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From Skepticism to Strategy: AI Best Practices for Tech Leaders

Think, adopt, integrate.
H. Michael Burgett
Contributing Writer

The National CIO Review recently brought together key members of its technology leadership community and subscribers for an engaging discussion on AI adoption, data governance, and organizational readiness. The TNCR Live! event featured notable technology leaders and panelists from Redis, Bill.com, and Glean, who shared practical insights on overcoming skepticism and establishing an AI foundation aligned with both business objectives and regulatory compliance.

The collaboration focused on how the journey of AI in the enterprise requires fostering a mindset shift, building trust, and ensuring that technology adoption aligns with strategic priorities.

In the well attended session, all could agree that enterprise AI adoption presents a dual challenge: harnessing the power of innovation while managing potential risks. By examining how industry leaders are approaching these issues, leaders can better understand how to transform AI into a strategic asset rather than a daunting endeavor.

Overcoming Skepticism and Embracing Change

Despite its potential, AI still faces resistance in many organizations due to fears of job displacement, data privacy issues, and ethical concerns. Steve Januario, IT leader at Bill.com, addressed these common fears, noting how popular media often amplifies them by portraying AI as a threat to jobs and privacy. His approach? Counter skepticism with education.

Januario emphasized the importance of “leading by example” by incorporating AI tools to streamline routine tasks, automating low-risk processes to boost productivity. By showcasing how AI can make day-to-day work more efficient, leaders can create a ripple effect throughout the organization. It’s critical to emphasize that AI is a tool to assist, not replace, employees.

“Remember, AI is just another tool… it’s going to help us evolve, work smarter, and faster, but it’s not something we should fear. We should embrace it because it’s definitely not going away.”

Steve Januario, VP of Technology & Deputy CIO – Bill.com

Chris Asing of Redis echoed this sentiment, calling AI literacy the next wave of workplace literacy. He predicted that AI would soon become as commonplace in workplaces as cloud tools are today, urging companies to cultivate a culture where AI knowledge and fluency are prioritized and continuously developed. Asing emphasized that AI adoption is not a one-time event but a journey that requires ongoing education and adjustment as technologies evolve.

To start their AI journey, organizations should focus on defined business problems rather than speculative projects. Identifying specific, repetitive tasks that AI can enhance, such as summarizing documents or automating customer support, can help demonstrate AI’s tangible benefits to skeptical stakeholders. The idea is to start small, win early, and then expand, using each success story as a stepping stone to larger initiatives.

By taking incremental steps, companies can build momentum and overcome the hesitation that often accompanies large-scale changes.

Strategic Investments in AI: Where to Begin

Successful AI adoption begins with a strategic investment that delivers real, measurable benefits. Both Januario and Asing underscored the need to focus on areas with significant business impact, such as customer experience and operational efficiency. Redis, for instance, has targeted its AI investments in go-to-market functions to enhance customer service and retention. Januario pointed out that focusing on customer-facing solutions often yields the most visible returns, making it easier to justify further investments in AI.

Beyond customer-facing applications, leaders should consider internal operations, like legal and procurement, for AI-driven workflow optimizations. For instance, AI can automate parts of contract review, saving time and resources. Asing noted that cost-saving, revenue-generating, and customer satisfaction-enhancing projects typically offer the highest returns on AI investments.

When AI initiatives directly impact key business metrics, they become easier to sustain and expand.

“The most common use cases [for AI] are: ‘summarize this,’ ‘give me a sense of that,’ ‘help me respond to this email,’…and that’s going to be very normal for us. But what gets the attention of leaders are problems that impact cost, drive revenue, or improve customer experience.”

Chris Asing, VP and Head of IT – Redis

However, AI tools alone aren’t enough. Januario stressed the importance of investing in employee training alongside AI technologies to reduce resistance and ensure these tools are effectively integrated into daily workflows. The goal is to build a workforce that is both confident and competent in using AI tools. This means creating opportunities for hands-on learning and ensuring that training programs are accessible and practical.

By pairing technology investments with people investments, organizations can maximize their return on AI initiatives.

Addressing Privacy, Security, and Compliance

Privacy and compliance are major barriers to AI adoption, especially with regulations like GDPR and CCPA evolving. The TNCR Live panelists emphasized that AI should be treated like any other technology handling sensitive data, with strong governance frameworks to ensure data privacy, access controls, and regulatory compliance.

AI adoption without proper safeguards can expose organizations to significant risks. Asing explained that much of the success in deploying AI responsibly depends on maintaining strong internal controls over how data is accessed and used. He warned against using consumer-grade AI tools, such as public versions of ChatGPT, without careful oversight.

These tools, while powerful, may not offer the level of data security required by most enterprises.

Instead, leaders should establish clear policies and consider AI-native solutions designed to operate within secure, private environments. Januario recommended using retrieval-augmented generation (RAG) tools that allow organizations to safely retrieve relevant data without compromising sensitive information. This approach helps organizations strike a balance between leveraging AI’s capabilities and maintaining compliance with privacy regulations.

Companies can also work with legal and compliance teams to develop a governance framework that fits their specific needs, ensuring that every AI deployment is compliant from day one.

Encouraging Adoption: Practical Tips for Technology Leaders

Successfully adopting AI requires embedding AI into everyday workflows and demonstrating its value. Leaders must actively champion AI adoption by showing how these tools can enhance productivity and support employees in achieving their goals. AI integration should not be seen as a top-down mandate but as an evolution that benefits the entire workforce.

