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AI Reshapes Professional Services Around Trust and Business Outcomes

PwC and Certinia executives say AI is pushing professional services to redesign workflows around trust, human judgment.

The transition is changing how firms structure projects, manage knowledge and measure success. Rather than simply accelerating existing processes, organizations are beginning to redesign workflows around AI-driven execution while preserving the expertise and accountability clients expect, Cook and Sulur said. "Where we're seeing AI leaders win is they're not simply deploying better tools. They're actually redesigning how that value is created," Cook said. "So, it's not just a case of how do we get to the outcome faster."

The gap between AI adoption and measurable financial returns remains substantial. PwC's 29th Global CEO Survey found that only 12% of chief executives reported both revenue growth and cost reductions attributable to AI, while 56% reported no significant financial benefits. Cook said the findings underscore the limitations of deploying AI as a standalone productivity tool rather than integrating it into core business operations. "The firms that win will be the ones that can turn AI into repeatable, measurable outcomes, not the ones with the most tools," he said.

For professional services organizations, faster task completion does not necessarily translate into faster project delivery. Sulur pointed to software development as an example, explaining that AI-assisted coding may shorten development cycles without eliminating delays in testing, integration or release processes. Achieving meaningful improvements requires redesigning the entire workflow rather than automating individual steps. The same principle applies to consulting engagements, where AI could help firms complete research and analysis in weeks instead of months.

Sulur also emphasized that successful transformation depends on organizational leadership and employee capabilities working together. Executives must establish a clear direction, while employees develop the proficiency necessary to apply AI effectively and recognize where processes can be improved. "The combination of the top-down mandate and what I call the bottom-up proficiency that your organization has is what's going to move the ball forward," Sulur said.

As organizations move toward more consequential AI applications, reliability and accountability become increasingly important. AI-generated recommendations may appear convincing while containing errors that require extensive human verification, potentially eliminating the productivity gains they were intended to create. For professional services firms, establishing trust requires more than improving model accuracy. Organizations must also develop systems that provide the appropriate business context, enforce permissions and validate outputs against expected results.

Sulur identified workflow orchestration and enterprise data management as two essential components of this emerging architecture. Orchestration systems help AI understand project stages, required tasks and previous work, while data systems make organizational knowledge available in the appropriate context. Unstructured information, including meeting transcripts, communications and previous project documents, represents a particularly valuable resource. However, firms must determine which information is relevant to each task while preventing unauthorized access to proprietary data.

Cook believes that these technical capabilities must complement, rather than replace, professional accountability. "AI can accelerate evidence gathering and scenario development, but it doesn't carry professional accountability," he said. "That remains human."

The growing importance of judgment is also changing workforce expectations. Cook referenced PwC research showing that AI-exposed junior positions are increasingly requiring skills traditionally associated with senior roles, including leadership and decision-making. Looking ahead, both executives expect professional services firms to devote more human resources to complex client challenges as AI assumes responsibility for repetitive activities.