The CFO's Guide to Managing AI Transformation Success

Why 88% of AI Initiatives Fail - And How CFOs Can Lead the 12% That Succeed

While CEOs face intense board pressure to "do AI now," most organizations are setting themselves up for failure. Our comprehensive white paper reveals why Chief Financial Officers are uniquely positioned to transform from reactive financial reporters into proactive AI transformation leaders.

The AI Crisis

Despite the accessibility of tools like ChatGPT and Claude, companies are abandoning AI initiatives at alarming rates - 42% in 2025, up from just 17% in 2024. The problem isn't technology; it's the lack of financial discipline and strategic focus.

The CFO Advantage

CFOs possess four irreplaceable capabilities that make them natural AI transformation leaders:

  • Unbiased financial analysis across competing investment options

  • Risk quantification with realistic ROI modeling

  • Strategic KPI frameworks that connect tactical metrics to business outcomes

  • Chief Data Officer positioning since AI input and output are fundamentally data

Key Frameworks Covered

Our white paper provides actionable frameworks including:

  • Translation methodology for converting CEO urgency into measurable investment scenarios

  • S&OP focus areas that drive capital efficiency and value creation

  • 90-day experiment cycles with objective evaluation criteria

  • Build vs. buy analysis for AI platform decisions

The Bottom Line

Your organization's AI success depends not on having the latest technology, but on having a CFO who can navigate transformation with financial rigor and strategic clarity. This white paper equips you with the tools to become that leader.

Developed in collaboration with our partners: Ariel Jalali (CEO, Paragon), Karsten Loose (CEO, Karlon Group), and Chris Shimojima (CEO, C5 Advisory)

[Download the complete white paper here]

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