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Enterprise Connect
What Does the Next Generation of Collaboration Look Like?

We’re all used to technology changing so fast that, when it doesn’t change much for awhile, you can start to think we’ve reached the end of history. Maybe we’ve finally figured out the best way for humans to use technology to accomplish that particular task, so it’ll never change again?

It’s been starting to feel that way with meeting collaboration. We’ve been conducting meetings pretty much the exact same way since the pandemic took hold: We use a videoconferencing platform (though increasingly, people turn their video off whenever they can get away with it). We share our screens to discuss documents (though unless it’s a very focused project team, it’s rare to truly “collaborate” on a document in ways that require ideation-type applications). In between meetings, if we’re lucky enough to have such interludes in our day, we text via the collaboration app, or send emails.

So is that all there is? Is that all we need?

The vendors, of course, are betting that we need—or at least desire—features like meeting summaries and notes. Companies like Microsoft even suggest that the next wave consists of users adopting a more asynchronous approach to their meeting schedule--being able to skip meetings and review them later, and eventually even have AI-driven personal agents that gather information and take actions on their behalf.

Pretty clearly, the next generation of collaboration will be powered by AI, which opens up a host of potential problems, many of which will have to be addressed by IT--generally in concert with organizations such as HR and Legal/Compliance. Another key factor will be end users getting comfortable with AI—and that may not be so simple.


This article from ITPro Today describes some recent cases where users’ mishandling of AI-produced collaboration data caused serious problems for enterprises. In one case, the AI-driven transcription system continued recording after a call was finished, then automatically emailed the highly unflattering results to participants who, to say the least, shouldn’t have received them. In another example, enterprise leaders recorded a meeting where they discussed who would be included in upcoming layoffs, then allowed the video to be found by others.

The thing to note about such cases is that they’re not examples of AI going rogue. In most of these cases, the software did what it was configured to do—it just wasn’t configured appropriately. It seems that neither IT nor the users anticipated how the system might behave in real-world scenarios.

One refrain I’m starting to hear from IT people is that they want to get their users accustomed to AI by gradually introducing AI-powered technologies and letting users gain some comfort with them. At Enterprise Connect AI last week, Mitch Lieberman of Fidelity Investments said in a session that he doesn’t necessarily try to pitch AI transformation to those who will be using the technology. Instead, he asks them to test out limited use cases and lets them get comfortable before gradually ramping up.

In the early days of COVID, enterprises and their end users learned to develop an etiquette and set of best practices around using desktop video. IT needed to learn, for example, to configure default settings on video calls with an eye toward security, while end users got their heads around which behaviors and backgrounds were acceptable, and how to set up their workspace to optimize for video.

Now as we confront the next generation of collaboration systems, which are all about AI, everyone has some learning to do. AI may be nothing more than a tool, but IT and end users both need to make sure they know how to wield this new tool.

Related news

Bridging the Gap: 5 Tips for Cross-Functional Collaboration That Enables AI Transformation

Ask ten executives who owns AI at their company, and you’ll get ten different answers. IT says it’s not their call. Legal gets blamed for slowing everything down. HR figures it’s someone else’s department. Meanwhile, teams are buying tools nobody signed off on, duplicating work and hoping it all sorts itself out. Sound familiar?

Lisa Duerre spent the last year studying why that happens. As part of an applied research project for her leadership consulting collective, RLD Group, she studied where AI adoption breaks down inside organizations, and where it works. The findings from RLD Group’s research helped inform a collaboration on the CONVERSATIONS WORTH HAVING®: The Human Accelerator for Artificial Intelligence Quick Start Guide, which is available as a digital download.

Duerre views organizations through what she calls an I–WE–US leadership framework, defined like this:

  • I: individual judgment and accountability

  • WE: workflows and cross-functional coordination

  • US: governance, decision rights and organizational measures

“All three levels are contributing to the breakdown or the alignment, whether people realize it or not,” Duerre says. “AI is amplifying whatever’s already true in your system. The teams that were disconnected before AI showed up are more disconnected now. The ones that talked to each other are moving faster, together.”

If your company is ready to collaborate better with AI tools, Duerre shared the following tips. Take a look.

Form a cross-functional AI committee

Duerre’s background is in HR, and she says most HR leaders assume AI ownership belongs to IT. It doesn’t, at least not exclusively.

