Workday Rising: customers press peers on AI ROI and adoption strategy

At Workday Rising, Carlyle and Caterpillar customers discussed AI ROI, HR's role in AI transformation, and front-door strategy for AI agents. Caterpillar has enabled Self-Service Agent and Payroll Agent, while Carlyle standardized AI processes with legal-approved workflows.

• Caterpillar enabled Self-Service Agent, Payroll Agent and works with Sana on onboarding
• Carlyle banned employees from pasting feedback into ChatGPT and built a legal-approved version
• Caterpillar: 60% of workforce is in manufacturing, front-door strategy still undecided
• Carlyle evaluates each AI agent individually, including token costs and internal LLM routing