1. AI moves from “tooling” to operational decision support
What this means in practice
- Sales: next-best action, pipeline prioritisation, forecasting confidence
- Support: ticket triage, suggested responses, escalation risk
- Finance: anomaly detection, cashflow forecasting, spend pattern alerts
- Ops: scheduling recommendations, capacity planning
Actionable Takeaways
- Start with one high-friction decision (e.g., “Which tickets should we handle first?” or “Which deals are most likely to close this month?”), then measure time saved and accuracy.
- Create a simple ‘human-in-the-loop’ rule: AI suggests, humans approve (especially for customer-facing or financial outputs).
- Treat data readiness as part of the AI project: if the CRM is inconsistent, AI outputs will be inconsistent too.
- Use leading indicators (response time, backlog size, conversion rate) rather than vague success measures like “adoption”.

2. Automation becomes a margin-protection strategy, not just efficiency
- Manual handovers
- Duplicate data entry
- Chasing updates
- Inconsistent processes between staff members
What this means in practice
- Sales won → create onboarding tasks + schedule implementation steps
- Support ticket created → categorise + assign + set SLA + notify customer
- Invoice overdue → trigger reminder sequence + internal alert
- Offboarding → revoke access + archive data + confirm handover steps
Actionable Takeaways
- Map one end-to-end journey (lead → sale → delivery → invoice → support). Most inefficiency sits in the gaps.
- Automate the handoffs first (handoffs create delays and errors).
- Automate “status movement” (changes in stage should trigger tasks, reminders, and checks).
- Monitor outcomes, not just time saved: fewer escalations, faster cash collection, fewer missed steps.
3. Cybersecurity becomes business continuity, not an IT topic
What this means in practice
What this means in practice
- Compromised email accounts
- Weak identity controls
- Staff clicking convincing phishing emails
- Slow response when something goes wrong
Actionable Takeaways
- Make identity the perimeter: enforce MFA everywhere, remove shared accounts, review admin access.
- Reduce your “blast radius”: least privilege access (people should only access what they genuinely need).
- Practise incident response: define what happens in the first hour of an incident (who does what, how you contain, how you communicate).
- Run short training regularly: 10 minutes monthly beats an annual checkbox session (and tackles the phishing reality in the survey).

4. Integration beats tool sprawl - complexity is the hidden productivity cost
What this means in practice
- People can’t find the latest information
- Teams duplicate work across systems
- Onboarding takes longer
- Reporting becomes unreliable
Actionable Takeaways
- Define your systems of record (one place that is “truth” for customers, billing, tickets, projects).
- Eliminate manual copying: if staff copy/paste between tools, that’s a high-value integration target.
- Build dashboards off live data (not exported spreadsheets).
- Retire low-adoption apps: every extra system increases support burden and security exposure.
5. Data quality becomes the limiter for growth and AI
What this means in practice
- Wrong decisions (bad forecasting, misprioritisation)
- Wasted time (cleanup, reconciliation, “which number is right?”)
- Lost sales (duplicate or incomplete CRM records)
- Weak AI outputs (because AI relies on the same underlying data)
Actionable Takeaways
- Assign data ownership (CRM owner, finance owner, support owner - named people).
- Standardise key fields that drive decisions (lifecycle stages, industry, renewal date, lead source).
- Use controlled inputs: dropdowns and validation rules beat free text.
- Schedule monthly hygiene (dedupe + incomplete records + incorrect statuses).
A simple 60-day plan most SMEs can actually execute
Weeks 1 – 2
Weeks 3 – 4
Weeks 5 – 8
Weeks 9 – 12
- AI only delivers value when it’s embedded into real workflows, not run as an experiment.
- Automation protects margins when it removes friction between teams, not just speeds up tasks.
- Cybersecurity is now a core business risk, driven largely by identity and human factors.
- Too many disconnected tools quietly destroy productivity - integration matters more than ever.
- Poor data quality undermines every investment that sits on top of it, from reporting to AI.

