No Audio ⏸ When AI Readiness Meets ROI Reckoning Download the paper Findings from yearlong research on AI adoption, ROI and optimisation issues 5 min read 2026 is the year AI readiness meets ROI reckoning, when AI will need to be treated as a strategic capability, not a perpetual pilot.Leaders must demonstrate ROI, enhance governance, and operationalise AI at scale or risk falling behind competitively. Our insights outline the essential lessons from thousands of leaders on what it takes to succeed in 2026. Companies that break out of pilot mode and scale strategically are 3x more likely to exceed ROI expectations. Key trends across 5 stages of maturity Where does your organisation stand in AI maturity? Use the chart below to benchmark where you are among your peers. Lessons learned Below we dive deeper into the lessons learned from our yearlong series of surveys across AI maturity levels, challenges, and actions organisations can take to unlock ROI. Breaking pilot perpetuity Becoming AI ROI‑positive AI optimisation barriers Agentic AI complexity Regulatory clarity and AI trust Breaking pilot perpetuity Most organisations remain trapped in experimentation Companies stuck in Stage 2: Experimentation are five times more likely to report returns below expectations and are far less likely to exceed them.Scaling AI beyond pilots, by integrating it into workflows, processes, and platforms, is a key differentiator between experimentation and transformation. Becoming AI ROI‑positive Faster operationalisation is the best path to positive AI ROI In some cases, however, organisations may need to initially redefine what “return” and AI success measurement means. Our research reveals that firms achieving positive ROI do not merely focus on cost-cutting; instead, they integrate AI into broader areas such as growth, customer experience and workforce augmentation. AI optimisation barriers Overcoming challenges to AI optimisation The biggest obstacles to AI optimisation remain consistent:Systems integration and data connectivityUse-case clarity and value articulationTalent, skills and enablementSecurity/compliance/ regulatory guardrailsTechnology/platform limitationsThese barriers slow progress across all maturity levels and prevent organisations from moving from experimentation into scaled optimisation. Agentic AI complexity Preparing for continuing agentic AI complexity Last year, we observed a significant shift in the AI landscape, from the use of single AI agent assistants to orchestrated multiagent teams that manage end-to-end processes, enhancing efficiency and oftentimes improving legacy processes. We expect the rapid advancements in the complexity of agentic AI to continue.To manage the rising complexity of AI agents, leading organisations are establishing AI agent governance boards (AGB). Access the full paper to learn more. Regulatory clarity and AI trust Regulatory ambiguity continues to hinder AI advancement Compliance and security restrictions are the top challenges related to data across all levels of maturity, and organisations that operate in multiple jurisdictions encounter significant complexity as requirements evolve. To scale AI safely and responsibly, it is essential to embed governance by design, including human-in-the-loop controls, auditability, clearly defined data boundaries, and comprehensive risk engineering. FAQs + EXPAND ALL What is the biggest barrier preventing organisations from achieving AI ROI? + Organisations struggle most with systems integration, data connectivity, unclear use cases, talent shortages, and compliance hurdles—factors that prevent AI from moving beyond pilot projects and delivering measurable return. Why do so many companies get stuck in AI “pilot mode”? + Many organisations explore AI capabilities without integrating them into core business processes. This limits automation, data feedback loops, and cross functional impact—key drivers of ROI. What are the five stages of AI maturity and which stage delivers the most ROI? + The five stages are Initial, Experimentation, Defined, Optimisation, and Transformation. The greatest ROI occurs in Stages 4–5, where AI is scaled across the enterprise. How does agentic AI improve business performance? + Agentic AI automates multistep workflows, augments human decision-making, and orchestrates end to end processes. Mature organisations use multiagent frameworks to improve efficiency, quality, and speed. Why is AI governance important for scaling AI safely? + Strong governance—including AI Agent Governance Boards—ensures transparency, compliance, risk controls, and oversight. It prevents fragmented AI deployments and supports responsible scaling. Which KPIs should organisations use to measure AI ROI? + Organisations should measure AI ROI using a broader set of outcome‑based KPIs—such as productivity, revenue growth, customer or employee satisfaction, time‑to‑market, and decision quality—rather than relying on cost savings alone and explicitly link these metrics to business outcomes like growth and agility. How do AI ROI challenges differ across industries? + AI ROI challenges vary by industry. Financial services face regulatory hurdles, healthcare struggles with fragmented data, manufacturing battles legacy systems, tech requires scalable architectures, and the public sector contends with silos and security demands. These factors make strong data foundations and governance-by-design essential for success. Connect with us Tom Andreesen Tom Andreesen, Managing Director, Global Microsoft Alliance Leader and CIO Solutions, brings over 33 years of experience helping organisations develop and implement a variety of business and technology solutions to enhance their operations. Tom has also helped companies ... Learn More Bryan Throckmorton Bryan Throckmorton, Managing Director, CIO Solutions - Private Equity, leads the firm's Global Digital Strategy & Transformation Segment. Throughout his 20+ year career, Bryan’s work has been on the leading edge of data driven and digital strategy and execution, ... Learn More Margaret Smith Maggie Smith is a Managing Director at Protiviti with 15+ years experience delivering data and AI solutions to Aerospace and Defense (A&D). Her role is focused on developing Protiviti’s AI capabilities and A&D business. She specialises in applied delivery of AI, ... Learn More Patrick Anderson Patrick Anderson has over 25 years of experience in IT and Technology, specialising in AI, cloud computing, cloud economics, data strategy and analytics, programme and project management, agile transformation, and organisational change management. He holds numerous ... Learn More Constantine Boyadjiev Constantine leads Protiviti’s Regulatory and Compliance Analytics data science practice. As a member of Protiviti leadership team, Constantine is responsible for architecting and delivering Protiviti’s Risk, Fraud, and Compliance Analytics offerings. Constantine brings ... 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