and query handling.The virtual agent is capable of understanding a variety of user inquiries, providing immediate information, and escalating more complex requests to human experts by scheduling automated meetings.Integration with internal calendars allows seamless appointment scheduling for expert consultations.Analytics dashboards provide key metrics on user engagement and customer satisfaction, giving actionable insights to improve support operations.Since deployment, RSM observed an increase in satisfaction scores, showing measurable impact.The project reduces IT reliance for continuous bot improvements, as business users can make modifications and extend capabilities independently.The architecture leverages Microsoft Power Virtual Agents coupled with Cognitive Services for natural language understanding and includes analytics for ongoing feedback.The solution demonstrates how professional services can transform digital engagement and streamline support operations.
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