Market Vision Paper

Navigating the future: Reimagine, reinvent, and earn relevance

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Enterprise leaders face a growing imperative—turn AI ambition into tangible impact. With investments and stakeholder expectations increasing, the challenge lies not in experimenting with AI but in scaling it to deliver real business outcomes enabled by services-as-software (S-a-S) manifested by agentic AI. Tomorrow’s leaders will be those that rethink how to create value, transform core capabilities, and adapt faster to customer needs in an AI-first world.

LTIMindtree is charting its course under new leadership to create and deliver value through increased investments and deep AI expertise enabled by S-a-S. With AI woven into its platforms, solutions, and services to build a compelling value proposition, the firm operates in an aggressively competitive landscape where true differentiation is hard-earned. Enterprises are leaning into AI and increasing their investments year over year (see Exhibit 1), but many still seek guidance on its full value.

In this context, LTIMindtree’s approach to meeting current client needs and preparing for future market demands centers around three themes:

    • Reimagine: Helping enterprises rethink their business models
    • Reinvent: Enabling the transformation of core capabilities
    • Remain relevant: Scaling impact through agility and strategic customer alignment
Exhibit 1: To ensure double-digit YoY growth in AI investment, a longer-term purpose must be established

Sample: N = 194
Source: HFS Research, 2025

The true power of AI is in helping businesses reimagine their value

Revenue and margin still matter, but AI has changed the rules of the game. It’s no longer just about how much revenue is generated but how fast it can be realized—anchored in creating lasting, differentiated value. Margin is no longer solely about cost-cutting and operational optimization; it’s a catalyst to break traditional value chains and deliver faster, smarter outcomes with fewer resources.

Reimagining the business sets the foundation for predictable top-line growth by opening new revenue streams, accelerating time-to-value, building stronger competitive moats, and enabling more efficient, leak-proof revenue models.

  • In banking and financial services, reimagination may mean enabling borderless banking—agnostic to instruments such as fiat, crypto, or decentralized finance—supported by a digital core that empowers consumers to bank how and where they choose.
  • For insurers, reimagination may involve real-time risk monitoring and premium recalibration based on dynamic changes in market conditions, regulations, or customer behavior.
  • For manufacturers, models such as Tesla’s vertical integration or micro-factories near demand hubs could offer new flexibility as a vehicle of reimagination. Enterprises may adopt varying levels of centralization or decentralization to unlock differentiated value across the production lifecycle.
  • In media and entertainment, reimagination may mean AI enabling nonlinear storytelling where consumer choices influence outcomes, blurring film and gaming boundaries. This shift boosts engagement, opens new revenue streams, and extends the customer lifecycle.
  • In retail, value is being reimagined through continuous, purpose-led, personalized experiences. Nike’s companion apps, local experience hubs, smart warehouses, drone delivery, and virtual try-ons illustrate how creativity and technology drive reimagination in a sector shaped by constantly evolving consumer expectations.

Margins, ultimately, reflect both the efficiency of value creation and the quality of revenue generated. Sustainable margin expansion requires reimagining cost structures, rethinking talent and location strategies, and building intelligent, non-linear value chains that learn from the past and pivot to the future. So, regardless of industry affiliation, certain vectors can support margin growth:

  • Effective value chain disruption will involve removing outdated linearity based on legacy market needs, consciously keeping the customer at the center, streamlining partnerships and distribution channels, and adopting purposeful technology, all aimed at accelerating value creation with lower resource consumption. Tesla and Amazon are high-profile examples of successfully disrupting their traditional industry value chains.
  • Sustainable sourcing will increasingly mean upskilling suppliers, controlling inputs (raw material, active ingredients), shortening supply chains by building direct supplier relationships, and investing in traceability and automation to enhance efficiencies.
  • AI enablement will soon become the norm, but people remain central. Crafting a talent-based location strategy will drive creativity, productivity, and innovation.
  • Market access is a strategic lever to segment smarter, reduce cost-to-serve, target high-margin customers, and optimize distribution networks.

The path to sustainable margin and growth no longer lies in efficiency alone but in rethinking how value is created, delivered, and defended in this AI-driven world. S-a-S, empowered by agentic tools, gives enterprises unprecedented opportunities to supplant their linear value chains with three-dimensional value chains, unlocking new opportunities once thought impossible.

A reinvented enterprise capability portfolio must power business reimagination

Enterprises have developed a new capacity to meet the changing market demands of the 21st century, initially led by the dot-com boom, by modernizing their infrastructure, automating functions, and reengineering business processes. But the commercial scaling of AI requires them to reassess their capacity to meet future needs.

This next phase demands learning from the first quarter-century of digital change—where speed to decision, agile value delivery, and rapid adoption defined competitive advantage. Technology investments played a critical role then, but this time with intelligent data management and enhanced infrastructure that will underpin the AI-enabled portfolio of reinvented capabilities.

Scaling next-generation transformation with S-a-S play

S-a-S is emerging as a key trend, giving businesses access to pre-built solutions, automated workflows, and data-powered insights—creating a seamless, scalable experience that puts both technology and expertise directly at their reach. As the GenAI ecosystem matures, services firms will increasingly lean on their software assets and partnerships to deliver greater value to enterprise clients. S-a-S will be manifested in business via agentic, focusing on execution rather than just delivery intelligent information. This model doesn’t just support business goals—it accelerates them, redefining how companies drive speed, adaptability, and measurable outcomes as the ultimate competitive advantage.

