Where Does Your Organization Stand with AI? Here’s What We’re Seeing

Over the past year, AI has come up in almost every client conversation we’ve had. Looking back across those conversations, a rough pattern emerged in how organizations tend to move through their relationship with AI, here’s what we’ve noticed:

• • Not on the radar yet. No official use, hasn’t come up in leadership meetings. More common than you’d think, especially when day-to-day demands crowd everything else out.
  • A few people experimenting. Someone started using ChatGPT or Copilot on their own, others noticed and followed. Real time savings, but no coordination  and no one’s quite sure what’s safe to share with these tools.
  • Getting organized. One tool for the whole team, a simple policy, training on a few clear use cases. Clients describe this as a relief: less guesswork, more consistency.
  • Woven into daily work. AI shows up inside the systems the business already runs on: ticketing, CRM, client reports quietly doing real work. This is also where it starts touching real client data, so someone needs to be paying attention.
  • Mostly running on its own. AI handles the bulk of a task; a person just reviews the result. Clients here often mention taking on more work without adding headcount, but they’re candid that it still needs watching.
  • Built into decision-making. Rare so far, mostly at larger or AI-native organizations: AI feeding into forecasts and pricing, woven into how leadership thinks. The furthest along are also the first to admit how dependent they’ve become on getting it right.

Most clients recognize themselves in one or two of these, sometimes more than one at once. If you’re curious where you’d land, we’re happy to talk it through.