How many years has your employer been delivering agentic AI outsourcing?
Indicator C078 · By Phil Hatch · Akholi · October 9, 2026
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19 sectionsIndicator Specification
| Field | Value |
|---|---|
| Indicator code | C078 |
| Question as asked | How many years has your employer been delivering agentic AI outsourcing? |
| Failure category | Not one of the 100 rated indicators |
| Place in the survey | Vendor Details > 4.1 Vendor Profile > Profile |
| Indicator class | Perceived fact |
| Indicator type | Typed number |
| Response scale | A number, as typed or recorded |
| Answering base | 571 of 850 respondents, across 150 of 150 engagements |
| Non-answers | I do not know 220, I prefer to not answer 0, blank 59 |
Summary of Findings
| Measure | Form | n | r | 95% CI | p |
|---|---|---|---|---|---|
| Cancellation rate | Descriptive contrast | 150 engagements | −0.12 | −0.28 to 0.04 | 0.136 |
| Customer satisfaction | Clean estimate | 94 engagements | −0.09 | −0.28 to 0.12 | 0.407 |
| Engagement indicator mean | Full | 150 engagements | 0.04 | −0.12 to 0.20 | 0.633 |
| Intent to leave | Respondent level, clustered | 543 respondents | −0.02 | −0.16 to 0.12 | 0.726 |
Respondents reported the years their employer had delivered agentic AI outsourcing (mean 1.0, median 1.0, n = 571 respondents). The association with cancellation was close to zero (r = −0.12, 95% CI −0.28 to 0.04, p 0.136, n = 150 engagements) and tested as equivalent to zero (TOST p 0.012). Customer satisfaction on active engagements showed a near-zero association (r = −0.09, 95% CI −0.28 to 0.12, p 0.407, n = 94 active engagements) that tested as equivalent to zero (TOST p 0.017). The engagement indicator mean showed a near-zero association (r = 0.04, 95% CI −0.12 to 0.20, p 0.633, n = 150 engagements) that also tested as equivalent to zero (TOST p < 0.001). Intent to leave at respondent level showed a near-zero association (r = −0.02, cluster bootstrap 95% CI −0.16 to 0.12, p 0.726, n = 543 respondents) that tested as equivalent to zero (TOST p < 0.001). Reported years did not differ after Holm control in any segment family (Holm p 1.000 in every family).
Distribution of Responses
| Answer | Respondents | Share of answered (base 571) | Cumulative share | Engagements with at least one | Share of 150 engagements | Distressed |
|---|---|---|---|---|---|---|
| 0.0 to 0.2 | 121 | 21.19% | 21.19% | 35 | 23.33% | Not applicable |
| 0.2 to 0.4 | 0 | 0.00% | 21.19% | 0 | 0.00% | Not applicable |
| 0.4 to 0.6 | 0 | 0.00% | 21.19% | 0 | 0.00% | Not applicable |
| 0.6 to 0.8 | 0 | 0.00% | 21.19% | 0 | 0.00% | Not applicable |
| 0.8 to 1.0 | 0 | 0.00% | 21.19% | 0 | 0.00% | Not applicable |
| 1.0 to 1.2 | 346 | 60.60% | 81.79% | 89 | 59.33% | Not applicable |
| 1.2 to 1.4 | 0 | 0.00% | 81.79% | 0 | 0.00% | Not applicable |
| 1.4 to 1.6 | 0 | 0.00% | 81.79% | 0 | 0.00% | Not applicable |
| 1.6 to 1.8 | 0 | 0.00% | 81.79% | 0 | 0.00% | Not applicable |
| 1.8 to 2.0 | 104 | 18.21% | 100.00% | 26 | 17.33% | Not applicable |
| I do not know | 220 | Not in base | Not in base | 126 | 84.00% | Not applicable |
| I prefer to not answer | 0 | Not in base | Not in base | 0 | 0.00% | Not applicable |
| Answered, total | 571 | 100.00% | 150 | 100.00% |
| Engagement level summary | Engagements | Mean of engagement means | SD | Min | Median | Max | Engagements with a distressed mean | Share of engagements distressed |
|---|---|---|---|---|---|---|---|---|
| Engagement means, as recorded | 150 | 0.9 | 0.6 | 0.0 | 1.0 | 2.0 | Not applicable | Not applicable |
The study set mean was 1.0 on 571 answering respondents, with a median of 1.0.
Descriptive Statistics by Segment
| Segment | Base | Answered | Answer rate | Engagements | Mean | 95% CI | SD |
|---|---|---|---|---|---|---|---|
| Study set | 850 | 571 | 67.18% of 850 | 150 | 1.0 | 0.9 to 1.0 | 0.6 |
| Outsourcing model | |||||||
| CXM | 232 | 161 | 69.40% of 232 | 42 | 1.0 | 0.8 to 1.1 | 0.7 |
| ITO | 244 | 161 | 65.98% of 244 | 40 | 1.0 | 0.9 to 1.1 | 0.6 |
| BPO | 209 | 138 | 66.03% of 209 | 37 | 1.0 | 0.9 to 1.1 | 0.6 |
| KPO | 165 | 111 | 67.27% of 165 | 31 | 0.9 | 0.8 to 1.0 | 0.6 |
| Institution type | |||||||
| Asset management | 132 | 84 | 63.64% of 132 | 24 | 1.2 | 1.1 to 1.3 | 0.6 |
| Wealth management and private banking | 140 | 90 | 64.29% of 140 | 23 | 0.8 | 0.7 to 1.0 | 0.7 |
| Investment banking (advisory and capital-markets origination) | 105 | 71 | 67.62% of 105 | 19 | 0.9 | 0.8 to 1.1 | 0.7 |
| Insurance (life, property and casualty, health) | 78 | 53 | 67.95% of 78 | 14 | 1.1 | 0.9 to 1.2 | 0.5 |
| Commercial and business banking | 82 | 60 | 73.17% of 82 | 13 | 0.9 | 0.8 to 1.1 | 0.5 |
| Payments and merchant acquiring (networks, acquiring, processing) | 71 | 47 | 66.20% of 71 | 13 | 0.7 | 0.5 to 0.9 | 0.7 |
| Credit card and payments issuing | 73 | 48 | 65.75% of 73 | 12 | 1.1 | 1.0 to 1.3 | 0.5 |
| Retail and consumer banking | 73 | 47 | 64.38% of 73 | 12 | 0.9 | 0.7 to 1.1 | 0.7 |
| Markets and trading (sales and trading, global markets) | 57 | 42 | 73.68% of 57 | 11 | 1.0 | 0.8 to 1.1 | 0.6 |
| Private equity and private capital | 39 | 29 | 74.36% of 39 | 9 | 1.2 | † | 0.5 |
| Process family | |||||||
| Corporate and back-office functions | 248 | 170 | 68.55% of 248 | 47 | 0.9 | 0.9 to 1.0 | 0.6 |
| Technology engineering and operations | 204 | 134 | 65.69% of 204 | 35 | 1.0 | 0.9 to 1.1 | 0.6 |
| Client servicing and communications | 94 | 68 | 72.34% of 94 | 16 | 1.1 | 0.9 to 1.3 | 0.7 |
| Trade, settlement and reconciliation | 80 | 49 | 61.25% of 80 | 15 | 1.1 | 0.9 to 1.3 | 0.7 |
| Payments, cards and disputes | 73 | 48 | 65.75% of 73 | 12 | 1.1 | 0.8 to 1.3 | 0.8 |
| Credit, underwriting and suitability | 57 | 41 | 71.93% of 57 | 9 | 0.9 | 0.8 to 1.1 | 0.4 |
| Regulatory, audit, tax and legal | 51 | 32 | 62.75% of 51 | 9 | 0.7 | 0.5 to 0.9 | 0.5 |
| Financial crime and client onboarding | 43 | 29 | 67.44% of 43 | 7 | 0.9 | † | 0.6 |
| Class of work | |||||||
| LOB Operational | 451 | 303 | 67.18% of 451 | 76 | 0.9 | 0.9 to 1.0 | 0.6 |
| Corporate Functional | 399 | 268 | 67.17% of 399 | 74 | 1.0 | 0.9 to 1.1 | 0.6 |
| Engagement status and lifecycle stage | |||||||
| Active, Build-Out | 175 | 120 | 68.57% of 175 | 31 | 1.1 | 0.9 to 1.2 | 0.7 |
| Active, Transition/Cut-Over | 250 | 177 | 70.80% of 250 | 43 | 1.0 | 0.9 to 1.1 | 0.7 |
| Active, Production | 103 | 68 | 66.02% of 103 | 20 | 1.1 | 1.0 to 1.3 | 0.6 |
| Canceled | 322 | 206 | 63.98% of 322 | 56 | 0.9 | 0.8 to 0.9 | 0.5 |
| Respondent role | |||||||
| Individual Contributor | 667 | 389 | 58.32% of 667 | 147 | 1.0 | 0.9 to 1.0 | 0.6 |
