The Everest Group report defines agentic automation as the next evolution of intelligent automation, combining autonomous AI agents with existing systems to handle complex workflows, contextual decisions, and real-time adaptations. Use cases span KYC, invoice processing, customer onboarding, warranty claims, and employee onboarding. Agentic automation yields higher long-term ROI by improving accuracy, compliance, and customer experiences. A structured framework assesses costs, benefits, and KPIs like cycle time and error rates. Success requires clear objectives, phased adoption, stakeholder alignment, robust governance, and upskilling to drive sustainable value and innovation.

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