InsightsCopilot and AI

AI strategy for midsize businesses: Start small, but start right

Many businesses wait for the perfect AI strategy. The ones that succeed start with a few specific needs – and clear guardrails.

Avoid the two common traps

The first trap is waiting until everything has been fully analyzed. In the meantime, employees start using free AI tools on their own, often with no control over where the data ends up. The second trap is buying licenses for everyone without a plan for how they will be used.

A simple model that works

Start by choosing a few specific use cases where the time savings are clear. Give the tools to a pilot group, learn as you go, and measure the results. At the same time, set the guardrails: which tools are approved, which data they can use, and what employees shouldn't enter.

Data is the foundation

AI is only as good as the information it can access. That makes well-organized documents, the right permissions, and labeled sensitive information the most important investment – and one that benefits your business no matter which AI tool you choose.

What we recommend

  • Create a short list of approved AI tools
  • Write simple guidelines for using AI
  • Choose three specific use cases and a pilot group
  • Clean up permissions and label sensitive documents

How we can help

Wondering what this means for your organization? Let's talk.

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