Enterprise automation elevated with agentic AI for professional services
Forvis Mazars, a global business advisory firm, implemented agentic AI and automation to drive digital transformation across industries, notably real estate, healthcare, legal, and biotech. Leveraging Microsoft technologies including Azure Functions, Azure Logic Apps, Copilot Studio, Power Platform, Microsoft 365 Copilot, Microsoft Fabric, Purview, Defender, and Entra ID, the firm enabled AI agents to autonomously execute business processes with minimal human intervention. Their maturity journey spanned from rules-based RPA pilots to multi-step agentic automation, embedding business intelligence, compliance, and responsible AI principles throughout. A flagship implementation automated payroll auditing for real estate clients, reducing processing time from three weeks to one hour, and ensured compliance with local regulations. Modernization efforts included secure cloud migration and automatic incident response in healthcare, real-time dashboards for legal contract analytics, and personalized member engagement for biotech organizations. Governance frameworks and an AI Center of Excellence ensured safe roll-out, with metrics/measurable ROI tracked via Microsoft Fabric dashboards. The project is a leading example of large-scale enterprise agentic AI delivering dramatic productivity, compliance, and operational resilience gains via the Microsoft AI stack.
- Organization
- Forvis Mazars
- Industry
- Professional Services
- Location
- United States
- Published
- November 2025
Reported outcomes
100%
timeTime & speed
Strategic outcomes
Catalog median for time & speed deployments: +75.8% across 200 reported metrics. Compare benchmarks →
Primary read
Use case focus
Showing 3 of 4
- 1Agentic Payroll Audit Automation for Real Estate
- 2Multi-agent Legal Contract Analytics Automation
- 3Incident Response Automation for Healthcare
- Manual, repetitive business processes in finance, real estate and legal slowed productivity.
- Compliance requirements mandated audit and process transparency in real estate and healthcare.
- Legacy IT infrastructure and siloed data limited scalable automation and AI rollout.
- Organizations faced difficulty scaling automation from pilot to enterprisewide due to governance and risk concerns.
- Deployed agentic AI leveraging Azure Functions, Azure Logic Apps, Copilot Studio, Microsoft 365 Copilot, Power Platform, Fabric, Purview, Defender, Entra ID.
- Developed domain-specific agents capable of autonomous multi-step business processes (e.g. payroll audit, contract analytics).
- Enabled cross-system, secure automation with native integration to Microsoft business platforms.
- Established AI Center of Excellence with ethical frameworks and ROI-focused governance.
- Implemented Copilot Control System and Fabric dashboards for real-time productivity and compliance tracking.
- Reduced payroll audit processing from 3 weeks to 1 hour in real estate sector; millions yearly in compliance-certified tax exemptions.
- Developer productivity in legal sector increased by 60%.
- Healthcare infrastructure modernization resulted in 100% uptime in cloud disaster recovery and seamless incident response.
- Improved employee engagement and streamlined information access for biotech clients.
- Established repeatable patterns for scaling agentic AI and automation enterprise-wide.
Architecture
Automation flows orchestrated via Azure Functions/Logic Apps. Agentic processes developed in Copilot Studio, connecting to business systems through Power Platform connectors. Security, identity, and compliance enforced through Microsoft Purview, Defender, and Entra ID. Productivity and compliance tracked using Microsoft Fabric dashboards.
Sources & evidence1
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