Leadership1 distinct publisher3 min readPublished
Adoption and rising investment cluster in midsize employers while firms above 5,000 staff and those under 50 stall, which points at deployment speed rather than budget as the binding constraint. No subgroup counts are published.
The Board Room · Leadership desk

Compiled by The Board RoomSomething wrong?How this is made
The mechanism on offer is organisational distance rather than money. Epicor's Kerrie Jordan argues that firms in the middle bands sit at what she calls a sweet spot of capital, complexity and decision cycles: enough budget to put tools in frontline hands rather than only into back-office dashboards, enough operational complexity for those tools to bite, and a small enough headcount that deployment and training clear without much friction [7]. Against that, she describes enterprise pilots that stall in planning or at the corporate layer and never reach a warehouse, store or factory floor, with the prospect of training thousands of people acting as a further deterrent [8]. If that account holds, what a large employer would need to copy is an approval path, and approval paths are not on any vendor's price list.
How much weight the finding can bear depends on numbers the piece does not print. It reports one total, 1,038 respondents worldwide [2], and states both of its central results as "the majority" of a filtered subgroup without giving the respondent count in any headcount band [13]. The bands named across the two results are 1 to 49, 50 to 249, 250 to 999, and 5,000 or more, which leaves the 1,000 to 4,999 range in neither the accelerating group nor the stalling one [14]. The boundary at 999 is therefore where the reported bands stop, not where a measured advantage was shown to end.
A skeptic would put it bluntly: the report is published under the byline of Epicor's chief marketing officer [1], it asks frontline workers to characterise their employer's investment plans one to three years out [4], and a result that flatters midsize buyers is a convenient result to publish. Half of that objection lands. The execution reading, though, draws support from a figure the article itself borrows: McKinsey found nearly two-thirds of businesses using AI in at least one function are still experimenting or piloting and have not begun to scale across the enterprise [10]. Those companies are already spending. Whatever holds them sits after the budget decision, not before it. The claim that only 8.8% of small businesses use AI deserves less weight, since the article identifies its source only as a recent report from Robert Press [11].
For an operator at the 5,000-plus end [5], the trade-off is better named than discovered. You can manufacture midsize conditions by scoping frontline AI to one business unit with its own budget and its own sign-off, and it will move faster than a group programme. You also give up what centralising was for: a single contract, one data model, one security review. That bill does not arrive this quarter. It arrives when the unit that moved fast has a working stack, the other units want theirs, and consolidation runs at the pace the survey attributes to large organisations [8].
The last thing to keep separate is horizon. A single survey year, resting on stated intentions over one to three years [4], tells you who got tools to the front line first; it does not tell you whether that lead compounds, or whether scale and capital reassert themselves once stalled pilots unstick. On this record we do not know. What the report supports is a reading about sequencing, and the sequencing carries its own consequence: the firms in the middle bands are gathering frontline feedback on live tools now [6], and that feedback is the input to whichever purchase comes next.
Ranked by verification strength, evidence, and original report placement.
In analysing AI use, the report concluded that revenue does not seem to matter for AI investment and use, but company staff size does.
A McKinsey report cited in the article found that nearly two-thirds of businesses that use AI in at least one business function are still in the experimentation or piloting phase and have not yet begun to scale AI across the enterprise.
Kerrie Jordan is Chief Marketing Officer at Epicor and hosts the Manufacturing the Future podcast.
Epicor's "Voice of the Essential Worker 2025" report asked 1,038 frontline workers across industries worldwide how they are using technology to increase productivity and mitigate supply chain risk in their daily work.
Of respondents who use AI in day-to-day tasks and who say their company is increasing AI investment over the next one to three years, the majority work at companies with between 50 and 249 employees or between 250 and 999 employees.
Of respondents who do not use AI in day-to-day work and who say their company is decreasing or has no plans for AI investment, the majority work at companies with 5,000 or more employees or with 1 to 49 employees.
Distinct publishers with included, body-backed reporting in this cluster.
forbes.com
1 article · August 27, 2026
Follow any of these and your For You feed starts watching them — no settings page required.
invest
The card networks just picked the referee for agent checkout, and it looks like EMVCo2 distinct publishers
invest
The AI trade's weak link is the buyer: Anthropic's best model took 6% of its tokens1 distinct publisher
product
ChatGPT Work's real ask is your Slack, and somebody has to say yes on everyone's behalf1 distinct publisher
leadership
Gartner says agents aren't ready; 60% of companies plan to deploy them anyway1 distinct publisher
Evidence-backed comparisons of source perspectives and observed adoption signals. Read the methodology
Which Builder, Operator, and Investor concerns the observed source mix emphasized—not a truth score.
Evidence, demonstrated adoption, hype gap, incentives, and confidence are assessed independently, each on its own current evidence. How these are measured.
Thin: one vendor-authored survey summary with no subgroup counts or methodology
Everything traces to a single Forbes Tech Council essay written by Epicor's CMO summarising Epicor's own survey. The total sample (1,038) is stated once; neither 'majority' finding carries a denominator, percentage or band-level count, no sampling frame, geography, industry mix or fielding window is disclosed, and the two third-party statistics cannot be traced because one report is unnamed and the other is credited to an unidentifiable 'Robert Press'. The outcome language about immediate gains and measurable cost reductions is unquantified. What can be verified is limited to what the article says it found.
Self-reported frontline AI use, directional only
There is real adoption signal: respondents report day-to-day AI use and employer plans to increase AI investment over one to three years, and an external citation puts most AI-using businesses still in experimentation or piloting. But the signal is self-reported worker perception rather than deployment telemetry, licence counts, or named customer rollouts, and it is unsized at the band level. That supports a directional read that midmarket frontline usage is real and rising while enterprise-wide scaling lags, and nothing stronger.
Overstated: race-winner framing on unsized segments
The framing ('may win the frontline AI race', midsize firms 'seeing immediate gains in productivity, decision-making speed and resilience', workers 'seeing measurable cost reductions') runs well ahead of what is published. No band-level counts exist, no gain is quantified, the mechanism is offered as a likelihood rather than a tested finding, and one headcount range is silently dropped. The gap is not fabrication: the underlying segmentation claim and the piloting-lag context are plausible and internally consistent, which keeps this short of the extreme.
Strong: vendor marketing chief promoting own survey on a contributor platform
The author is Chief Marketing Officer of Epicor, an enterprise software vendor whose midmarket manufacturing, distribution and retail customers are precisely the segment the article declares to be winning, and the data cited is Epicor's own report. The venue is Forbes' Tech Council contributor channel rather than staff reporting, so the piece is self-published thought leadership. The prescriptive close, urging large and small firms to adopt the midmarket playbook, aligns directly with the vendor's addressable market. This is not concealed, but it is unaddressed as a limitation.
Moderate confidence in the assessment, low confidence in the finding
Confidence in this assessment is moderate because the source is unambiguous about what it claims, who wrote it, and what it omits, so the incentive and evidence readings are firmly grounded. Confidence in the substantive finding is low: a single, unreplicated, vendor-authored survey with no published subgroup counts, no methodology and untraceable external citations cannot establish that the midmarket leads frontline AI. Cross-publisher comparison is impossible with one item in the cluster.