Achieving AI in Workplace Collaboration Success

Author: Irwin Lazar, President and Principal Analyst

Leveraging built-in tools, governance, and knowledge sharing are keys

Achieving success with the use of artificial intelligence (AI) in workplace collaboration (WC) applications remains elusive for many organizations. Metrigy’s AI in Workplace Collaboration: 2026-26 global research study with 759 companies found that those that have measurable success, defined as achieving above-average cost reductions, sales improvement, and employee efficiency gains from their use of AI for WC, have several approaches in common. These include:

• Leveraging AI tools available directly within collaboration applications
• Providing tools for custom agent creation
• Creating communities and training to increase AI literacy
• Proactive governance

Organizations that adopt these strategies are already seeing increased success compared to peers that lag.

Table of Contents

• Executive Summary
• AI Tool Choice: Native or Frontier Models?
• Achieving AI in Workplace Collaboration ROI
• Riding the Agentic Wave
• Sharing Best Practices and Encouraging AI Adoption
• Implementing Proactive Governance
• Conclusions and Recommendations
• Working With Metrigy