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AI Strategy

From employee experiments to vendor integrations, your business is likely already relying on AI.

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Start Smart, Scale Right

Our technology professionals put you in control by revealing the AI applications within your current environment so you can select the right solutions on your terms and with an emphasis on ROI, capability, and security.

Your AI Atlas

Foregoing a defined AI strategy doesn’t stop adoption — it just means it’s happening without direction, oversight, or strategic impact. CBIZ aligns leadership, identifies meaningful use cases, and builds a roadmap that keeps pace with innovation while avoiding missteps.

AI Strategy

The left brain to generative AI’s creative right, agentic AIs are programmed to reason through tasks and make decisions. Use agentic AI to automate certain operations and unlock efficiency.

A decision to use AI will not challenge your business’ survival, but a market where your competitors and clients actively use AI will.

Agentic AI

The left brain to generative AI’s creative right, agentic AIs are programmed to reason through tasks and make decisions. Use agentic AI to automate certain operations and unlock efficiency.

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CBIZ helps businesses incorporate agentic AI programs that can revolutionize business. Our teams have experience implementing and testing AI systems to help control risk and maximize their efficacy.

AI Readiness Assessment

A decision to use AI will not challenge your business’ survival, but a market where your competitors and clients actively use AI will.

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CBIZ takes a careful and methodical approach to incorporating AI solutions. That not only helps ensure that you get the full benefits of AI today, but prepares your business to scale with the advancements that the future brings. Our readiness assessment will help you put AI to work where it adds the most benefits and in a manner that controls associated risks.

What You Get

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Executive Workshops

Reach alignment on goals, risk, and readiness.

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Use Case Mapping

Uncover industry-specific opportunities, tailored to your needs.

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Roadmap Deliverable

Define timelines, investment forecasts, and success metrics.

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Scalable Framework

Evolve AI capabilities alongside other organizational goals.

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Service Benefits

Center your strategy on value creation.

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Align your executive team on approach and outcomes.

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Develop a clear path forward with priorities, timing, and ROI

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Insights that Impact

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The Power of a Generative AI Strategy to Put Your Consumer Product Company at an Advantage

Discover how to build a robust generative AI strategy that drives innovation and streamlines operations for your Consumer Product Company.

Sophisticated AI Strategy: The Key to Unlocking AI Success

Explore best practices for building an effective AI Strategy—curate data, ensure strong governance, and prioritize real-world use cases.

Impairment Considerations for AI Assets

Navigate AI asset valuation with a focus on impairment factors, ensuring transparency and compliance with latest accounting standards.

Determining Useful Lives of AI Assets

Explore strategic AI asset management with our guide. Essential for finance executives aiming to integrate AI efficiently in their planning.

Accounting Considerations in AI Projects

Delve into the accounting hurdles of AI technology development. Learn how generative AI impacts financial reporting and compliance for professionals involved in AI projects.

Artificial Intelligence and Private Equity: Best Practices for Funds and Portfolio Companies

Understanding AI’s role in Private Equity: Boost investment performance with cutting-edge insights and efficient decision-making processes.

Why RPA Remains a Cornerstone in the Age of Intelligent Automation

Is robotic process automation (RPA) still relevant in the age of AI? Discover the many benefits of this timeless technology and how fusion of RPA & AI is the best option.

Understanding the EU’s Artificial Intelligence Act: Key Points for Legal and Compliance Professionals

The European Union’s Artificial Intelligence Act is the first regulatory framework to address the ethical, legal, and societal implications of AI systems.

5 Ways AI is Transforming Commercial Real Estate

The AI era in CRE is here, and technology is helping teams enhance operational efficiencies. The potential of AI offers innovative opportunities in 5 areas.

HR & AI

Discover how AI is transforming HR practices by automating tasks, enhancing talent acquisition, and revolutionizing employee training and development.

A Primer for Leveraging AI to Drive Growth

While there are an almost infinite variety of AI benefits, selecting the ones that best align with the organizational priorities, will ensure the best fit and highest probability for success.

Beyond Manual Tracking: The Path to AI-Enhanced Inventory for Consumer Products Companies

Integrating AI in inventory management is an ongoing process, with its influence expected to grow.

Embrace AI with Confidence: Understanding the Risks for Not-for-Profits

Understanding AI risks is crucial for not-for-profits. Learn how to safeguard data, maintain compliance, and ensure ethical AI use in your organization.

Using AI to Prepare for an Earnings Call

AI can assist with reviewing the company’s latest financial statements to extract the most relevant data.

AI Governance: Managing the Risks in the Public Sector

As public sector entities seek to optimize efficiencies and innovation, the potential applications for artificial intelligence are seemingly limitless.