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Forvis Mazars Celebrates One-Year Anniversary of Dedicated I&A Practice

Forvis Mazars is pleased to announce the one-year anniversary of its dedicated Insights & Automation practice. Read on to learn more about its services.
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Forvis Mazars is thrilled to announce the one-year anniversary of its dedicated Insights & Automation (I&A) practice. As part of the Business Technology Solutions division at the firm, the I&A team is helping transform the way organizations leverage technologies to implement intelligent automation solutions and drive operational efficiencies.

The future of work is evolving at an unprecedented pace, and the integration of intelligent insights and automation tools has become crucial for organizations to remain competitive. The I&A practice at Forvis Mazars helps provide an in-depth approach, offering a holistic view of automation, process enhancement, and service improvement. To date, our I&A practice has helped numerous clients gain operational efficiencies, streamline processes, and unlock valuable insights to drive growth.

“Insights and automation technologies are transforming the way work is performed today and will continue to shape the workforce of tomorrow,” said Ryan Kauzlick, I&A director at Forvis Mazars. “With a dedicated Insights & Automation practice, Forvis Mazars is at the forefront of this digital evolution, helping clients increase efficiencies, reduce costs, and unlock their full potential.”

The foundation of the I&A practice lies in its ability to deliver information that tells a compelling story while helping drive business growth. By harnessing the power of technology, the practice helps organizations solve complex business problems, as well as provide key insights to support strategic decisions. The components of the I&A practice consist of:

  • Insights and Business Intelligence
    • Technologies include Microsoft Power BI, Dataverse, and Azure; Solver corporate performance management; and enterprise resource planning and customer relationship management systems
  • Business and Robotic Process Automation (RPA)
    • Technologies include Microsoft Power Apps, Power Automate, Power Virtual Agents, Dataverse, and Azure; Adobe Acrobat; and many more

One of the key highlights of the practice’s first year has been its ability to foster relationships with clients. After witnessing the exceptional results achieved through introductory projects, multiple clients have chosen to engage in more projects. This speaks volumes about the value brought by the I&A team to clients across various industries.

The I&A team follows a dynamic three-step approach: assessment, recommendation, and implementation. By listening to understand each organization’s unique needs, the team can help develop solutions that bring tangible value. Through a blend of technologies, the practice can help organizations become data-rich and information-driven, enabling more efficient processes and reporting. In addition, the practice is well positioned to assist organizations in streamlining and consolidating information across disparate systems.

The I&A practice specializes in a wide range of automation consulting services, including RPA, workflow automation, finance and accounting automation, human resources automation, and IT automation. As an RPA service provider, Forvis Mazars can assist organizations with implementing RPA technology to automate business processes, enhance operational efficiency, and achieve scalability.

“We’re reviewing how RPA can help one client automate the extraction of data from 15 forms for each of the states it serves and then merging and storing the necessary information into a consolidated reporting sheet,” said Kelly Necessary, partner at Forvis Mazars. “We take pride in being at the forefront of this growing market, offering end-to-end support throughout the planning and implementation stages. By applying innovation to our Unmatched Client Experience® approach, we’re emerging as a leading service provider.”

The I&A practice at Forvis Mazars is dedicated to helping organizations identify strategies and opportunities for business functions best suited for insights and automation applications. By leveraging organizations’ existing technologies, like Microsoft Office 365, Azure, and more, the I&A team often can develop a streamlined solution without needing to bring in additional third-party systems and their associated costs.

As the firm celebrates the one-year anniversary of its I&A practice, it remains committed to helping clients navigate the ever-evolving landscape of work through intelligent automation and efficient reporting and planning. With its experienced team and visionary approach, Forvis Mazars is poised to continue driving innovation and helping clients achieve transformative results.

For more information about Forvis Mazars’ I&A practice and services, please submit the Contact Us form below.

Forvis Mazars is a Microsoft Dynamics Partner and 2022–23 recipient of the Microsoft Inner Circle award, a distinction that’s awarded to the top 1% of partners representing the business applications ecosystem worldwide. We have certified experience with Power BI, Power Apps, Power Automate, Power Virtual Agents, Solver, Dataverse, and Azure. In addition, Forvis Mazars is a Sage partner, Salesforce partner, and recipient of the Solver CPM Evangelist of the Year award.


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