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Prerequisites For Strategic AI Adoption In 2026

This guide outlines the essential steps and considerations for adopting AI strategically by 2026. It is designed to help businesses understand the prerequisites for successful AI implementation, from defining objectives to selecting the right tools and building organisational capability.


Let’s get started!

1. Define Clear Business Objectives

It’s important to start with tangible outcomes, not technology. You need to determine what problems you want to solve with AI. Here are some common examples:

 

  • Reduce manual processing time by 30%
  • Improve customer response time by 20%


We recommend tying each initiative to measurable KPIs such as cost savings, revenue growth, or customer satisfaction. Let’s look at an example from Myrtec:


Myrtec wants to grow but doesn’t have the bandwidth to hire a Service Coordinator. We have identified that AI could replace the following tasks that a Service Coordinator would complete:

 

  • Assigning and prioritising service cases
  • Ensuring SLAs are being met
  • Escalating urgent cases
  • Measuring customer sentiment

 

Once you have taken the time to get clear on your objectives, it’s time to get the wheels turning on your AI project!

2. Assess & Prepare Your Data

The reality is most AI projects fail due to fragmented or low-quality data. Structured data is paramount to a successful AI project. We recommend conducting a data inventory and rationalisation project. Here’s some useful information to get started:

2.1  Hub & Spokes

 

You need to understand where your data is stored.

 

  • Your Hub: A centralised architecture that integrates, manages, and shares data from multiple sources across an organisation. Examples include Microsoft Azure and Microsoft Fabric.
  • Your Spokes: A decentralised, domain-specific unit that connects to a central data hub for tasks like analytics, data integration, and governance. Examples include Salesforce and LEAP Practice Management.

2.2  Understanding Data Flow

 

  • Data Ingress: What data is going into your Hub
  • Data Egress: What data is leaving your Hub?

2.3  Data Rationalisation

 

Once you understand where your data is stored and where it is going, you can conduct a Data Rationalisation project. This means consolidating as much of your data as possible into your Office Suite. For example, if you are a Microsoft user, ensure you are using Outlook and Teams in place of Zoho and Slack.

 

The added benefit to data rationalisation is strengthened security and savings when removing unnecessary subscriptions.

2.4  Data Readiness

 

Map out your entire org chart from top to bottom. Use this as a guide to assign role-based permissions to access data, i.e. decide who requires access to which folders.

3. Prioritise High-Impact Use Cases

Now that your data is ready, let’s kick off some AI processes that will attract quick wins on the board to demonstrate ROI and gain the support of your team.

 

  • Collecting customer analytics reports
  • Summarising RFPs
  • Streamlining document processing

 

Now you can map out processes per department and build business cases with predicted ROI.

4. Establish Governance & Risk Framework

We recommend that you form an AI Committee within your organisation that features stakeholders from different departments including IT, legal, HR, etc. This committee will be responsible for:

 

  • Defining Responsible AI principles (fairness, transparency)
  • Developing and implementing AI policy

4.1 Technical Considerations For Your AI Policy

 

  • Approved Tools & Use Cases
  • Data Privacy & Security
  • Third-Party Risk
  • Audit & Logging
  • User Training
  • Incident Response

5. Choosing The Right Technology

Conduct a market analysis of available AI tools that align with your business cases and governance guidelines. Here are some tips to get started:

5.1 Types of AI Tools

 

  • Person Centric
  • Process Centric
  • Customer Centric

5.2 Understanding Functionality

 

  • Embedded AI Tools: Have Hub access
  • Standalone AI Tools: Have NOT got Hub access

6. Developing Capability

Once you have selected your AI tools, unfortunately it is not as simple as just granting access to your team and instructing them to use it. Your team may benefit from:

 

  • AI training to develop technical literacy
  • Change management programs
  • Technology advisory support

7. Summary & Key Takeaways

AI adoption is not a linear process. Leadership must drive initiatives with clear success measures, appropriate resources, and a positive culture. Engage your team and keep your business competitive. We strongly recommend:

 

  • Defining AI objectives and pairing these with KPIs
  • Prioritising high-value use cases
  • Establishing governance and risk policies
  • Selecting appropriate AI tools
  • Developing capability across your entire organisation

Contact our team to discuss our FLEX Managed Service Agreement or Technology Advisory Service can help you prepare for the next wave of AI adoption.