# ezzat-capgemini-ia-agentique-processus-metiers-2026-07-25

## Veille

Capgemini (Aiman Ezzat, CEO) — Investir interview, "boss special": IA agentique as an operational breakthrough, not just another technology; €2bn invested, +30% on application development and −20% incidents, >11% of Q1 bookings, TAM of over $400bn/year by 2030 — but "very far from plug and play" (Investir / Les Echos)

## Titre Article

Aiman Ezzat, le directeur général de Capgemini : « L'enjeu ? Intégrer l'IA au coeur des opérations et réinventer les processus métiers »

## Date

2026-07-25

## URL

https://investir.lesechos.fr/marches-indices/opinions/aiman-ezzat-le-directeur-general-de-capgemini-lenjeu-integrer-lia-au-coeur-des-operations-et-reinventer-les-processus-metiers-2244373

## Keywords

Aiman Ezzat, Capgemini, IA agentique, autonomous agents, business processes, enterprise transformation, operational integration, agentic technology layer, modernized foundation, human-agent orchestration, agent governance, cost of the agentic workforce, scaling, plug and play, mature data, legacy systems, legacy, bookings, addressable market, $400 billion, digital services, consulting, IT services company, WNS, intelligent operations, business process outsourcing, delivery, 2028 growth, application development, incident reduction, employment impact, operational budgets, IT budgets, Investir, Les Echos, boss special

## Authors

Aiman Ezzat (directeur général de Capgemini), propos recueillis par La Rédaction d'Investir

## Ton

**Profile:** Corporate Executive | Institutional | Cautious-Assertive | Commercial

The financial-communication register of a listed group's CEO, calibrated for an investor readership: every strategic claim is backed by a verifiable figure (€2bn, +30%, −20%, 11% of bookings, 5.5-7.5% growth by 2028). The tone makes deliberate use of **counter-hype** — "beyond the announcement effects," "we are very far from plug and play," "our clients aren't waiting for models: they're waiting for results" — which works on two levels: it reassures on management's lucidity **and** it reframes complexity as a competitive advantage for an integrator. The rhetoric is one of reframing the question: it's not "who makes the best models" (ground on which Capgemini cannot win) but "who helps get value from them" (ground on which it is structurally strong). On employment, deliberate caution and a tenable non-answer ("too early to say"), without denying the impact on jobs. No concession to the visionary register: no AGI, no singularity, no disruption narrative — AI is a **P&L lever**. Target audience: shareholders, analysts, CIOs and client executive committees.

## Pense-betes

- **25 July 2026**, Investir interview ("boss special" issue devoted to the AI challenge). Aiman Ezzat, CEO of Capgemini.
- **Central thesis**: "value will not come from technology alone," but from companies' ability to **integrate it at the core of their operations** — hence to transform themselves in depth. IA agentique is framed as an **organizational** breakthrough, not a technological one.
- **Claimed internal figures**: an investment of **€2bn** launched three years ago (offerings, partner ecosystem, training); on certain projects, **+30% faster application development** (depending on application type) and **−20% incidents and service interruptions**.
- **Commercial traction**: generative + agentic AI = **>11% of Q1 bookings**, up from **6% a year earlier** (near-doubling in one year). Ambition of **5.5-7.5% annual growth at constant exchange rates by 2028**.
- **Market sizing**: the IA agentique opportunity in digital services and consulting = **over $400bn a year by 2030**. Key argument: these budgets are no longer just **IT** but **operational and strategic** — AI changes who holds the budget, not just the tooling.
- **GenAI vs agentic AI**: GenAI brought **individual productivity gains of limited impact**; agentic AI introduces a **new form of work** (agents that execute tasks, embed themselves in business processes, contribute to decisions).
- **The five named obstacles**: complex legacy systems, **insufficiently mature data**, governance, security, costs. Formula worth remembering: **"We are very far from plug and play."**
- **Prerequisites for scaling**: build an **agentic technology layer on a modernized foundation**, **orchestrate human-agent collaboration**, and **control the costs of this new workforce**. Without clear governance of roles, security, and responsibilities, "deploying thousands of agents enterprise-wide would be a dead end."
- **Reframing the playing field**: "the question is not who develops the best models but who helps companies get value from them" — a defense of the integrator's role against the commoditization of models.
- **Employment**: profound impact on jobs (automatable tasks, jobs created) but **"too early to say"** whether the net effect will be negative. **Acquisition of WNS** (2026) → "global leader in **intelligent operations**," announced growth pillar.
- **Strongly related**: (1) [[sternfels-mckinsey-60000-people-20000-agents-officechai-2026-01-14]] — same sector, opposite thesis on transparency: McKinsey counts its agents in its headcount, whereas Capgemini sticks to booking metrics; (2) [[girard-sfeir-ai4it-vs-ai4business-budgets-2027-2026-06-24]] — the shift from IT budgets to operational budgets is exactly the AI4IT/AI4Business axis; (3) [[mit-nanda-genai-divide-95-percent-pilots-fail-legalio-2025-08-23]] — Ezzat's five obstacles are the vendor-side version of the "GenAI Divide"; (4) [[rafal-wenvision-tokenomics-foundation-finops-ia-2026-06-04]] — "controlling the costs of this new workforce" = agentic FinOps; (5) mollick-roon-asi-consulting-forward-deployed-engineering-2026-05-10 — the bet that the bottleneck is organizational (a Hayekian problem) rather than technological is precisely what protects integrators.
- **Weakly related**: sfeir-ia-emploi-risque-decrochage-2026-07-23 (caution on aggregate employment effect, same stance as Bercy); clinton-anthropic-secure-ai-native-sdlc-2026-07-21 (governance of agent roles/permissions, security angle).
- **Blind spot to note**: no figures on **cost** or **client-side ROI** — the cited gains (+30%, −20%) are internal delivery metrics, not business value; and the gap between "we are very far from plug and play" and the $400bn TAM is never reconciled (the obstacle is also the product being sold).

