Client Story

RSM Aligns AI Strategy with Market Demands for Lasting Impact

RSM, the leading provider of assurance, tax and consulting services for the middle market, partnered with Gartner to clarify its AI strategy, align investments with market needs, and accelerate consensus for business growth.

Mission-critical priority

RSM’s mission-critical priority was to define a clear, capital-efficient AI strategy that meets evolving client needs and accelerates consensus across stakeholders.

How Gartner helped

  • Opportunity Identification: Gartner’s working sessions clarified AI goals and key opportunities.
  • Strategic Guidance: Gartner provided industry data and projections for informed investment decisions.
  • Roadmap Refinement: Collaboration with Gartner analysts and executive partners enabled the client to quickly build consensus and refine their AI roadmap.

Business impact

  • Strategic Clarity: Gartner enabled RSM to define a clear vision and strategy for AI.
  • Capital-Efficient AI Roadmap: RSM defined their AI “North Star” and built a focused, cost-effective roadmap.
  • Optimized Investment Timing: Gartner’s insights enabled RSM to time AI investments for maximum impact.
 
 
“Forging our AI ambition statement with Gartner served as our North Star and made all the difference.” — Rick Shriner, National Leader for Management Consulting, RSM
Industry

Industry

Professional Services


Revenue

Revenue

$10B


Employees

Employees

23,000

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