Forvis Mazars Reduced Operational Costs by 25%

Défis

Headquartered in Paris, Forvis Mazars is a global audit, accounting and advisory firm known for its focus on technical excellence and quality of service. It operates as an integrated partnership with more than 47,000 professionals across 95 countries and territories, serving public and private clients of all sizes and industries. The company prides itself on its ability to deliver a unique perspective that balances local and global businesses and societies.

Cas d'utilisation

Forvis Mazars was previously managing employee and customer information using Microsoft Excel and other manual processes, but soon found this approach prohibitive to future growth. To continue to scale, they needed to digitize and automate the processes around HRM (Human Resource Management) and CRM (Customer Relationship Management).

The goal was to bring together employee and customer data, sales opportunities and quotations, project management, and financial activities in one place. The solution would also need to be user-friendly, scalable, customizable, and capable of integrating with existing systems.

Solution

Forvis Mazars turned to Jitterbit App Builder — the Harmony platform’s powerful low-code/no-code application development solution — based on a reference from another business in the financial services space.

Starting at a very high level and adding more specific modules over time, Mazars used App Builder to develop a combined HRM and CRM application used by more than 350 employees.

The HR application allows Forvis Mazars to:

• Expose and manage all candidate recruitment and employee lifecycle operations for 358 employees
• Integrate and share employee calendars to help with communications, track employee education and monitor employee assignments.

With the CRM application, the company can:

• Manage the process of converting opportunities to offers/orders, and offers/orders to projects
• Manage financial expenditure data, including common monthly activities.

Les résultats

App Builder helped Forvis Mazars streamline its employee and customer management, sales, project management, and financial activities, thereby increasing efficiency and productivity while reducing costs. By gaining visibility into data — everything from employees’ foreign language skills to project costs — the company now enjoys better reporting and analysis capabilities, enabling them to make improvements based on actionable insights.

Since implementing App Builder, Forvis Mazars has recognized specific, measurable benefits, including:

• A 25% reduction in administrative overhead and 30% increase in staff productivity. The HRM and CRM modules in App Builder allow Forvis Mazars to manage employee and customer data efficiently, reducing manual errors and improving data accuracy.
• A 30% increase in sales productivity. With sales opportunities and quotations modules built in App Builder, the company has been able to automate workflows and track sales activities more efficiently.
• A 25% increase in project completion rates and a 20% cost reduction in band costs. The project management module in App Builder improved project management and cost control for Forvis Mazars, enabling the team to track project progress more efficiently and manage financial activities such as expenses.
• Reduced operational costs by 25%: App Builder has streamlined processes and reduced manual errors, resulting in reduced operational costs over the past year. This has allowed Forvis Mazars to allocate resources more efficiently and invest in new business initiatives.