-Define your transformation goals. -Standardize KPIs and value categories. -Form a cross-functional steering committee for governance.

-Do discovery workshops to identify challenges. -Focus on tasks with high volume, complexity or cost. -Build a business case using a benefit modeling framework.

-Use platforms such as watsonx Orchestrate to create domain-specific agents. -Start with prebuilt agents and customize them for your needs. -Integrate agentic AI into existing tools, such as Workday, Microsoft Outlook and SAP.

-Consolidate siloed systems and unify digital experiences. -Automate as many repetitive tasks as possible across every channel. -Empower employees and managers with intuitive AI interfaces.

-Track adoption, containment rates and time saved. -Replicate successful use cases in other departments. -Foster innovation through friendly competition and feedback.

-Don’t wait for perfection. Yesterday was the best time to get started. The second-best time is right now. IBM launched AskIT in 100 days from conception. -You’re enhancing your workforce. Let AI handle the routine so your people can tackle the tough stuff.

-Multi-agent orchestration -Third-party integrations -Continuous learning and improvement

-Build a business case using IBM’s benefit modeling framework. -Use gen AI to draft requests for proposal (RFPs), emails, reports and summaries. -Focus on areas where content generation is repetitive but requires contextual accuracy.

-Go from descriptive insights to forecasting and recommending actions. -Integrate predictive models into decision-making workflows to better manage risks and opportunities.

-Jumpstart transformation with prebuilt agents, templates and workflows for common business needs. *IBM agents were deployed in a day using watsonx® accelerators and low-code tools.

-Tie every AI initiative to a measurable business outcome, such as cost savings, efficiency gains or risk reduction. -Collaborate with finance and strategy teams to quantify benefits and align AI efforts with enterprise goals.

-Identify areas that can deliver immediate value. This process builds organizational trust and enthusiasm for broader transformation. -Before you build, look closely at your data to uncover patterns, bottlenecks and automation opportunities.

-Use gen AI to mine content and create personalized messaging based on client profiles, industry trends and past interactions.

-Bring all your siloed information together on a single, centralized interface using APIs and data orchestration tools.

-Find areas where employees are spending too much time on repetitive tasks. -Measure the time spent on prospecting and outreach, data mining and incentive and commission workflows.

-Bring stakeholders from sales, IT, operations and research together. -Co-create AI solutions as a team to get quick buy-in and smooth out the implementation process.

-Use no-code platforms to make innovation and adoption available to everyone. -Encourage nontechnical teams to build, customize and deploy their own AI solutions.

-Support sellers at every stage. Make sure your AI assistant is context-aware and tailored to the rhythm of your sales process. -Your assistant should live where sellers already work, providing insights and automating tasks without disrupting flow.

Figure out where manual processes are slowing you down or increasing risk. -Focus on challenges that have a measurable impact on cost, time or compliance. -Get leadership on board to drive urgency and support.

-Pursue partners who bring specialized knowledge in technology, strategy or industry. -Create cross-functional teams that blend business insight with technical expertise. -Use collaboration to co-create practical, scalable, low-risk solutions.

-Autonomous workflows depend on tax‑ready data available in real time. -Data is your differentiator. Unlocking it increases accuracy, speed and auditability.

-Look for platforms that can integrate with your current systems and workflows. -Prioritize AI tools that provide transparency, security and adaptability. -Use your AI provider as an AI orchestrator to tap into pretested integrations and best practices.

-Choose high-impact use cases where AI can deliver quick wins, such as high-volume, rules-driven areas including sales and use tax, VAT, property tax, balance mapping and reconciliations. -Use MVPs to get feedback, improve how work gets done, and show ROI.

-Maintain relationships with trusted partners. -Share knowledge to uncover opportunities for innovation. -Promote ongoing experimentation and learning across departments.

-Bake controls, auditability and regulatory alignment directly into workflows. -Establish clear standards for data quality, model performance and oversight.

-Don’t chase AI opportunities. Zero in on what’s not working and use AI to make it better. -Make your data tax-ready and use it as a differentiator. -Collaboration cuts through complexity. Team up with strategic partners to move faster and deliver better outcomes.