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Initial Assessment: AI Agent Adoption

12 slides as a basis for discussion with your leadership team. Market data, risk profile, roadmap. Free PDF.

A selection from over 5,000 projects in 25 years of software development

Airbus Volkswagen Shell Renault Evonik Vattenfall Philips KPMG

What you will find in this initial assessment

Over 40% of agentic AI projects will be cancelled by the end of 2027, according to a Gartner forecast - because of escalating costs, unclear business value or inadequate risk controls (Gartner, June 2025). This initial assessment gives your leadership team a sound basis for discussion - with sourced market data instead of vague promises. EU regulation is the baseline; where the UK or the US differ, the slides say so.

12 slides at a glance

  1. Executive Summary - Key message, investment framework, expected benefit, liability framework for the decision
  2. Market Context and Pressure to Act - Adoption, funding, governance gaps, regulation in the EU, the UK and the US
  3. What Are AI Agents? - Three levels of AI maturity, automated decisions under the GDPR
  4. Decision Layer - The control mechanism: human, rule engine, AI
  5. Readiness Assessment - Where does your organisation stand?
  6. Employee Representation and Consultation - EU framework, Germany as the strictest model, framework agreement
  7. EU AI Act - Deadlines after the Digital Omnibus on AI, high-risk classification, obligations of providers and deployers
  8. Roadmap - Prove, Expand, Scale in 18 months
  9. Financial Model - Investment scenarios in euros and US dollars, benefit drivers
  10. Risk Assessment - Risk analysis with mitigation, including agent security and product liability
  11. Governance and Accountabilities - RACI matrix, AI Governance Board, NIS2 duties of management
  12. Proposed Resolution - Two options for decision

Without vs. with the initial assessment

CriterionWithout the assessmentWith the assessment
Preparation time2-3 weeks30 minutes of adaptation
Governance argumentResearch it yourselfDecision Layer, EU AI Act, employee representation prepared
Financial modelBuild from scratchPre-structured scenarios with planning ranges
Basis for discussionUnstructured12 slides with clear next steps
Legal statusKeep track yourselfAs of September 2026, with source list

Free PDF

Download the initial assessment

PDF, 18 pages, 12 slides with market data and source list.

Download the template

Only your email address required. Instant PDF delivery.

Quick check: Readiness Assessment

Not yet sure whether your organisation is ready for AI agents? Take the 3-minute quick check first. The results complement the initial assessment.

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Frequently Asked Questions about the Initial Assessment

Who is the initial assessment for?

For heads of business units, CHROs, CFOs and CDOs who need a sound basis for discussion with their leadership team. The 12 slides are built so that the key messages can be presented in 10 minutes.

How accurate are the figures?

The market figures are cited with source and year and documented in the template's source list; forecasts, such as Gartner's, are marked as forecasts. The ranges in the financial model are non-binding planning values from European projects, shown in euros and US dollars, not collected benchmarks - a reliable return only follows from your own baseline.

How current is the initial assessment?

As of September 2026, version 3.1. It reflects the EU AI Act as amended by Regulation (EU) 2026/1744 (Digital Omnibus on AI, in force since 27 July 2026), with high-risk obligations from 2 December 2027, the transparency obligations in force since 2 August 2026 and the ban on emotion recognition in the workplace in force since February 2025. Notes for UK and US readers cover the rules on automated decisions of the Data (Use and Access) Act 2025, in force since 5 February 2026, and the US executive order of 11 December 2025 on state AI laws.

Is there an agent-specific version?

Yes. This page provides the general template as a PDF with 12 slides. On every agent detail page in the HR and Finance catalogues, a generator also creates an agent-specific short version with 9 slides as a PPTX file.

Is the initial assessment free?

Yes. We only ask for your email address, to which we send the PDF. How we process your details is explained in our privacy policy.

Want to make the assessment concrete?

30 minutes. We validate the planning assumptions for your organisation and discuss the next steps.

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