| Engagement Manager | 150 | 150 | 100.00% of 150 | 150 | 0.9 | 0.8 to 1.0 | 0.6 |
| Portfolio Director | 31 | 30 | 96.77% of 31 | 30 | 1.0 | 0.7 to 1.2 | 0.6 |
| Customer Management Executive | 2 | 2 | 2 of 2 | 2 | ‡ | ||
| Vendor type | |||||||
| IT services major | 316 | 216 | 68.35% of 316 | 59 | 0.9 | 0.9 to 1.0 | 0.6 |
| BPO specialist | 198 | 133 | 67.17% of 198 | 37 | 1.0 | 0.9 to 1.1 | 0.6 |
| Consulting firm | 117 | 74 | 63.25% of 117 | 23 | 1.0 | 0.9 to 1.1 | 0.6 |
| Boutique or specialist provider | 87 | 66 | 75.86% of 87 | 17 | 0.9 | 0.8 to 1.1 | 0.8 |
| Pure-play agentic AI firm | 75 | 50 | 66.67% of 75 | 14 | 1.1 | 0.9 to 1.2 | 0.4 |
| Not reported, recovered by engagement | 57 | 32 | 56.14% of 57 | 29 | 1.1 | 0.8 to 1.3 | 0.6 |
| Segment | Min | Q1 | Median | Q3 | Max | Distressed n | Distressed % |
|---|---|---|---|---|---|---|---|
| Study set | 0.0 | 1.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| Outsourcing model | |||||||
| CXM | 0.0 | 0.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| ITO | 0.0 | 1.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| BPO | 0.0 | 1.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| KPO | 0.0 | 1.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| Institution type | |||||||
| Asset management | 0.0 | 1.0 | 1.0 | 2.0 | 2.0 | Not applicable | Not applicable |
| Wealth management and private banking | 0.0 | 0.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| Investment banking (advisory and capital-markets origination) | 0.0 | 0.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| Insurance (life, property and casualty, health) | 0.0 | 1.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| Commercial and business banking | 0.0 | 1.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| Payments and merchant acquiring (networks, acquiring, processing) | 0.0 | 0.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| Credit card and payments issuing | 0.0 | 1.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| Retail and consumer banking | 0.0 | 0.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| Markets and trading (sales and trading, global markets) | 0.0 | 1.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| Private equity and private capital | 0.0 | 1.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| Process family | |||||||
| Corporate and back-office functions | 0.0 | 1.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| Technology engineering and operations | 0.0 | 1.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| Client servicing and communications | 0.0 | 1.0 | 1.0 | 2.0 | 2.0 | Not applicable | Not applicable |
| Trade, settlement and reconciliation | 0.0 | 1.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| Payments, cards and disputes | 0.0 | 0.8 | 1.0 | 2.0 | 2.0 | Not applicable | Not applicable |
| Credit, underwriting and suitability | 0.0 | 1.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| Regulatory, audit, tax and legal | 0.0 | 0.0 | 1.0 | 1.0 | 1.0 | Not applicable | Not applicable |
| Financial crime and client onboarding | 0.0 | 1.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| Class of work | |||||||
| LOB Operational | 0.0 | 1.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| Corporate Functional | 0.0 | 1.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| Engagement status and lifecycle stage | |||||||
| Active, Build-Out | 0.0 | 1.0 | 1.0 | 2.0 | 2.0 | Not applicable | Not applicable |
| Active, Transition/Cut-Over | 0.0 | 1.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| Active, Production | 0.0 | 1.0 | 1.0 | 2.0 | 2.0 | Not applicable | Not applicable |
| Canceled | 0.0 | 1.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| Respondent role | |||||||
| Individual Contributor | 0.0 | 1.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| Engagement Manager | 0.0 | 1.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| Portfolio Director | 0.0 | 1.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| Customer Management Executive | ‡ n = 2 | ||||||
| Vendor type | |||||||
| IT services major | 0.0 | 1.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| BPO specialist | 0.0 | 1.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| Consulting firm | 0.0 | 1.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| Boutique or specialist provider | 0.0 | 0.0 | 1.0 | 1.8 | 2.0 | Not applicable | Not applicable |
| Pure-play agentic AI firm | 0.0 | 1.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
| Not reported, recovered by engagement | 0.0 | 1.0 | 1.0 | 1.0 | 2.0 | Not applicable | Not applicable |
Figures are respondent level. Means are on the scale as recorded. A level under 30 prints no interval and a level under 10 prints counts only.
Tests of Difference Between Segments
| Segment family | Welch F | df | p | Holm p | Omega squared | 90% CI |
|---|---|---|---|---|---|---|
| Outsourcing model | 0.02 | 3, 78.8 | 0.995 | 1.000 | −0.020 | 0.000 to 0.000 |
| Institution type | 1.11 | 8, 49.8 | 0.374 | 1.000 | 0.013 | 0.000 to 0.093 |
| Process family | 0.13 | 4, 38.3 | 0.971 | 1.000 | −0.028 | 0.000 to 0.000 |
| Class of work | 0.39 | 1, 147.8 | 0.533 | 1.000 | −0.004 | 0.000 to 0.033 |
| Engagement status and lifecycle stage | 0.90 | 3, 60.2 | 0.448 | 1.000 | −0.002 | 0.000 to 0.050 |
| Respondent role | 0.21 | 2, 76.7 | 0.813 | 1.000 | −0.003 | 0.000 to 0.005 |
| Vendor type | 0.71 | 5, 159.9 | 0.617 | 1.000 | −0.004 | 0.000 to 0.008 |
| Segment family | Kruskal-Wallis H | p | Distressed chi-square | df | p | Cramer’s V | Levels left out |
|---|---|---|---|---|---|---|---|
| Outsourcing model | 0.06 | 0.996 | Not applicable | Not applicable | None | ||
| Institution type | 9.99 | 0.266 | Not applicable | Not applicable | a | ||
| Process family | 0.59 | 0.964 | Not applicable | Not applicable | b | ||
| Class of work | 0.41 | 0.520 | Not applicable | Not applicable | None | ||
| Engagement status and lifecycle stage | 2.52 | 0.472 | Not applicable | Not applicable | None | ||
| Respondent role | 0.43 | 0.805 | Not applicable | Not applicable | c | ||
| Vendor type | 2.70 | 0.746 | Not applicable | Not applicable | None |
Engagement families were tested on engagement means, and respondent role and vendor type were tested on respondents. A distressed p marked exact is a Fisher exact test for a two by two table, and one marked simulated is a Monte Carlo test run until its p is stable to the third decimal, both used where an expected count is under 5. No difference held after Holm control for outsourcing model, institution type, process family, class of work, engagement status and lifecycle stage, respondent role and vendor type.
