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How to align AI use cases with company KPIs

Start from a KPI you are already accountable for, not from a tool you saw demoed.

In this document

Most AI programmes fail the same way. Someone sees a demo, the organisation buys the tool, and six months later nobody can say whether it helped. The problem is not the tool. It is that the use case was chosen from the supply side.

Start from a number you already report

Pick a KPI that already appears in a report someone is accountable for. Not a new metric invented for the project — an existing one, with a history, that a person would be asked about in a review.

This constraint does more work than it looks like it does. It rules out most speculative use cases immediately, because they cannot name the number they would move. It also means you inherit a baseline for free.

Name the decision, not the task

"Summarise support tickets" is a task. "Decide which accounts to call this week" is a decision. Automating a task saves minutes. Improving a decision changes the KPI.

Ask: what decision does this information feed? If the answer is "none, it is just useful to have", the use case will not survive contact with a budget review.

Write the counterfactual down before you start

The single most common failure in AI reporting is attributing to the tool whatever the number did anyway. Before the pilot begins, write down what you expect the KPI to do without the intervention, and how you would tell the difference. A holdout group is best. A pre-agreed seasonal baseline is acceptable. "We will look at it afterwards and decide" is not.

A worked shape

Element Weak version Strong version
KPI "Productivity" Median days-to-quote, already reported monthly
Decision "Help the team" Which quote requests get same-day turnaround
Baseline None Trailing 12 months, same seasonality
Owner "The AI project" The sales operations lead, in their existing review

If you cannot fill the right-hand column, you are not ready to build. That is a useful outcome, reached in an afternoon rather than two quarters.

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Published by Unpyle, who help teams put AI to work inside their own company. More at unpyle.com.