How to Create a Successful Plan to Implement AI in Your Organization

By MBO Partners • February 11, 2025
time 4 MIN
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Key points
  • About 7 in 10 independent workers who use Gen AI say it’s “extremely useful” or “very useful” in their work, according to MBO’s report on AI.
  • Building a successful AI strategy begins with aligning your plan to your organization’s specific goals and needs.
  • This guide outlines the steps to develop an AI strategy that benefits your business and your workforce.

About 7 in 10 independent workers who use Gen AI (69%) say it’s “extremely useful” or “very useful” in their work, according to MBO’s research on AI. This statistic, along with many others, highlights the important role AI can play in boosting productivity and driving innovation for any organization.

Implementing AI in your organization starts with a clear plan that matches your business goals. Below, we’ll guide you through the steps to create an AI strategy that works for your company, as well as the independent contractors, employees, and others you work with.

Steps to AI Success for Your Organization

Step 1: Connect AI to Your Overall Business Goals

AI works best when it matches your business goals, like increasing productivity, cutting costs, improving customer experiences, or making better decisions. Start by figuring out where AI can make the biggest difference, then set clear goals to guide your efforts.

For example, you could use AI to improve customer service, personalize marketing efforts, or gather insights that help grow revenue. Connecting AI initiatives to your overall goals ensures they are both useful and effective.

Step 2: Take a Close Look at Your Data and Infrastructure

AI depends on data, so it’s essential to evaluate your organization’s data setup. Is your data accurate, accessible, and complete? If not, work on addressing gaps and fixing inconsistencies.

Strong data governance is crucial for securing data and ensuring your company complies with privacy regulations (such as HIPAA) and legal standards. On the technical side, tools like cloud storage and secure networks are necessary to keep your AI systems running smoothly and adaptable to your company’s growing needs.

Step 3: Get the Right Team Leadership in Place

Strong leadership is important to guide AI projects and keep them focused on your company’s goals. Clear leadership helps teams stay on track, meet deadlines, and make sure projects support the business’s overall goals.

As an added measure, training your team or bringing in experts, like data scientists, helps fill any skill gaps in your organization. Strengthening your team’s skills or working with top professionals ensures your AI systems are used well and managed properly.

Explore: Build Your Enterprise AI Backbone Through Independent Expertise

Step 4: Create a Clear Roadmap for Success

A solid roadmap can keep your AI efforts organized and focused. Start with smaller, quick-win projects to build confidence and momentum before diving into bigger, more complex initiatives.

Breaking things down into stages, such as running pilot programs or proofs of concept, gives you the flexibility to make adjustments as needed. Planning for ongoing maintenance and scalability ensures your AI efforts remain sustainable in the long run.

Step 5: Encourage Your Team to Embrace AI

Implementing AI begins with creating a workplace where new ideas and learning are encouraged. People gain more confidence in using AI once they see how it can improve and simplify their work.

One way to support this is by providing plenty of opportunities for your team to collaborate and explore new ideas. The freedom to experiment with AI tools can lead to valuable insights that drive your organization’s success.

Check Out: 6 Ways to Help Your Workforce Make the Most of AI

Step 6: Measure Your Progress on a Regular Basis

To ensure your AI efforts deliver results, keep an eye on performance and ROI. Define metrics that matter to your business—like efficiency gains, cost savings, or improved customer satisfaction—and use them to track progress.

Meanwhile, regularly updating your systems and improving data quality will keep things running smoothly. And don’t forget to share results with stakeholders to highlight the value AI is bringing to your business.

Looking to Build Your Future-Ready Workforce? Start Here

Keep in mind that bringing AI into your business doesn’t happen overnight—it requires careful planning and a commitment to improvement. If you’re curious about how AI can fit into the future of work, our team at MBO Partners is here to help. We offer a variety of contingent workforce management solutions, including Employer of Record (EOR) services, global contractor compliance, and more. Let’s work together to build a workforce that drives your success well into the future.

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