Association with Cancellation Rate
The share of engagements canceled on the study date, measured at engagement level (base 150 engagements, 56 canceled). The association is a descriptive contrast, inflated because canceled engagements were rated after cancellation, and is not predictive.
| Segment | Engagements | Canceled | Cancellation rate | Point-biserial r | 95% CI | p | Holm p |
|---|---|---|---|---|---|---|---|
| Study set | 150 | 56 | 37.33% of 150 | −0.12 | −0.28 to 0.04 | 0.136 | 1.000 |
| Outsourcing model | |||||||
| CXM | 42 | 15 | 35.71% of 42 | 0.12 | −0.19 to 0.41 | 0.435 | 1.000 |
| ITO | 40 | 15 | 37.50% of 40 | −0.11 | −0.41 to 0.21 | 0.501 | 1.000 |
| BPO | 37 | 14 | 37.84% of 37 | −0.27 | −0.55 to 0.06 | 0.104 | 1.000 |
| KPO | 31 | 12 | 38.71% of 31 | −0.32 | −0.61 to 0.04 | 0.080 | 1.000 |
| Institution type | |||||||
| Asset management | 24 | 13 | 54.17% of 24 | −0.16 | † | 0.465 | 1.000 |
| Wealth management and private banking | 23 | 8 | 34.78% of 23 | −0.26 | † | 0.232 | 1.000 |
| Investment banking (advisory and capital-markets origination) | 19 | 9 | 47.37% of 19 | 0.07 | † | 0.767 | 1.000 |
| Insurance (life, property and casualty, health) | 14 | 5 | 35.71% of 14 | −0.56 | † | 0.038 | 0.764 |
| Commercial and business banking | 13 | 4 | 30.77% of 13 | 0.11 | † | 0.725 | 1.000 |
| Payments and merchant acquiring (networks, acquiring, processing) | 13 | 3 | 23.08% of 13 | 0.04 | † | 0.884 | 1.000 |
| Credit card and payments issuing | 12 | 5 | 41.67% of 12 | −0.49 | † | 0.109 | 1.000 |
| Retail and consumer banking | 12 | 4 | 33.33% of 12 | −0.34 | † | 0.275 | 1.000 |
| Markets and trading (sales and trading, global markets) | 11 | 3 | 27.27% of 11 | 0.00 | † | 1.000 | 1.000 |
| Private equity and private capital | 9 | 2 | 2 of 9 | ‡ | |||
| Process family | |||||||
| Corporate and back-office functions | 47 | 19 | 40.43% of 47 | 0.01 | −0.27 to 0.30 | 0.923 | 1.000 |
| Technology engineering and operations | 35 | 10 | 28.57% of 35 | −0.04 | −0.37 to 0.29 | 0.806 | 1.000 |
| Client servicing and communications | 16 | 9 | 56.25% of 16 | −0.68 | † | 0.004 | 0.076 |
| Trade, settlement and reconciliation | 15 | 8 | 53.33% of 15 | −0.42 | † | 0.117 | 1.000 |
| Payments, cards and disputes | 12 | 2 | 16.67% of 12 | −0.25 | † | 0.442 | 1.000 |
| Credit, underwriting and suitability | 9 | 1 | 1 of 9 | ‡ | |||
| Regulatory, audit, tax and legal | 9 | 4 | 4 of 9 | ‡ | |||
| Financial crime and client onboarding | 7 | 3 | 3 of 7 | ‡ | |||
| Class of work | |||||||
| LOB Operational | 76 | 30 | 39.47% of 76 | −0.13 | −0.35 to 0.09 | 0.250 | 1.000 |
| Corporate Functional | 74 | 26 | 35.14% of 74 | −0.11 | −0.33 to 0.13 | 0.370 | 1.000 |
| Engagement status and lifecycle stage | |||||||
| Active, Build-Out | 31 | 0 | 0.00% of 31 | Not computable, no variation in cancellation | |||
| Active, Transition/Cut-Over | 43 | 0 | 0.00% of 43 | Not computable, no variation in cancellation | |||
| Active, Production | 20 | 0 | 0.00% of 20 | Not computable, no variation in cancellation | |||
| Canceled | 56 | 56 | 100.00% of 56 | Not computable, no variation in cancellation |
| Segment | Odds ratio per point | 95% CI | AUC | Rate, distressed engagements | Rate, other engagements | Fisher p | TOST p |
|---|---|---|---|---|---|---|---|
| Study set | 0.67 | 0.39 to 1.14 | 0.56 | Not applicable | Not applicable | Not applicable | 0.012 |
| Outsourcing model | |||||||
| CXM | 1.46 | 0.58 to 3.71 | 0.57 | Not applicable | Not applicable | Not applicable | 0.124 |
| ITO | 0.68 | 0.22 to 2.05 | 0.55 | Not applicable | Not applicable | Not applicable | 0.112 |
| BPO | 0.36 | 0.10 to 1.27 | 0.64 | Not applicable | Not applicable | Not applicable | 0.429 |
| KPO | 0.34 | 0.10 to 1.18 | 0.67 | Not applicable | Not applicable | Not applicable | 0.545 |
| Institution type | |||||||
| Asset management | 0.60 | † n = 24 | 0.58 | Not applicable | Not applicable | Not applicable | 0.243 |
| Wealth management and private banking | 0.41 | † n = 23 | 0.63 | Not applicable | Not applicable | Not applicable | 0.422 |
| Investment banking (advisory and capital-markets origination) | 1.24 | † n = 19 | 0.54 | Not applicable | Not applicable | Not applicable | 0.172 |
| Insurance (life, property and casualty, health) | 0.09 | † n = 14 | 0.77 | Not applicable | Not applicable | Not applicable | 0.856 |
| Commercial and business banking | 1.66 | † n = 13 | 0.56 | Not applicable | Not applicable | Not applicable | 0.263 |
| Payments and merchant acquiring (networks, acquiring, processing) | 1.18 | † n = 13 | 0.55 | Not applicable | Not applicable | Not applicable | 0.201 |
| Credit card and payments issuing | 0.17 | † n = 12 | 0.71 | Not applicable | Not applicable | Not applicable | 0.746 |
| Retail and consumer banking | 0.30 | † n = 12 | 0.69 | Not applicable | Not applicable | Not applicable | 0.557 |
| Markets and trading (sales and trading, global markets) | 1.00 | † n = 11 | 0.50 | Not applicable | Not applicable | Not applicable | 0.191 |
| Private equity and private capital | ‡ n = 9 | ||||||
| Process family | |||||||
| Corporate and back-office functions | 1.05 | 0.42 to 2.63 | 0.51 | Not applicable | Not applicable | Not applicable | 0.025 |
| Technology engineering and operations | 0.86 | 0.27 to 2.76 | 0.52 | Not applicable | Not applicable | Not applicable | 0.066 |
| Client servicing and communications | 0.06 | † n = 16 | 0.86 | Not applicable | Not applicable | Not applicable | 0.970 |
| Trade, settlement and reconciliation | 0.20 | † n = 15 | 0.71 | Not applicable | Not applicable | Not applicable | 0.688 |
| Payments, cards and disputes | 0.38 | † n = 12 | 0.68 | Not applicable | Not applicable | Not applicable | 0.430 |
| Credit, underwriting and suitability | ‡ n = 9 | ||||||
| Regulatory, audit, tax and legal | ‡ n = 9 | ||||||
| Financial crime and client onboarding | ‡ n = 7 | ||||||
| Class of work | |||||||
| LOB Operational | 0.65 | 0.32 to 1.34 | 0.57 | Not applicable | Not applicable | Not applicable | 0.067 |
| Corporate Functional | 0.69 | 0.32 to 1.53 | 0.55 | Not applicable | Not applicable | Not applicable | 0.043 |
| Engagement status and lifecycle stage | |||||||
| Active, Build-Out | Not computable, no variation in cancellation | ||||||
| Active, Transition/Cut-Over | Not computable, no variation in cancellation | ||||||
| Active, Production | Not computable, no variation in cancellation | ||||||
| Canceled | Not computable, no variation in cancellation |
The study set r was −0.12 (95% CI −0.28 to 0.04, Holm p 1.000, n = 150 engagements). The association did not hold after Holm control. Equivalence Tests of Null Results found it equivalent to zero inside the bound. Of the 20 tested segment levels, 0 held after Holm control.
