AI Agent Use Cases for Professional Services

This document is a guide that outlines various use cases for AI agents in professional services. It describes how AI agents function as digital teammates that enhance workflows by planning, acting, and improving processes. The guide details specific applications of AI agents across different areas such as presales and business development, knowledge management, project delivery, and finance compliance. For instance, in presales, AI agents can draft proposals and compile client briefs to expedite the process. In project delivery, they automate administrative tasks and assemble status reports. The document also emphasizes the importance of governance and trust in AI usage, highlighting the need for human oversight in high-risk actions and ensuring data protection. Additionally, it provides a structured 90-day plan for organizations to pilot and scale AI agent implementations effectively, focusing on metrics, feedback, and readiness for broader application.