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The Rise of Agentic AI: A Revolution in Corporate Planning

An Empirical Analysis of Adoption, Real-World Impact, and Unsolved Challenges

About this survey

The Rise of Agentic AI: A Revolution in Corporate Planning

Start: Q2/2026
Publication: October 2026
Region: Global Research
Authors: Christian Fuchs, Robert Tischler

  • Agentic AI promises a future of automated workflows, predictive insights, and proactive task initiation. This technology offers unparalleled efficiency in corporate planning and forecasting. Vendors actively promote the vision of AI agents acting as autonomous teammates that will revolutionize how businesses budget, forecast, and strategize. However, beyond the polished demos and visionary keynotes lies a more complex reality. As business leaders navigate the path from promise to practical application, they must answer critical questions about ROI, security, data readiness, and the impact on their workforce. 

This survey aims to cut through the hype and provide an independent, empirical benchmark of the current state of agentic AI usage and expectations in corporate planning. BARC will provide a balanced and nuanced perspective by rigorously investigating the potential benefits and challenges that remain unresolved. We will explore where agentic AI can deliver tangible value and, equally important, where the technology falls short. This research is intended for discerning leaders who need a realistic, clear-eyed guide to navigating the next wave of technological change. 

Core questions:

  • What is agentic AI, and what are its most promising use cases for corporate planning? 
  • Where is agentic AI currently delivering the most tangible value, and where will it do so in the future (e.g., integrate data, generate narratives or recommendations, update models)? 
  • What are the most significant unsolved challenges and barriers to widespread adoption (e.g., data quality, integration complexity, user trust, cost)? 
  • How are leaders justifying their investment in this technology (e.g. what is the perceived ROI among current users)? 
  • What is the single most critical factor that must be addressed to unlock the full potential of agentic AI within the next 3-5 years (e.g., better algorithms, improved data governance, clearer use cases)? 

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BARC Topical Survey

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