Association with Customer Satisfaction
The satisfaction score recorded against each engagement on a 100-point scale. The primary estimate uses the 94 active engagements. A descriptive contrast uses all 150 engagements.
| Segment | Active engagements | Clean r | 95% CI | p | Holm p | Spearman rho | p |
|---|---|---|---|---|---|---|---|
| Study set | 94 | −0.09 | −0.28 to 0.12 | 0.407 | 1.000 | −0.08 | 0.418 |
| Outsourcing model | |||||||
| CXM | 27 | −0.29 | † | 0.138 | 1.000 | −0.27 | 0.172 |
| ITO | 25 | 0.23 | † | 0.275 | 1.000 | 0.18 | 0.401 |
| BPO | 23 | −0.01 | † | 0.964 | 1.000 | −0.01 | 0.963 |
| KPO | 19 | −0.09 | † | 0.727 | 1.000 | −0.10 | 0.693 |
| Institution type | |||||||
| Asset management | 11 | −0.43 | † | 0.181 | 1.000 | −0.58 | 0.062 |
| Wealth management and private banking | 15 | 0.29 | † | 0.303 | 1.000 | 0.29 | 0.295 |
| Investment banking (advisory and capital-markets origination) | 10 | 0.20 | † | 0.584 | 1.000 | 0.05 | 0.881 |
| Insurance (life, property and casualty, health) | 9 | ‡ | |||||
| Commercial and business banking | 9 | ‡ | |||||
| Payments and merchant acquiring (networks, acquiring, processing) | 10 | −0.41 | † | 0.241 | 1.000 | −0.22 | 0.538 |
| Credit card and payments issuing | 7 | ‡ | |||||
| Retail and consumer banking | 8 | ‡ | |||||
| Markets and trading (sales and trading, global markets) | 8 | ‡ | |||||
| Private equity and private capital | 7 | ‡ | |||||
| Process family | |||||||
| Corporate and back-office functions | 28 | −0.13 | † | 0.515 | 1.000 | −0.17 | 0.401 |
| Technology engineering and operations | 25 | −0.07 | † | 0.752 | 1.000 | −0.08 | 0.699 |
| Client servicing and communications | 7 | ‡ | |||||
| Trade, settlement and reconciliation | 7 | ‡ | |||||
| Payments, cards and disputes | 10 | −0.20 | † | 0.576 | 1.000 | −0.07 | 0.853 |
| Credit, underwriting and suitability | 8 | ‡ | |||||
| Regulatory, audit, tax and legal | 5 | ‡ | |||||
| Financial crime and client onboarding | 4 | ‡ | |||||
| Class of work | |||||||
| LOB Operational | 46 | −0.14 | −0.41 to 0.16 | 0.370 | 1.000 | −0.12 | 0.434 |
| Corporate Functional | 48 | −0.03 | −0.31 to 0.26 | 0.845 | 1.000 | −0.03 | 0.845 |
| Engagement status and lifecycle stage | |||||||
| Active, Build-Out | 31 | −0.11 | −0.44 to 0.26 | 0.565 | 1.000 | −0.09 | 0.649 |
| Active, Transition/Cut-Over | 43 | 0.03 | −0.27 to 0.33 | 0.856 | 1.000 | 0.01 | 0.944 |
| Active, Production | 20 | −0.35 | † | 0.136 | 1.000 | −0.32 | 0.172 |
| Canceled | 0 | a |
| Segment | Slope, points per rating point | 95% CI | R squared | TOST p | All engagements | Descriptive r | p |
|---|---|---|---|---|---|---|---|
| Study set | −1.50 | −5.07 to 2.07 | 0.01 | 0.017 | 150 | 0.09 | 0.259 |
| Outsourcing model | |||||||
| CXM | −4.72 | † n = 27 | 0.09 | 0.486 | 42 | −0.21 | 0.182 |
| ITO | 3.60 | † n = 25 | 0.05 | 0.357 | 40 | 0.14 | 0.373 |
| BPO | −0.19 | † n = 23 | 0.00 | 0.090 | 37 | 0.27 | 0.102 |
| KPO | −1.69 | † n = 19 | 0.01 | 0.186 | 31 | 0.29 | 0.113 |
| Institution type | |||||||
| Asset management | −6.54 | † n = 11 | 0.19 | 0.671 | 24 | 0.10 | 0.643 |
| Wealth management and private banking | 3.75 | † n = 15 | 0.08 | 0.478 | 23 | 0.31 | 0.147 |
| Investment banking (advisory and capital-markets origination) | 2.67 | † n = 10 | 0.04 | 0.386 | 19 | −0.02 | 0.927 |
| Insurance (life, property and casualty, health) | ‡ n = 9 | ||||||
| Commercial and business banking | ‡ n = 9 | ||||||
| Payments and merchant acquiring (networks, acquiring, processing) | −8.64 | † n = 10 | 0.17 | 0.629 | 13 | −0.20 | 0.522 |
| Credit card and payments issuing | ‡ n = 7 | ||||||
| Retail and consumer banking | ‡ n = 8 | ||||||
| Markets and trading (sales and trading, global markets) | ‡ n = 8 | ||||||
| Private equity and private capital | ‡ n = 7 | ||||||
| Process family | |||||||
| Corporate and back-office functions | −2.23 | † n = 28 | 0.02 | 0.184 | 47 | −0.05 | 0.739 |
| Technology engineering and operations | −1.08 | † n = 25 | 0.00 | 0.127 | 35 | 0.02 | 0.922 |
| Client servicing and communications | ‡ n = 7 | ||||||
| Trade, settlement and reconciliation | ‡ n = 7 | ||||||
| Payments, cards and disputes | −2.83 | † n = 10 | 0.04 | 0.391 | 12 | 0.15 | 0.652 |
| Credit, underwriting and suitability | ‡ n = 8 | ||||||
| Regulatory, audit, tax and legal | ‡ n = 5 | ||||||
| Financial crime and client onboarding | ‡ n = 4 | ||||||
| Class of work | |||||||
| LOB Operational | −2.58 | −8.33 to 3.16 | 0.02 | 0.128 | 76 | 0.09 | 0.428 |
| Corporate Functional | −0.45 | −5.01 to 4.12 | 0.00 | 0.030 | 74 | 0.09 | 0.453 |
| Engagement status and lifecycle stage | |||||||
| Active, Build-Out | −1.48 | −6.69 to 3.72 | 0.01 | 0.143 | 31 | −0.11 | 0.565 |
| Active, Transition/Cut-Over | 0.56 | −5.62 to 6.73 | 0.00 | 0.038 | 43 | 0.03 | 0.856 |
| Active, Production | −6.01 | † | 0.12 | 0.583 | 20 | −0.35 | 0.136 |
| Canceled | no clean estimate, canceled engagements fall outside the active population |
The study set r was −0.09 (95% CI −0.28 to 0.12, Holm p 1.000, n = 94 engagements). The association did not hold after Holm control. Equivalence Tests of Null Results found it equivalent to zero inside the bound. Of the 16 tested segment levels, 0 held after Holm control.
