Tag: 3BL

Emmanuel Guilhamon, vice president, Sustainability, Rockwell Automation is a featured guest this week on the Impact Podcast with John Shegerian. The podcast has featured over 2,000 guests who all share in common a passion for making our world a better place on a daily basis.

At Rockwell, Guilhamon advances the company’s global sustainability strategy and initiatives and leads the corporate sustainability team. With strong internal and external partnership, he oversees Rockwell’s Environmental, Social, and Governance (ESG) commitments; provides thought leadership to influence product strategy and roadmaps; and guides development of new solutions to help customers achieve their sustainability goals.

In the interview, Guilhamon discussed his unique career story to date and Rockwell’s proactive global ESG priorities and progress.

View and listen to the full podcast on the Impact Podcast website.

Learn more about Rockwell’s sustainability priorities and outcomes.

CAMDEN, N.J., April 27, 2026 /3BL/ – Subaru of America, Inc. (SOA) today announced it has been recognized for the fourth consecutive year as one of the top three brands on Forbes’ 2026 Best Brands for Social Impact list, earning the high distinction of being the highest rated automotive brand once again. Developed in partnership with customer insights firm HundredX, the recognition spotlights companies that consumers believe are most committed to supporting their communities to create meaningful impact. This reinforces the automaker’s long‑standing dedication to driving positive change nationwide through the Subaru Love Promise® and its mission to be More Than a Car Company®.

^{Subaru of America has been recognized for the fourth year in a row as one of the top three brands on Forbes’ 2026 Best Brands for Social Impact list, including the distinction of once again being the highest rated brand in the automotive category. Created in partnership with customer-insights company HundredX, the list highlights companies that consumers feel are the most dedicated to giving back to their communities.}

The survey gathered more than 4.5 million ratings from over 200,000 consumers, evaluating nearly 5,500 brands. Out of those evaluated, 300 made the list based on indicators including values, trust, social stances, impact, sustainability, and widespread community support. All respondents nominated brands independently, ensuring the rankings reflect organizations that genuinely embed social impact into their business and consistently earn consumer confidence.

^{Forbes recognizes Subaru as one of the “Best Brands for Social Impact” for the fourth year in a row. The 2026 survey gathered more than 4.5 million ratings from over 200,000 consumers, evaluating nearly 5,500 unique brands. Respondents nominated brands independently, ensuring that the ranking celebrates organizations that integrate social impact into their core business strategy and match with customers’ values to create meaningful change.}

Jeff Walters, President and Chief Operating Officer, Subaru of America, Inc.:

“Supporting our communities is central to who we are as a company, and we are honored to be named the top automotive brand for the fourth consecutive year. The recognition underscores the continued impact of the Subaru Love Promise and the meaningful work we achieve together with our retailers, employees, and partner organizations. We are proud to be recognized alongside other like-minded brands driving meaningful change.”

Forbes’ Best Brands for Social Impact survey was conducted from January 2025 through December 2025, asking consumers to rate companies across over a dozen categories with a specific focus on brand values and trust, social stances, sustainability, and community impact. Respondents independently nominated brands they used and wanted to review, and only brands that were based in the U.S. or that do significant business in the U.S. were eligible.

For more information on Forbes’ Best Brands for Social Impact 2026, visit Forbes.com. To learn more about the impactful work Subaru is doing through its Subaru Love Promise initiative, go to Subaru.com/love-promise.

^{Subaru of America has been recognized for the fourth year in a row as one of the top three brands on Forbes’ 2026 Best Brands for Social Impact list, including the distinction of once again being the highest rated brand in the automotive category. Created in partnership with customer-insights company HundredX, the list highlights companies that consumers feel are the most dedicated to giving back to their communities.}

^{Forbes’ fourth annual Best Brands for Social Impact list was created in partnership with HundredX and acknowledges companies like Subaru that consumers feel are the most dedicated to giving back to their communities by evaluating ratings in survey categories including Overall Brand Values and Trust, Social Stances, Sustainability, and Community Support.}

^{Forbes recognizes Subaru as one of the top three overall “Best Brands for Social Impact”and the highest rated brand in the automotive category for the fourth year in a row based on the independent consumer survey.}

About Subaru of America, Inc.

