Strategy

    Gartner: The Real ROI of GenAI in Customer Service

    Only 11% of leaders report GenAI met their primary business objective. Gartner's Defend/Extend/Upend framework for prioritising use cases.

    CaseFlow Team•18 November 2025•5 min read
    Gartner: The Real ROI of GenAI in Customer Service

    The Reality Check

    Gartner's research delivers a sobering message: only 11% of leaders report GenAI met their primary business objective. FOMO and vendor pressure often lead to misaligned investments that inflate costs (sometimes 5–10x budget) and dilute benefits.

    The Defend/Extend/Upend Framework

    Defend: Agent Experience & Productivity

    Soft benefits: improve how your team works

    • Agent assistants
    • Call summarisation
    • Knowledge retrieval

    Extend: Cost Savings & Revenue

    Hard benefits: measurable impact

    • Virtual customer assistants
    • Automated quality assurance
    • Upsell prompts

    Upend: Long-term change

    Long-term strategic plays

    • AI-driven contact centres
    • Minimal human-agent models

    Recommendation: Prioritise Defend & Extend for near-term ROI; pursue Upend cautiously as strategic bets.

    Critical Success Factors

    • Rollout Strategy. Target specific agent cohorts.
    • Change Management. Prevent productivity leakage through training, monitoring, process redesign.
    • Hidden Costs. Data quality investment, scaling/inference costs, vendor pricing changes, scarce GenAI talent.
    • Security & Trust. Plan for governance and guardrails from day one.

    Strategic Assumptions

    • By 2026: 75% of GenAI adopters will see productivity gains, mostly as soft benefits.
    • By 2027: 50% will redesign processes to convert those gains into measurable ROI.

    The Bottom Line

    "Don't let hype dictate your GenAI investment: let business outcomes drive it."

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