Everyone Is Talking About Context for AI. Here's What Most Companies Still Miss.
Celonis (sponsor content published on hbr.org, byline credited to "Harvard Business Review") ยท article ยท 2026-07-21 source โ Reader ๐ฅ๏ธ
practical ยท argumentative โ This is SPONSOR/native-advertising content from Celonis (a process-mining / enterprise-AI vendor) published on hbr.org under the HBR masthead โ not a staff-written HBR piece. Surface form argues a general-sounding thesis ('AI needs operational context, not just generic context'), but the underlying practical ask is to adopt Celonis's 'Context Model' / process-mining platform (explicit CTA link at the end). Two customer anecdotes (Fujitsu, Novo Nordisk) are offered as evidence but are Celonis's own case studies, sourced from celonis.com with UTM-tagged referral links โ self-reported, methodology-free metrics, not independently verified or benchmarked results.
Structure
| Part | Role |
|---|---|
| Opening: AI hype cycle recap โ from utopian speculation to 'where's the RoAI' skepticism | context / framing |
| 'Eliminating Operational Blind Spots' โ McKinsey stat (90% using AI, 10% scaling agents successfully) plus the generalist-vs-specialist framing (AI gives generic answers because enterprise data is proprietary/fragmented) | evidence + core argument |
| 'Why Operational Context Matters' โ before/after dialogue example contrasting a vague AI answer with a data-rich, specific one | illustrative narrative / argument by example |
| 'Enterprise AI and Operational Clarity' โ Fujitsu and Novo Nordisk case studies with a quote from a Novo Nordisk executive | evidence (vendor-sourced) |
| Closing restatement + explicit CTA to 'Learn more about Celonis and the Context Model' | conclusion / call to action |
Key terms
- Operational context
The combination of process data, business knowledge, and decision intelligence that gives AI a real-time, proprietary understanding of how a specific enterprise actually functions (as distinct from generic, public-internet-derived context). - RoAI (Return on AI)
The as-yet-unrealized business value/ROI enterprises expect from AI investment, framed as the open question the whole industry is now asking after the pilot-hype phase. - Generalist vs. specialist AI
A framing device: out-of-the-box AI models are 'generalists' (fluent but generic); AI grounded in a business's operational context becomes a 'specialist' capable of enterprise-specific judgment calls.
Propositions
- explicitcorroboratedMost enterprises are using AI (nearly 90%, per McKinsey) but very few (10%) are successfully scaling AI agents to enterprise-wide value.conf: highextendsPresentation: AI-First Software Delivery: Balancing Innovation with Proven Practices ยท p10 โ This doc's McKinsey stat (90% adopt, 10% scale) is a concrete data point for the broader claim that most AI projects fail to deliver ROI because organizational approach isn't matched to actual context.supports โThomas Nys' Post ยท p4 โ The post's 'pilots stall, POCs can't scale' claim is a mechanism-level account of the same enterprise-scaling gap McKinsey's adoption-vs-scaling statistic (90% using AI, only 10% scaling it) measures at the industry level.
- explicitGeneral-purpose AI models give generic, unhelpful answers to enterprise-specific questions because the relevant data (e.g. specific invoices, specific distributors) is proprietary, private, and fragmented across internal systems.conf: high
- explicitcorroboratedWithout operational context (process data + business knowledge + decision intelligence), no AI agent can be trusted to make reliable real-time decisions or take effective actions that drive business outcomes.conf: highsupportsBuilding AI Agents For The Enterprise ยท p15 โ Both claim enterprise-specific/organizational context (not generic AI) is the precondition for AI to be useful/trustworthy โ this doc frames it as 'operational context', the other as giving Claude organizational context from the start to avoid generic first interactions.supportsPodcast: Tiger Teams, Evals and Agents: The New AI Engineering Playbook ยท p10 โ Both argue that proprietary data/domain specificity, not raw model capability, is what makes AI valuable/defensible in an enterprise setting.supports โWhy AI agents need a Context Lake ยท p4 โ Same claim from a different vendor's piece in the same genre: without operational/organizational context, agents cannot be trusted to make reliable decisions or take effective action.extends โHow Netflix Built GenPage: a Single GenAI Model to Build Personalized Homepages ยท p2 โ Both propositions argue that operational/contextual richness dominates raw model capability for reliable AI outcomes; GenPage extends the claim with quantified production evidence (6.9% vs 1.3% loss reduction) in a non-agentic, high-scale personalization setting rather than the enterprise-agent setting of the other document.
