Case Study on what a successful GenAI implementation looks like for tax and finance departments
A visionary strategy for the tax and finance functions
Overview
In this document on successful Generative Artificial Intelligence (GenAl) implementation for tax and legal departments, we explore what an effective platform can achieve-starting with tax and finance functions, and scaling across the enterprise.
It provides a visionary example illustrating what "good" in the GenAI space truly looks like—capturing the full implementation journey from strategic intent to data readiness, workflow development, governance, adoption, and long-term evolution.
Some of the key takeaways from this case study on building a future ready tax and legal GenAI strategy include:
- A strategy that starts with purpose, not procurement
- A capability map that reflects the real work
- A platform that understands workflow, context, and change
- Data that is secure, governed, and strategically curated
- A pilot that proves business value—not just technology
- Governance that is designed in, not bolted on
- Adoption that is human-centered
- Scalability that reflects demand, not ambition
- A strategy that is built for the future, not just the present
This future scenario story of successful GenAI deployment is not just about technology—it is about design, governance, enablement, and above all, adaptability.
More GenAI to explore
AI and Tax: Can you make your tax function AI enabled?
We hosted a webinar to provide valuable insights into the transformative role of Artificial Intelligence (AI) in tax and legal services. The session covered AI’s ability to enhance accuracy and efficiency, optimize tax planning strategies, and automate routine and complex processes.
