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Published 8 Apr 2025· via Forvis Mazars Insights· Unknown

Forvis Mazars deploys AI agents to transform professional services workflows

Forvis Mazars · Professional Services · United States

Headline result

The source does not publish a single comparable figure. Reported results are listed below.

Summary

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.

The problem

  1. 01Adoption barriers in integrating advanced AI and agentic workflows.
  2. 02Manual, repetitive processes hinder productivity and innovation.
  3. 03Unclear governance or regulatory standards for AI agents in business.
  4. 04Employee reluctance to embrace digital, automated colleagues.
  5. 05Data quality and knowledge integration issues reduce AI effectiveness.

What they built

  1. 01Forvis Mazars consults and deploys Microsoft 365 Copilot, Dynamics 365, Copilot Studio, Azure AI Foundry, and Power Platform for business process automation and agentic intelligence.
  2. 02Guided workforce training on AI-agent collaboration and prompt engineering.
  3. 03Implementation of SAFE AI governance (security, adaptability, fairness, ethics).
  4. 04Systematic change management and role redefinition for effective AI-human collaboration.
  5. 05Technology integrations with responsible, transparent ethical frameworks.

Reported results

  1. 01Significant improvements in employee productivity and operational efficiency.
  2. 02Reduced workload from manual tasks, enabling more creative and strategic work.
  3. 03Enhanced data quality, reporting accuracy, and client service levels.
  4. 04Broader innovation and adoption of AI across diverse professional services sectors.
  5. 05Positioned clients as leaders in ethical AI deployment.
  • Automated repetitive business workflows
  • Introduced agentic AI solutions
  • Improved client service levels
  • Established ethical AI governance

Source

Forvis Mazars Insights

Unknown · 8 Apr 2025

Read the original(opens in a new tab)

How this deployment compares

Computed from the library · data 10 Nov 2026

This is the only Forvis Mazars deployment in the library. It is one of 24 onboarding automation deployments, 7 of them in Professional Services. Like 63% of records, its source gives no figure.

Forvis Mazars in the library

The only Forvis Mazars deployment in the library

Same pattern, whole library

One of 24 onboarding automation deployments

  • Professional Services accounts for 7 of them (29%), more than any other industry.
  • 11 records of this pattern came before it; 4 have been published since.
  • Only 3 of the 24 put a number on the result (13%).
Provider mix
  • Microsoft100%
Most-used technology
  • Microsoft 365 Copilot 14
  • Copilot 8
  • Copilot Studio 7
  • Power Platform 5
  • Azure 4
  • Azure AI 3

Outlined: used in this record.

Shares describe this library, not the whole market.

Onboarding automation analysis

Results against peers

No figure here. What peers report

Like 63% of records in the library, the source gives no figure. Peers that do quantify similar claims report:

  • Time & speed22 figures, Professional Services · middle half 25%–77%40%median reduction
  • Customer experience50 figures, all industries · middle half 20%–90%28%median increase
  • Risk, reliability & safety13 figures, all industries · middle half 60%–90%70%median reduction

Peer figures are as reported by their sources; percentage claims only.

How we checked this record

Evidence tier: collected

Source-linked, but not yet corroborated by a primary source.

Named organization
Forvis Mazars
Who published the source
Not determined
Deployment status
Production (confidence 95%)
Quantified result
The source reports no figure
Summary checked against source
3 / 5 agreement

Last re-checked 13 Jun 2026.

This record is evidence for

Insight · industryProfessional Services dossierOne of 247 Professional Services deployments. See which patterns dominate there and what they report.Insight · patternOnboarding automation24 deployments share this pattern. See where it is used and how it is built.Trend · momentumQuiet pattern0 new deployments in the last six months, against 0 in the six before.

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