AI and Talent

• Talent growth rests on exposure, visible judgment and two way learning
• EY-Parthenon trains analysts in judgment over modeling
• EY Singapore coached 150 new managers on leading in the AI era
• Leaders set AI adoption, as employees learn by watching them
• Deloitte's FDE Academy team prototyped a retail system in three days
• The ACE program trains new joiners in CRM and agentic AI
• EY AI Month builds AI skills and judgment across MENA

‍

Pricing and Business Models

• Agent led workflows deliver 30 to 80% gains versus 10 to 20% from tools
• Outcome pricing lifts gross profit per $10 outcome from $3 to $7.80
• Hourly billing gives way to hybrid pricing models
• Analysts expect client fee cuts of 20 to 30%
• Productisation starts with repeatable client value
• EY managed services grew 13% to roughly $7 billion
• McKinsey's AI traffic hit five trillion tokens a month

‍

Firm Results and Moves

• EY FY26 revenue reached US$57 billion, up 4.7%
• EY sales from AI services grew 49%
• PwC US and PwC India formed an advisory joint venture
• KPMG US launched Client Technology & Innovation
• Oliver Wyman and Opfyx partnered on airline AI planning
• EY and Amsterdam Dance Event agreed a three year AI partnership
• EY positions its agentic platform against McKinsey and BCG

‍

Research and Benchmarks

• BCG: nearly half of companies now generate measurable AI value
• BCG: strategic clarity plus applied AI yields five times the value
• BCG: 54% to 78% of AI value sits in a few core functions
• BCG: six agent controls lift revenue share from 0.5% to 1.8%
• McKinsey: eight in ten cite data limits on scaling agents
• Deloitte: only 14% of finance leaders back full AI autonomy
• McKinsey Global Institute: 11 million Americans may need new occupations

‍

SAP and Oracle Practice

• SAP Business AI replaces configurators, not functional consultants
• Consultant value shifts to asking the right questions
• 83% of Deloitte consultants report gains from SAP Joule
• KPMG: fragmented data, not models, stalls AI
• Deloitte expects AI agents to halve ERP project timelines
• Deloitte's Oracle hackathon showed clear instructions are the hard part
• EY GDS: AI reshapes, not replaces, SAP consultants

‍

Thanks to Daniela Köhler, Peter Mathews, Nam Soon, Louise Parkinson, Christian Eißner, Brendan Bryan, Mazen G. Baroudi, Marc Beierschoder, Donald Berryman, Fernando Pacheco, Mayank Kumar, Luk Smeyers, James O'Dowd, Chaitanya Kaul, Sakshi Singh, Sushant Kumar, Paul Griggs, Todd Lohr, Gilles Roucolle, Menno Bonninga, Sam Hsu, Michael Brigl, Dr. Michael Grebe, Dylan Bolden, Dr. Katharina Hefter, Holger Harreis, Gina Primeaux, Bob Sternfels, Ashutosh Deshpande, Sriraj Tadimeti, Maddie Kukura, Valentino Koester, Dr. Marcus Pack, Meet Bhavsar and Aristotle Santos and everyone else who contributed insights to this edition. Find the full list of posts and voices on LinkedIn: https://www.linkedin.com/pulse/best-linkedin-cw-40-41-strategy-consulting-thomas-allgeyer-irgce/?lipi=urn%3Ali%3Apage%3Ad_flagship3_detail_base%3BLWymS8twQhGmcYFKaMwwbQ%3D%3D