By addressing the unique needs and concerns of employees, technology leaders can foster an environment where AI is embraced rather than resisted.

“As leaders who were early adopters of AI, you’re paving the way for others. Once these strategies are implemented, it’s all about driving adoption, which often means embedding AI into workflows, showcasing benefits, and celebrating small wins along the way.”

Kat Crichton, Customer Success – Glean

Simply providing AI tools without a clear integration plan often leads to underutilization or even resistance. To truly harness AI’s potential, organizations need to integrate it thoughtfully into their existing processes, ensuring it complements current workflows rather than disrupts them.

Effective integration requires collaboration across teams to identify specific areas where AI can add value, streamline tasks, and reduce friction. Leaders must also ensure that AI solutions are accessible, easy to use, and aligned with the organization’s broader strategic goals.

By integrating AI into everyday scenarios, leaders can help employees see the immediate benefits and foster a culture of continuous improvement driven by innovation.

Metrics for Success: How to Measure AI’s Impact

Measuring the impact of AI can be challenging, especially when results aren’t always tangible. Januario suggested combining quantitative metrics, like time saved on routine tasks, with qualitative feedback from employees. Tracking the usage of AI tools and gathering insights from end users can reveal how effectively AI addresses business needs.

Financial metrics, such as cost savings and revenue increases, are also important. Redis and Bill.com use benchmarks like productivity gains, cycle time reductions, and customer satisfaction improvements to gauge the effectiveness of their AI initiatives. By connecting AI initiatives to concrete outcomes, leaders can make a compelling case for continued or increased investment.

In addition to internal metrics, Januario highlighted the importance of external benchmarks. Comparing AI adoption rates and results with industry peers can provide a clearer picture of how well an organization is leveraging AI. Are competitors seeing higher customer satisfaction scores because of AI? Are they reducing operational costs at a faster rate? Understanding these metrics can help companies calibrate their AI strategies to stay competitive.

Future-Proofing AI Investments

With AI evolving rapidly, technology leaders need a strategy that allows them to stay agile while ensuring their investments remain relevant. Januario and Asing recommended building a strong foundation with scalable infrastructure, such as a company-wide data lake, to support future AI applications. The goal is to build an infrastructure that can grow with the organization’s AI capabilities rather than needing constant overhauls.

Regularly revisiting AI strategy is key to avoiding obsolescence—this includes assessing data quality, reviewing use cases, and monitoring industry developments. AI is not a set-it-and-forget-it technology; it requires continuous iteration. Asing emphasized staying informed about advancements in data governance and security to remain compliant and effective. Leaders should schedule regular reviews of AI projects to ensure they are delivering value and are in alignment with current business objectives.

Another critical aspect of future-proofing is building a flexible workforce. Januario stressed the need to invest in upskilling employees so they can adapt as AI technologies evolve. This includes not only technical skills but also strategic thinking about AI’s role in business.

When employees understand both how AI works and why it’s being used, they are better equipped to leverage it effectively and help the organization remain competitive in an AI-driven future.

Building a Culture of AI Literacy

AI adoption requires a cultural shift towards continuous learning, responsible innovation, and strategic investment. As the TNCR Live session revealed, a balanced approach combining AI literacy, data security, and practical application can generate significant value.

Creating a culture of AI literacy means that everyone, from the executive team to entry-level employees, understands AI’s role, capabilities, and limitations. By fostering this kind of environment, organizations can demystify AI, reduce fear, and encourage proactive engagement with AI tools leaders can make AI part of the organizational DNA.

Building this culture also involves ensuring that employees have the right tools and support to effectively engage with AI. This means providing training opportunities that go beyond technical skills, helping employees understand the broader context of AI’s role in their work and the company’s strategic objectives.

Leaders need to communicate the benefits of AI clearly and regularly, so that every member of the organization feels involved in the AI journey.

Another critical element is transparency. Employees are more likely to embrace AI if they understand how decisions are made regarding its implementation and usage. This involves openly discussing the limitations of AI, the potential ethical challenges, and the ways in which AI will be used to complement rather than replace human roles. Creating forums for open dialogue where employees can ask questions and share concerns can go a long way in building trust and acceptance.

Finally, establishing a culture of AI literacy means making continuous learning a priority. AI technologies are evolving rapidly, and staying updated requires a commitment to ongoing education. Leaders can foster this mindset by encouraging employees to pursue certifications, attend workshops, and participate in industry events focused on AI.

By making AI literacy part of the organization’s ethos, companies can position themselves to leverage AI more effectively in the future.

The Wrap

For CIOs and technology executives, the journey to successful AI adoption involves thoughtful planning and strategic implementation.

An effective AI strategy requires consistent alignment with broader business objectives, a clear framework for managing risks, and an approach that ensures employees feel supported and informed throughout the AI journey. Addressing data security, ethical concerns, and workforce engagement is crucial for minimizing resistance and maximizing the potential of AI within the organization.

By learning from the experiences of others and adopting a proactive approach, technology leaders can transform AI into a strategic asset that drives efficiency, innovation, and value. This requires being adaptable, monitoring AI’s impact, and refining strategies based on new developments and lessons learned.

A future where AI is effectively integrated into every aspect of work is not only possible but within reach, empowering employees, fostering innovation, and driving meaningful business outcomes.

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