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AI Strategy: Why “Use AI” Is Not a Strategy and How to Create Measurable Business Impact

I am writing this article from Boston. This week, I am attending UNBOUND 2026 (formerly INBOUND), HubSpot’s annual conference, where I attended a presentation entitled “AI Is Not a Strategy.” Britney Cole, Chief Innovation Officer at the leadership development company Blanchard, explained why so many AI initiatives in companies fail to deliver measurable results and what successful companies do differently. For me, it was one of the most fascinating presentations of the conference, and I am eager to share its key insights with our community in Switzerland.

AI Strategy: Why “Use AI” Is Not a Strategy and How to Create Measurable Business Impact
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I am writing this article directly from UNBOUND 2026 in Boston. One particularly fascinating presentation offered many valuable insights that deserve further reflection and sharing.


Why Is “Use AI” Not a Strategy?

Because a tool alone does not change business outcomes. Cole summed it up in one sentence: “AI adoption is a behavior change problem in a technology costume.” AI implementation may look like a technology project, but in reality, it is about changing the way people work.

Cole distinguishes between three questions. Which tool are we using? Which process does it change? And do people know how to work with it? Most companies invest almost all their energy in the first question. However, the real business impact comes from the second and third.

There is also a practical reason to adopt a tool-agnostic approach. Today's AI tools will be significantly better in six or twelve months. Building a strategy around a specific model or feature is like building on sand. Companies that build their strategies around business outcomes and processes can replace tools without having to start from scratch.

What Does “Access Is Not Adoption” Mean?

Access to AI is now standard, but consistent use is not. In Boston, Cole presented figures from Blanchard's research. More than 80 percent of employees have access to AI tools at work, but only just over a third use them daily.

Another figure is even more revealing. Almost 60 percent hide their AI use, at least to some extent. In the everyday context of a Swiss SME, this means that a salesperson uses ChatGPT to draft quotations but never mentions it in a meeting. A marketing specialist has created a prompt that generates product descriptions in half the time but keeps it to herself. Meanwhile, the official AI licences paid for by the company remain largely unused. The most effective AI work happens behind the scenes, often through private accounts, without data protection guidelines, and no one else on the team can learn from it. This gap between access and adoption comes at a triple cost: paid but unused tools, uncontrolled data flows, and knowledge that remains with individuals instead of becoming standard practice.

Why do people hide something that makes their work better? I found Cole's answer to this question the most powerful part of the presentation. Adoption requires trust on several levels simultaneously. Can I trust the system? Is its output accurate? Can I trust the rules? Do I know which tools and data are permitted? Can I trust my organisation? What does AI mean for my role? If even one of these questions remains unanswered, uncertainty arises. And people who feel uncertain experiment quietly or not at all. Unclear rules are therefore more than just a compliance risk; they directly hinder AI adoption.

The biggest unanswered question often lies with senior management itself, without them even realising it. According to the figures presented by Cole, 87 percent of leaders believe they set a good example when it comes to using AI. However, only 54 percent of employees perceive it that way. Leaders who encourage AI use but never demonstrate how they use it themselves or how they recognise a good result send mixed signals. Officially, AI is encouraged, but in practice, it remains unclear whether using it is seen as a skill or a shortcut. It is precisely in this grey area that hidden AI use emerges. In a Blanchard survey, 43 percent of respondents reported problematic AI-related behaviours in their daily work, ranging from quietly judging colleagues to using AI in secret. Researchers describe this pattern as an “AI Shadow Culture.” They explicitly warn against allowing it to become normalised, because once something becomes a habit, it is difficult to correct.

→ The findings are uncomfortable, but their underlying cause is actually good news. The gap is neither a technology problem nor a budget problem. It can be closed through measures that cost little and can be implemented quickly: clear rules defining which tools are permitted for which types of data, leaders who openly demonstrate their own AI use, and a shared understanding of what constitutes a good result. Companies that take this seriously gain a competitive advantage that their competitors cannot catch up with simply by purchasing new tools.

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How Do You Get Started the Right Way? Start with the Business Outcome, Not the Tool

Getting started the right way means first defining which business outcome you want to improve. The question of which tool to use comes afterwards. Cole observes the opposite approach in many companies. Teams enthusiastically build a chatbot here, an agent there, and after a few months, they have created plenty of solutions, but none of them has made a measurable difference to business performance.

You can identify the right business outcome by looking at where the problems lie today. Here are three example questions for your next management meeting. Where are we losing deals despite initial customer interest? Which process takes significantly longer than it should? Which routine tasks keep our best employees away from customers? Every honest answer is a potential starting point.

For the selected area, define four key elements:

Baseline.
Where do we stand today, in numbers?
Target.
Where do we want to be, and by when?
Hypothesis.

Why do we believe this change will improve the outcome?

Responsibility.

Who is driving the initiative, and whose way of working will change?

Here is what this looks like in practice. A Swiss industrial company currently wins approximately one in five quotations. An analysis reveals that follow-ups take place after an average of six weeks, and one-third of quotations are never followed up at all. This is the baseline. The goal is to follow up on every quotation within five working days and increase the conversion rate from 20 to 25 percent within six months. The hypothesis behind this is simple. Customers typically compare two or three suppliers and make their decision within the first few weeks of receiving a quotation. Companies that stay in contact during this period win more often. The sales manager is responsible for the initiative, and the working practices of the five field sales representatives will change. Only now does the question arise of how CRM and AI can help.

These four elements fit on a single A4 page and turn a vague AI initiative into a manageable project.

How Can AI Be Meaningfully Integrated into a Process?

