This week ServiceNow launched a massive set of new products to establish itself as the system that manages every AI agent in the enterprise. 

It’s a bold set of new products, including Otto (Moveworks), the Agent Fabric, the Context Engine, and the Autonomous AI Specialists. In reality the strategy is an expanded view of what Workday (Agent System of Record and Sana) and Microsoft (Agent 365 and Work IQ) are doing, but with a much deeper set of tools.

Not only is this a bold move to accelerate Agentic HR and Agentic business systems, it now explains why enterprise software companies are far from dead. In fact, the monetization model here is for you to pay for AI credits (ServiceNow has different levels of usage) and that revenue, which helps ServiceNow grow, is offset by your reduction in labor cost.

It’s all explained in this article and the podcast, and the implications are big for IT, HR software companies, and all of you trying to build AI solutions for your team.

Additional Information (Note that all our research and podcasts are at your fingertips in Galileo)

The Reinvention of Workday: From System of Record to Platform of Agents

Could Microsoft Win The War For Enterprise AI?

The AI vs. Labor Economy, Why Benefits Are Being Cut, The Role of Legacy Systems

The Context Layer (Semantic Layer) In Enterprise AI (And Where Business Rules Go)

The Superagent for HR: Galileo Mars Release

I had an uplifting conversation with Jen Morgan, the CEO of UKG, a $5 billion global AI platform for HR, pay, and workforce management. In addition to talking about the company and her role as CEO, she actually has another mission: to put Frontline Workers first in our economy.

Frontline workers, the people who deliver groceries and food, care for patients in the hospital, work in hospitality, or maintain public safety, make up 72% of the US workforce and almost 80% of employees worldwide. These often hourly or shift workers form the backbone of our economy: making our lives better, putting out fires, and keeping our streets safe.

UKG’s mission is to make their work lives better through better scheduling, pay, benefits, hiring, and training systems – all in an integrated offering called “The Workforce Operating Platform.” Built through the merger of Kronos with Ultimate Software in 2020, UKG has pioneered this groundbreaking integrated solution.

UKG has more than 80,000 customers and serves more than 65 million workers every day. And its software and tools support and monitor much of their daily lives at work, so Jen knows a lot about what it takes to run what we call a “Frontline First” company.

I know you’ll enjoy this conversation, and stay tuned for our new research on the Dynamics Of The Frontline, coming this month.

Additional Information

UKG Stakes Out Leadership Position In $6.5 Trillion Market For Frontline Work

Powering the Frontline Workforce: How Frontline-First Companies Thrive

Josh Bersin Company Highlights Cost of Neglecting Frontline Workers

Get Galileo, The AI Superagent for HR

This week we saw some astounding GDP numbers, a modest 2% growth with an astounding 70% attributed to AI capital spending. The US economy is heavily AI centric, starving spending on housing which ultimately contributes to income inequality. At the same time companies are now reducing employee benefits, halting a two decade steady increase. It’s all about the shift from labor to machines, I guess.

I also talk about the role of legacy systems in the new world of Agentic HR, Agentic Finance, and Agentic ERP.

Lots going on, I hope this gives you some perspective on the massive AI economic transformation we’re living in. It’s all good and one of the most exciting times in our careers.

Additional Information

Why AI Is A Massive Job-Creation Technology, Despite What You Think

Introducing HR 2030: A Vision For Agentic Human Resources

The Reinvention of Workday: From System of Record to Platform of Agents

The Superagent for HR: Galileo Mars Release

Irresistible 2026: The Global Conference for HR Leaders and their Teams (June 8-10, USC)

What does it take to bridge one of the most persistent translation problems in talent acquisition – getting a Fortune 500 recruiter to see why a Little Bird attack helicopter pilot from the 160th Special Operations Aviation Regiment is the perfect candidate for their open role? Tim Best, CEO of RecruitMilitary and former active duty Army officer, gives us a mission-driven and practical answer: go beyond the resume.

Resumes and job descriptions flatten people. And for veterans, who enter the civilian workforce carrying hundreds of thousands of skills and attributes that don’t map to corporate job architectures, that flatness is the enemy. The technology RecruitMilitary built with Findem, the Veteran Talent Source, solves this by giving recruiters a three-dimensional view of who a candidate actually is: not just what they did, but what they’ve continuously become. Because profiles are enriched in real time, the candidate in someone’s ATS today is not the candidate from 25 years ago – and the AI knows the difference.

The results are outstanding. In 2025, RecruitMilitary created over 600,000 connections between employers and military community job seekers. The hyper-personalized outreach campaigns powered by the Veteran Talent Source are generating email open rates of 80–90% and click-through rates five times higher than industry norms. These aren’t just efficiency gains but create a fundamentally better experience for veterans, who have long lived with the frustration of applying and never hearing back. Tim’s vision is for veterans inundated with recruiters who understand them, not spam from algorithms that don’t.