Association with the Engagement Indicator Mean
The mean of an engagement’s 100 indicator ratings, measured at engagement level (base 150 engagements). Where this indicator is one of the 100, the mean is recomputed without it.
| Segment | Engagements | Leave-one-out r | 95% CI | p | Holm p | Spearman rho | p |
|---|---|---|---|---|---|---|---|
| Study set | 150 | 0.04 | −0.12 to 0.20 | 0.633 | 1.000 | 0.07 | 0.392 |
| Outsourcing model | |||||||
| CXM | 42 | −0.35 | −0.59 to −0.05 | 0.025 | 0.626 | −0.34 | 0.030 |
| ITO | 40 | 0.22 | −0.10 to 0.50 | 0.169 | 1.000 | 0.24 | 0.138 |
| BPO | 37 | 0.22 | −0.11 to 0.51 | 0.187 | 1.000 | 0.25 | 0.137 |
| KPO | 31 | 0.25 | −0.11 to 0.56 | 0.174 | 1.000 | 0.28 | 0.126 |
| Institution type | |||||||
| Asset management | 24 | 0.04 | † | 0.865 | 1.000 | 0.03 | 0.900 |
| Wealth management and private banking | 23 | 0.25 | † | 0.246 | 1.000 | 0.23 | 0.287 |
| Investment banking (advisory and capital-markets origination) | 19 | 0.36 | † | 0.127 | 1.000 | 0.31 | 0.192 |
| Insurance (life, property and casualty, health) | 14 | 0.41 | † | 0.149 | 1.000 | 0.40 | 0.159 |
| Commercial and business banking | 13 | −0.37 | † | 0.215 | 1.000 | −0.36 | 0.230 |
| Payments and merchant acquiring (networks, acquiring, processing) | 13 | −0.25 | † | 0.406 | 1.000 | −0.16 | 0.611 |
| Credit card and payments issuing | 12 | 0.17 | † | 0.588 | 1.000 | 0.21 | 0.518 |
| Retail and consumer banking | 12 | 0.20 | † | 0.534 | 1.000 | 0.18 | 0.569 |
| Markets and trading (sales and trading, global markets) | 11 | −0.22 | † | 0.514 | 1.000 | −0.10 | 0.780 |
| Private equity and private capital | 9 | ‡ | |||||
| Process family | |||||||
| Corporate and back-office functions | 47 | −0.10 | −0.38 to 0.19 | 0.486 | 1.000 | −0.11 | 0.446 |
| Technology engineering and operations | 35 | −0.01 | −0.34 to 0.33 | 0.970 | 1.000 | −0.01 | 0.938 |
| Client servicing and communications | 16 | 0.35 | † | 0.184 | 1.000 | 0.35 | 0.182 |
| Trade, settlement and reconciliation | 15 | 0.49 | † | 0.061 | 1.000 | 0.51 | 0.051 |
| Payments, cards and disputes | 12 | −0.06 | † | 0.859 | 1.000 | −0.07 | 0.818 |
| Credit, underwriting and suitability | 9 | ‡ | |||||
| Regulatory, audit, tax and legal | 9 | ‡ | |||||
| Financial crime and client onboarding | 7 | ‡ | |||||
| Class of work | |||||||
| LOB Operational | 76 | 0.03 | −0.20 to 0.25 | 0.799 | 1.000 | 0.08 | 0.494 |
| Corporate Functional | 74 | 0.05 | −0.18 to 0.27 | 0.685 | 1.000 | 0.05 | 0.698 |
| Engagement status and lifecycle stage | |||||||
| Active, Build-Out | 31 | −0.21 | −0.53 to 0.15 | 0.254 | 1.000 | −0.13 | 0.484 |
| Active, Transition/Cut-Over | 43 | −0.09 | −0.38 to 0.22 | 0.561 | 1.000 | −0.07 | 0.640 |
| Active, Production | 20 | −0.25 | † | 0.288 | 1.000 | −0.19 | 0.428 |
| Canceled | 56 | 0.30 | 0.04 to 0.52 | 0.027 | 0.651 | 0.34 | 0.010 |
| Segment | r with indicator included | Change in r | Slope | 95% CI | R squared | TOST p | Equivalent |
|---|---|---|---|---|---|---|---|
| Study set | Not a component | 0.09 | −0.28 to 0.47 | 0.00 | < 0.001 | Yes | |
| Outsourcing model | |||||||
| CXM | Not a component | −0.81 | −1.52 to −0.11 | 0.12 | 0.624 | No | |
| ITO | Not a component | 0.47 | −0.21 to 1.16 | 0.05 | 0.305 | No | |
| BPO | Not a component | 0.49 | −0.25 to 1.24 | 0.05 | 0.312 | No | |
| KPO | Not a component | 0.61 | −0.28 to 1.50 | 0.06 | 0.389 | No | |
| Institution type | |||||||
| Asset management | Not a component | 0.09 | † n = 24 | 0.00 | 0.106 | No | |
| Wealth management and private banking | Not a component | 0.55 | † n = 23 | 0.06 | 0.408 | No | |
| Investment banking (advisory and capital-markets origination) | Not a component | 0.57 | † n = 19 | 0.13 | 0.611 | No | |
| Insurance (life, property and casualty, health) | Not a component | 1.14 | † n = 14 | 0.17 | 0.657 | No | |
| Commercial and business banking | Not a component | −1.09 | † n = 13 | 0.14 | 0.597 | No | |
| Payments and merchant acquiring (networks, acquiring, processing) | Not a component | −0.64 | † n = 13 | 0.06 | 0.435 | No | |
| Credit card and payments issuing | Not a component | 0.43 | † n = 12 | 0.03 | 0.344 | No | |
| Retail and consumer banking | Not a component | 0.46 | † n = 12 | 0.04 | 0.374 | No | |
| Markets and trading (sales and trading, global markets) | Not a component | −0.53 | † n = 11 | 0.05 | 0.405 | No | |
| Private equity and private capital | ‡ n = 9 | ||||||
| Process family | |||||||
| Corporate and back-office functions | Not a component | −0.26 | −1.00 to 0.48 | 0.01 | 0.087 | No | |
| Technology engineering and operations | Not a component | −0.01 | −0.75 to 0.73 | 0.00 | 0.043 | Yes | |
| Client servicing and communications | Not a component | 0.85 | † n = 16 | 0.12 | 0.580 | No | |
| Trade, settlement and reconciliation | Not a component | 1.02 | † n = 15 | 0.24 | 0.790 | No | |
| Payments, cards and disputes | Not a component | −0.10 | † n = 12 | 0.00 | 0.225 | No | |
| Credit, underwriting and suitability | ‡ n = 9 | ||||||
| Regulatory, audit, tax and legal | ‡ n = 9 | ||||||
| Financial crime and client onboarding | ‡ n = 7 | ||||||
| Class of work | |||||||
| LOB Operational | Not a component | 0.07 | −0.46 to 0.60 | 0.00 | 0.008 | Yes | |
| Corporate Functional | Not a component | 0.11 | −0.44 to 0.67 | 0.00 | 0.014 | Yes | |
| Engagement status and lifecycle stage | |||||||
| Active, Build-Out | Not a component | −0.32 | −0.88 to 0.24 | 0.04 | 0.308 | No | |
| Active, Transition/Cut-Over | Not a component | −0.17 | −0.76 to 0.42 | 0.01 | 0.084 | No | |
| Active, Production | Not a component | −0.51 | † n = 20 | 0.06 | 0.412 | No | |
| Canceled | Not a component | 0.32 | 0.04 to 0.61 | 0.09 | 0.485 | No |
The study set r was 0.04 (95% CI −0.12 to 0.20, Holm p 1.000, n = 150 engagements). The association did not hold after Holm control. Equivalence Tests of Null Results found it equivalent to zero inside the bound. Of the 24 tested segment levels, 0 held after Holm control.