Subaru of America, Inc. (SOA) is an indirect wholly owned subsidiary of Subaru Corporation of Japan. Headquartered in Camden, N.J., the company markets and distributes Subaru vehicles, parts, and accessories through a network of about 640 retailers across the United States. All Subaru products are manufactured in zero-landfill plants, including Subaru of Indiana Automotive, Inc., the only U.S. automobile manufacturing plant designated a backyard wildlife habitat by the National Wildlife Federation. SOA is guided by the Subaru Love Promise®, which is the company’s vision to show love and respect to everyone and to support its communities and customers nationwide. Over the past 20 years, SOA and the SOA Foundation have donated more than $340 million to causes the Subaru family cares about, and its employees have logged over 115,000 volunteer hours. Subaru is dedicated to being More Than a Car Company® and to making the world a better place. For additional information, visit media.subaru.com. Follow us on Facebook, Instagram, LinkedIn, TikTok, and YouTube.

###

Diane Anton
Corporate Communications Manager
(856) 488-5093
danton@subaru.com

Adam Leiter
Corporate Communications Specialist
(856) 488-8668
aleiter@subaru.com

CAMDEN, N.J., April 27, 2026 /3BL/ – Subaru of America, Inc. (SOA) today announced it has been recognized for the fourth consecutive year as one of the top three brands on Forbes’ 2026 Best Brands for Social Impact list, earning the high distinction of being the highest rated automotive brand once again. Developed in partnership with customer insights firm HundredX, the recognition spotlights companies that consumers believe are most committed to supporting their communities to create meaningful impact. This reinforces the automaker’s long‑standing dedication to driving positive change nationwide through the Subaru Love Promise® and its mission to be More Than a Car Company®.

^{Subaru of America has been recognized for the fourth year in a row as one of the top three brands on Forbes’ 2026 Best Brands for Social Impact list, including the distinction of once again being the highest rated brand in the automotive category. Created in partnership with customer-insights company HundredX, the list highlights companies that consumers feel are the most dedicated to giving back to their communities.}

The survey gathered more than 4.5 million ratings from over 200,000 consumers, evaluating nearly 5,500 brands. Out of those evaluated, 300 made the list based on indicators including values, trust, social stances, impact, sustainability, and widespread community support. All respondents nominated brands independently, ensuring the rankings reflect organizations that genuinely embed social impact into their business and consistently earn consumer confidence.

^{Forbes recognizes Subaru as one of the “Best Brands for Social Impact” for the fourth year in a row. The 2026 survey gathered more than 4.5 million ratings from over 200,000 consumers, evaluating nearly 5,500 unique brands. Respondents nominated brands independently, ensuring that the ranking celebrates organizations that integrate social impact into their core business strategy and match with customers’ values to create meaningful change.}

Jeff Walters, President and Chief Operating Officer, Subaru of America, Inc.:

“Supporting our communities is central to who we are as a company, and we are honored to be named the top automotive brand for the fourth consecutive year. The recognition underscores the continued impact of the Subaru Love Promise and the meaningful work we achieve together with our retailers, employees, and partner organizations. We are proud to be recognized alongside other like-minded brands driving meaningful change.”

Forbes’ Best Brands for Social Impact survey was conducted from January 2025 through December 2025, asking consumers to rate companies across over a dozen categories with a specific focus on brand values and trust, social stances, sustainability, and community impact. Respondents independently nominated brands they used and wanted to review, and only brands that were based in the U.S. or that do significant business in the U.S. were eligible.

For more information on Forbes’ Best Brands for Social Impact 2026, visit Forbes.com. To learn more about the impactful work Subaru is doing through its Subaru Love Promise initiative, go to Subaru.com/love-promise.

