A Practical Guide to AI Selection and Maximising Adoption

In our most recent blog we spoke about the importance of IA before AI (see blog here), but once this has all been setup for your needs the next critical decision is in AI selection. This has become a key strategic decision to avoid hype-driven investments, large costs and low or complete lack of ROI. The sheer variety of tools on offer all seam to provide clear advantages, like streamlining workflows, enabling automation, offering increased productivity, and even predictive analytics. But as teams adopt these at record speed, visibility, accountability, and cost management often fall behind.

It’s important for organisations to not get carried away in the momentum of AI and instead focus on business-driven initiatives. Here, we outline how to select and adopt AI tools for you, while making strategic budget commitments aligned to the organisation.

Road mapping AI selection instead of rushing

Where can AI add value?

It’s beneficial to take a step-by-step approach when considering AI selection for your business. Dig beyond the appeal of simplifying tasks, there is guarantee they will work for everyone. It’s important then to first scope out the potential need and clarify the specific business problem you’re trying to solve before moving forward with selecting a technology.

Workshops offer an effective entry point to start conversations regarding new initiatives. Bringing people together across business functions is a powerful way to immediately gain insight on the programme wide challenges that different teams are trying to solve. It also highlights whether AI would be beneficial business-wide or only for certain departments. These sessions can be designed to encourage brainstorming around potential use cases and desired outcomes, while ensuring alignment with the organisation’s overarching strategy and long-term goals. To get this right it’s important to allow every team to have a voice. Utilise techniques like round robins, dot voting, and breakout groups. The aim is to conclude if and where AI is most useful and to highlight and be aware of any constraints associated with this.

Following this discovery period, high-level plans for the procurement and process of implementation can be developed.

Cost Considerations with AI Selection

What should be considered when selecting AI software?

With so many tools out there, as well as personalised variations on these tools, it’s often overwhelming for procurement teams to identify which AI software is right for the business and delivers a strong ROI. Budget is a strong driving force in selection so here are some cost-related factors to consider when evaluating the options.

Costs associated with AI-powered tools comprise several core components and can be complex, including base licensing and subscription fees, token usage and computational costs, as well as ongoing maintenance costs to sustain performance and value. Work with your team or an external consultant to understand which factors are most important to your budget. This will begin to narrow your options to finding what suits you best.

Businesses should now have a rough estimate of how many licenses will be needed across the organisation based on prior internal workshops and discussions around AI selection. However, not all users may require premium subscriptions, advanced functionality, or add-ons. Mapping this out allows you to compare your options by calculating total costs across different capability levels to achieve the best ROI.

Let’s expand our understanding of token usage. Tokens are the basic units AI systems use to interpret language. They may represent full words, fragments of words, single characters, or punctuation. When a prompt is submitted, it’s divided into a series of tokens, and each one contributes to the overall cost. This is why scoping usage is essential prior to selection. If certain departments are only using it to perform simple tasks such as drafting basic emails or summarising short documents that offer little efficiency gain, then it may not be the best use of investment.

You should now be clearer on whether you require a personalised or out of the box AI solution. It’s important to be wary here of quick out of the box solutions. For example, many ERP solutions now offer AI capabilities, and it can be tempting to skip extended demos and purchase them as part of a bundled package. However, does the additional cost deliver meaningful value? Does the solution improve productivity and meet the intended use cases? Or is it simply a chatbot drawing on existing data that requires ongoing management while delivering limited practical benefit for your specific needs.

AI Adoption and Accountability

How to successfully adopt AI solutions?

A great starting point for AI adoption is creating a central, cross-functional team to oversee software requests and approvals. This team will be in charge of establishing strict procurement policies and processes for any new software including possible AI opportunities. This allows for immediate visibility on any new business-wide ventures.

Within these procurement approval processes, businesses can incorporate strategies such as pilot programmes prior to full deployment, helping to validate business value. An excellent example of this is through our work with Ridge (full case study here) to plan, coordinate and deliver a pilot of Microsoft Copilot to select business areas. The project delivered many valuable outcomes including the ability to validate value through feedback and tracking engagement. This approach informed an optimal deployment strategy and established a foundation for tailored communications, training, and onboarding for full-scale execution. This method of AI adoption is effective in keeping engagement and morale high, especially as new AI opportunities emerge from the successful implementation of others.

