The middle market AI playbook

Capitalize on AI’s potential to elevate efficiency, insight and productivity

February 10, 2026

Key takeaways

AI is rapidly transforming key operations in all industries, creating new avenues for growth.

There is no single strategy for AI success—several factors combine to drive AI value.

Thoughtful planning is important for readiness, governance and alignment with business goals. 

Artificial intelligence tools and solutions have quickly become essential for sustainability and growth in the middle market, driving opportunities to enhance innovation and build a competitive advantage. While AI is now a critical element of business success, there is no one-size-fits-all approach to optimize value from the technology. Instead, effective AI strategies require a combination of several factors, including confirming data readiness, establishing responsible governance, identifying compelling use cases and leveraging the right skills and experience.

Companies recognize that AI is not a fad, and it's not a trend. Artificial intelligence is here, and it's going to change the way everyone operates, the way things work in the world. Companies don’t want to be left behind.
Joseph Fontanazza, Risk Consulting AI Governance Leader, RSM US LLP

Why organizations need an AI playbook

Before putting an AI approach into practice, your organization must understand what is possible with emerging solutions and how to align technology to your business processes and goals. RSM’s middle market AI playbook provides critical insights into AI planning and how to deploy an effective AI strategy, including details on:

The growing influence of AI in the middle market

The AI value proposition

The growing influence of AI in the middle market

AI implementation and integration

Taking advantage of AI managed services

Getting the right help on your AI journey

AI has undeniable potential to transform key business processes and help your company work faster and smarter. But without thoughtful planning, capturing the expected value from AI investments is not a given. Choosing the right focus areas, AI tools and implementation plan is critical for success.

The AI market is moving rapidly, and keeping up with new AI applications and strategies is important to realize game-changing results in overall efficiency, productivity and insight. Read our guide to learn more.

Frequently asked questions (FAQs)

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