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HPE's CFO: Making Agentic AI Work in Finance

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Key takeaways

Business

High-level summary

  • Marie Myers (CFO, HPE) describes HPE’s deployment of agentic/generative AI across a ~3,600‑person finance organization to drive speed, accuracy, and scaled operational insight.
  • The approach treats AI as an iterative, enterprise transformation — not a point tool — with strong emphasis on data, governance, determinism, human oversight, change management and ROI discipline.

“Treat AI as an iterative, enterprise transformation — not a point tool.”

  • Practical starting points: transactional finance (accounts payable, credit & collections, contract analysis, internal audit) and enterprise areas with clear productivity upside (software engineering, marketing, IT).
  • Key platform/partners: Deloitte’s Zora platform (HPE‑branded as “Alfred”), NVIDIA (collaborated on determinism/NIM), and private‑cloud/on‑prem architecture for sensitive financial data.

Frameworks, playbooks and processes

  • ROI framework

    • Separate direct (hard savings) vs indirect benefits (speed, accuracy, fraud reduction, time‑to‑insight).
    • Define an “indirect bucket” and quantify where possible; use scoring to prioritize bets and stage‑gate decisions.
  • Stage‑gate / experiment-driven investment

    • Run small pilots, iterate rapidly, track outcomes, and stop projects that don’t meet ROI/scorecard thresholds.
  • Workflow‑first deployment playbook

    • Redesign workflows and operating models (for example, centralize FP&A) before layering agents.
    • Standardize processes to enable scalable agent deployment.
  • Data foundation playbook

    • Build and verify a single source of truth (“one time data”).
    • Reconcile and clean data before AI; treat data quality as a gating factor.
  • Determinism & governance playbook

    • Require deterministic outputs for finance queries.
    • Co‑engineer or tune models (HPE worked with NVIDIA NIMs) to ensure consistent answers.
    • Prefer private cloud / on‑prem when necessary for compliance/security.
  • Human‑in‑the‑loop governance

    • Maintain human oversight for judgmental, regulatory, or high‑risk decisions.
    • Define responsibilities across business owners, IT/data custodians, compliance, and audit.
  • Change management & capability building

    • Sustained training and organizational learning (HPE trained thousands).
    • Focus on culture and adoption, not just technology.

Key metrics, KPIs and data points

  • Organization & scale

    • Finance organization: ~3,600 people.
    • HPE trained >3,000 employees on AI capabilities.
  • Data & platform scale

    • Alfred (HPE’s Zora instance) contains ~500,000 data elements.
    • Alfred was on version 65+ during development.
  • Process cadence

    • “Ops call”: weekly enterprise operational review (Monday midday) automated/enhanced by Alfred.
  • Suggested KPIs to track

    • Determinism / consistency rate (same answer every time for the same query)
    • Time‑to‑insight / time‑to‑decision
    • Error rate / invoice error reduction / fraud incidents
    • Throughput (invoices processed, collections actions)
    • Forecast accuracy and variance
    • Employee adoption / training completions
    • Cost of models/infrastructure vs productivity gains (ROI)
    • Number of agentic workflows deployed and iteration/version cadence

Concrete examples / case study actions (HPE)

  • Platform & scope

    • Started with Deloitte Zora for transactional finance (AP) and expanded into the weekly ops call via HPE’s Alfred.
  • Security model

    • Used private‑cloud / on‑prem deployment to retain control of sensitive financial data and meet compliance requirements.
  • Determinism engineering

    • Co‑engineered model behavior with NVIDIA to move from probabilistic to deterministic outputs for finance queries.
  • Workflow redesign

    • Centralized FP&A and standardized end‑to‑end workflows before deploying agents.
  • Prioritized use cases

    • Finance (early): accounts payable, credit & collections, contract/accounting reconciliation, internal audit, controls checking.
    • Enterprise (high ROI): software engineering/code generation, marketing (creative/content campaigns), IT workflow automation.
  • Human role

    • AI synthesizes and narrows areas of focus (e.g., flags top issues); humans validate, investigate, and execute corrective plans.

Actionable recommendations (priority order)

  1. Build the data foundation: single source of truth; reconciled and clean datasets — non‑negotiable.
  2. Redesign workflows first: centralize/restructure processes so agents can be effective and measurable.
  3. Start small and iterate: pilot transactional workflows with clear metrics; apply agile development and versioning.
  4. Insist on determinism for critical finance queries: engineer or configure models to return consistent answers.
  5. Use private/on‑prem where compliance/security require it; otherwise evaluate hybrid models.
  6. Bake in human‑in‑the‑loop controls for judgment, regulatory interpretation and final accountability.
  7. Set clear stop/go criteria and monitor ROI closely; be prepared to reallocate capital.
  8. Invest heavily in change management and continuous training (not one‑and‑done).
  9. CFOs should lead ROI stewardship; work closely with CIOs, compliance/audit, and business owners.

Organizational and talent implications

  • Role changes: reduce manual data‑gathering roles; shift finance skills toward analysis, judgment, cross‑functional partnering, and “AI + domain” fluency.
  • Staffing model: fewer repetitive processing tasks; more emphasis on analytical, communication, and decision‑making capabilities.
  • Learning agility: capture organizational learning from pilots (including failures) to accelerate subsequent deployments.

Governance, risk and regulatory stance

  • Accountability remains human: final accountability for regulatory interpretation and finance outputs stays with people.
  • Determinism & explainability: finance requires deterministic answers; explainability remains important and needs governance.
  • Controls & audit: integrate compliance teams early; CIO/data custodians must enforce data controls.
  • Security: private/on‑prem deployments used to control sensitive data and meet governance requirements.

Capital deployment & investment guidance

  • Adopt an experimentation budget with clear tolerances for “throwaway” work; keep investments manageable and closely monitored.
  • Expect models and infrastructure to evolve quickly; focus on building core skills & processes that transfer across model generations.
  • Evaluate ROI not only on hard cost savings but also on speed, accuracy, risk reduction, and capacity to redeploy human capital into higher‑value work.

Advice for CFOs, CIOs and boards

  • CFOs: act as stewards of AI capital — measure ROI, prioritize investments, and ensure data & governance; develop conversational-to-deeper tech acumen.
  • CIOs: be central to deployment — data custodian, controls lead, governance steward; become a strategic partner to the business.
  • Board members: require AI literacy; understand risks, deployment plans, and how AI can disrupt industry economics.

Risks and open challenges

  • Non‑determinism and explainability challenges of generative models.
  • Data quality as the primary blocker.
  • Cultural resistance and the risk of “AI slop” (dropping standards).
  • Rapid model lifecycle and circular financing in the AI ecosystem (chipmakers, model vendors, clouds funding one another) — judge investments by customer value and ROI.

Presenters and sources

  • Marie Myers — Chief Financial Officer, HPE (primary presenter)
  • Michael Krigsman — CXOTalk (interviewer/host)
  • Deloitte — Zora platform partnership (referenced)
  • NVIDIA — collaborated on determinism/NIM engineering (referenced)
  • HPE internal platform — Alfred (HPE’s instance of Zora)
  • Also referenced: Bill Briggs (Deloitte CTO, prior episode mention)

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