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#thought leadership

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Transformation & Adoption Auto-verified translation

L'IA fait tomber les murs entre les métiers

In-depth op-ed published on **sfeir.com** on August 1, 2026, authored by **SFEIR** (the firm's editorial voice). It brings together **two July 2026 publications** with opposite methodologies — the preregistered field experiment **"The Cybernetic Teammate"** at **Procter & Gamble** (Dell'Acqua, Ayoubi, Lifshitz, Sadun, **Ethan Mollick** et al., *Organization Science* 37(4), 2026) and the first report in **OpenAI Economic Research**'s **"Work at the Frontier"** series (Jul. 27, 2026, >800,000 messages from US ChatGPT users) — into a single thesis: *"generative AI doesn't just speed up existing work, it redistributes who does what."* The architecture unfolds in four stages: **the mechanism** (P&G: AI acts as a *boundary-spanning* device, erasing functional silos — an individual + AI reaches the level of a pair without AI, **+0.37 σ**), **the scale** (OpenAI: **43.5%** of profession-specific messages fall outside the user's own profession), **the agenda** (Mollick: the walls are thinning, the division of labor must be rethought, and well-orchestrated recomposition "pays off handsomely"), then **the firm's response** — **Skill Based Organisation (SBO)**, adopted at SFEIR under the impetus of **Rosalie Zandona** (VP People & Culture): **actually operational skill** replaces the job description as the unit of organization (**up to 13 skills identified per role**), shifting from a **status-based identity** ("I am a manager") to an **operational identity** ("I know how to design complex architectures"). The rhetorical move is proof by internal example: *"we made the shift in-house before recommending it."* **Three caveats are noted**: the SBO shift dates back to **February 2026**, hence *predating* the diagnosis it is supposed to resolve (the argumentative order reverses the chronological order); **nothing in the data demonstrates** that a skill-based organization absorbs crossover better than a role-based one (an untested design hypothesis); the P&G result has been circulating **since March 2025** (NBER w33641) — the "a few weeks earlier" applies to the peer-reviewed publication, not to the result itself.

#Skill Based Organisation#SBO#skill-based organization

**SFEIR** — ESN française « AI Only » (~850 ingénieurs, 8 agences France & Benelux). Voix éditoriale du cabinet (byline « SFEIR »).

Transformation & Adoption Auto-verified translation

IA et emploi : le vrai risque, c'est le décrochage

In-depth opinion piece published on **sfeir.com** on July 23, 2026, signed by **SFEIR** (the firm's editorial voice). It is a **strategic commentary on Trésor-Éco note No. 391** from the DG Trésor (June 2026 — see [[dgtresor-ia-effets-emploi-2026-06-30]]), read through SFEIR's doctrine of « **amplifying AI rather than enduring it** ». The article praises Bercy's **cautious economist's tone** (mechanisms plus uncertainty rather than a prediction) and draws from it a **three-part thesis**: (1) **no measurable aggregate effect** at this stage (two offsetting forces — displacement vs. productivity — EU adoption ~20%); (2) a **single solid empirical signal, on juniors** (−16% employment among exposed 22-25 year-olds in the US); (3) a **long-term danger that shifts the question** — **competitive lag** (non-adoption), not job destruction. The analytical core SFEIR retains: **price elasticity** determines the employment effect (the **Jevons** paradox applied to code) → the argument is **structurally pro-employment for developers**. The article **dismantles the "AI layoffs" narrative** (4.5-6.2% of US layoff announcements, "labeling" at 59%) and points to the note's **blind spots** (the agentic scenario relegated to a footnote; diffusion speed not discussed; OpenAI/Anthropic having become sources for Bercy = an unflagged source bias). **SFEIR's operational translation** (for CIOs/CTOs): value migrates toward intent/architecture/control, training **augmented engineers** (**AI Champions** programs), and avoiding rushed adoption (**workslop**, technical debt) through **context engineering** and governance.

#AI and employment#competitive lag#non-adoption

**SFEIR** — ESN française « AI Only » (~850 ingénieurs, 8 agences France & Benelux). Voix éditoriale du cabinet (byline « SFEIR »). Positionnement de la maison sur la transformation IA des DSI ; ce texte prolonge la ligne éditoriale portée notamment par Didier Girard (cf. [[girard-sfeir-ai4it-vs-ai4business-budgets-2027-2026-06-24]]).

Transformation & Adoption Auto-verified translation

AI4IT vs AI4Business : le renversement, et ce qu'il fait à vos budgets 2027

In-depth opinion piece (point of view) published on **sfeir.com** on June 24, 2026, by **Didier Girard** (Managing Director, SFEIR). **Central thesis**: in 2024 everyone was betting on **AI4Business** (AI in business processes) as the great value reservoir; by 2026 the picture has **reversed** — it is **AI4IT** (AI to produce the information system: code, SDLC, software factory) that is creating **measurable** value. The article *grounds* this thesis in the firm's tech watch: AI4Business disappointment (the MIT study "95% of pilots without ROI," contested but revealing; an **organizational** blockage / Mollick's Hayekian problem) versus quantified AI4IT evidence (Salesforce, Intercom, Raiffeisen, AWS/Bedrock, Atlassian, DORA). Mechanistic explanation: **code verifies itself** (compilation, tests, CI) whereas business processes have neither a compiler nor an immediate feedback loop. **2027 budget consequence**: a **CapEx→OpEx** shift, token price dynamics (rising peak — Fable 5 at 2× Opus — vs inference ÷280 and downward pressure from open weights/desktop), and **AI FinOps** driven by **cost per outcome**. Closes with **4 recommendations for the COMEX**.

#AI4IT#AI4Business#reversal

**Didier Girard** — Managing Director (CTO / DG) de **SFEIR** · ESN française (~1 000 personnes, France · Belgique · Luxembourg · Suisse). Auteur de l'article ; voix éditoriale du cabinet sur la transformation IA des DSI.