"Is the tool you’re deploying actually moving the needle on the product you’re selling? If it’s not accelerating your core business, it’s just overhead."
Robin Patra
Director of Data, Analytics & AI
Keeley Companies

The role of AI in enterprise is quickly shifting from simple chatbot assistant to full-on cross-functional coworker. As the technology advances, there’s an upward trend in corporate leaders using AI for operational use cases to create more cohesion between departments. Take, for example, how ARCO Construction is streamlining the notoriously complicated building process: their GenAI ecosystem is assisting the team today in legal case intake, identifying risk factors, and triggering automated workflows in other enterprise systems. Many leaders think it holds promise across many industries to hold this same administrative role, but remain cautious about full, “process-level” automation.

Robin Patra, Head of Data , Analytics & AI at Keeley Companies, has spent over two decades leading digital and AI transformations at multi-billion-dollar enterprises like BlackRock and Cisco. As a leader who regularly transforms $3B+ enterprises and scales global AI teams, he said the move to orchestration requires leaders rethinking how they measure success, manage risk, and build trust.

"AI is an enabler, not a product," Patra said, meaning the future implementation of AI technology is a means to shave off project timelines through the use of agentic AI and process automators. "Before investing, leaders need to measure whether the total cost of ownership matches the value it brings to their core business. The move to orchestrated workflows is prompting many leaders to call for a new strategic framework built on three pillars:

  • Integration over invention: First, proper implementation requires a deep focus on skillfully weaving AI into existing business processes to create powerful data-driven workflows. "Enterprises are not in the business of creating AI; we are in the business of deploying AI," Patra said. "This means the priority must be understanding the tool and how it integrates into the workflow. This is the most critical piece most leaders overlook."

  • Driven by domain: The second pillar is people alignment. As AI connects disparate business units, the human experts in those units must be brought together to co-design the new processes. "AI-driven transformation must be led by domain experts. The people who own the process are the ones who must trust the AI's outcome, so they must also be the ones who own its integration into their daily workflow."

  • Tying AI back to returns: And finally, a call for the executive-level push for workflow transformation to unlock ROI is key. Patra offered a simple litmus test when evaluating AI's success once implemented: "Is the tool you’re deploying actually moving the needle on the product you’re selling?” If it’s not accelerating your core business, it’s just overhead." AI, he added, needs to move out of isolated silos so you can integrate it directly into core business workflows.