^{Subaru of America has been recognized for the fourth year in a row as one of the top three brands on Forbes’ 2026 Best Brands for Social Impact list, including the distinction of once again being the highest rated brand in the automotive category. Created in partnership with customer-insights company HundredX, the list highlights companies that consumers feel are the most dedicated to giving back to their communities.}

^{Forbes’ fourth annual Best Brands for Social Impact list was created in partnership with HundredX and acknowledges companies like Subaru that consumers feel are the most dedicated to giving back to their communities by evaluating ratings in survey categories including Overall Brand Values and Trust, Social Stances, Sustainability, and Community Support.}

^{Forbes recognizes Subaru as one of the top three overall “Best Brands for Social Impact”and the highest rated brand in the automotive category for the fourth year in a row based on the independent consumer survey.}

About Subaru of America, Inc.

Subaru of America, Inc. (SOA) is an indirect wholly owned subsidiary of Subaru Corporation of Japan. Headquartered in Camden, N.J., the company markets and distributes Subaru vehicles, parts, and accessories through a network of about 640 retailers across the United States. All Subaru products are manufactured in zero-landfill plants, including Subaru of Indiana Automotive, Inc., the only U.S. automobile manufacturing plant designated a backyard wildlife habitat by the National Wildlife Federation. SOA is guided by the Subaru Love Promise®, which is the company’s vision to show love and respect to everyone and to support its communities and customers nationwide. Over the past 20 years, SOA and the SOA Foundation have donated more than $340 million to causes the Subaru family cares about, and its employees have logged over 115,000 volunteer hours. Subaru is dedicated to being More Than a Car Company® and to making the world a better place. For additional information, visit media.subaru.com. Follow us on Facebook, Instagram, LinkedIn, TikTok, and YouTube.

###

Diane Anton
Corporate Communications Manager
(856) 488-5093
danton@subaru.com

Adam Leiter
Corporate Communications Specialist
(856) 488-8668
aleiter@subaru.com

The MetroHealth Foundation celebrated a $1.5 million investment from the KeyBank Foundation supporting the continued growth and impact of MetroHealth’s Opportunity Centers in Cleveland’s Buckeye and Clark‑Fulton neighborhoods. The announcement was made April 22 during the Pathways to Opportunity Celebration at MetroHealth’s Buckeye Health Center.

The three‑year investment builds on KeyBank Foundation’s initial $1.5 million commitment in 2021 and supports MetroHealth’s next phase of work to expand access, capacity and community‑driven services that address the social drivers of health and promote economic stability. With this recent commitment, KeyBank’s lifetime giving to MetroHealth now totals $3.4 million over 23 years of partnership.

Operated through MetroHealth’s Institute for H.O.P.E.™ (Health, Opportunity, Partnership and Empowerment), the Opportunity Centers serve as neighborhood‑based hubs that connect patients, employees and community residents to financial coaching, workforce training, health navigation and trusted community partners – all in one accessible, welcoming space.

“This investment affirms a shared belief that health is shaped by opportunity, stability and access – not only by care delivered in a clinic,” said Christine Alexander-Rager, MD, President and Chief Executive Officer of MetroHealth. “Through this partnership with the KeyBank Foundation, we are expanding the reach and impact of services that help individuals and families build stronger, healthier futures.”

KeyBank Foundation’s investment supports MetroHealth’s ‘Expanding Opportunity’ strategy, focused on strengthening and scaling services already embedded in the Buckeye and Via Sana Opportunity Centers. Over the next three years, the funding will enable MetroHealth to:

• Strengthen staffing capacity, including financial coaches and community health workers, to reach more individuals through one‑on‑one support
• Expand workforce development and credentialing programs, including partnerships with Cuyahoga Community College, aligned with high‑demand career pathways
• Enhance technology and digital access, supporting virtual learning, financial wellness workshops and broader community participation
• Grow community partnerships and programming, increasing the number of educational workshops, cultural events and co‑located services available to residents

Since launching the Opportunity Centers, MetroHealth has screened nearly 160,000 individuals for social needs and connected thousands to essential resources. The centers have hosted more than 130 programs, served over 1,000 residents and supported hundreds of individuals in improving financial stability through debt reduction, savings growth and credit improvement.

