How an AI Acceleration Playbook Can Help You Plan Your Next Move
You don’t need a full AI transformation on day one. You need a clear, credible starting point that delivers insight, reduces uncertainty, and informs your next decisions.
An AI acceleration playbook provides tailored, actionable services to help you prioritize high‑value use cases, tighten governance, and shift investments from stalled pilots to measurable business returns.
AI-Driven Process Automation: Achieve a Quick Win
The Roadblock: Need to eliminate manual bottlenecks and reclaim valuable resources? Where do you start?
The Breakthrough: We help you secure a quick win by automating a single, high-impact process, which demonstrates tangible value for future automation rollouts.
The Success: Gen AI Digital Filing — By automating manual document workflows, we helped a large contractor anticipate eliminating 520 hours of manual effort per employee annually, projecting 128% first-year ROI.
Gen AI Digital Filing
The Real Impact
A large general contractor relied on a fully manual workflow to manage critical signed documents. Staff monitored a shared inbox, searched for completed files, and manually downloaded and stored them in the appropriate SharePoint location. This created operational bottlenecks, inconsistent filing practices, and risks around compliance, auditability, and version control. As volume increased, the process became harder to scale, making timely document handling dependent on constant human oversight.
By automating this workflow, Forvis Mazars positioned the client to eliminate up to 520 hours of manual effort per employee each year, reclaiming time previously spent on repetitive document handling. The projected financial return is equally significant, with the solution expected to deliver a 128% ROI in the first year, driven by labor savings, improved accuracy, and faster document processing.
AI Transformation Roadmap: Unlock Value
The Roadblock: Looking to uncover tailored AI use cases for your organization and establish a cohesive vision?
The Breakthrough: With targeted team workshops, we help identify potential AI opportunities. From there, we help you map out clear, actionable steps to implement and scale a customized AI strategy across your entire organization.
The Success: AI Strategy to Grant-Ready Roadmap — We created an AI readiness profile and a 12- to 36-month roadmap for a higher education institution, prioritizing practical use cases to clarify their path forward and strengthen their positioning for future grant funding.
AI Strategy to Grant-Ready Roadmap
The Real Impact
A higher education institution sought to develop an AI strategy and roadmap in support of applying for AI implementation grant funding. Forvis Mazars conducted an AI readiness assessment, identified and validated high-value use cases, and translated those findings into a prioritized set of initiatives, an AI strategy, and a phased 12- to 36-month roadmap aligned to leadership goals and grant requirements.
As a result, the client gained a clear view of its AI readiness, a practical portfolio of high-impact and feasible AI use cases, and a structured implementation path designed to support leadership decision making, sequence investments, and strengthen the institution’s grant submissions for future AI funding.
AI Data Modernization: Strengthen Your Foundation
The Roadblock: Do you trust your data is clean and accurate?
The Breakthrough: We build high-quality, reliable data pipelines that help strengthen data integrity and empower your organization to leverage AI for accurate, dependable outcomes.
The Success: Data Platform & AI — We delivered a single, trusted data layer for a leading dental manufacturer, eliminating conflicting metrics and accelerating insight-to-action for their sales and marketing teams.
Data Platform & AI for a Dental Products Manufacturer
The Real Impact
A leading dental products manufacturer serving practices and organizations across the U.S. and Canada faced significant data challenges, including inconsistent information across ERP, CRM, and other systems due to integration issues, reliance on manual data sources with incomplete records, and poor data quality.
Forvis Mazars delivered a single, trusted data layer that eliminated manual stitching and conflicting metrics, enabling faster insight-to-action for sales and marketing teams.
AI Governance & Implementation: Mitigate Risk
The Roadblock: Is AI adoption accelerating faster than your ability to manage data risk, regulatory expectations, and accountability across models, vendors, and use cases?
The Breakthrough: We create scalable AI governance programs that embed risk management, compliance, and oversight into each stage of the AI lifecycle.
The Success: NIST AI Risk Management Framework Maturity Assessment — We guided a financial institution through a NIST AI Risk Management Framework maturity assessment, laying the groundwork for scalable governance, risk mitigation, and responsible AI use.
NIST AI Risk Management Framework Maturity Assessment
The Real Impact
To evaluate and strengthen its AI governance risk posture, a financial institution conducted a maturity assessment aligned with the NIST AI Risk Management Framework. The evaluation focused on four core functions: map, measure, manage, and govern. The institution achieved an average maturity score below its Tier 2 “Risk Informed” target. This initiative reflected a proactive commitment to responsible AI use and regulatory alignment, laying the groundwork for scalable governance and risk mitigation.
Forvis Mazars helped develop AI practices to enhance risk management within the organization. By working closely with the client, this effort provided both strategic and operational advantages, helping educate and advance robust AI risk management practices. The identified gaps will be used to inform future decisions made by leadership and operational teams.
AI PowerUp: Skills & Enablement: Activate Adoption
The Roadblock: Unsure how to unlock the full potential of your workforce?
The Breakthrough: We help educate and upskill your team so they can confidently adopt new tools and explore the full capabilities of AI.
