Your Roadmap to Real AI Integration (Not Just Hype)
The most loved part of my keynotes?
Hands down—it’s the AI implementation roadmap.
Why? Because it’s not just talk about what AI could do—it’s a step-by-step guide on how businesses are actually adopting it.
If you've ever felt unsure about how to bring AI into your business—this roadmap is for you. It gives you a way to move forward confidently, no matter your starting point.
Let me walk you through it.
Step 1: Align Your Leaders
Before anything else, get your leadership team in the same room.
This is the first thing I do in any business I come into to implement AI.
Give them the big picture of where AI is going. Answer the hard questions—about confidentiality, quality, training, and whether they can afford to “wait it out.”
They will have questions about handling confidential information, maintaining quality of work, training new staff and so much more.
Even "Can I wait?" is a question I hear a lot.
We need to answer all their questions so that they’re all on board because if even one key person isn’t on board, the whole thing stalls. This is about creating alignment so you can move as one unit.
Step 2: Pick Your Tools
AI comes to us inside all the tools that we’re already using for work, but it also comes in general-purpose tools.
And the general-purpose tools are significantly more mature and powerful than the AI that comes into more specialised apps.
When I say general-purpose tools, I mean ChatGPT, Microsoft Copilot, Google Gemini.
We need to make decisions on which tools we’re going to invest in—paid accounts—so all our staff have safe environments where they can develop their skill.
Step 3: Set the Guardrails
This is where your AI Policy comes in.
Not to restrict—but to create a safe playground. Everybody wants to do the right thing. But to do the right thing safely and develop their skill, they need to know what they’re allowed and not allowed to do.
We need to cover things like:
which tools they’re allowed to use,
where they’re allowed to share confidential information and where they’re not,
whether we need to let our clients know when we use AI,
how to verify the results of AI so that we don’t end up sending something wrong to the client.
Step 4: Train Everyone
Yes, everyone. Not just the “techies”. Not just the core staff.
When I come into businesses and run masterclasses or training sessions, I want everyone in the room. So the professionals themselves—whoever that may be:
If it’s an accounting firm: the accountants and bookkeepers.
If it’s a health organisation: the health practitioners.
If it’s a law firm: the lawyers.
But also everyone else: receptionists, admin teams, HR, marketing—everyone will benefit from using AI. Guaranteed.
In the training, we need to focus on how it applies in peoples work, and on safe and responsible use.
Adoption is usually very fast!
Usually, in one or two sessions, I see businesses move from:
about 30% of the firm never tried and a another 30% tried but aren’t using it regularly because they don’t find how it applies to their work
into 95% of the firm or business using it every day, all the time.
This is what we want.
Step 5: Keep It Alive Through Practice
We get people excited in the training. Many will continue using it because they love it—but others will drop.
So we need to keep it up.
How I know how to do that is: I create a chat in the business (if they’re on Microsoft, in Teams, for example), and we keep sharing there—what we’re trying, what works, what doesn’t work, what we’re learning.
I like contributing every week:
some idea,
some challenge,
or a refresher on something we did,
So we keep sharing all the wonderful ways we find to apply AI into our work.
Step 6: Empower Technology Leaders
Now, this is not really about adopting AI. This is about being a tech-savvy business.
We all have in our businesses some people who are great with technology.
They’re not necessarily the leaders. They’re not necessarily the ones with the grey hair.
Sometimes they are younger people. They’re often in different roles in the business. But they’re the ones that will tinker with technology and find great things to do with it.
We only benefit if we give them a platform, celebrate them, and give them the tools they need to support rolling out new technologies in our business.
I run completely separate programs on The Tech-Savvy Firm—where we create frameworks to support these people and elevate them.
This is part of how we create a truly tech savvy business that is great at adopting new technology and in making the most of the tech it already has.
Wrapping Up
That’s the roadmap.
It’s not theory. It’s what’s actually working—in real businesses—right now.
So if you're wondering where to begin, or how to go deeper with AI adoption, this is your playbook.
I'd love to hear what step you're on—or which one you're stuck on.
Just reply to this email—it goes straight to my inbox. Let’s talk.
—-
Inbal Rodnay
Guiding Firms in Adopting AI and Automation
Keynote speaker | AI Workshops | Executive briefings | Consulting CIO
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