Organizations everywhere feel pressure to put agentic AI to work. That pressure can lead to a “haste making waste” outcome and an inventory of agents in pilot purgatory. We define an Agentic Enterprise as one where agents are woven into the fabric of how work gets done. From simple to complex, invisible to obvious, autonomous agents handle the routine heavy lifting and deliver specialized insight, so your people can focus on what matters and drive the mission forward. An important distinction here is User Desktop AI and Operational AI. User Desktop AI makes people faster by using their personal “human-prompted” AI tools, whereas Operational AI makes the organization faster by using an autonomous set of orchestrated workflows.
At UiPath FUSION on September 23, 2026, I had the opportunity to weigh in on questions and problems we see organizations facing today, not only in the financial services and insurance industries but also in the workplace. During this interview, we discussed why you should build the business case before you build the agent and the problems that can arise if it is omitted. Read on to hear more and watch the interview here: “Why it’s so important to establish the business case before building or deploying agents“.
Question 1: “Organizations are under pressure to deploy AI quickly. Why is it so important to establish the business case before building or deploying agents? And what can go wrong when companies skip that step?”
I certainly understand the speed at which people want to deliver agentic transformation. It is a boardroom relevant conversation with every one of our clients.
But that old adage of haste makes waste, it really presents itself here. We’ve experienced, on numerous occasions, really three failure points when the business case is not thoroughly vetted in advance of deployment.
The first is a false start. What we’re seeing is a very high percentage of pilots that are not scaling. Some reports are up to 85% of pilots not scaling. What that leads to is a lack of trust and diminished enthusiasm for agentic transformation within our client organizations.
Not to mention that waste portion that I had mentioned earlier: wasted time, wasted resources, wasted capital.
But probably the largest fail point is the process itself. We will never automate a bad process. And so before we go down the path of supporting our clients on agentic transformation, we always want to look at the why of the business. Build the business case around the problem to be solved, not the technology. That comes later. But first build that business case such that the agentic solution can be the answer to that problem.
Three Failure Points
- A false start – Causing a lack of trust and enthusiasm for agentic transformation
- Wasted time, resources, and capital
- The Process Itself – a focus on the technology and not the problem to be solved
Question 2: “How does Naviant’s Strategic Blueprint approach help organizations assess their readiness, define clear goals, and prioritize the AI opportunities most likely to deliver measurable ROI?”
The Strategic Blueprint is the foundational pillar of our agentic transformation success criteria. The Strategic Blueprint really boils down the company’s need in terms of, again, their why.
We do like to very closely advise, through a structured engagement, the methodology by which to assess, establish goals, and prioritize opportunities for agentic transformation within our client organizations.
So that goal setting is incredibly important. We do like to very carefully determine what is the value and impact of the problem that you’re trying to solve. And we do like to convey that in the client’s currency. We use their OKRs, their operating and key results, and translate the business impact into their currency for building constituency around the solution.
The Strategic Blueprint
- It is the foundational pillar of our agentic transformation success criteria
- We assess, establish goals, and prioritize opportunities
- Goals are conveyed in the client’s currency
Where does your organization stand? We’ll guide you along the way.
The business case is where agentic success begins, which is why the Strategic Blueprint is the foundational pillar of how we work with organizations. It gives leaders a structured way to assess where they stand, establish goals, and prioritize the opportunities that matter most. It also measures value and impact in the currency the business already uses. That clarity builds constituency around the solution before a single agent is deployed. So, is your organization ready to take the next step? Do you know the why behind your next agentic initiative and the value it should deliver? Are the processes you want to automate ready for an agent? If you aren’t sure yet, that’s the right place to start, and our team can guide you along the way.
Watch the Full InterviewFind out more on our Strategic Blueprint page