Association with Intent to Leave
The respondent’s stated likelihood of leaving the current job within 12 months, rated 1 to 10 (C019). Measured at respondent level on up to 798 respondents, with the engagement-level form reported alongside.
| Segment | Respondents | r | 95% CI | Cluster bootstrap 95% CI | p | Holm p |
|---|---|---|---|---|---|---|
| Study set | 543 | −0.02 | −0.11 to 0.06 | −0.16 to 0.11 | 0.565 | 1.000 |
| Outsourcing model | ||||||
| CXM | 152 | 0.12 | −0.04 to 0.28 | −0.14 to 0.38 | 0.137 | 1.000 |
| ITO | 154 | −0.08 | −0.24 to 0.07 | −0.31 to 0.15 | 0.299 | 1.000 |
| BPO | 131 | −0.14 | −0.30 to 0.04 | −0.42 to 0.17 | 0.118 | 1.000 |
| KPO | 106 | −0.04 | −0.23 to 0.15 | −0.38 to 0.27 | 0.665 | 1.000 |
| Institution type | ||||||
| Asset management | 79 | 0.15 | −0.08 to 0.36 | −0.18 to 0.43 | 0.194 | 1.000 |
| Wealth management and private banking | 85 | −0.18 | −0.38 to 0.04 | −0.47 to 0.10 | 0.103 | 1.000 |
| Investment banking (advisory and capital-markets origination) | 65 | 0.04 | −0.21 to 0.28 | −0.46 to 0.55 | 0.762 | 1.000 |
| Insurance (life, property and casualty, health) | 47 | −0.34 | −0.57 to −0.06 | −0.62 to −0.02 | 0.019 | 0.615 |
| Commercial and business banking | 59 | 0.18 | −0.08 to 0.42 | −0.40 to 0.68 | 0.169 | 1.000 |
| Payments and merchant acquiring (networks, acquiring, processing) | 46 | 0.11 | −0.18 to 0.39 | −0.39 to 0.70 | 0.450 | 1.000 |
| Credit card and payments issuing | 46 | −0.33 | −0.57 to −0.05 | −0.66 to 0.07 | 0.024 | 0.759 |
| Retail and consumer banking | 46 | −0.26 | −0.51 to 0.03 | −0.68 to 0.24 | 0.077 | 1.000 |
| Markets and trading (sales and trading, global markets) | 42 | 0.18 | −0.13 to 0.46 | −0.52 to 0.80 | 0.243 | 1.000 |
| Private equity and private capital | 28 | 0.19 | † | † | 0.327 | 1.000 |
| Process family | ||||||
| Corporate and back-office functions | 156 | 0.13 | −0.03 to 0.28 | −0.11 to 0.36 | 0.105 | 1.000 |
| Technology engineering and operations | 128 | 0.13 | −0.04 to 0.30 | −0.11 to 0.36 | 0.131 | 1.000 |
| Client servicing and communications | 65 | −0.57 | −0.71 to −0.38 | −0.78 to −0.30 | < 0.001 | < 0.001 |
| Trade, settlement and reconciliation | 47 | −0.33 | −0.56 to −0.05 | −0.74 to 0.15 | 0.024 | 0.759 |
| Payments, cards and disputes | 48 | −0.39 | −0.61 to −0.12 | −0.72 to 0.14 | 0.006 | 0.219 |
| Credit, underwriting and suitability | 38 | 0.43 | 0.13 to 0.66 | a | 0.007 | 0.232 |
| Regulatory, audit, tax and legal | 32 | 0.04 | −0.31 to 0.38 | § n = 9 | 0.836 | 1.000 |
| Financial crime and client onboarding | 29 | 0.53 | † | † | 0.003 | 0.114 |
| Class of work | ||||||
| LOB Operational | 290 | −0.10 | −0.21 to 0.02 | −0.30 to 0.11 | 0.089 | 1.000 |
| Corporate Functional | 253 | 0.07 | −0.05 to 0.20 | −0.11 to 0.25 | 0.239 | 1.000 |
| Engagement status and lifecycle stage | ||||||
| Active, Build-Out | 114 | 0.21 | 0.03 to 0.38 | −0.05 to 0.44 | 0.026 | 0.763 |
| Active, Transition/Cut-Over | 170 | 0.17 | 0.02 to 0.31 | −0.03 to 0.36 | 0.025 | 0.763 |
| Active, Production | 65 | −0.05 | −0.29 to 0.20 | −0.47 to 0.43 | 0.698 | 1.000 |
| Canceled | 194 | 0.11 | −0.03 to 0.25 | 0.00 to 0.22 | 0.132 | 1.000 |
| Respondent role | ||||||
| Individual Contributor | 362 | −0.01 | −0.11 to 0.09 | −0.16 to 0.14 | 0.848 | 1.000 |
| Engagement Manager | 150 | −0.05 | −0.21 to 0.11 | −0.21 to 0.10 | 0.516 | 1.000 |
| Portfolio Director | 30 | 0.00 | −0.36 to 0.36 | −0.31 to 0.32 | 0.992 | 1.000 |
| Customer Management Executive | 1 | ‡ | ||||
| Vendor type | ||||||
| IT services major | 209 | −0.18 | −0.31 to −0.04 | −0.37 to 0.02 | 0.010 | 0.328 |
| BPO specialist | 124 | 0.19 | 0.02 to 0.36 | −0.18 to 0.55 | 0.033 | 0.931 |
| Consulting firm | 71 | 0.09 | −0.15 to 0.31 | −0.33 to 0.42 | 0.480 | 1.000 |
| Boutique or specialist provider | 62 | −0.01 | −0.26 to 0.24 | −0.40 to 0.42 | 0.952 | 1.000 |
| Pure-play agentic AI firm | 47 | −0.19 | −0.45 to 0.10 | −0.52 to 0.20 | 0.200 | 1.000 |
| Not reported, recovered by engagement | 30 | −0.04 | −0.40 to 0.32 | −0.31 to 0.22 | 0.829 | 1.000 |
| Segment | Spearman rho | p | Share at 7 or above, distressed | Share at 7 or above, other | Engagements | Engagement level r | 95% CI | TOST p |
|---|---|---|---|---|---|---|---|---|
| Study set | −0.04 | 0.399 | Not applicable | Not applicable | 150 | −0.01 | −0.17 to 0.15 | < 0.001 |
| Outsourcing model | ||||||||
| CXM | 0.12 | 0.153 | Not applicable | Not applicable | 42 | 0.21 | −0.10 to 0.48 | 0.269 |
| ITO | −0.11 | 0.170 | Not applicable | Not applicable | 40 | −0.06 | −0.36 to 0.26 | 0.061 |
| BPO | −0.14 | 0.116 | Not applicable | Not applicable | 37 | −0.15 | −0.45 to 0.18 | 0.183 |
| KPO | −0.06 | 0.514 | Not applicable | Not applicable | 31 | −0.15 | −0.48 to 0.21 | 0.203 |
| Institution type | ||||||||
| Asset management | 0.11 | 0.340 | Not applicable | Not applicable | 24 | 0.11 | † | 0.182 |
| Wealth management and private banking | −0.20 | 0.068 | Not applicable | Not applicable | 23 | −0.25 | † | 0.402 |
| Investment banking (advisory and capital-markets origination) | 0.04 | 0.731 | Not applicable | Not applicable | 19 | 0.06 | † | 0.159 |
| Insurance (life, property and casualty, health) | −0.35 | 0.016 | Not applicable | Not applicable | 14 | −0.32 | † | 0.533 |
| Commercial and business banking | 0.20 | 0.120 | Not applicable | Not applicable | 13 | 0.21 | † | 0.375 |
| Payments and merchant acquiring (networks, acquiring, processing) | 0.15 | 0.326 | Not applicable | Not applicable | 13 | 0.22 | † | 0.387 |
| Credit card and payments issuing | −0.33 | 0.025 | Not applicable | Not applicable | 12 | −0.36 | † | 0.582 |
