AI competence and governance across the entire company

A tax advisory firm faced the question of how generative AI could be integrated sensibly into everyday work. At the same time, data protection, regulatory requirements and the responsible handling of sensitive client data had to be taken into account.

For management, one thing was clear: AI should not remain a topic only for a few tech-savvy employees. The whole team should understand which opportunities AI opens up, where risks arise and how the new technologies can be used responsibly.

On the one hand, employees were meant to get to know new AI possibilities, try them out and develop their own fields of application. On the other hand, a tax advisory firm works with particularly sensitive information. Data protection, clear guardrails and a shared understanding of what is possible with AI – and what is not – were therefore essential prerequisites.

This was about more than transferring knowledge. Employees brought their own questions and concrete topics from their everyday work and explored where AI can support their work and which limits and risks need to be considered.

In parallel, the strategic implications were examined with management: What opportunities arise for the business model? Which risks need to be actively managed? What organizational and technological prerequisites are required?