But Tim’s ambitions go further than better sourcing. He wants veteran hiring to stop being a special project that lives in a corner of the TA function and instead become a normal part of a recruiter’s everyday workflow, all made possible by AI. Looking ahead to the agentic AI era, Tim sees the next leap: intelligent job posting and agent-driven delivery that reduces friction between “here’s my job description” and “here are the right people to talk to” to (almost) nothing.

This conversation is essential listening for anyone in talent acquisition who wants to understand how AI creates new business value, not just faster versions of the old model.

Related resources

Podcast: Why AI Is A Massive Job Creation Technology. Automated Integration. Findem. And Thank You.

Research: Insights-First AI: Better and Explainable People Decisions

Research: The Talent Acquisition Revolution: How AI is Transforming Recruiting

This week I discuss Workday’s new AI announcements described at the Innovation Summit last week. These are sweeping new product, leadership, and organizational changes that effectively reposition from a “system of record” to a “platform of agents.”

As you’ll hear, not only is Workday clearly articulating their strategy to support and enable Agentic HR and Agentic Finance, the company has changed its organization, culture, and financial model. There’s a lot to unpack here, and I know all Workday customers, partners, and competitors will have opinions. In this podcast I try to explain this whole story and why it marks the beginning of a very new chapter for Workday as a business.

Additional Information

Experience Sana for Yourself: Galileo Mars Release

Irresistible 2026: The Global Conference for HR Leaders and their Teams (June 8-10, USC)

HR 2030: The Agentic Future of HR (detailed handbook coming!)

Detailed Article on Workday

This week I recap a busy week including corporate AI stories, Workday’s AI reinvention, more on tech Layoffs, and fears of AI-driven surveillance. The important story is that Enterprise AI is much more complex than most imagine yet the AI vendors like Anthropic and OpenAI make it sound deceptively simple.

In reality, as I explain, we are one year into the total reinvention of all business functions, with HR top on the list. And as I explain, the vision of enterprise success is now clear, but the vendor market is incredibly insecure. I think you’ll find Workday’s story compelling, but it’s not the only option out there.

On the news side, we saw the “pre-layoffs” of 10% of all Meta employees, elimination of family benefits at Deloitte and Zoom, and some amazingly creepy surveillance at Meta’s AI group. I review all this and try to give you some context.

As you listen I encourage you to read our 2026 Enterprise AI Imperatives and the preview of HR 2030, our in-depth look at where AI in HR is going. An in-depth review of Workday’s new AI strategy is coming this next week.

Additional Resources

Meta Employees React to Massive Layoffs to Come

Deloitte and Zoom Take the Lead in Slashing the Most Coveted Benefits

The week that Meta employees became training data

Why AI Is A Massive Job-Creation Technology, Despite What You Think

Workday and Sana Unveil A Bold New Strategy For AI

In this episode, Kathi Enderes sits down with Rob McAuslan, Vice President for Artificial Intelligence at Southern New Hampshire University (SNHU), one of the world’s largest and most innovative online universities with more than 200,000 students.

Before leading SNHU’s AI strategy, Rob taught, worked, and volunteered across Africa, the Mediterranean, and East Asia, working with populations ranging from K-12 students to refugees to graduate scholars. That lived experience shapes everything about how SNHU thinks about AI: not as a tool for automation, but as a means of expanding access, amplifying human potential, and meeting learners exactly where they are.

SNHU is no ordinary university. As one of the largest and most innovative higher education institutions in the United States, it has built its reputation on making education accessible to learners who the traditional system has often left behind: working adults, career changers, veterans, and underserved communities. Rob’s role as VP for AI sits squarely at the intersection of that mission and the most consequential technological shift of our time.

Rob and Kathi discuss what it really means to deploy AI with humans at the center, and what that demands of institutions, leaders, and learners alike. The conversation moves through the practical and the philosophical: How do you design AI experiences that honor the dignity and complexity of every individual? What does skills-based, AI-enabled learning look like for someone who has never had access to it before? And what can higher education teach the corporate world about building AI that actually serves people rather than simply processing them?

If you’re a CHRO, CIO, learning leader, or business executive wondering how to move beyond pilots and hype, this conversation will show you what responsible, scalable AI adoption really looks like—and how to get started in your own organization.

