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BestPractice.Club

Pattern:

 

AI in planning

You are being asked what you are doing about AI. The hard part is giving an honest answer grounded in evidence rather than vendor claims.

Most AI investment decisions in planning are being made under pressure to act rather than in response to a clearly identified problem. The organisations seeing returns are the ones that started differently.

Description

The pressure is real. Your board has asked what you are doing about AI. Competitors appear to be moving. Vendors are presenting compelling roadmaps. And somewhere underneath all of that noise is a genuine question you have not yet been able to answer cleanly: what would AI actually do for your planning capability, given where you are right now?

The difficulty is not a lack of options. It is that most of the available guidance comes from people with something to sell, calibrated to organisations with data foundations and architectural maturity that bear little resemblance to yours. The result is a landscape where the gap between what AI can theoretically do and what it will realistically deliver in your specific context is large, and almost nobody is being straight with you about it.

The questions that matter at this stage are not about which vendor to choose or which use case to prioritise first. They are about whether your data foundations are good enough to support the investment you are being asked to make, whether the sequencing of capability investment is right for your current maturity, and whether the build versus buy versus wait question has been honestly answered before any commitment is made.

Those questions are not answered well by vendors or by benchmarks drawn from organisations at a very different maturity level. They are answered by practitioners who have navigated comparable decisions in comparable contexts — and by an honest assessment of what your organisation is actually ready to absorb.

What follows draws on BPC's corpus of recorded practitioner conversations at this specific decision stage — what tends to go wrong, what conditions tend to produce better outcomes, and what practitioners who have navigated comparable decisions say they would do differently.

Where teams tend to get stuck

The most consistent pattern is starting from the wrong question. Organisations are being asked what they are doing with AI — a supply-side question — rather than which specific decisions would genuinely be better if AI were applied to them — a demand-side question. The first question produces projects that are defensible in a board presentation but hard to justify once the initial enthusiasm settles. The second produces a shorter list of initiatives with a clearer path from experiment to embedded operation.

A related pattern is the pilot that does not reach production. The gap between a working experiment and a justifiable investment at scale turns out to involve considerably more infrastructure than the initial pilot suggests — including how decisions get executed back into the systems that run the operation day to day. That infrastructure is consistently underestimated in early pilots, and its absence is one of the main reasons promising experiments do not reach production.

Data readiness is also consistently underestimated. Not in the sense that organisations lack data, but in the sense that data exists somewhere without being available in usable form at the moment of decision. The distinction between existence and usability is where assumptions most often break down, and it is rarely visible until something external forces it into view.

What tends to help

The organisations seeing returns on AI investment in planning share a common characteristic: they identified a genuine operational problem first and worked back to whether AI could address it, rather than arriving with an AI tool and searching for problems that fit. That sequencing is straightforward to describe and surprisingly rare in practice.

What also tends to help is being honest about where AI is and is not currently well suited to the problem. Clean feedback loops, high data volumes, and bounded decisions are the conditions under which AI generates reliable returns in planning. Long horizons, sparse data, and judgment-intensive exceptions are the conditions under which human expertise still carries more weight. Knowing which conditions apply to the specific use case in question is more valuable than any vendor benchmark or analyst ranking.

On the data foundations question specifically: the inventory reduction argument tends to land better with finance than the time-saving or error-reduction argument, because it shows up on the balance sheet. For organisations struggling to get data governance funded on operational efficiency grounds, the working capital angle is often a more viable route into the same investment.

Related to this Pattern on this page

Perspectives Articles

From Use Case to Value: Where Should You Start with AI in Your Supply Chain?

Most supply chain functions have AI ambitions. Far fewer have a reliable method for identifying which ones are worth pursuing — or a business case that will get the foundational work funded.
May 15, 2026

What Has to Be True Before Your AI Investment Is Worth Making?

Most supply chain AI initiatives are launched under pressure to act rather than in response to a clearly identified problem. A BPC discussion hosted by Infor's Andrew Dalziel surfaces the disconnect — and what separates organisations seeing returns from those stuck in pilot purgatory.
April 22, 2026

What Does “Data Ready” Actually Mean?

Insights from a discussion hosted by Andy Devlin on how to test assumptions about data readiness in supply chain AI initiatives, focusing on use-case sufficiency and sequencing.
February 13, 2026

When Supply Chain Leaders Become Accountable for Data They Don’t Control

Insights from a practitioner discussion hosted by Andy Devlin on how supply chain leaders can align digital accountability with dispersed data ownership when shaping AI and automation initiatives.
February 13, 2026

Why Data Foundations Decide Whether Supply Chain Change Ever Gets Off the Ground

You may feel ready to invest in new supply chain technology, but progress often stalls much earlier — when data foundations are not aligned to real decision needs. Drawing on large-scale operational experience, Andy Devlin explains why decision-led data foundations matter, how to avoid “boiling the ocean,” and where to focus first to enable scalable change.
January 27, 2026

Online Sessions

AI in Planning: How Do You Know What to Invest in First, and When?

Timing: Wed 17 Jun · 15:00 BST · 60 minutes

Focus: Supply chain and planning leaders examining how to sequence AI investment in planning against their actual current position rather than an idealised future state.

Format: Consultant-supported discussion session grounded in practitioner experience

In-Person Meetings

Plenary / Contextual Enabler Sessions

How AI is changing the build versus buy trade-off

AI tooling is lowering the barrier to building internally and changing the architecture direction question before any vendor enters the room. This session examines what that shift means in practice for a mid-market supply chain function.

TBC
 · 
Central London, UK
 · 
Autumn 2026 Meeting

Operating model and partner ecosystem: the strategic context for capability investment

Examines the strategic context that should sit upstream of any capability investment, including operating model design, partner ecosystem constraints, and the shift toward AI-enabled best-of-breed components.

09.00 – 09.50
 · 
Central London, UK
 · 
Autumn 2026 Meeting

Capability-focused Roundtable Discussions

AI in planning: how to sequence investment against your actual current position

  • How to think about AI investment in planning as a sequence of bets rather than a single capability decision
  • Which AI capabilities in planning tend to deliver early value and what conditions make that possible
  • The difference between an AI investment that creates optionality for the next stage and one that creates a dependency or dead end
  • How to evaluate AI options honestly against current data foundations, process maturity and organisational capacity
  • What good sequencing looks like across different starting points: ERP-heavy, data-light, process-fragmented
November 12, 2026
 · 
Central London, UK
 · 
Autumn 2026 Meeting