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Leveraging AI for strategic cost efficiency

Achieve more with the same.

Updated: August 25, 2025

Resilience in business goes beyond weathering disruptions; it requires adapting intelligently and scaling responsibly to emerge stronger. Considering the evolving economic uncertainties and cross-border unknowns (such as tariff implications and supply chain challenges), Canadian businesses must take a strategic approach to cost management that supports both stability and growth, and AI provides a powerful way to achieve this balance. 

Last year, we discussed how digitally enabled cost optimization strategies can enhance resilience during an economic downturn. This article expands on those strategies by examining the role of AI in helping organizations achieve more with the same while enabling future-proofing, not through headcount reductions or aggressive cost cutting, but by purposefully augmenting existing capabilities to drive value across the organization – both for the short and long term. 

With the growing impact of AI and AI-enabled technologies, there is a growing number of practical use cases that illustrate how AI can enable teams to do more with what they have to streamline operations, enhance decision making, and sustainably reduce inefficiencies. We feature four use cases, including: 

  • Automated financial planning and analysis
  • Predictive maintenance 
  • AI-powered customer support and chatbots
  • AI-powered productivity automation

What do we mean by value/ROI?

Traditionally, value has been defined as more about immediate financial gains, which are more and easily measurable. However, there is an opportunity for organizations to look at value holistically, given the impact of AI:

1
Measurable ROI
These are the typically quantifiable, direct, and operationally relevant aspects of value (e.g., cost savings, revenue increase, labour capacity created).
2
Strategic ROI
This focuses on AI’s role in achieving strategic goals such as digital transformation to achieve sustainable competitive advantage.
3
Capability ROI
This focuses on how AI projects improve an organization’s overall technology maturity, curiosity, and resilience through access to abundant intelligence, prompting skills development, specialized job roles, and cultural readiness.

As we think about the value and ROI achieved from AI, we recommend leveraging a holistic lens. Learn how to realize ROI with our Practical AI solutions.

Why AI for cost optimization?

Typically, the evolution and adoption of AI have been progressing in waves:

  • Wave one: Personal productivity and efficiency gains 
  • Wave two: Business productivity and collaboration
  • Wave three: Reinvented business processes and ways of working
A man and woman seated at a table, with a laptop and a cup of coffee in front of the smiling man.

Looking at the past two to three years, AI has often been recognized for its ability to provide value/ROI related to wave one, i.e., enable personal productivity, automate low-level tasks, and reduce redundant errors, but its value extends much further. However, by focusing on wave two and wave three, businesses can streamline operations, minimize cross-functional churn, and optimize future resource allocation, resulting in minimized waste and collaboration, as well as smarter, timely data-driven decisions. 

Over time, as organizations establish their AI foundation, AI-powered analytics can also reveal hidden efficiencies and unlock opportunities to streamline workflows and explore novel business models. The result is a leaner, more adaptable organization positioned for continuous improvement.

Using AI for cost optimization not only creates capacity but also fosters innovation in many ways, such as demand forecasting, dynamic pricing, predictive maintenance, and more, keeping you agile and competitive. 

Embedding capability ROI is also critical. With the increasing accessibility of AI technology, businesses are now more equipped than ever to incorporate these advanced capabilities into their strategies and day-to-day work. This integration provides essential upskilling, mindset shifts, and enabling tools for achieving enduring operational resilience.

Cost optimization by industry

AI will help organizations strengthen operations without resorting to reactive, drastic cost-cutting measures. The following specific use cases, per industry, demonstrate how AI will help businesses manage costs strategically while promoting long-term growth and stability.

Use case:

Automated financial planning and analysis


How AI reduces costs:

AI can streamline financial planning and analysis by automating routine tasks such as budgeting, forecasting, and variance analysis. This allows finance teams to focus on strategic decision making and cost-saving opportunities.

Industries benefiting:

All industries

Key metrics to monitor:

  • Time saved per employee (number of hours per week)
  • Percentage of financial planning and analysis processes automated with AI 

Use case:

Predictive maintenance


How AI reduces costs:

Prevents equipment failures and reduces unplanned downtime, cutting repair and replacement costs.

Industries benefiting:

  • Manufacturing
  • Energy and utilities

Key metrics to monitor:

  • Reduction in maintenance costs percentage
  • Decrease in equipment downtime (in hours)
  • Increase in asset lifespan percentage

Use case:

AI-powered customer support and chatbots


How AI reduces costs:

Automates responses to inquiries, reducing call center costs and improving efficiency.