- explicitProviding AI with operational context is what allows organizations to responsibly scale AI agents across the enterprise and realize ROI.conf: high
- explicitExecutive-reported AI-adoption metrics overstate real progress because leaders see rosier returns than the people closer to day-to-day integration work.conf: medium
- implicitA digital twin of the operation, complete with business context, is a near-necessary precondition for knowing where to deploy AI and automation.conf: mediumsupportsGitLab 19.2 Puts AI Agents to Work on the Security Backlog ยท p8 โ Parallel pattern: both articles present a headline vendor-sourced ROI/impact figure (this doc's Fujitsu/Novo Nordisk metrics; GitLab's self-commissioned 400% ROI study) without flagging the conflict of interest โ same critique applies to both.
Arguments
- Generic AI models produce generic, low-value answers to enterprise-specific questions.
- Enterprise data needed for specificity is proprietary, private, and fragmented.
- Operational context (process data + business knowledge + decision intelligence) closes that gap and produces specific, actionable, trustworthy answers (illustrated by the supply-chain reorder example).
- Companies that have adopted operational-context tooling (Fujitsu, Novo Nordisk) report strong results.
- A vendor's own selected customer case studies, without disclosed methodology or independent verification, constitute sufficient evidence that a general causal claim ('operational context โ ROI') holds broadly, not just for these two accounts.
- The specific, richly-detailed 'good' AI answer in the demonstration dialogue is achievable in practice at the fidelity shown, rather than being an idealized illustration constructed for persuasive effect.
- The article's own vendor (Celonis) is representative of, or equivalent to, 'operational context' in general โ i.e., the argument for the general concept doubles as an argument for the specific product.
- If operational context is genuinely the binding constraint, then AI vendors and enterprises should be able to produce independently verified, apples-to-apples RoAI comparisons (with vs. without operational-context tooling) rather than relying on anecdote โ the article does not attempt this.
Narratives
- A hypothetical exchange where a manager asks an out-of-the-box AI model about a demand spike and reordering; without operational context the AI gives a vague hedge, but with operational context it names a specific region, SKU, stockout risk percentage, lead times, and a recommended action (authorize air freight).
โ Makes the abstract 'generalist vs. specialist' proposition vivid and concrete โ shows rather than argues for the value of operational context. - Fujitsu case: using operational context for inventory management, achieving a reported 20% reduction in excess inventory and multimillion-dollar savings across 10 processes.
โ Supplies a quantified, named-company proof point for the article's central claim. - Novo Nordisk case: using operational context and 100+ AI agents to speed clinical development, with an executive quote about needing a 'digital twin' of the operation, expecting a 12-month reduction in time to market.
โ Supplies a second, higher-stakes (pharma) proof point and a customer voice endorsing the underlying premise.
Questions addressed
- โ
Why are enterprises not seeing the AI returns (RoAI) that early hype promised, despite near-universal AI adoption?
Because AI models are generalists lacking the enterprise's proprietary operational context, so they can't make reliable, specific, trustworthy decisions at scale. - โญ How would one independently verify that 'operational context' (as opposed to other factors โ organizational readiness, change management, data quality generally, model capability improvements over time) is the binding constraint on AI ROI, rather than just a plausible-sounding, commercially convenient explanation?
Not addressed โ the article treats its causal claim as established via anecdote and framing rather than testing it against alternative explanations.
Gaps
- incompleteThe article presents exactly two customer stories (Fujitsu, Novo Nordisk), both sourced from Celonis's own case-study pages with UTM referral tracking, as evidence for a general causal claim about operational context driving AI ROI. No independent benchmark, third-party audit, control group, or disclosed methodology accompanies either figure (20% inventory reduction, 12-month timeline reduction, 100+ agents). This is a textbook vendor self-reported metrics pattern, and per the reader's stated preference for benchmark data and practitioner experience over vendor claims, this piece should be read as marketing framing with a real (if unoriginal) causal intuition, not as rigorous analysis.
Read next: Look for independent, third-party research on enterprise AI ROI drivers (e.g. academic studies, analyst firm reports without vendor sponsorship, or practitioner postmortems) that isolate 'context/data quality' from other commonly cited blockers like organizational readiness, change management, and governance. - incompleteThe article never engages with competing or complementary explanations for why '90% use AI but only 10% scale it successfully' โ e.g. organizational readiness, unclear ownership, change-management failure, poor evals/feedback loops, or unrealistic expectations set by leadership โ all of which appear elsewhere in this corpus as major explanatory factors for enterprise AI adoption stalling. By attributing the gap almost entirely to a missing operational-context layer (conveniently the sponsor's product category), the piece is incomplete about the multi-causal nature of the 90%-vs-10% gap.
Read next: Compare against extract-building-ai-agents-for-the-enterprise and extract-ai-first-software-delivery, which name proprietary data/domain specificity as one factor among several (trust relationships, domain expertise, matching approach to context) rather than the singular cause.
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