Technology

Tech's H2 Commercial Outlook

Issue 128

AI forces a rethink of how organisations operate.

If there is one defining characteristic for the market as we move into H2, it is that conversations around AI have shifted decisively from experimentation to transformation. Organisations are no longer asking whether AI works or exploring individual use cases, they are asking how to implement it strategically and how quickly they can redesign their businesses to take advantage of it.

The leaders pulling ahead are not simply automating existing processes. They are fundamentally rethinking how work gets done, maximising available skills, efficiencies and new ways of working.

A common mistake is treating AI as a way to accelerate today’s operating model. Faster delivery of the same processes will create incremental gains, but the real opportunity lies in asking what becomes possible when AI changes the economics of software development, decision-making and knowledge work.

In this article, Leighton’s Chief Revenue Officer, Claire Cundill, shares the four key themes that have emerged over the past six months and explores how AI exploration and implementation are changing the way organisations approach projects, with a clearer focus on business impact.

From proof of concept to business outcome

Many organisations have completed successful AI pilots. The challenge now is creating measurable commercial value.

This requires a rethink of how products are built. Traditional software delivery approaches, designed around predictability and governance, can struggle to keep pace with AI’s rate of change. Organisations are increasingly restructuring delivery teams, reducing handoffs and empowering smaller groups to deliver AIenabled capabilities at speed.

Productivity expectations are changing too, AI should not simply improve efficiency around the edges, it has the potential to fundamentally increase the output of engineering and delivery teams.

Operating models built for a different era

Many organisational structures were designed for industrial-era efficiency rather than AI-enabled adaptability. Functional silos, committee-led decision making, process-heavy delivery, extensive measurement before action and diffused accountability can all create friction and delay.

These approaches are increasingly giving way to operating models centred on speed, accountability and customer outcomes. Smaller, outcome-focused teams with clear missions are becoming the preferred delivery model, with end-to-end accountability sitting with a single leader.

Legal, commercial and risk functions are also being embedded earlier in delivery rather than acting as gates at the beginning or the end. The result is faster learning, quicker iteration and a shorter path from idea to value.

AI is changing the economics of delivery

AI is increasingly an economic decision before it becomes a technology decision. Choices around whether organisations consume, compose or build AI capabilities directly affect costs, skills and team structures.

FinOps is evolving accordingly. Rather than considering infrastructure costs alone, organisations are beginning to weigh token consumption against salary costs and productivity gains.

The commercial question is no longer simply, “How much does the model cost?” but “What is the blended cost of AI and people delivering this outcome?”

Acting before certainty arrives

Perhaps the clearest message is that waiting for traditional demand signals may itself be a commercial risk.

AI is moving too quickly for certaintyfirst decision making. That does not mean abandoning governance but recognising that success increasingly comes from managing within ranges rather than seeking absolute certainty before investing.

Competitive advantage will belong to organisations willing to evolve their operating models, redesign their teams and rethink the economics of delivery, not simply deploy new technology.

At Leighton, we are working with customers to redesign their software development lifecycles and embed AI in meaningful ways to maximise efficiency and return on investment. If you’re exploring the how AI can be embedded across your organisation, then we’d love to hear from you: www.leighton.com/lets-talk

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