Building on this approach, LTIMindtree helped an international brewery reduce its average service order query time by 60% using OMS Assistant, a multi-modal agentic AI. It also reduced manual customer service operations by 30%.

Data is indeed the new oil, but only when governed well

Enterprises now generate more than 450 exabytes of data daily, and this figure continues to rise. But raw data has little value unless its refined, contextualized, and mobilized to drive better decisions. Data is a strategic asset, and its true competitive edge lies in speed to insight.

Moreover, scale comes with risk. For data to become a strategic asset, enterprises must double down on governance—investing in data security, managing quality for accuracy, maintaining consistency, ensuring regulatory compliance, adopting appropriate access controls, and using it responsibly—thus providing the foundation for AI success.

On those lines, LTIMindtree has helped several clients unlock value through intelligent data strategies. For a global bank, it enabled next-gen data analysis via a big data platform, improving turnaround time by 70%. For the world’s largest cosmetic company, a data-driven marketing platform reduced costs by 50%. Also, for the world’s largest hotel chain, its intelligent insights across 30 brands serving 350 million customers led to a 92% increase in year-over-year profits.

New-age infrastructure is critical to scaling AI

The infrastructure enabling AI is significantly different from the typical legacy infrastructure that powered IT services. AI models require high-throughput, low-latency data pipelines, high-performance computing powered by GPUs and TPUs, and elastic, horizontally scalable infrastructure.

As AI sophistication grows, infrastructure must evolve. Taking a ‘build once and accept tech debt’ approach is no longer viable. Enterprises must adopt modular, outcome-focused architectures in collaboration with specialized partners. Flexibility, not permanence, must define their infrastructure strategy.

LTIMindtree brought this vision to life for a large US-based insurance enterprise, reducing their database costs by 30% while improving margins by 5-7% through AI-led migration and legacy infrastructure modernization. For a major energy solutions provider, it reduced the plant downtime and operational costs by 10-15% using predictive maintenance and AI-driven optimization solutions. It also helped cut energy consumption by 10% while increasing yield by 20% by enabling IIoT-enabled operation and advanced data analytics.

Creating the AI advantage must not be artificial or intelligent but strategic

The case for AI has been years in the making, but the urgency has intensified post-pandemic as enterprises began scaling real use cases across retail, media, banking, and other industries. Providers are heavily investing in embedding AI in their services, directly or indirectly, likely fueled by the current outcomes in productivity, efficiency, speed-to-market, and genuine innovation to drive tangible differentiation.

AI is not just a technology but a strategic enabler of business reinvention, and enterprises must treat it accordingly. Scaling AI requires a combination of strong data foundations (unified architecture, tooling, and governance), high-performance infrastructure (cloud-native, GPU-enabled, AI-Ops), and a responsible AI mindset (trust, transparency, governance).

LTIMindtree is already enabling clients to realize this potential. For a leading Indian travel agency, it helped reduce operational costs by 30-40% using its voicing AI platform with adaptable and real-time AI agents to automate voice, email, and chat.

Earning the right to remain relevant by delivering real value

In a world of constant disruption, overwhelming choice, and fast-evolving expectations, staying relevant requires a strategic commitment to aligning with customers’ changing needs, values, and behaviors. Relevance fuels stickiness, builds loyalty, and drives measurable financial outcomes. It’s what separates children from adults and adults from leaders.

…we will be the first port of call when customers think of a partner that can be relevant to them in their journey.

— Venu Lembu, CEO (designate), LTIMindtree

To deliver value in client engagements, service providers must embed five core principles:

  • Understanding: Continuously learn and adapt to evolving customer needs and priorities.
  • Personalization: Tailor experiences and offerings to align with specific customer goals.
  • Simplification: Getting to the answer and executing must not be complex. Ensure interactions and outcomes are intuitive and frictionless.
  • Co-creation: Build trust and partner with customers to shape innovation and execute.
  • Adaptation: Stay ahead of change to help customers navigate uncertainty with confidence.

For example, LTIMindtree helped the UK’s largest electronics retailer reimagine the omnichannel digital experience, engaging more than 8.5 million consumers weekly and driving a 35% increase in annual online conversions. For the world’s leading hospitality chain, it enabled touchless check-in for over 7,500 hotels, strengthening loyalty through seamless, differentiated experiences.

The Bottom Line: Relevance must be earned—AI is now the proving ground.

Choosing the right partner will ensure the right objectives are targeted with sustainable solutions to deliver outcomes that matter. Enterprises are no longer just transforming—they’re reshaping how value is created and margins are built while staying aligned with evolving customer expectations. In this high-stakes environment, relevance isn’t inherited but earned. And in a services market where every provider is vying for attention, AI has become the defining lever for differentiation.

LTIMindtree is shaping its response by embedding AI across its portfolio, strengthening its data and infrastructure layers, and aligning delivery around desired outcomes. Its ambition is clear: move from piloting AI to scaling it responsibly, strategically, and impactfully. Those demonstrating real value through AI-led reinvention will lead, while others will fade fast.

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