“Cleveland’s strength is rooted in the well-being and stability of its neighbors and neighborhoods,” said Eric Fiala, Chief of Corporate Responsibility for KeyBank. “This investment in MetroHealth’s Opportunity Centers reflects our belief that strong communities are built by expanding access to opportunity where people live and work. By supporting services that promote financial stability, workforce growth and better health, we’re helping Cleveland’s neighborhoods thrive today and for years to come.”

MetroHealth operates two Opportunity Centers through the Institute for H.O.P.E.™, each tailored to the surrounding community while advancing a shared mission:

Buckeye Opportunity Center, located within the MetroHealth Buckeye Health Center at 2816 East 116th Street, integrates financial coaching and community health workers within a clinical setting to support patients and neighbors

Via Sana Opportunity Center, located at 3335 West 25th Street within the Via Sana affordable housing development, serves as a community‑based hub for education, health promotion, workforce training and partner‑led programming in the Clark‑Fulton neighborhood

Together, the centers reflect MetroHealth’s commitment to meeting people where they are, reducing barriers and strengthening pathways to opportunity.

For more information about MetroHealth’s Opportunity Centers and the Institute for H.O.P.E.™, visit metrohealth.org/I4HOPE.

About KeyCorp

KeyCorp’s roots trace back more than 200 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation’s largest bank-based financial services companies, with assets of approximately $189 billion at March 31, 2026.

Key provides deposit, lending, cash management, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of approximately 950 branches and approximately 1,100 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. For more information, visit https://www.key.com/. KeyBank Member FDIC.

About The MetroHealth System

Founded in 1837, MetroHealth is leading the way to a healthier you and a healthier community through service, teaching, discovery, and teamwork. Cuyahoga County’s public, safety-net hospital system, MetroHealth meets people where they are, providing care through five hospitals, four emergency departments and more than a dozen health centers. For more information, visit metrohealth.org.
 

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The MetroHealth Foundation celebrated a $1.5 million investment from the KeyBank Foundation supporting the continued growth and impact of MetroHealth’s Opportunity Centers in Cleveland’s Buckeye and Clark‑Fulton neighborhoods. The announcement was made April 22 during the Pathways to Opportunity Celebration at MetroHealth’s Buckeye Health Center.

The three‑year investment builds on KeyBank Foundation’s initial $1.5 million commitment in 2021 and supports MetroHealth’s next phase of work to expand access, capacity and community‑driven services that address the social drivers of health and promote economic stability. With this recent commitment, KeyBank’s lifetime giving to MetroHealth now totals $3.4 million over 23 years of partnership.

Operated through MetroHealth’s Institute for H.O.P.E.™ (Health, Opportunity, Partnership and Empowerment), the Opportunity Centers serve as neighborhood‑based hubs that connect patients, employees and community residents to financial coaching, workforce training, health navigation and trusted community partners – all in one accessible, welcoming space.

“This investment affirms a shared belief that health is shaped by opportunity, stability and access – not only by care delivered in a clinic,” said Christine Alexander-Rager, MD, President and Chief Executive Officer of MetroHealth. “Through this partnership with the KeyBank Foundation, we are expanding the reach and impact of services that help individuals and families build stronger, healthier futures.”

KeyBank Foundation’s investment supports MetroHealth’s ‘Expanding Opportunity’ strategy, focused on strengthening and scaling services already embedded in the Buckeye and Via Sana Opportunity Centers. Over the next three years, the funding will enable MetroHealth to:

• Strengthen staffing capacity, including financial coaches and community health workers, to reach more individuals through one‑on‑one support
• Expand workforce development and credentialing programs, including partnerships with Cuyahoga Community College, aligned with high‑demand career pathways
• Enhance technology and digital access, supporting virtual learning, financial wellness workshops and broader community participation
• Grow community partnerships and programming, increasing the number of educational workshops, cultural events and co‑located services available to residents

Since launching the Opportunity Centers, MetroHealth has screened nearly 160,000 individuals for social needs and connected thousands to essential resources. The centers have hosted more than 130 programs, served over 1,000 residents and supported hundreds of individuals in improving financial stability through debt reduction, savings growth and credit improvement.

