Case Study: Forvis Mazars reduces operational costs with Jitterbit App Builder

Forvis Mazars reduces operational costs by 25% with Jitterbit

Forvis Mazars, a global accounting and financial advisory firm, faced challenges with manual processes and siloed data that hampered its growth. Using Microsoft Excel for HR and CRM functions led to inefficient workflows and a lack of visibility for accurate reporting. To address this, Forvis Mazars turned to the vendor Jitterbit and its App Builder solution to digitize and automate these critical operations.

Jitterbit implemented its low-code/no-code App Builder to create a comprehensive HR and CRM application. This solution integrated employee and customer data, sales opportunities, and financial activities into a single system. The results were significant, including a 25% reduction in operational costs, a 30% increase in sales productivity, and a 25% increase in project completion rates. Jitterbit's platform provided the visibility and automation needed for Forvis Mazars to streamline processes and allocate resources more efficiently.

Forvis Mazars