Forvis Mazars
Discover 2 AI Use Cases & Implementations from Forvis Mazars
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+60%
Productivity & throughput
median · 1 metric
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Technology snapshot
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- 11
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All Use Cases (2)
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.
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.