UC Berkeley Haas Research48 Executive Interviews

Architecture as Strategy

A Practical Path Through Enterprise AI Disillusionment

The UC Berkeley Haas × Keenan Vision study that reframes AI adoption around Value–Cost–Risk and Overlay vs Embedded — and shows how leaders are executing hybrid portfolios.

Research conducted June–September 2025

Research Team: Abhishek Nagaraj, Ph.D. • Stanley Choi, MBA • Alecia Wall, MBA (Fall 2025) • Vernon Keenan • Chris Pearson

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Inside the Report

Based on 48 interviews with enterprise executives, our research reveals the practical frameworks leaders use to navigate AI adoption.

01

Why AI Pilots Stall

Four root causes of AI disillusionment: executive pressure without strategy, skills gaps, the promise-reality gap, and confusing capability with technology.

02

The VCR Framework

Nine decision factors across three dimensions:

  • Value: Use case, Time-to-Value, Performance, ROI
  • Cost: Activation energy, Data readiness, TCO
  • Risk: Security & Governance, Choice & Flexibility
03

Overlay vs Embedded

Two architectural patterns with distinct tradeoffs. Overlay solutions offer speed and flexibility; Embedded solutions provide deep integration and control.

04

The Hybrid Strategy

How leaders execute pragmatic portfolios: “Overlay now, embedded forever.” Migration logic, governance implications, and portfolio management.

05

Stakeholder Guidance

Specific recommendations for executives (portfolio strategy), line-of-business leaders (use case prioritization), and vendors (positioning and product roadmaps).

06

Research Methodology

Transparent methodology: 48 interviews with CIOs, Product leaders, and AI executives at enterprise organizations. Partnership with UC Berkeley Haas School of Business.

Who This Is For

ISV & Product Leaders

Use the VCR framework to position your AI products and make informed roadmap decisions. Understand how to communicate Overlay vs Embedded tradeoffs to customers.

Learn about our ISV Advisory services →

Enterprise AI & Platform Organizations

Navigate architecture tradeoffs for your AI platform. Build hybrid portfolios that balance innovation speed with governance and control.

Learn about our Enterprise AI Architecture services →

Ready to Move Beyond Pilot Purgatory?

Download the paper now and discover the frameworks leaders are using to make AI work.