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Business leader reviewing a simple AI and automation roadmap with a small team in a conference room.

A Practical Roadmap for Your First AI and Automation Pilot

Many small and mid-sized business leaders feel pressure to “do something with AI” but lack a clear path forward. This post offers a plain-language roadmap for launching a focused AI and automation pilot, from clarifying business outcomes to choosing a few high-impact workflows, preparing your data and systems, rolling out in phases, and deciding what to scale. Along the way, we share simple examples like meeting intelligence, client health monitoring, finance automation, and IT digests—plus how we package patterns like these as AI powered automation accelerators you can browse online.

Illustration showing three simple panels that explain different aspects of AI: data flowing into a model, language and documents around a brain, and connected apps with gears for automation.

What does “AI” Really Mean (Without the Jargon)

AI is everywhere in the headlines, but most small and mid sized businesses are still struggling to turn the buzz into real results. This post unpacks what “AI” actually means without the jargon, separating models, machine learning, large language models, and automation into plain language. It also explores the hidden challenges that slow adoption down, from messy data and unclear ownership to vendor hype and employee fears, and gives leaders a simple framework to cut through the fog and focus on concrete outcomes instead of vague AI promises.