| Retail and consumer banking | −0.25 | 0.094 | Not applicable | Not applicable | 12 | −0.33 | † | 0.537 |
| Markets and trading (sales and trading, global markets) | 0.16 | 0.314 | Not applicable | Not applicable | 11 | 0.31 | † | 0.507 |
| Private equity and private capital | 0.22 | 0.259 | Not applicable | Not applicable | 9 | ‡ | ‡ | |
| Process family | ||||||||
| Corporate and back-office functions | 0.11 | 0.157 | Not applicable | Not applicable | 47 | 0.13 | −0.16 to 0.41 | 0.123 |
| Technology engineering and operations | 0.15 | 0.102 | Not applicable | Not applicable | 35 | 0.13 | −0.21 to 0.45 | 0.161 |
| Client servicing and communications | −0.58 | < 0.001 | Not applicable | Not applicable | 16 | −0.52 | † | 0.834 |
| Trade, settlement and reconciliation | −0.29 | 0.044 | Not applicable | Not applicable | 15 | −0.40 | † | 0.656 |
| Payments, cards and disputes | −0.30 | 0.041 | Not applicable | Not applicable | 12 | −0.38 | † | 0.607 |
| Credit, underwriting and suitability | 0.43 | 0.008 | Not applicable | Not applicable | 9 | ‡ | ‡ | |
| Regulatory, audit, tax and legal | 0.05 | 0.778 | Not applicable | Not applicable | 9 | ‡ | ‡ | |
| Financial crime and client onboarding | 0.47 | 0.010 | Not applicable | Not applicable | 7 | ‡ | ‡ | |
| Class of work | ||||||||
| LOB Operational | −0.10 | 0.089 | Not applicable | Not applicable | 76 | −0.09 | −0.31 to 0.13 | 0.033 |
| Corporate Functional | 0.06 | 0.314 | Not applicable | Not applicable | 74 | 0.08 | −0.15 to 0.30 | 0.025 |
| Engagement status and lifecycle stage | ||||||||
| Active, Build-Out | 0.20 | 0.035 | Not applicable | Not applicable | 31 | 0.22 | −0.14 to 0.53 | 0.329 |
| Active, Transition/Cut-Over | 0.19 | 0.015 | Not applicable | Not applicable | 43 | 0.18 | −0.12 to 0.46 | 0.218 |
| Active, Production | 0.02 | 0.852 | Not applicable | Not applicable | 20 | −0.04 | † | 0.137 |
| Canceled | 0.09 | 0.197 | Not applicable | Not applicable | 56 | 0.23 | −0.04 to 0.46 | 0.287 |
| Respondent role | ||||||||
| Individual Contributor | −0.02 | 0.676 | Not applicable | Not applicable | 146 | 0.03 | −0.13 to 0.19 | < 0.001 |
| Engagement Manager | −0.07 | 0.366 | Not applicable | Not applicable | 150 | −0.05 | −0.21 to 0.11 | < 0.001 |
| Portfolio Director | 0.01 | 0.968 | Not applicable | Not applicable | 30 | 0.00 | −0.36 to 0.36 | 0.055 |
| Customer Management Executive | ‡ n = 1 | |||||||
| Vendor type | ||||||||
| IT services major | −0.19 | 0.006 | Not applicable | Not applicable | 59 | −0.18 | −0.42 to 0.08 | 0.166 |
| BPO specialist | 0.17 | 0.064 | Not applicable | Not applicable | 37 | 0.25 | −0.08 to 0.53 | 0.377 |
| Consulting firm | 0.08 | 0.508 | Not applicable | Not applicable | 23 | −0.06 | † | 0.131 |
| Boutique or specialist provider | −0.02 | 0.900 | Not applicable | Not applicable | 17 | 0.07 | † | 0.186 |
| Pure-play agentic AI firm | −0.16 | 0.293 | Not applicable | Not applicable | 14 | −0.20 | † | 0.365 |
| Not reported, recovered by engagement | −0.01 | 0.963 | Not applicable | Not applicable | 27 | −0.06 | † | 0.114 |
The study set r was −0.02 (95% CI −0.11 to 0.06, Holm p 1.000, n = 543 respondents). The association did not hold after Holm control. Equivalence Tests of Null Results found it equivalent to zero inside the bound. Of the 37 tested segment levels, 1 held after Holm control.
Comparison of Associations Across the Four Measures
| Measure | Form | Unit | n | r | 95% CI | p | Equivalent to zero | Rank among the four |
|---|---|---|---|---|---|---|---|---|
| Cancellation rate | Descriptive contrast | Engagement | 150 | −0.12 | −0.28 to 0.04 | 0.136 | Yes | 1 |
| Customer satisfaction | Clean estimate | Engagement | 94 | −0.09 | −0.28 to 0.12 | 0.407 | Yes | 2 |
| Engagement indicator mean | Full | Engagement | 150 | 0.04 | −0.12 to 0.20 | 0.633 | Yes | 3 |
| Intent to leave | Respondent level, clustered | Respondent | 543 | −0.02 | −0.16 to 0.12 | 0.726 | Yes | 4 |
| Pair compared | Difference in r | Steiger z | p | Holm p | Reading |
|---|---|---|---|---|---|
| Cancellation rate and customer satisfaction | 0.03 | 1.04 | 0.300 | 0.702 | Do not differ |
| Cancellation rate and engagement indicator mean | 0.08 | 1.36 | 0.175 | 0.702 | Do not differ |
| Cancellation rate and intent to leave | 0.10 | 1.94 | 0.053 | 0.315 | Do not differ |
| Customer satisfaction and engagement indicator mean | 0.05 | 1.20 | 0.230 | 0.702 | Do not differ |
| Customer satisfaction and intent to leave | 0.07 | 1.88 | 0.060 | 0.315 | Do not differ |
| Engagement indicator mean and intent to leave | 0.02 | 0.36 | 0.722 | 0.722 | Do not differ |
Pairs were compared on the engagement level form of every measure, each turned so that a higher value was the better outcome, on the 150 engagements where the indicator and all four measures existed. Of the 6 pairs, 0 differed after Holm control.
Clustering and Effective Sample Size
| Statistic | Value | Reading |
|---|---|---|
| Clusters (engagements) | 150 | Engagements with at least one answer. |
| Mean respondents per engagement | 3.8 | Answers per engagement with at least one answer. |
| ICC(1) | 1.00 | Share of variance between engagements. |
| Design effect | 3.81 | 1 plus (mean cluster size minus 1) times ICC. |
| Nominal respondent n | 571 | Respondents who answered. |
| Effective n | 150 | Nominal n divided by the design effect. |
| Cluster bootstrap applied | Yes | Applied to every respondent level CI where the ICC is 0.05 or above. |
Clustering reduced the 571 respondent answers to about 150 independent answers. Respondent level intervals therefore used the cluster bootstrap, and respondent level tests on intent to leave used cluster-robust errors.
