Industry: Service Providers
Category: Artificial intelligence

zeb: Putting agentic AI into action as an active participant in consulting workflows

zeb.rolfes.schierenbeck.associates gmbh, a leading management consultancy specializing in the financial services industry, partnered with NTT DATA Business Solutions AG to leverage AI and increase team productivity. NTT DATA led the development of agentic AI capabilities, focusing on automating manual project tasks and supporting consultants with enriched data services, including calculated business filters and backend-derived contextual information.

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About zeb.rolfes.schierenbeck.associates gmbh

Founded as a startup in 1992 by two professors from the University of Münster, zeb is now a leading strategy, management, and IT consultancy for the European financial services industry, with 15 offices worldwide. Providing strategic and digital transformation services to banks, insurers, and fintech companies across Europe, the company is known for its unique blend of entrepreneurial spirit and strategic thinking.

With its expertise and project experience spanning the entire value chain of European financial services providers and financial intermediaries, zeb helps clients face the urgent questions and challenges arising from industry changes and new regulatory requirements.

NTT DATA developed agentic AI agents with us that understand natural-language project questions and work together to identify the relevant context, timelines, and current status information from project data in SAP systems.

Matthias Goebel Lead of SAP Solutions, zeb.rolfes.schierenbeck.associates gmbh

Business needs

Improving project outcomes through AI workflow reinvention

As a consulting firm, zeb understands that successful client projects depend on precise and up-to-date information about project status, milestones, efforts, and dependencies. While business-relevant information is generally consolidated within SAP and accessible via Fiori apps, project managers still need to navigate the correct paths to retrieve the required information, often in a different context. Switching between apps and relying on cross-contextual views does not always meet the need for quick, individualized access to information.

In search of a better solution, the consulting firm decided it was time to explore the use of agent-based AI to transform project information management and increase productivity. The goal was to go beyond purely software-based automation and create an autonomous AI orchestration system that can independently determine the appropriate path to specialized AI agents in order to process specific search and input requests.

Solutions

Scaling agentic AI as a performance enabler for the business

As a critical first step in its exploration of agentic AI, zeb teamed up with SAP platinum partner NTT DATA. With extensive experience designing secure and scalable engineered applications and integrations using services on SAP Business Technology Platform (SAP BTP), NTT DATA was well equipped to lead the way on agentic AI solution development. This included demonstrating the best approach for using this advanced form of artificial intelligence to orchestrate multi-step workflows that interact with SAP systems and data.

NTT DATA then built an orchestrator agent capable of managing and coordinating other agents and used the AI Foundation solution and tapped SAP Cloud SDK for AI to allow access to enterprise data. NTT DATA then developed custom agents with an SAP Fiori UI for deployment on SAP BTP Cloud Foundry environment and connected SAP S/4HANA to SAP BTP using SAP Integration Suite.

These individual agents enable intuitive, natural language-based access to project information, employee assignments, as well as initial predictions and anomaly detection. One agent provides project-related information by leveraging OData services in S/4HANA. Based on Assist-the-AI capabilities, it can deliver not only raw data but also forecasts on budget consumption and highlight potential project anomalies to the user. If additional project staffing is required, another agent can propose and pre-book suitable employees based on availability data and further criteria such as skill profiles.

Agent scenarios – illustrative examples

Project Information Agent in action | SAP Cloud ERP Demo
Watch on Project Information Agent in action | SAP Cloud ERP Demo
Time Sheet Agent in action | SAP Cloud ERP Demo
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Project Staffing Agent in action | SAP Cloud ERP Demo
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Outcome

Operating more dynamically with autonomously coordinated AI system

By automating complex, multi-step workflows and eliminating manual tasks, zeb’s agentic AI project has freed up its consultants to focus more of their time on strategic activities.

Providing clear and trusted access to project information for project teams, the AI agents support customer project processes by reducing manual effort and improving transparency across delivery and finance data. The agents streamline core project management activities by retrieving up-to-date information on project owners, timelines, and current status direct from project data in its ERP application. They also provide concise and consistent answers to project questions based on real-time project data.

Financial agents deliver quick and consistent answers to cost-related questions and provide clear overviews of invoices and billing related to specific projects, supporting faster decision-making, stronger controls, and a smoother customer experience.

In timesheet handling, the AI agent goes beyond automating manual data entry by turning data management into an autonomous, proactive process. At the same time, by matching employee skills with project requirements, the AI agents help identify the right people for assignments and flag potential staffing adjustments early, supporting better decisions and keeping projects on track.

100%
trusted information available for all project objects
50%
time saved for creating individual time entries
100%
consistent validation logic used across project data sources

NTT DATA’s implementation of agentic AI took only a few weeks and has delivered excellent results.

Matthias Goebel Head of SAP Solutions, zeb.rolfes.schierenbeck.associates gmbh

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