“Cleveland’s strength is rooted in the well-being and stability of its neighbors and neighborhoods,” said Eric Fiala, Chief of Corporate Responsibility for KeyBank. “This investment in MetroHealth’s Opportunity Centers reflects our belief that strong communities are built by expanding access to opportunity where people live and work. By supporting services that promote financial stability, workforce growth and better health, we’re helping Cleveland’s neighborhoods thrive today and for years to come.”

MetroHealth operates two Opportunity Centers through the Institute for H.O.P.E.™, each tailored to the surrounding community while advancing a shared mission:

Buckeye Opportunity Center, located within the MetroHealth Buckeye Health Center at 2816 East 116th Street, integrates financial coaching and community health workers within a clinical setting to support patients and neighbors

Via Sana Opportunity Center, located at 3335 West 25th Street within the Via Sana affordable housing development, serves as a community‑based hub for education, health promotion, workforce training and partner‑led programming in the Clark‑Fulton neighborhood

Together, the centers reflect MetroHealth’s commitment to meeting people where they are, reducing barriers and strengthening pathways to opportunity.

For more information about MetroHealth’s Opportunity Centers and the Institute for H.O.P.E.™, visit metrohealth.org/I4HOPE.

About KeyCorp

KeyCorp’s roots trace back more than 200 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation’s largest bank-based financial services companies, with assets of approximately $189 billion at March 31, 2026.

Key provides deposit, lending, cash management, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of approximately 950 branches and approximately 1,100 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. For more information, visit https://www.key.com/. KeyBank Member FDIC.

About The MetroHealth System

Founded in 1837, MetroHealth is leading the way to a healthier you and a healthier community through service, teaching, discovery, and teamwork. Cuyahoga County’s public, safety-net hospital system, MetroHealth meets people where they are, providing care through five hospitals, four emergency departments and more than a dozen health centers. For more information, visit metrohealth.org.
 

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Originally published on CVS Health Company News

HARTFORD, CT, April 27, 2026 /3BL/ — Aetna®, a CVS Health® company (NYSE: CVS), is setting the pace for prior authorization reform, moving faster and further to simplify access to care for patients and providers.

Aetna announced the company has already standardized 88% of its prior authorization volume, exceeding industry commitments, and continues to maintain the fewest medical services requiring prior authorization among national health plans.

“Aetna is proud to lead, and most importantly, to deliver better, faster care to people who need it,” said Aetna President Steve Nelson. “Prior authorization should enable care, not delay it. We’re modernizing the process with speed, transparency, and clinical judgment to benefit everyone we serve.”

Aetna’s industry-leading results reflect its continued momentum:

• 95%+ of eligible prior authorizations approved within 24 hours
• 83% processed in real time, exceeding AHIP’s 2027 industry commitment of 80%
• More than 1 million provider calls eliminated through automation and digital tools

Beyond simplification, Aetna is redefining prior authorization by becoming the first national payer to integrate medical and pharmacy decisions into single, condition-specific reviews. Newly launched bundled prior authorization programs, including a comprehensive musculoskeletal offering, build on earlier cancer bundles and create a more seamless experience for patients and providers alike.

About Aetna

Aetna, a CVS Health business, serves an estimated 37 million people with information and resources to help them make better informed decisions about their health care. Aetna offers a broad range of traditional, voluntary and consumer-directed health insurance products and related services, including medical, pharmacy, dental and behavioral health plans, and medical management capabilities, Medicaid health care management services, workers’ compensation administrative services and health information technology products and services. Aetna’s customers include employer groups, individuals, college students, part-time and hourly workers, health plans, health care professionals, governmental units, government-sponsored plans, labor groups and expatriates. For more information, visit Aetna.com (e.g., clinical diagnoses, eligibility criteria, participation in a disease state management program).