Industries benefiting:

  • Financial services industry
  • Not-for-profit organizations (NPOs)
  • Energy and utilities

Key metrics to monitor:

  • Reduction in customer service costs percentage
  • Increase in response time efficiency (in seconds)
  • Reduction in human agent workload percentage

Use case:

AI-powered productivity automation


How AI reduces costs:

Automates manual tasks like meeting transcription, scheduling, and document processing, freeing up employees for higher-value work.

Industries benefiting:

All industries

Key metrics to monitor:

  • Reduction in administrative workload percentage
  • Time saved per employee (in hours per week)
  • Increase in workforce efficiency percentage

How AI delivers real, measurable savings

See outcomes achieved by some of our clients as well as our own experience.

Robot with chat bubble
Customer service chatbot
A company successfully reduced the need to hire additional personnel by implementing a chatbot to automate customer service operations.
Gear
Predictive maintenance
AI-driven automation of routine admin tasks and predictive maintenance in manufacturing has helped a business reduce significant costs and improve operational efficiency.
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Admin tasks automation
Automating mundane tasks freed up hours of BDO employees' time. More than 90% of participants in a pilot of an AI tool reported that they were able to complete tasks faster. This enabled our teams to focus on more strategic and value-driven work.

AI barriers and misconceptions

Many business leaders recognize AI’s potential to optimize future/strategic costs but hesitate due to perceived barriers—most of which stem from organizational readiness rather than technology itself. Successfully adopting AI requires a shift in mindset, leadership alignment, and company-wide buy-in. Without these foundational elements, even the most advanced AI solutions may fail to deliver meaningful impact. That said, technical risks like vendor lock-in and tech sprawl can still drive up costs over time if not proactively managed. Organizations should also account for hidden and ongoing expenses, such as data acquisition, staff training/upskilling, storage, and model training, which can significantly affect long-term cost projections, particularly in regulated industries where compliance adds further complexity.

A common misconception is that AI adoption demands immediate, large-scale investments that may not yield returns fast enough. In reality, AI investments do drive ROI, including saving costs and driving productivity. However, it is equally important to continuously monitor and track the business value derived from AI initiatives as internal and external conditions evolve.

AI-driven cost optimization isn’t an all-or-nothing approach. Companies can start with targeted, high-impact use cases before scaling further. Another misconception is that AI will replace employees when, in fact, its greatest value lies in boosting employee morale by focusing on high-value work.

However, leveraging AI for cost management needs strategic alignment with financial goals, corporate priorities, and cross-functional collaboration. Embedding priority business KPIs as part of your AI approach is a recommended step.

What’s next for AI?

More and more organizations continue to explore AI to do more, create capacity, and realize efficiency gains. As adoption accelerates across industries, AI is poised to deliver even greater impact, driving new levels of efficiency, enabling innovation, and transforming how businesses operate. The growing use of generative AI (GenAI) and large language models (LLMs) will further amplify this shift, offering powerful tools for automation, insight generation, and advanced analytics. Learn about successful GenAI adoption in our article, Business reimagined.

At the same time, a focus on responsible AI is expected to grow, ensuring that ethical considerations and transparency guide the deployment of AI solutions. This includes establishing governance frameworks that address security, privacy, and oversight, particularly as autonomous agents take on more business-critical functions.

We also anticipate a significant push toward hyper automation, powered by agentic AI, allowing businesses to reduce human intervention in complex processes and achieve greater operational efficiency. The future of AI, it seems, is not just about automating tasks, but is in fact about intelligent systems that work alongside humans to drive smarter, more sustainable outcomes.

How BDO’s Practical AI solutions can help

Navigating economic uncertainty requires a strategic approach that balances cost optimization with long-term growth. As a national and global award-winning AI services provider with experienced professionals, we help you uncover operational efficiencies with the use of AI and automation. From identifying opportunities to full-scale implementation, we offer end-to-end support, ensuring AI delivers real value to your organization.

We recognize that organizations are at different stages in their AI journey. Whether you're exploring AI or looking to build on existing capabilities, our team can help you take the next step with clarity and purpose. Connect with us for a free consultation to assess your current state and recommend one of our Practical AI jumpstarts to help accelerate adoption and unlock measurable value in your cost optimization efforts.