Driving Audit Excellence at Forvis Mazars Portugal: A Napta Success Story

Introduction

Forvis Mazars Portugal is a prominent professional services firm operating within the larger global Forvis Mazars network. With over 300 staff members across more than six business units, its audit department is a cornerstone of its operations. Facing growing complexity in project planning and resource management, Forvis Mazars Portugal turned to Napta to modernise its internal processes and reinforce its leadership in the Portuguese audit sector.

The Challenge

Prior to implementing Napta, Forvis Mazars in Portugal relied heavily on Microsoft Office tools to manage planning and staffing within the audit department. This legacy approach presented several critical challenges:

• Lack of updated information for all users: Project details and resource allocations were not consistently available or synchronised, leading to delays in accessing updated information.
  
  
• Inefficient communication across teams: Manual processes and scattered documentation made coordination difficult, and untimely communication of staffing updates.
  
  
• Budget overruns and planning inefficiencies: The absence of centralised, real-time visibility on task assignments and progress tracking hindered proactive decision-making.
  
  
• Inconsistent processes: Teams operated with different planning tools, affecting overall coherence and efficiency.
  
  

Forvis Mazars Portugal recognised the need for a more integrated, transparent, and agile staffing and project planning solution.

Client Testimonial

“Our objective was to ensure consistency and provide online, updated information across all our planned tasks. Napta helped us achieve exactly that. We chose Napta because of the very positive references from our colleagues at Forvis Mazars France and the excellent experience we had from our first interactions with their team.”

— Paulo Pereira, Local Partner, Forvis Mazars Portugal

The Napta Solution 

Napta was brought in to unify and digitise the audit department’s planning process. The software provided an intuitive, centralised platform for project tracking, task allocation, and real-time updates—accessible to all relevant team members.

Key features leveraged by Forvis Mazars Portugal included:

• Centralised resource management, as Napta offered a single platform to manage all resources across the firm's six business units, enabling better coordination and allocation.
• Real-time visibility into planned tasks and resources for all users, improving alignment and responsiveness.
  
  
• Unification of planning processes, ensuring standardisation across business units.
  
  
• User-friendly interface and accessible dashboards, simplifying adoption for planning teams.
  
  
• Dedicated support from Napta’s client success team, ensuring a smooth transition and continuous optimisation.
  
  

Napta replaced fragmented Microsoft Office tools and isolated processes with a living, collaborative planning environment.

Results Achieved

Since adopting Napta, Forvis Mazars Portugal has experienced significant qualitative and operational improvements:

• Increased transparency across the audit department, enabling informed decisions and greater accountability.
  
  
• Streamlined and unified processes, leading to better workload distribution and optimised use of resources.
• Time savings through automated planning and reporting features freed up valuable time for professionals to focus on client work.
  
  
• Enhanced collaboration between teams thanks to a centralised, always-updated platform.
  
  
• Improved planning and decisions efficiency, reducing manual errors and freeing up time for higher-value tasks.

Conclusion

Napta’s tailored solution has empowered Forvis Mazars Portugal to modernise its audit planning and team coordination, delivering measurable gains in transparency and efficiency. For organisations facing similar challenges in project tracking and resource management, Napta offers a proven path to streamlined operations, that can drive operational excellence and support strategic growth

Explore how Napta can transform your planning and project execution—get in touch with us today.