Forrester TEI report: 3 powerful ways AI can drive organizational success

AI is shaking up industries and, in some cases, helping make businesses more productive, innovative, and cost-efficient. More and more, it’s even boosting revenue. The demand for AI tools that streamline workflows is rising fast—especially in documents, where AI is transforming how business professionals extract value from the 3 trillion PDFs worldwide.

With the proliferation of digital documents, it’s becoming impossible to digest let alone make use of all the information. Tools like Adobe Acrobat AI Assistant can be a tremendous asset for business professionals, helping them work smarter, uncover insights faster, and show up more prepared and productive.

The Forrester Study: Quantifying AI’s financial impact

To assess Acrobat AI Assistant’s impact, Forrester Consulting analyzed its potential ROI through interviews with six diverse organizations. Results showed an ROI between 176%–415%, with net savings and gains valued at $930,000 to $2.2 million after accounting for costs and using a 10% discount rate. It also cut time to get summaries of documents by up to 45% and content generation time by 30%, driving $1.1–2.1 million in savings over three years—demonstrating AI’s power to boost efficiency and reduce costs.

Based on the study, three key areas emerge where AI tools like Acrobat AI Assistant deliver transformative benefits:

  1. Efficiency
  2. Improved employee experience
  3. Enhanced data security and accuracy

Efficiency gains: Accelerating workflows & reducing costs

AI-powered document tools streamline time-consuming tasks, mitigating information overload and improving productivity. A global head of data and analytics in the Forrester study noted, “We receive large documents like prospectuses from fund managers and quarterly reports from our managers. The high volume of documents reduced time available for other tasks and increased the risk of oversight.”

Legal professionals use AI Assistant to summarize legislative changes in minutes. A chief digital officer highlighted, “Lawyers get a lot of information to read. … AI Assistant helps them quickly summarize and digest content.”

Improved employee experience: Enabling strategic work

By automating repetitive tasks, AI empowers employees to focus on strategic and creative work. A chief technology officer stated, “That mundane work can now be done with AI Assistant … allowing employees to focus on tasks they enjoy more.”

From the pilot programs with AI Assistant, interviewees shared that users were able to save time on document-related tasks. This helped their organizations simplify processes and boost overall efficiency. The big wins from the investment? Increased productivity, smoother operations, and a better experience for employees.

Data security & accuracy: Trustworthy AI insights

Data security and accuracy are key concerns in AI adoption. Acrobat AI Assistant doesn’t store data or use it for training, and its attribution tools build trust by showing sources. Adobe follows strict security and responsible AI principles, with third-party models meeting strict security standards. Ongoing feedback helps refine the experience.

Real-world use cases: AI in action

Organizations leverage Acrobat AI Assistant for enhanced efficiency:

  • HR teams: Reduced the time it takes to compare and evaluate job descriptions against those of peer organizations from one week to five hours. “Summarizing a 50-page document in 15 seconds is a huge time saver.”
  • Sales teams: Analyzed background documents to personalize proposals, freeing time for buyer engagement.
  • Client delivery teams: Summarized client briefs and created brand strategy documents, cutting time spent by 75%.

Steps to embrace AI for a competitive future

Organizations looking to harness AI’s potential should take a structured approach to implementation:

  • Pilot programs: Begin with small test groups to refine use cases and gather feedback.
  • Training investment: Invest in training to enhance AI proficiency and maximize ROI.
  • Gradual scaling: Deploy AI tools gradually, starting with high-value roles for optimized impact.

AI enhances productivity, efficiency, and employee experience while delivering measurable financial benefits. Enterprises adopting generative AI will navigate an increasingly competitive landscape with agility and strategic foresight.

Download the Forrester TEI report to explore these implementation strategies in depth.



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