Case Study: Forvis Mazars improves PCI assessment efficiency and client experience with Fieldguide

Forvis Mazars innovates and transforms the client experience

Forvis Mazars, a large international audit, tax, and advisory firm, faced challenges in its PCI cybersecurity compliance practice. The team relied on a combination of email and spreadsheets, which led to a lack of transparency, inefficient communication, and security concerns for their complex client assessments. These manual processes created a suboptimal experience for their clients. Seeking a better way to manage engagements, they turned to the Fieldguide AI-powered engagement platform.

By implementing Fieldguide, the team automated and streamlined its workflow. The platform provided features like one-click Report on Compliance generation, detailed engagement dashboards, and secure, real-time communication tools. This solution from Fieldguide significantly improved efficiency by reducing manual work and enhanced the client experience through greater transparency and collaboration. Forvis Mazars expects higher client satisfaction, increased team efficiency, and greater consistency across all of its PCI assessments.

Forvis Mazars

Darin McLaury

Director of Sensitive Data Cybersecurity Compliance