Forvis Mazars deploys AI agents to transform professional services workflows

Forvis Mazars, a global consulting and Microsoft partner, implements AI agents and Copilot tools to automate business workflows and improve operational efficiency. The consulting team introduces agentic and micro-agent AI solutions in professional services, enabling automation of repetitive tasks and intelligent decision-making. Using Microsoft 365 Copilot, Dynamics 365, Copilot Studio, Azure AI Foundry, and Power Platform, their deployments help organizations increase productivity, drive innovation, and streamline employee experiences. Clients benefit from personalized automation for data entry, report generation, scheduling, and customer relationship management, freeing staff for strategic work. Forvis Mazars emphasizes responsible AI adoption, incorporating their SAFE AI Framework for governance—focusing on security, adaptability, fairness, and ethics. Case studies cover insurance, retail, transportation, healthcare, and manufacturing, with examples such as transforming quote systems and enhancing data quality/services. Strategic integration approaches include prompt engineering, workforce upskilling, role redefinition, and formal knowledge- and coordination-collaboration initiatives. The program highlights ethical AI, regulatory compliance, and transparent deployment, positioning clients for competitive advantage and sustainable growth.