Paper Type

Complete

Paper Number

PACIS2026-2004

Description

Despite enterprises continuing to invest heavily in AI, many initiatives fail to scale or generate sustained business value. Terming this the AI-investment paradox, we argue that it persists because firms govern AI as a broad technology program rather than as a set of discrete, investable decision opportunities embedded within workflows. We address this issue by developing a decision-centric portfolio framework for governing enterprise AI investments. Our framework introduces AI-Investable Process Nodes (AIPNs) as bounded decision points where AI can alter expected outcomes and where benefits, risks, and costs can be assessed ex ante. We formalize node-level value through Expected Net Benefit, then show how AIPNs can be staged using real options logic and assembled into a broader portfolio through risk-return principles. In doing so, our framework offers a pathway to resolving the AI-investment paradox by linking AI investments more explicitly to identifiable, governable, and accumulative sources of business value.

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16-Practitioner

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Jul 5th, 12:00 AM

Governing Enterprise AI Investments: A Decision-Centric Portfolio Framework

Despite enterprises continuing to invest heavily in AI, many initiatives fail to scale or generate sustained business value. Terming this the AI-investment paradox, we argue that it persists because firms govern AI as a broad technology program rather than as a set of discrete, investable decision opportunities embedded within workflows. We address this issue by developing a decision-centric portfolio framework for governing enterprise AI investments. Our framework introduces AI-Investable Process Nodes (AIPNs) as bounded decision points where AI can alter expected outcomes and where benefits, risks, and costs can be assessed ex ante. We formalize node-level value through Expected Net Benefit, then show how AIPNs can be staged using real options logic and assembled into a broader portfolio through risk-return principles. In doing so, our framework offers a pathway to resolving the AI-investment paradox by linking AI investments more explicitly to identifiable, governable, and accumulative sources of business value.