AI readiness for small and mid-size businesses
How SMBs adopt AI tools without leaking client data, breaking workflows, or paying for unused seats.
Why SMBs need a different playbook
Most AI adoption guidance is written for enterprises with security teams. SMBs have fewer guardrails and tighter margins — the wrong rollout costs real money and trust.
A lightweight readiness baseline beats a heavyweight policy nobody follows.
The minimum viable baseline
Name an owner. List the three workflows AI will touch. Write one page on what data must never leave the company. Put a human review step before any AI-drafted client output ships.
Common questions
- Do we need a paid plan to start?
- Not necessarily. The constraint that matters first is policy and review, not tooling.