Related resources

Podcast: The Rise Of The Supermanager – JOSH BERSIN

Research: AI Pacesetters: Six Secrets Of The Superworker Company – JOSH BERSIN

New Certificate Course in Galileo Learn: AI in L&D

Get Galileo: The AI Superagent for You

This week, as Ronan Farrow’s expose on Sam Altman was published, I want to sensitize you to the fact that AI companies are run by humans. And this means that what we buy and how it works is very dependent on leadership, culture, values, ethics, and the personal motivations of these young, ambitious executives.

Obviously this is nothing new, but in this case OpenAI and Anthropic are by far the fastest growing businesses ever created on planet earth. So their ability to steer, direct, and prioritize their investments makes a huge difference in how they meet the needs we have in our companies.

I have learned over the years that great, long-lasting tech companies are among the most tumultuous businesses to lead. Not only are the personal economic payoffs huge (I live in a community with lots of Anthropic millionaires) but they are brutally competitive and the cost of a missed opportunity can sometimes be fatal.

In this case, I admire all the people in this space but as the AI vendors play larger roles in our lives and careers, we have to think much harder about their leadership and culture. As you’ll hear, many others (analysts, stock market, politicians) are also working on this, and I think we’re likely to see some of the most interesting business “drama” play out in the coming years.

As a consumer and buyer of AI, I encourage you to investigate the leadership, culture, and motivations of the vendors you do business with – it really matters.

Additional Information

New Yorker Expose on Sam Altman

Interview with Ronan Farrow, author

Irresistible: The Leadership Culture that Works

The Value of Values When Organizations Lose Trust

Get Galileo: All Our Research and Leadership Academy In AI

The Microsoft Copilot is even more expansive than you think. In this podcast (and detailed article on Substack) you see how Microsoft’s new Copilot “surface” (ie. product strategy) is likely to give them the lead in revenue and market share for Enterprise AI.

There are many players to consider here: Anthropic, OpenAI, Oracle, Nvidia, and vendors like ServiceNow, Okta, and big platforms like Workday (Sana), SAP (Joule), Salesforce, and others.

Despite all their various strengths and revenue streams, Microsoft has a huge advantage. And as you’ll hear, the corporate AI market is moving from “models” to “applications” (Surfaces) with an enterprise focus on Agent build, Agent deployment, Agent security, and Agent management. Microsoft is building to this direction and the recent leadership reorganization is fueling this momentum.

Read this in-depth analysis of Microsoft vs. Anthropic vs. OpenAI revenue and enterprise AI strategy.

Additional Information

How Microsoft Could Take The Lead In Enterprise AI (substack)

The Context Layer (Semantic Layer) In Enterprise AI And Where Business Rules Go (podcast)

Why AI Is A Massive Job-Creation Technology, Despite What You Think

The Age of the Superworker (and Supermanager)

Get Galileo: The AI Superagent for HR

One of the new enterprise AI challenges we face is this: where do we put all the business rules, security rules, policies, and company specific practices we’ve built into our legacy systems for the last 30 years? If we want to embark on Agentic HR (or any other domain), do we rebuild all these rules in the Agents?

Well the big idea going forward is the development of a “context layer” or “semantic layer” which stores all the company structure, rules, and policies in a single place. Today ServiceNow introduced its “Context Engine” which plans to do this, and last week Gloat did the same.

In this podcast I explain what this is and the implications of various AI architecture options, and compare the idea of building this in ServiceNow or Gloat or using AI Agent tools from Workday, Oracle, SAP, or other incumbent vendors.

Additional Information

Agentic HR: Where Enterprise AI Is Going – Imperatives 

Why AI Is A Massive Job-Creation Technology, Despite What You Think

The Age of the Superworker (and Supermanager)

Get Galileo: The AI Superagent for HR

In this podcast I talk with Josh Secrest, VP of Marketing at Paradox (Workday) about how we segment the “frontline” into useful worker categories. As you will hear, the complex issues of hiring, training, managing, leading, and building operational excellence vary widely from role to role.

Many companies think “Frontline” is a category. As you’ll discover, this is not really true. Our new research shows that there are more than 800 “Frontline” worker job titles and they are not only industry-specific but also vary by skill type, skills depth, front or back office, licensing, and professional credential. And these dimensions play a major role in all HR, pay, reward, training, scheduling, and retention strategies.

This episode sets the stage for our follow-on podcasts where we detail the Five Types of Frontline Work, a body of research you’ll find even more useful in leading this important part of our companies. Remember, Frontline work makes up over 70% of all US (80% global) workers, and commands more than 3 $Trillion of pay and rewards investment.

Additional Information

Powering the Frontline Workforce: How Frontline-First Companies Thrive (research)

Josh Bersin Company Highlights Cost of Neglecting Frontline Workers (research)

An Exploration into the Frontline Workforce with Josh Bersin (video)

Tailor your HR and Management Programs for Frontline Work with Galileo, the Expert AI Agent for HR