About CVS Health

CVS Health; is a leading health solutions company building a world of health around every consumer, wherever they are. As of December 31, 2025, the Company had approximately 9,000 retail pharmacy locations, more than 1,000 walk-in and primary care medical clinics and a leading pharmacy benefits manager with approximately 87 million plan members. The Company also serves an estimated more than 37 million people through traditional, voluntary and consumer-directed health insurance products and related services, including highly rated Medicare Advantage offerings and a leading standalone Medicare Part D prescription drug plan. The Company’s integrated model uses personalized, technology driven services to connect people to simply better health, increasing access to quality care, delivering better outcomes, and lowering overall costs.

Media Contact

David Whitrap
David.Whitrap@CVSHealth.com
857-523-1219
 

Originally published on CVS Health Company News

HARTFORD, CT, April 27, 2026 /3BL/ — Aetna®, a CVS Health® company (NYSE: CVS), is setting the pace for prior authorization reform, moving faster and further to simplify access to care for patients and providers.

Aetna announced the company has already standardized 88% of its prior authorization volume, exceeding industry commitments, and continues to maintain the fewest medical services requiring prior authorization among national health plans.

“Aetna is proud to lead, and most importantly, to deliver better, faster care to people who need it,” said Aetna President Steve Nelson. “Prior authorization should enable care, not delay it. We’re modernizing the process with speed, transparency, and clinical judgment to benefit everyone we serve.”

Aetna’s industry-leading results reflect its continued momentum:

• 95%+ of eligible prior authorizations approved within 24 hours
• 83% processed in real time, exceeding AHIP’s 2027 industry commitment of 80%
• More than 1 million provider calls eliminated through automation and digital tools

Beyond simplification, Aetna is redefining prior authorization by becoming the first national payer to integrate medical and pharmacy decisions into single, condition-specific reviews. Newly launched bundled prior authorization programs, including a comprehensive musculoskeletal offering, build on earlier cancer bundles and create a more seamless experience for patients and providers alike.

About Aetna

Aetna, a CVS Health business, serves an estimated 37 million people with information and resources to help them make better informed decisions about their health care. Aetna offers a broad range of traditional, voluntary and consumer-directed health insurance products and related services, including medical, pharmacy, dental and behavioral health plans, and medical management capabilities, Medicaid health care management services, workers’ compensation administrative services and health information technology products and services. Aetna’s customers include employer groups, individuals, college students, part-time and hourly workers, health plans, health care professionals, governmental units, government-sponsored plans, labor groups and expatriates. For more information, visit Aetna.com (e.g., clinical diagnoses, eligibility criteria, participation in a disease state management program).

About CVS Health

CVS Health; is a leading health solutions company building a world of health around every consumer, wherever they are. As of December 31, 2025, the Company had approximately 9,000 retail pharmacy locations, more than 1,000 walk-in and primary care medical clinics and a leading pharmacy benefits manager with approximately 87 million plan members. The Company also serves an estimated more than 37 million people through traditional, voluntary and consumer-directed health insurance products and related services, including highly rated Medicare Advantage offerings and a leading standalone Medicare Part D prescription drug plan. The Company’s integrated model uses personalized, technology driven services to connect people to simply better health, increasing access to quality care, delivering better outcomes, and lowering overall costs.

Media Contact

David Whitrap
David.Whitrap@CVSHealth.com
857-523-1219
 

MetLife

We’re honored to share that MetLife has been named one of Triangle Business Journal’s 2025 Community Champion Award winners!

This recognition highlights our ongoing commitment to making a meaningful impact across the Triangle region and comes at a special time as we celebrate the 10th anniversary of MetLife’s Global Technology Hub being a proud member of the Cary community.

Learn more about how we’re driving innovation that shapes the future: https://www.metlifecareers.com/en_US/ml/Technology

MetLife

We’re honored to share that MetLife has been named one of Triangle Business Journal’s 2025 Community Champion Award winners!

This recognition highlights our ongoing commitment to making a meaningful impact across the Triangle region and comes at a special time as we celebrate the 10th anniversary of MetLife’s Global Technology Hub being a proud member of the Cary community.