## RésuméDe400mots

In the "boss special" issue of **Investir** devoted to the AI challenge (25 July 2026), **Aiman Ezzat**, CEO of **Capgemini**, argues a simple and commercially loaded thesis: **AI's value does not come from the technology itself but from its integration at the core of operations**. IA agentique, "capable of acting autonomously," marks in his view a **major breakthrough** that will enable a structural transformation of how companies function — and puts the integrator at the center of the game.

**The evidence put forward.** Three years ago, Capgemini committed an investment of **€2 billion** (offering portfolio, partner ecosystem, employee training). The claimed effects are measured on the delivery side: on certain projects, **more than 30% faster application development** depending on application type, and **nearly 20% fewer incidents and service interruptions**. On the market side, generative and agentic AI projects account for **more than 11% of first-quarter bookings, up from 6% a year earlier**. The stated ambition: **5.5% to 7.5% annual growth** at constant exchange rates by **2028**, with improved profitability and cash generation.

**The diagnosis on clients.** Generative AI paved the way with **individual productivity gains of limited impact**; agentic AI goes further by introducing "a new form of work," with agents that execute tasks, embed themselves in business processes, and contribute to decision-making. But delivering on the promise is "anything but simple": **complex legacy systems, insufficiently mature data, governance, security, costs**. Scaling requires rethinking systems, data, processes, organization, and operating models — "**we are very far from plug and play**."

**The program.** Build an **agentic technology layer on a modernized foundation**, **orchestrate collaboration between humans and agents**, **control the costs** of this new workforce. Without clear governance of roles, security, and responsibilities, "deploying thousands of agents enterprise-wide would be a dead end." Hence the reframing of the question: "the question is not who develops the best models but who helps companies get value from them."

**The market and employment.** The agentic transformation spills beyond traditional IT budgets into **operational budgets and strategic priorities**; Capgemini estimates the opportunity at **over $400 billion a year by 2030** for digital services and consulting. On employment, Ezzat remains cautious: a profound impact on jobs, with tasks automated and jobs created, but "too early to say" whether the net balance will be negative. The acquisition of **WNS** creates "a global leader in **intelligent operations**," announced as a growth pillar.

## GrapheDeConnaissance

- Aiman Ezzat —dirige→ Capgemini (ORGANISATION, 0.98)
- Investir —publie→ entretien Investir « spécial patrons » — Aiman Ezzat (DOCUMENT, 0.97)
- Aiman Ezzat —affirme_que→ la valeur ne viendra pas de la technologie seule mais de sa mise au cœur des opérations (AFFIRMATION, 0.96)
- Capgemini —utilise→ IA agentique (TECHNOLOGIE, 0.96)
- IA agentique —s_applique_à→ processus métiers (CONCEPT, 0.95)
- IA agentique —surpasse→ IA générative (TECHNOLOGIE, 0.9)
- IA agentique —permet→ nouvelle forme de travail (agents exécutant des tâches et contribuant à la décision) (CONCEPT, 0.93)
- Capgemini —mesure→ plus de 30 % d'accélération du développement applicatif sur certains projets (MESURE, 0.93)
- Capgemini —mesure→ près de 20 % de réduction des incidents et interruptions de service (MESURE, 0.93)
- Capgemini —mesure→ IA générative et agentique à plus de 11 % des prises de commandes au T1 2026, contre 6 % un an avant (MESURE, 0.95)
- Capgemini —mesure→ investissement de 2 Md€ engagé il y a trois ans (offres, partenaires, formation) (MESURE, 0.94)
- Aiman Ezzat —affirme_que→ « Nous sommes très loin du plug and play » (CITATION, 0.95)
- freins au passage à l'échelle de l'IA agentique —s_oppose_à→ transformation agentique des entreprises (CONCEPT, 0.92)
- Aiman Ezzat —recommande→ créer une couche technologique agentique sur un socle modernisé (AFFIRMATION, 0.93)
- Aiman Ezzat —recommande→ gouverner rôles, sécurité et responsabilités avant de déployer des milliers d'agents (AFFIRMATION, 0.93)
- orchestration humains-agents —résout→ passage à l'échelle des agents en entreprise (CONCEPT, 0.88)
- Aiman Ezzat —affirme_que→ la question n'est pas qui développe les meilleurs modèles mais qui aide les entreprises à en tirer parti (AFFIRMATION, 0.94)
- transformation agentique —s_applique_à→ budgets opérationnels des entreprises (CONCEPT, 0.9)
- Aiman Ezzat —prédit→ 400 Md$ par an d'opportunité IA agentique pour les services numériques et le conseil à horizon 2030 (MESURE, 0.9)
- Aiman Ezzat —prédit→ croissance annuelle de 5,5 % à 7,5 % à taux de change constants à horizon 2028 (MESURE, 0.92)
- WNS —fait_partie_de→ Capgemini (ORGANISATION, 0.95)
- WNS —permet→ opérations intelligentes (CONCEPT, 0.9)
- Aiman Ezzat —affirme_que→ il est trop tôt pour dire si l'IA aura à terme un impact négatif sur l'emploi (AFFIRMATION, 0.93)

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Canonical: https://www.thekb.eu/en/fiches/ezzat-capgemini-ia-agentique-processus-metiers-2026-07-25/