Equivalence Tests of Null Results
| Measure | n | r | Equivalence bound | TOST p, lower | TOST p, upper | Equivalent to zero | Achieved power | MDE at power 0.80 | Detection floor for this n |
|---|---|---|---|---|---|---|---|---|---|
| Cancellation rate | 150 | −0.12 | |r| < 0.30 | 0.012 | < 0.001 | Yes | 0.96 | 0.23 | 0.23 |
| Customer satisfaction | 94 | −0.09 | |r| < 0.30 | 0.017 | < 0.001 | Yes | 0.84 | 0.29 | 0.23 |
| Engagement indicator mean | 150 | 0.04 | |r| < 0.30 | < 0.001 | < 0.001 | Yes | 0.96 | 0.23 | 0.23 |
| Intent to leave | 543, effective 142 | −0.02 | |r| < 0.30 | < 0.001 | < 0.001 | Yes | 0.95 | 0.23 | 0.23 |
Tested null, equivalent to zero: cancellation rate, customer satisfaction, engagement indicator mean and intent to leave. No result was inconclusive. The detection floor column is the study floor at 150 engagements. Intent to leave was tested on its effective n.
Robustness Checks
| Check | Measure | Primary r | Check r | 95% CI | Change | Conclusion holds |
|---|---|---|---|---|---|---|
| Rank correlation in place of Pearson | Cancellation rate | −0.12 | −0.12 | a | 0.00 | Yes |
| Rank correlation in place of Pearson | Customer satisfaction | −0.09 | −0.08 | a | 0.00 | Yes |
| Rank correlation in place of Pearson | Engagement indicator mean | 0.04 | 0.07 | a | 0.03 | Yes |
| Rank correlation in place of Pearson | Intent to leave | −0.02 | −0.04 | a | −0.01 | Yes |
| Non-answers excluded, then imputed at the engagement mean | Intent to leave | −0.02 | −0.02 | a | 0.00 | Yes |
| Active engagements only | Engagement indicator mean | 0.04 | −0.17 | −0.36 to 0.04 | −0.21 | Yes |
| Active engagements only | Intent to leave | −0.02 | 0.14 | 0.03 to 0.24 | 0.16 | Yes |
| Most influential engagement removed (largest Cook’s distance) | Cancellation rate | −0.12 | −0.14 | −0.29 to 0.02 | −0.02 | Yes |
| Most influential engagement removed (largest Cook’s distance) | Customer satisfaction | −0.09 | −0.12 | −0.32 to 0.08 | −0.04 | Yes |
| Most influential engagement removed (largest Cook’s distance) | Engagement indicator mean | 0.04 | 0.06 | −0.10 to 0.22 | 0.02 | Yes |
| Most influential engagement removed (largest Cook’s distance) | Intent to leave | −0.02 | −0.04 | −0.12 to 0.05 | −0.01 | Yes |
| Engagements weighted by respondent count | Cancellation rate | −0.12 | −0.12 | a | 0.00 | Yes |
| Engagements weighted by respondent count | Customer satisfaction | −0.09 | −0.07 | a | 0.02 | Yes |
| Engagements weighted by respondent count | Engagement indicator mean | 0.04 | 0.04 | a | 0.01 | Yes |
| Bootstrap of engagements | Cancellation rate | −0.12 | −0.12 | −0.27 to 0.03 | 0.00 | Yes |
| Bootstrap of engagements | Customer satisfaction | −0.09 | −0.09 | −0.30 to 0.13 | 0.00 | Yes |
| Bootstrap of engagements | Engagement indicator mean | 0.04 | 0.04 | −0.12 to 0.20 | 0.00 | Yes |
| Bootstrap of engagements | Intent to leave | −0.02 | −0.02 | −0.16 to 0.12 | 0.00 | Yes |
| Thin-base segments removed | Cancellation rate | −0.12 | −0.01 | −0.23 to 0.21 | 0.11 | Yes |
| Thin-base segments removed | Customer satisfaction | −0.09 | −0.10 | −0.36 to 0.17 | −0.01 | Yes |
| Thin-base segments removed | Engagement indicator mean | 0.04 | −0.07 | −0.28 to 0.15 | −0.10 | Yes |
| Thin-base segments removed | Intent to leave | −0.02 | 0.13 | 0.01 to 0.24 | 0.16 | Yes |
Each change was computed before rounding, so it can differ by 0.01 from the difference of the two printed values.
Every check held. A check holds when its test lands on the same side of 0.05 as the primary test and, where the primary test is below 0.05, its r keeps the primary sign. Thin-base rule: engagements in any level under 30 engagements of outsourcing model or process family removed. Institution type is not used, because every one of its levels is under 30.
Measure Independence and Part-Whole Correction
Each of the four measures was computed from data this indicator does not contain, so each result is a finding rather than an arithmetic consequence.
Comparison with the Study Norm
| Measure | This indicator, oriented r | Study median, oriented r | Deviation | Fisher z | p | Holm p |
|---|---|---|---|---|---|---|
| Cancellation rate | 0.12 | 0.60 | −0.48 | −6.87 | < 0.001 | < 0.001 |
| Customer satisfaction | 0.09 | 0.72 | −0.63 | −9.86 | < 0.001 | < 0.001 |
| Engagement indicator mean | 0.04 | 0.84 | −0.80 | −14.18 | < 0.001 | < 0.001 |
| Intent to leave | 0.02 | 0.71 | −0.69 | −10.52 | < 0.001 | < 0.001 |
| Spread of deviations | 0.32 | |||||
| Verdict | DIVERGENT |
Each deviation was computed before rounding, so it can differ by 0.01 from the difference of the two printed values.
The comparison ran on 150 engagements. The indicator departed from the study’s typical pattern on cancellation rate, customer satisfaction, engagement indicator mean and intent to leave.
Interpretation of the Data
Respondents placed their employers early in agentic AI outsourcing delivery (mean 1.0, median 1.0, n = 571 respondents). The absence of any association with the four study measures held under every robustness check run on this item (22 of 22 checks).
Limitations
The evidence is reported experience: what the delivery team said about its own engagement, gathered in one cross-section. The figures showed associations, not causes. Indicators about the financial institution were reported at second hand by vendor staff. Cancellation is a descriptive contrast, because canceled engagements were rated after they ended.
Tests across respondent role and vendor type were run at respondent level and treated respondents as independent. The section Clustering and Effective Sample Size states whether, and by how much, clustering within engagements reduced the information in respondent level figures.
Answers clustered fully within engagements, which left about one independent answer per engagement (ICC 1.00, 571 answers worth about 150 independent answers). Customer Management Executive answers were at anecdote strength (n = 2).
Definitions
| Term | Definition |
|---|---|
| Response scale | As recorded, shown in Table 1. The indicator is not a rating, so no distressed range is defined. |
| Answering base | Respondents who entered a value. |
| Non-answers | “I do not know” and “I prefer to not answer” are counted separately and are excluded from the mean. |
| Indicator class | Perceived fact: a state of the engagement as the respondent perceives it, so “I do not know” is counted and reported as an answer. |
| Failure category | One of the five failure categories of the Study Taxonomy, section 3. Only the 100 rated indicators carry one, and the indicator is not among them. |
| Engagement indicator mean | The mean of an engagement’s 100 indicator ratings. |
Sources and Provenance
| Item | Value |
|---|---|
| Study data | Study Data.xlsx, Data sheet, column C078, sha256 219eba0457274d04 |
| Statistics engine | compute_statistics.py, sha256 738319eef764602b |
| Statistics record | Computed Statistics.json, record C078, sha256 e405f65a43e37a6e |
| Computed | October 8, 2026, 01:38 UTC |
| Template | Indicator Statistical Analysis Template, version 1.1 of 2026-10-06 |
| Figures placed by script | 2,042 of 2,042 |