AI creates value when it causes an employee to do something differently than before. Cole puts it this way: “AI only creates value when it changes the next action.” An AI system that accurately summarises every sales conversation sounds useful. But if the summary remains unread in the CRM and the salesperson continues working as before, nothing has changed. Lots of AI, zero impact.

Let’s return to the quotation example. Here, the next action is following up, which currently happens after six weeks or not at all. In the new process, AI automatically prepares a suggested follow-up call on the fifth day after a quotation is sent, including the most important points from the quotation and the customer’s history. The salesperson picks up the phone. “Left unattended” becomes “followed up with a call.” It is this change in action that improves the conversion rate, not the AI itself.

For this to work across the entire team, a second element is needed: a quality standard. Cole experienced firsthand what happens without one in her own organisation. Sales employees were supposed to use AI for follow-ups. Some did an excellent job, while others sent four pages of text that no customer wanted to read. The problem was not the AI; it was the lack of a clear definition of what a good follow-up should look like. How long should it be? What information should it contain? What matters to the customer? Once this standard is established, the salesperson checks each AI-generated draft against it, makes adjustments and sends it. This ensures that the entire team consistently delivers good quality, not just the two best salespeople.

Importantly, Cole is not advocating maximum automation. The process must clearly define where AI is used, where humans make decisions and who is responsible for quality. I noted down her wording on this: “AI did it” is never going to be okay. Responsibility remains with humans. For Swiss companies, data protection is another important consideration. That is why we offer CompanyGPT, a controlled enterprise environment with precisely these safeguards built in.

How Do You Turn Distributed Licences into Active Users?

Through enablement, not rollout. Distributing a licence is easy; changing behaviour is a leadership responsibility. Cole links this to Situational Leadership. People are at different stages of development when taking on new tasks and therefore need different levels of guidance and support. Someone new to AI needs more specific instructions than an experienced user. Meet people where they are.

The benefits of this approach are measurable. Gallup found that employees who clearly perceive support from their managers are twice as likely to use AI regularly.

I particularly like one of Cole's tips because it can be implemented immediately. In most organisations, 5 to 8 percent of employees are true high performers who often cannot explain why they are so good at what they do. Observe these people. How do they organise their day? How do they manage a sales opportunity? How do they use AI? Their behaviour becomes the starting point for establishing better standards across the entire team. We explain how an organisation can systematically develop this capability in our whitepaper on the In-house Marketing & Sales AI Factory.

 

What Else Did I Take Away from Boston?

Far more than can fit into a single article. If you would like to know which trends, insights and ideas from UNBOUND 2026 are relevant to your company, I warmly invite you to join us in Biel for a pain au chocolat and a coffee. Send me an email with two or three suggested dates. I look forward to exchanging ideas with you.


Inspired greetings from Boston,
Andrea B. Roch

Frequently Asked Questions About AI Strategy and Business Impact

 

Why Do Most AI Projects Fail to Deliver Measurable Business Value?

Most AI projects start with the tool rather than the business outcome. According to the MIT study “The GenAI Divide,” 95 percent of the GenAI projects examined fail to generate measurable returns. Successful projects first define a business KPI with a baseline and target value, then change a specific workflow.

What Is the Difference Between AI Access and AI Adoption?

AI access means that a tool is available. AI adoption means that people use it to work differently and more effectively than before. According to Blanchard's figures presented by Britney Cole at UNBOUND 2026, more than 80 percent of employees have access to AI tools, but only just over a third use them daily.

Why Do Employees Hide Their AI Use?

Employees hide their AI use when it is unclear which tools and data are permitted and whether using AI is seen as a skill or a shortcut within the company. According to Blanchard's research, almost 60 percent of employees do this. Clear guidelines and leaders who openly demonstrate their own AI use help solve this problem.

How Do You Measure the Success of AI in a Company?

The success of AI is measured by changes in a predefined business KPI, such as conversion rate, sales pipeline, leads or cost per transaction. Metrics such as the number of prompts, logins or active users only measure activity, not business impact.

How Does AI Improve the Customer Journey?

AI improves the customer journey when it changes an action at a specific touchpoint, for example, when a quotation is followed up within days rather than weeks, a service enquiry receives an immediate, qualified response, or an offer is tailored to the customer's actual situation. The benchmark is the customer experience throughout the entire journey, not the number of AI tools behind it.

How Does AI Help Win More Deals?

AI helps companies win more deals by reducing the administrative workload of sales teams and ensuring greater consistency at critical stages of the sales process. The features presented at UNBOUND 2026 show where things are heading. The CRM automatically records calls, emails and meetings, while AI agents prepare meetings with relevant customer context, suggest next steps after each conversation and identify companies showing buying intent. This allows salespeople to spend less time entering data and more time with customers. Closing the deal remains a human responsibility. AI helps ensure that salespeople are in the right place at the right time more often.

What Is the Best First Step for an SME Before Implementing CRM or AI?

The best first step is to select a single business area and define a business KPI, baseline and hypothesis. This is followed by an analysis of the relevant process, a pilot project and measurement of the results. Only solutions that have a proven impact are standardised and scaled.

Does Every Employee Need to Know How to Build AI Agents?

No, not every employee needs to know how to build AI agents. Some use AI in their daily work, others build agents and automations, while others are responsible for strategy, quality and decision-making. Management's role is to define business outcomes and equip the right people with the necessary skills.

What Does “Go Slow to Go Fast” Mean in AI Implementation?

“Go slow to go fast” means first clearly defining the objectives, then testing on a small scale, measuring the results and making informed decisions before scaling. This approach may seem slower, but it leads to repeatable, measurable business impact more quickly than running numerous parallel experiments without clearly defined KPIs.

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