“Ownership needs to sit at the system level,” Duerre says. “Each function carries a piece of it, based on what they do, how well they understand that part of the business and how their work depends on everyone else’s. AI is flattening how we work. You can’t just keep it in your own business unit anymore. You have to look all around you.”

For starters, she suggests building a cross-functional AI committee instead of having one department make all the AI decisions. Legal, IT, cybersecurity and HR should be on the committee, Duerre says.

“If you have a C in front of your title, you should be on that committee,” Duerre says. “That’s how I look at it, because it’s a system-level solution.”

During these meetings, Duerre says you’ll find out that some departments are racing ahead with AI and others are holding back.

“Both sides need to name the trade-offs aloud,” Duerre says. “With teams moving too cautiously, you have to talk about the opportunity cost of falling behind. With teams sprinting ahead, you have to ask them what happens if they don’t bring everyone else along with them.”

Figure out how to use AI strategically

Most companies spent the past two years telling employees to use AI with anything, without much strategy behind it. Duerre says that’s starting to catch up with organizations as finance teams scrutinize the cost.

Her rule of thumb: if you can’t articulate the goal and how you’ll measure success, don’t roll it out yet.

“Teams that use AI well have a strategy behind it,” Duerre says. “They’ve kicked the tires on what they’re trying to solve it for. You need to ask yourself, ‘Which business outcome are we trying to improve, and what must be aligned for AI to create measurable value?’”

Here are a few examples of how to use AI strategically:

  • A company could select a workflow that regularly creates delays, redesign it with AI and test the new approach. Then, measure whether it improves time, cost, quality or capacity.

  • Use AI to support early sales outreach and qualification across markets and languages. AI can help a business reach and assess more potential opportunities, while people remain responsible for understanding the customer and building trust.

  • Flag patterns in customer complaints across multiple channels with AI, so leadership can see recurring problems before it shows up in satisfaction scores.

Check-in regularly during an AI rollout

Duerre recommends a minimum weekly check-in during any AI rollout, sometimes daily depending on complexity. But the format matters more than the frequency. Status updates don’t cut it.

“Ask, ‘What are we learning and what are we surprised by?’ That’s a question that helps you with your check-ins, versus, ‘It’s in three products now and we’ve tested six,’” Duerre says. “That doesn't help, because you’re having these meetings to figure out what’s working and why. If you ask more strategic questions, you can move even faster.”

Publish AI guardrails

Employees who don’t know what’s allowed with AI will either freeze or go around the system entirely, Duerre says. She recommends publishing clear, specific guardrails on what’s okay and what’s not. Come up with some real examples, and pair them with an intake process that doesn’t require writing a thesis to get an approval for using it.

"The approval path should be lightweight, not bureaucratic,” Duerre says. “Something like, ‘If you’re going to use AI, here’s the path. And if it needs approval, here’s three or four quick questions for you to answer.’”

Take employee anxiety about AI seriously

“AI is just a tool” is a phrase Duerre hears at nearly every conference she attends, but she doesn’t buy it.

“Saying it’s a tool is underselling what’s happening at companies right now,” Duerre says. “AI is changing how we work. It’s changing how we lead teams.”

Duerre wants leaders to remember that a lot of employees are fearful of AI. Pew Research Center found 52% of U.S. workers are worried about the future impact of AI in the workplace.

Employees who feel AI is being “done to them,” instead of built alongside them are especially anxious, she says.

“Leaders need to recognize that anxiety is contagious,” Duerre says. “As a leader, this is your opportunity to show up as the safe, steady person who is showing what you’re learning with AI. And don’t be afraid to show how you’ve failed using AI, too.”

Duerre asks every executive she works with: “Who am I with AI?” and encourages them to pass this mindset question along to their employees, too.

“AI is now your teammate,” Duerre says. “Phrasing it as, ‘who am I with AI?’ is different than, ‘what’s going to happen to me with AI?’ You really want your team to feel empowered with AI and show them how it can help accelerate their career.”

Put these ideas into action

Rewiring your organization for AI requires more than the right tools. It takes shared language, practical frameworks, and a willingness to keep learning. Here are a few resources to help you take the next step.

  • Enterprise AI Playbook: Practical frameworks and executive discussion questions to help IT, HR, and business leaders align around AI that delivers measurable value.

  • Work-First AI Use Case Assessment: Identify the workflows where AI can have the greatest impact before you invest in new tools.

  • The REWIRED Brief: Get weekly insights, real-world case studies, and practical advice on leading AI transformation.