Mistakes and lessons from an AI transformation specialist
22/10/2026
By Bjorn Schliebitz, AI Transformation Specialist and Umbrella Club member
I have spent years helping organisations move from AI ambition to AI outcomes.
In that time, I have watched the same mistakes play out again and again, across industries, across company sizes, and across very different starting points. None of these mistakes is new either. Digital transformation had its own version. So did cloud, and mobile before that!
What is different this time is the speed. Boards want to see AI activity now, and that pressure is creating a genuine split. Some organisations are moving too fast, without a strategy behind the technology. Others are stuck in planning mode, too cautious to actually start. Both end up in roughly the same place: a lot of activity, and very little real value.
In this article, I’ll share how to find that happy medium where AI and automation are implemented with purpose and set up for success.
Strategy first, technology second
Automating for the sake of automating is almost guaranteed to fail. I want to be direct about that, because it is the mistake I see most often. The technology is rarely the problem. The absence of a clear reason for using it is.
You want to first look at the strategy of your organisation, and then, through that lens, ask yourself how you could use this technology to create more value for your customers or clients. That question has to come before any decision about tools, vendors, or platforms. Skip it, and you end up automating tasks rather than generating outcomes.
This also shapes which tasks are actually worth automating in the first place. It is the menial, heavily standardised tasks, where you have standard operating procedures well documented and understood, that are the ones worth starting with.
You do not want to automate something in a new business area, or a process where you do not quite know why it is currently ineffective, because you could simply be automating the existing mess and making it a lot larger.
Fear of missing out is driving a lot of what is happening right now
If I had to name the real driver behind most current AI activity, it would not be strategy. I think it is mostly a fear of missing out. Boards are pressuring CEOs to do something with AI, and then CEOs need to be seen doing something with AI, so they end up starting anything.
That gap between activity and substance shows up clearly in the data too. MIT’s 2025 study on enterprise AI adoption found that 95% of generative AI pilots fail to deliver a measurable return, with most organisations stuck evaluating generic tools rather than integrating AI properly into their actual workflows. It backs up exactly what I see in practice: plenty of movement, very little transformation.
That gap between claimed success and actual outcomes runs right through leadership too. CEOs who say they have had a successful AI rollout will often find that employees disagree, because in a lot of cases it is still limited to buying licenses and rolling out Copilot, without preparing staff on what they are meant to do with it, or giving them training on how to correctly use these tools.
The conversation most leaders avoid
Of everything I have seen go wrong, this is the one I think is the most avoidable. The biggest impediment that companies create for themselves is that they do not speak about the impact on job descriptions and job roles.
Are we going to lay people off or not?
That is something a leader needs to tackle up front, even if the honest answer is uncertainty. It is fine to say, “We know we need to do something here, we do not want to let people go if we can avoid it, but we may need to slow down hiring”.
Being honest is something people appreciate, because the alternative is uncertainty, worry, and, eventually, people actively sabotaging AI rollouts.
Why ‘please don’t do that’ doesn’t work as a safety measure
There is a technical mistake I see almost as often, usually from people who understand the strategy well but have not spent enough time on the engineering side. Soft guardrails really are not guardrails. If you politely ask a model in a prompt to never do a particular thing, that is not going to hold, because these are probabilistic systems.
At some point, that system might give someone a gift voucher over a thousand dollars, even though it was only ever supposed to approve amounts up to a hundred.
You have to put in place hard guardrails that check an action before it executes, not soft instructions that hope the system behaves. That distinction matters more than most non-technical leaders realise.
Crawl, walk, then run
The tension between moving too fast and moving too slowly shows up constantly. I see organisations either going too fast or too slow on AI rollouts, and a lot of that comes down to focusing too heavily on internal cost elimination as the entire goal, rather than the starting point.
The fix is not complicated, even if it requires discipline. It is important to learn how to crawl, walk, and then run, rather than committing to goals that are highly aspirational before you have proven any value at all. Begin with something that produces real, measurable value, and build from there.
A quick way to check where your organisation actually sits:
| Signal | What it usually means |
|---|---|
| A detailed AI roadmap exists, but no pilot has launched | Too slow, likely stuck in planning without a clear first use case |
| Multiple pilots running with no shared strategy behind them | Too fast, activity without direction |
| Leadership claims success, but staff report confusion or resistance | A rollout without proper training or change management |
| One well-defined process automated, measured, and expanded from there | On the right track |
What this looks like when it is done properly
One of the clearest examples I have worked on involved a logistics business automating the assignment of drivers to vehicles. Previously, allocators looked at a map of jobs and available drivers, and made personal judgement calls about who should take what. It is genuinely difficult work, understanding vehicle loads, sensitive cargo, timing, and driver history all at once.
With the system we deployed, the process became mostly automated, generating a recommended driver for each job rather than replacing the allocator’s judgement entirely. Most of the time, the allocator would simply accept the top recommendation.
That resulted in real, measurable cost savings, up to 10 to 15 per cent on driver costs, and the business used those savings to absorb growth rather than needing to hire more allocators.
That is what I mean by real value over headline transformation stories. There was no press release and no grand claim about reinventing the business. Instead, there was simply one well-understood process, automated properly, with a number attached to the result. That’s how AI should be.
The destination is customer value, not just internal savings
Most companies seem to focus almost exclusively on saving costs internally, which is fair and reasonable as a starting point.
The mistake is treating it as the entire journey rather than the beginning of one. You can get stuck in that corner, having spent significant money, without much to show for it beyond internal efficiency.
Customer and client value should be the actual destination.
Internal cost savings and improved customer experience are not competing goals either, they tend to reinforce each other when the strategy is right from the start.
None of this is new
I think it is worth remembering that very similar mistakes have been made time and again, with every wave of new technology. With digital transformation, people were also speaking about redundancies and rushed rollouts. None of this is new in many ways; it is simply happening faster this time.
That is, in some ways, reassuring. The organisations that get AI right will be the ones applying lessons that have always been true about technology change: start with strategy, be honest with your people, prove value on something small, and build from there.
If your organisation is navigating an AI rollout and wants an experienced, independent perspective in the room, get in touch with Umbrella Club to arrange a conversation with me.
Bjorn Schliebitz is an AI Transformation Specialist with a background in consulting, including running his own professional services companies. He works with organisations to design and implement AI-driven automation, combining strategic and technical expertise across industries, including background screening and logistics. He is a member of Umbrella Club.

