PEX Network | Global State of Business Transformation Industry Report 2026-27

Transformation is accelerating; can your organization keep up?

The PEX Report 2026/27: Global State of Business Transformation draws on 185 professionals surveyed between May and August 2026, with 61% of respondents at the board, C-suite, SVP, VP or director level. Now in its second year of matched, like-for-like data, the report provides a detailed view of how transformation priorities, investment, technology adoption, and organizational challenges are changing, as well as featuring expert perspectives and real-world examples from senior transformation leaders and practitioners.

What does the data tell us?

• 61% say AI is now the most-used methodology for business transformation
• 57% say Agentic AI is the most-planned investment, rising from 39% the previous year
• 71% say AI skills are the most-cited capability gap among transformation organizations
• 54% say Change Management has overtaken cost as the biggest transformation challenge

Together, these findings point to a fundamental shift: the challenge is no longer simply deciding whether to transform but how to build an organization capable of transforming continuously.

Download the report and explore the forces reshaping the transformation agenda, including:

• AI and Agentic AI: From experimentation and pilots to enterprise-scale investment and autonomy
• Governance: Why organizational controls are struggling to keep pace with AI adoption
• Value Realization: The shift from AI use cases toward measurable business value
• Data and Process: Why strong foundations remain critical to scaling transformation
• Change and Workforce: The growing impact of change fatigue, skills gaps and sustained adoption
• Investment Priorities: Where transformation leaders are directing resources over the next 12 months
• Success Measures: How organizations are redefining transformation impact, from efficiency to top-line growth
• Transformation at Scale: What the latest data reveals about building a permanent transformation capability

The transformation agenda is changing, but the big question is: what comes next? Download the report to explore the data shaping the next chapter of business transformation.