Returning to the idea of a centralised team to triage AI adoption initiatives, this is critical for enforcing strong governance, preventing shadow AI, and ensuring all efforts are managed through a portfolio-level view. Shadow AI refers to using and adopting AI tools within an organisation without formal approval, usually to solve immediate problems. It is important NOT to fall into this trap. This rapid adoption approach may speed things up in the short term but greatly limits visibility and introduces risks related to data security, compliance, and escalating costs. In essence, a business is back to square one, swept along by market momentum and fast-paced investment without a clear sense of direction. Clarity over needs, usage, budget and personalisation is critical.

AI Value Add

For CIOs, CTOs and IT directors all of this means identifying areas where AI could add value across the business, establishing strict procurement policies, and evaluating costs based on staggered licensing to maximise ROI. This ensures visibility, accountability and successful adoption of new AI solutions. Get AI right and enjoy the benefits in the long run. Chat to one of our team today to get your AI programme started on the right track.

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Frequently Asked Questions

How can small charities with limited resources effectively implement AI solutions?

Small charities can implement AI solutions effectively by starting with free or low-cost tools and focusing on high-impact areas like donor data analysis. Collaborating with other organisations and leveraging skilled volunteers can also provide valuable support. Prioritising data quality and beginning with pilot projects will help demonstrate value before scaling up. Continuous learning through free online resources will further build internal capacity over time.

What are some innovative ways AI for charities is being used in programme delivery and impact measurement?

AI is transforming programme delivery and impact measurement by enabling chatbots for 24/7 beneficiary support, predictive modeling for proactive interventions, and image analysis for environmental monitoring. Additionally, natural language processing can extract key themes from beneficiary feedback, while IoT integration allows real-time tracking of programme outcomes. These innovations help charities deliver targeted programmes and measure their impact more accurately.

How can AI for charities improve donor retention and engagement?

AI for charities enhances donor retention and engagement by analysing donor data to identify giving patterns and preferences. This allows organisations to personalise communication, suggest optimal contact times, and automate tailored thank-you messages. By creating meaningful interactions, charities can strengthen relationships with their supporters, leading to improved retention and increased long-term giving.

How long should a business case be?

A business case should be digestible and convincing. The goal is to present the relevant supporting information concisely and be clear on recommendations. Smaller technology selection projects may run to a few pages. For larger projects and complex business change programmes, the business case will be large. Be mindful of how your audience consumes information and include any supporting information in an appendix.

What are common pitfalls to avoid during vendor selection?

There are many, so be cautious and well prepared on your vendor selection journey. Like any complex project of programme, it is important to take time to plan before leaping to a solution or simply copying a solution you’ve seen elsewhere. Other pitfalls include:

Poorly defined requirements can lead to delays and confusion, it is important to define what you need upfront.
The wrong levels of governance can affect momentum and decision making. We’d recommend finding “just enough governance” and making sure this is stated in the business case.

A lack of agreed performance metrics which can make it tricky to know if you are on track or if optimisation is needed.

Not having an IT roadmap which details any integration points and dependencies.

What are the benefits of a technology assessment?

Things change fast, with all the current global uncertainty and changes in customer demand and expectation it is important to take stock of current processes and technology to make sure they are still delivering for your organisation. A technology assessment is an important opportunity to stop, look around, and see where you are. You will see where vulnerabilities lie, where systems could better communicate with each other, and where you can streamline.

What is the purpose of a technology assessment?

In short, it’s to verify your gut feel that your technology is holding you back. The purpose is to explore your current stack and assess if what you have is fully utilised and allows you to deliver your business strategy. Our Technology selection consultants will identify any gaps where you could be saving money or simplifying processes to improve efficiency. Through our comprehensive technology assessment consulting services, we can help you understand your current technological landscape and determine the best path forward to align your IT infrastructure with your business objectives.

What is the difference between technology assessment and technology selection?

Technology assessment is the process of evaluating your current technology to independently assess if it is fit for purpose or if any changes to the current technology would address the issues faced. Technology selection is the process of creating a case for change within a full business case, going to market and entering the vendor selection and procurement process to buy new technology.

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