Driving the firm's Power Platform and Copilot Studio adoption, strategy, and governance is the core purpose of this role. The Low Code Lead acts as the subject matter expert and primary point of contact for all low-code platform-related activities, shaping firm-wide enablement, ensuring technical excellence, responsible usage, and measurable value. This role involves extensive collaboration across business lines, IT, and international teams to embed low-code solutions in line with strategic objectives, regulatory requirements, and best practice, while championing a high-performing, innovative, and supportive low-code culture within the organization.
Responsibilities
Act as the firm's authoritative expert for Power Platform and Copilot Studio, providing deep technical and functional guidance, resolving complex queries, shaping best practice, and advising leadership on effective, responsible adoption
Develop and own the Power Platform and Copilot Studio roadmap, setting priorities, milestones, and dependencies, and communicating progress to stakeholders to ensure transparent, coordinated, and strategically aligned delivery across the firm
Collaborate with G4 country teams and Local Platform Owners to align strategy, share best practice, coordinate roll-out approaches, and support consistent adoption while respecting local priorities, regulation, and operating models
Define, track, and review platform performance metrics, including adoption, usage, outcomes, and risk indicators, using KPIs to assess value delivery and continuously improve effectiveness across the firm
Monitor market trends, competitor adoption, regulatory developments, and emerging use cases for low-code platforms, translating external insights into practical recommendations to inform firm strategy, investment decisions, and positioning
Partner with Group Transformation and lead the definition and maintenance of enterprise-wide governance policies covering security, data protection, AI and Copilot usage, compliance, environment management, and ALM
Regularly review and update policies in response to platform changes, incidents, regulatory developments, audit findings, or material risk events
Set and maintain global environment strategy and standards, oversee local environment operation and lifecycle, and ensure accurate records and compliance with global controls
Evaluate new Power Platform and Copilot Studio capabilities ahead of firm-wide release, assessing functionality, risk, and business value, documenting findings, and recommending adoption, configuration, or constraints in line with firm standards
Support delivery of accessible platform training for all staff, including onboarding, role-based guidance, practical use cases, and ongoing learning to support safe, consistent, and effective adoption
Deliver advanced training for nominated Super Users and Local Platform Owners, building deep capability to champion adoption, support peers, feedback requirements, and embed high-value platform use across teams and service lines
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Deliver clear, regular reporting on platform adoption, usage, benefits, and risks, providing leadership and teams with transparent insights to track value, inform decisions, and guide continuous improvement
Engage with Microsoft and third-party suppliers to manage platform-related relationships, resolve issues, influence roadmaps, and ensure solutions align with firm requirements, governance, and value expectations
Establish and run a dedicated platform support function, handling user queries, issues, and guidance, triaging complex matters, and ensuring timely, consistent support across the firm
Define and oversee ALM processes for low-code environments, ensuring solutions promoted to production meet ownership, documentation, testing, monitoring, and rollback expectations
Define enterprise requirements for agents, including permitted data sources, action boundaries, logging, retention, and responsible AI safeguards
Approve or restrict patterns for agent use and ensure local compliance
Establish monitoring expectations, risk indicators, and systemic incident thresholds
Coordinate response to major incidents and risks, and oversee local execution and escalation
Aggregate feedback from local owners, share lessons learned, and incorporate good practices into global standards
Champion a culture of innovation and responsible technology use
Actively promote inclusivity, transparency, and compliance in all activities
Foster collaboration and feedback to drive continuous improvement
Requirements
Passion for digital innovation and low-code platforms, demonstrated through hands-on experience and successful delivery of Power Platform, Copilot Studio, or similar technologies
Expertise in Microsoft Power Platform, Copilot Studio, AI productivity tools, and digital adoption
Proven ability to influence and collaborate with senior stakeholders, technical teams, business leaders, and local platform owners across geographies
Strong analytical skills in reporting and communicating impact and value to leadership
Effective communicator, able to simplify complex topics and build trust at all organizational levels
Resilient, pragmatic, and adaptable, able to balance strategic vision with operational delivery in a fast-moving environment
Behaviors consistent with firm values, with a focus on ethical, responsible, and inclusive technology adoption
Certifications:
Minimum certifications: PL-900 and AB-900
Nice to have:
PL-400 or AB-100
About the Company
The Technology & Digital Solutions (T&DS) organization is one of the key pillars of Forvis Mazars’ digital transformation. Over the past years, T&DS has been shaping and continuously strengthening a seamless digital environment that enables greater collaboration worldwide, in a safe and trusted context. This empowers Forvis Mazars professionals to deliver more value to clients every day. To achieve this, the T&DS transformation program has progressively consolidated IT operations from a multi-local model spread across 100+ countries into a global model. This global setup now supports the business, people and clients, while continuously adapting to evolving digital needs, technologies and expectations. The success and sustainability of this transformation rely on the strong expertise and ongoing commitment of every member of the team. As digital technologies evolve every day, T&DS evolves with them. Joining the Technology & Digital Solutions organization means contributing to a mature, impactful transformation, and helping shape what comes next.
