定义智能体时代的数据与AI战略

Defining your data and AIstrategy for the agentic era Table ofContents 03 Introduction 07 Executive Summary 12 Section One: Data and AI Vision 15 Section Two: Core Processes 29 Section Three: Organizational Model 42 Section Four: Deployment Approach 52 Looking Ahead Data and AI strategy:Get ready for the agentic era Bold technology claims bombard business leaders on a daily basis. One minute headlinesdeclare “AI will revolutionize everything – adapt or miss out,” the next they warn “AIthreatens millions of jobs.” This constant swing between techno-optimismand digital doom leaves many leaders wondering:What’s the real value beneath all this noise? While the hype may be overwhelming, the underlying truth is compelling: Disruptive dataand AI capabilities offer concrete, practical opportunities to transform your business andaccelerate growth. With the agentic AI era now upon us, it’s not about sci-fi promises ordoomsday scenarios — it’s about unlocking tangible business value. However, while nearly every company is sitting on a gold mine of data, only a few areturning that data into real customer value and business impact. The question isn’t whetherto become data-driven — it’s how fast you can make it happen. The future belongs tocompanies that don’t justcollect data, but use it tocreate impact. What It Takes to Winwith Data and AI Turning data into a competitive advantage requires more than just technology; itdemands the right foundation to drive adoption, automation, and long-term effect. To succeed, you need: The right tools - To enable insight,actionability, and AI-drivenautomation at scale The right strategy - To focus yourvision, plan, and efforts on whatdrives effective change The right approach - To ensure dataand AI delivers sustainable, repeatablebusiness value The right culture - To nourish adata-first mindset at every level ofthe organization At Tableau, we believe that becoming a data-driven organization isn’t just an IT project,but a business imperative. It’s about creating a culture where every employee, decision,and customer interaction is powered by data and AI. The companies that master thisshift won’t just compete — they’ll lead. But here’s the simple truth: You can’t buy your way into becoming data-driven. It takesmore than technology; it requires a clear roadmap and practical execution. You need a strategic framework. You need a proven path.That’s why we created Tableau Blueprint. Are you ready tomake it happen? The Agentic AI Era Has Arrived The agentic AI era isn’t merely the latest technological evolution; this momentin time represents a fundamental reimagining of how intelligence, both artificialand human, interacts with the world’s data. What Are AI Agents? AI agents are goal-oriented, intelligent systems, available 24/7, that operate ina few ways — from empowering everyone to providing assistance to employees,as well as taking fully autonomous actions. They are environment-aware,understand their mission, and acquire the knowledge they need to reason, plan,and complete tasks. Agents also deliver feedback and continuously learn fromexperience, representing the evolution from reactive tools to proactive partnersin our digital ecosystem. For organizations, AI agents representa uniquetransformative opportunityto benefit from an unlimited digitalworkforce that can scale operationsbeyond traditional human limitations. Data and Agents:A Symbiotic Relationship AI agents cannot function without data. Even the most sophisticated agent will notoperate at its best without high-quality data to inform its actions. Agents require data tosense their environment, understand business context, build knowledge, and effectivelycommunicate insights. A visualization generated by an agent at precisely the rightmoment can illuminate patterns that would otherwise remain hidden in the noise. Ultimately, data itself achieves its highest potential only through agents.This symbiotic relationship manifests in several transformative ways: Agentic event detection Agentic data orchestration Rather than retrospectively analyzingwhat happened, agents proactivelyidentify emerging patterns, anomalies,and opportunities in real time, enablingorganizations to act before competitorseven recognize the signals. Your data architecture becomesdynamic as agents continuouslyoptimize data pipelines and semanticlayers, which help bridge data, businesslanguage, and applications to givepeople context. This adaptive aspect isbased on evolving business needs — nomore static, rigid data structure. Agentic actionability Perhaps most powerfully, agents transformthe insight-to-action cycle. They notonly discover insights, but convert theminto recommended actions, orchestrateresponses across systems, and executeadaptive plans autonomously withingovernance boundaries. Agentic data skills Imagine having tireless data analystsworking around the clock, continuouslygenerating insights, testing hypotheses,and