Skip to main content

Insights & Automation

Transform the way you work: leave manual processes in the rearview & empower forward vision
Standing group of business people in the meeting.

Business intelligence simplified


Robotic process automation solutions

Top 1%

Microsoft Business Applications Partner

Accelerate growth by harnessing the power of data-driven insights and the unparalleled efficiency of automation.

In an ever-changing business landscape, keeping up with mountains of data and using it effectively can be overwhelming. With the right culmination of planning, stakeholder engagement, and support, you can gain substantial value from your current and future state technology investments.

Forvis Mazars converges multiple technology partnerships, products, solutions, and consulting services to help you achieve unparalleled efficiency and productivity.

Our Insights & Automation team is focused on two major areas:

  • Insights for getting and visualizing data to better inform decision making.
  • Automation for helping move data across systems—reducing manual effort and risk.

We listen to understand and consult with purpose—that’s our Unmatched Client Experience®. Our tailored approach to technology consulting can help you turn business challenges into opportunities. By leveraging business intelligence (BI) and robotic process automation (RPA) technologies, you can transform the way you work, streamline processes, and empower growth.

Power Automate screenshot

What Is BI?

Business intelligence (BI) leverages technology, tools, processes, and applications to collect, review, and present information in a meaningful way. It can help you make informed decisions and move with momentum by transforming unstructured data into actionable insights.

What Is RPA?

Robotic process automation (RPA) uses technology to automate repetitive, rule-based work, from data entry and migration to invoice processing and report generation. This automation can be used across various industries and departments, including finance, HR, IT, customer service, operations, and supply chain management.

Explore our full suite of Insights & Automation technology solutions and consulting services.

How Forvis Mazars Can Help


Efficiency is everything in modern business. At Forvis Mazars, our technology solutions can help deliver insights and create operational efficiencies that you never thought possible. Our data warehousing, analysis, and visualization tools can help you store data securely, uncover trends effectively, and create interactive dashboards to improve decision making.

Our robust reporting and planning solutions can help you generate and share regular reports and ad hoc queries to provide timely information across your organization and with your stakeholders. See how our BI solutions can help you track, visualize, and report key performance metrics and enhance your reporting and planning initiatives.

Service Offerings

  • BI Assessments
  • Power BI & Solver Implementations
  • Power BI & Solver Training
  • Outsourced BI


High-volume, repetitive tasks place an enormous burden on your business. Discover how technology can help you focus on what’s important.

With any business process automation project, it’s critical to understand how an existing process works, why it may be a good fit for automation, and how it can be improved. Our RPA solutions are designed to work alongside your staff, so employees can focus on higher-value tasks. RPA even can record each step of the process in an audit trail, helping you improve data security and streamline compliance with regulatory requirements.

Further, automated processes can provide scalability and flexibility by reducing risk and increasing efficiency while having the capability to handle workload and database growth. Discover how our automation solutions can help you save time and reduce costs for your business.

Service Offerings

  • Consulting Engagements
  • Power Platform Assessments
  • Power Platform Automations
  • App-to-App Integrations
  • Outsourced Citizen Developer

Microsoft Power Platform

Microsoft’s Power Platform offers data analysis, process automation, and more. As a top 1% Microsoft Business Applications Partner, we can help your business utilize this software to its fullest.

We have certified experience with Power BI, Power Apps, Power Automate, and Power Virtual Agents, helping you get the most from these applications. You can trust our team to provide your business with advanced technology solutions for increased efficiency and cost savings.

Solver CPM Software

Start streamlining your reporting and planning with Solver corporate performance management (CPM) software. Solver provides planning, reporting, dashboards, data warehouse solutions, and more.

We can help you implement Solver for efficient reporting, data management and analysis, and forecasting. We have certified experience with enterprise resource planning (ERP) and customer relationship management (CRM) systems that integrate with Solver. In addition, Forvis Mazars is an award-winning partner of Solver Global, which itself is highly rated by G2, a leading software marketplace.

With Solver, we can help you consolidate data from your ERP and CRM systems, enhance your reporting, forecast what’s on the horizon, and automate core tasks to help you save time.

Learn More

Contact Us

Explore More

Business Technology Solutions
Activate growth with enterprise resource planning (ERP) and customer relationship management (CRM) services.
Technology Consulting
Explore innovative digital solutions, technology strategy, and management consulting services.
Commercial Products
Discover client-driven strategies and insights to help stay ahead of shifting trends.
Text bubbles with Forvis logo
Convenient locations to serve your needs.
Find a Location Near You
People discussing at a desk
Explore Your Passion Working at Forvis Mazars

How Can We Help You Today?
Wherever you are on your journey, we can help drive your business forward.
Subscribe to FORsights
Get tailored insights and resources.