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AI Adoption Framework: 2027 Operator Playbook

Jordan Gurrieri | November 10, 2026

Notes from a COO Forum workshop, for every operator at the leadership table: COOs, CFOs, and Chief People Officers. Plus the questions every operating leader should answer before Q1.

Earlier this month I sat down with a room of COOs at a COO Forum workshop. We talked about what companies actually got done with AI in 2026 and what’s coming in 2027. The room was all COOs, but what we heard applies to every operator at the leadership table: CFOs, Chief People Officers, and anyone accountable for how the work gets done. The same question kept coming back in different forms. After two years of putting AI everywhere, which parts are working, and what should we do next?

Here’s what we’re seeing across our client engagements as the year closes out, and the questions we think every operating leader should answer before Q1.

The pendulum is swinging back

2025 and 2026 were the AI-everything years. Companies bought tools, wrote policies, trained their people, and put AI into every workflow they could reach. 2027 is cleanup.

The companies doing well are now deciding, on purpose, which workflows stay human-led and which go AI-led. Nobody has a universal answer for where that line sits. It comes from your culture and your mission.

One of our clients shows what that looks like. They’re a travel management company that has served public sector travelers for decades, including FEMA teams deployed into disaster zones. Their reputation rests on human concierge agents. When they brought AI in, they kept support routing to a person and put AI behind the agent, so the traveler gets where they need to go faster and the agent has full context.

72%

of calls now handled automatically

60%

less overtime, and the concierge is still the product

The research backs this up. McKinsey’s State of AI in 2026 report found that 80% of large companies report productivity gains from AI, yet only 37% report any profit impact. The companies seeing profit redesigned the workflow instead of adding AI to it. Usage went up almost everywhere. Profit followed only where the work itself changed.

Questions for your leadership team

  • What’s one workflow you’ve decided stays human? Why that one?
  • Where did AI go in last year that you’ve since pulled back?
  • Did that decision come from leadership, or did whoever had the tool make it for you?

Every company is becoming a software company

Business teams are building their own tools. A merchandising team at a retailer we work with built a working planning tool with Claude, a few scripts, and some spreadsheets. It works. It’s also held together by one person who knows how all the pieces fit.

That pattern is spreading, and three shifts sit underneath it.

The “company OS.” Companies are starting to build purpose-built software for their key workflows instead of paying full price for SaaS they use a fraction of.

Code is outrunning review. Gartner’s 2027 strategic technology trends point out that code is being written faster than anyone can review it. That’s doubly true when the people writing it aren’t engineers.

AI-native org design is coming, slowly. One client set out to put AI fluency into half of their role profiles this year and found the role profiles didn’t exist yet. Role architecture has to come first. That’s 2027 work.

Questions for your leadership team

  • Has anyone on your team built something you’d be in trouble without? Who maintains it?
  • Which SaaS tool are you paying full price for and using 20% of?
  • Has anyone changed a job description because of AI? What changed?

What 2027 will demand

Proof over pilots. CFOs are approving AI spend on measured results. A successful demo no longer clears the bar.

A widening gap. Among companies with more than $1 billion in revenue, 40% are now scaling AI agents, up from 27%. Smaller companies have stayed flat at 22%. KPMG’s Q3 2026 AI Quarterly Pulse Survey shows AI investment at large US companies rising from $130 million to $173 million per company in a single year. The money is moving faster than the proof.

Better odds with a partner. MIT research reported by Fortune found that AI tools bought from specialized vendors or built through partnerships succeed about 67% of the time. Internal builds succeed only about a third as often.

Fewer, sharper partners. Expect operators to cut generic hourly help and keep the partners who bring a repeatable method.

Questions for your leadership team

  • What’s the one AI result from 2026 you’d put in front of your board?
  • What’s the first thing you’re committing to in Q1?

A 2027 playbook: four rungs, and how you get stuck on each

Every company we work with sits on one of four rungs. At any given moment you’re either in flow or you’re stuck, and each rung has its own version of stuck. No rung is the wrong one to be on. What matters is whether you’re moving.

The rungs build on each other, and the same people carry you up. A first sprint should find two things: the first workflow worth building, and the two or three people already ahead of everyone else. Those people become your champions. At Starting out they run the program. At Scaling they’re the ones building. At Leading they need a foundation under what they build.

Rung 1

Zero

No AI in a real workflow yet

Stuck looks like

Waiting for the perfect strategy.

No first win, and nobody inside pulling.

What moves you

Find one workflow and your champions.

A short Discovery SPRINT™ finds the first high-impact use case and the two or three people already ahead. They carry everything that follows.

Rung 2

Starting out

Tools bought, people trained, use cases piloted

Stuck looks like

Usage is flat and nothing has a baseline.

No ranked list of what to build, so results get argued on feel.

One client trained 510 of 640 people and has dozens of use cases on the board. None has a before-and-after yet.

What moves you

Pick two or three workflows and measure first.

Decide which parts stay human, set the baseline before you build, and put a name on each one. Your champions run this.

Rung 3

Scaling

Something’s in production, AI showing up in business as usual

Stuck looks like

The program ends and nobody owns AI.

Adoption is still the measure, and tools other people depend on go untracked.

What moves you

Give every decision an owner.

Access, turning tools off, policy reviews, what employees built, and what agents can do on their own.

Rung 4AI-native

Leading

The business is building its own software

Stuck looks like

Tools pile up faster than IT can support them.

Every new one starts from zero, and nobody knows what happens when its builder leaves.

What moves you

Keep building, inside guardrails that are yours.

A shared foundation keeps what the business builds governed, secure, and production-grade, with your standards at the center. IT builds alongside the business.

The move from Starting out to Scaling is where we see operators get caught most often. While a program runs, a steering committee makes the calls every week: who gets access, which tools are approved, what data they can reach, and what happens when a vendor changes the product. When the program ends, the decisions keep coming, but the committee stops meeting. The three we most often find without an owner are a position on agents that run on their own, a way to turn a tool off, and a list of what employees have built that other people now rely on.

At the top rung, the business should keep building. What it needs is a framework that keeps what it builds contained, governed, secure, and production-grade, with your company’s own standards and values at the center. Every tool then gets built the way your company would build it, not the way the tool happened to come out.

Before you go

Five questions to take into Q1.

  1. Which rung are you on, and what’s the one thing keeping you there?
  2. Who was already ahead before your program started? Are they running it now?
  3. What do you measure today? Would your CFO accept it as proof?
  4. If your AI steering committee or transformation program wrapped up Friday, who would own AI decisions on Monday?
  5. What’s one thing from 2026 you’d do differently if you started over?

Worth reading

Let’s find your first workflow worth building.

If you’d like to compare notes on where your organization sits, or want help getting unstuck, start a conversation with our team. Most of our engagements begin with a Discovery SPRINT™ that finds the first workflow worth building and the people who will carry it forward.

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