Learn more about how we’re driving innovation that shapes the future: https://www.metlifecareers.com/en_US/ml/Technology

Authored by Baker Tilly’s Chris Wagner, David Hickey

As organizations accelerate their adoption of artificial intelligence (AI), many are moving beyond experimentation and into execution. What began as an exploration of generative AI is rapidly evolving into a broader transformation of how work gets done. At the center of this shift is the convergence of robotic process automation (RPA), intelligent automation and agentic AI — technologies that are redefining both operational efficiency and workforce strategy.  

The evolution from RPA to intelligent automation

RPA has long served as a foundational automation tool, enabling organizations to automate repetitive, rules-based tasks by mimicking human interactions with systems. These bots operate deterministically, following predefined logic to execute structured, high-volume processes such as data entry, reconciliation and system updates.

However, as business processes become more complex, the limitations of RPA have become more apparent. Traditional bots cannot interpret unstructured data or adapt to nuanced scenarios. Intelligent automation addresses this gap by layering AI capabilities, such as machine learning and natural language processing, onto RPA. This allows systems to interpret information, make decisions and manage exceptions, significantly expanding the scope of automation. 

Understanding agentic AI

Generative AI has introduced powerful, prompt-based interactions that allow users to quickly access and synthesize information. However, these systems are inherently reactive and can lack consistency across interactions.

Agentic AI builds on this foundation by introducing structure and autonomy. Instead of one-off prompts, agents are configured with defined roles, responsibilities and guardrails. They operate within established parameters, leveraging business rules and contextual data to make decisions and execute tasks.

The importance of the process layer

While generative AI enhances how organizations access knowledge, the true transformation lies in the process layer — where work is executed across systems, applications and teams.

This is where intelligent automation delivers the most value. Bots handle deterministic tasks such as data validation and system updates, while agents address more complex scenarios requiring interpretation. Together, they enable seamless, end-to-end process execution while reducing friction and manual effort. 

Orchestration as the control layer

As automation scales, organizations must manage an increasing number of bots and agents across multiple platforms. Without coordination, this can quickly become fragmented.

An orchestration layer provides centralized oversight, managing workflows as they move between bots, agents and people. It ensures processes run efficiently, provides visibility into performance and enables organizations to identify bottlenecks and optimization opportunities.

By analyzing process flows and outcomes, organizations can continuously refine operations and improve decision-making at scale. 

A hybrid workforce model

Rather than replacing people, intelligent automation is reshaping how work is performed. The most effective organizations are adopting a hybrid model:

• Bots execute repetitive, rules-based tasks with speed and accuracy
• Agents think within defined parameters to manage complexity and exceptions
• People lead by focusing on strategy, relationships and innovation 

This approach allows organizations to reduce inefficiencies while empowering their workforce to focus on higher-value activities that drive growth and differentiation. 

Driving value through a strategic approach

Successful adoption of intelligent automation and agentic AI requires more than technology — it requires strategy. Organizations should start with targeted use cases that demonstrate clear value, building momentum through a “prove it” phase before scaling more broadly.

Equally important is evaluating where automation makes sense. Not every process is a candidate for automation; factors such as volume, complexity and return on investment must guide decision-making. A disciplined approach ensures sustainable, measurable outcomes. 

Managing risk and building trust

As organizations implement AI-driven solutions, responsible deployment is critical. Systems should be tested, validated and governed with clear guardrails, particularly in customer-facing scenarios.

Human oversight remains essential to ensure accuracy, manage exceptions and maintain trust. A thoughtful, methodical approach helps organizations balance innovation with control while minimizing risk. 

How Baker Tilly can help

Baker Tilly works with organizations at every stage of their automation journey, from early exploration to enterprise-scale transformation. Our approach combines deep industry experience with leading technology capabilities to help clients move from concept to execution with confidence.

Whether starting with a focused proof of concept or advancing a broader transformation initiative, Baker Tilly helps organizations unlock the full potential of intelligent automation and agentic AI; driving efficiency, enhancing decision-making and enabling long-term growth. 

Connect with us to learn more