Agentic AI: unlocking value creation

Start small, scale smart: a business-first approach to agentic AI.

According to the KPMG Agentic AI Advantage report agentic AI can increase workforce efficiency by up to 30 percent and reduce operational costs by 25 percent by 2027. The opportunity is clear. But to realize it, organizations should start small and start smart. Defined the vision for your business, then deliver tangible value.

For example, KPMG firms help businesses and organizations identify high-impact entry points where Microsoft Agents and M365 Copilot can begin making a meaningful difference within weeks. These are often operational hotspots: claims processing, risk detection, customer complaints, or month-end or quarterly reporting. Small wins that prove the model without overwhelming your systems or teams.

But value isn’t just about speed. It is important to lay the long-term foundations: secure and clean data flows, underpinned by strong governance and compliance frameworks, orchestration controls, and role-based access. These early decisions help ensure agents can scale with consistency and compliance.

With a broad-ranging adoption plan in place, organizations can integrate agents into their day-to-day operations, enabling them to work alongside employees, supporting them and empowering their performance.

Turn pilots into performance with enterprise-ready AI

Once early wins are delivered and the foundations are in place, the focus should then shift to scale. This is where the value of agentic AI becomes an operating capability, not a series of experiments.

Through KPMG Velocity, our enterprise transformation and operating‑model approach, KPMG firms help clients embed agentic capability directly into their Target Operating Models with confidence. Velocity provides a structured, repeatable way to identify, prioritize, and orchestrate agents across value streams, functions, and processes, ensuring agentic AI scales as part of how the organization runs, not as isolated initiatives.

KPMG’s alliance with Microsoft translates into tangible benefits for clients: early access, deeper integration, and visibility into what’s coming next. Clients don’t just get the latest innovations in Copilot Studio and Azure AI Foundry; they get advisors who know how to deploy them where they will have real business impact.

From early success to long-term AI capability

At KPMG, we also draw on our own experience as client zero, the first to test and adopt these approaches inside our own business. Across the KPMG global network, KPMG firms have embedded Microsoft agents into functions like tax (via One Port), audit (via Clara), and productivity (through our proprietary platform, Kleo). That experience helps clients avoid common pitfalls and focus on what works.

This is a critical stage for clients: preparing for what comes next. As the number and impact of agents grow, we can help evolve governance frameworks and adapt performance models that reflect both digital and human contributions.

The result? An AI-enabled enterprise that doesn’t just keep up. It leads with intention.

With the right strategy, structure, and support, agentic AI isn’t just adoptable. It’s transformative. And the organizations that act today won’t just keep pace — they should define what comes next.