AI in Workplace Collaboration: How Healthcare Organizations Address Security and Compliance Needs

Author: Irwin Lazar, President and Principal Analyst

Healthcare organizations represent 11% of the 759 companies that participated in Metrigy’s global AI in Workplace Collaboration: 2026-27 study. While many of the broad trends shaping artificial intelligence (AI) adoption in workplace collaboration (WC) tools apply across industries, healthcare organizations show meaningful differences in investment priorities, use case focus, compliance posture, and security strategy compared to the overall research population.

This report examines those differences across five dimensions:

• AI strategy and budget
• Use case and goal prioritization
• Custom agent deployment
• Security and compliance program maturity
• Meeting data governance

The analysis draws on Metrigy’s full dataset of 759 organizations and the healthcare vertical cut representing 83 organizations across healthcare facilities, providers, and manufacturers (including pharmaceuticals).

Table of Contents

• Executive Summary
• AI Strategy Prefers WC Tools
• Budget: Healthcare Firms Slower to Increase Spend
• Three Metrics Driving Healthcare AI in WC Goals
• Healthcare AI Use Cases
• Custom Agents and Workflow Studios Automating Operations
• Security and Compliance Strategy: Healthcare Slightly Ahead
  • Security Plan Components: Specialty Tools and Data Sovereignty
  • Data Compliance Applying to Meeting Assets Ahead
• Key Takeaways and Recommendations
• Working With Metrigy