INBOX INSIGHTS: Activity is Not Performance, Enterprise AI Part 7 (2026-07-01) :: View in browser
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Activity Is Not Performance
If your CFO can’t see your AI work in a number she already cares about, you don’t have Performance.
Your AI dashboard isn’t lying; it just isn’t measuring what your CFO is going to ask about.
I say that to leaders who are getting ready for a board update, or a budget review, or a strategic planning conversation, and who have just realized the dashboard they’ve been pointing at all year doesn’t actually answer any of the questions they’re about to be asked.
Here’s what AI dashboards measure. License utilization. Prompt count. Active users. Self-reported “hours saved.” A chart that goes up and to the right. A sentiment score, sometimes. Always a number that sounds like progress.
Here’s what your business measures. Revenue. Retention. Customer acquisition cost. Cycle time. Sales conversion. Ticket resolution time. The metrics your CFO already sees on a report and already cares about.
Those two lists don’t overlap.
So here’s what happens in the budget review. You walk in with the dashboard. The dashboard says adoption is up 40%. Prompts are up 60%. Users say they’re saving an average of 5.2 hours a week. Your CFO listens politely. Then she asks, “what did that buy us?” And you don’t have an answer, because nothing on the dashboard connects to anything on her report.
That’s the whole problem.
Use isn’t Performance. Activity isn’t Performance. License utilization definitely isn’t Performance. Performance is when a number the business already tracks gets better because you applied AI to a workflow that influences that number. Anything else is theater.
The “hours saved” trap is the worst of the bunch, so let’s name it directly. Hours saved is self-reported. People optimistically estimate. There’s no audit trail. Even if you believed every minute of every reported hour, those hours don’t show up in payroll, in project budgets, in capacity planning, or in any KPI your CFO recognizes. “We saved 4,300 hours last quarter” sounds great. It is also, in business terms, an unverifiable claim made by the people whose budget depends on you believing it. (I’m not saying don’t ask. I’m saying don’t bank on it.)
The leaders pointing at these dashboards aren’t being dishonest. The dashboard came with the vendor. The IT team installed it. The activity numbers went up because the company kept deploying seats. Everybody agreed the line was going in the right direction. Nobody asked whether the thing being measured was the thing that mattered. Now somebody is asking.
The framework, applied to Performance
Here’s the thing. The 5P Framework by Trust Insights™ keeps doing the work, one trap at a time.
Purpose, People, Process, Platform, Performance. The Pilot Purgatory piece named Platform as the commitment-avoidance trap. The Before You Scale piece named skipping over People. The Stop Restarting piece named letting Platform set the pace. The Later Never Comes piece named the trap of letting Process and People decay. The Activity Is Not Adoption piece named the upstream Process trap. Not building a workflow in the first place.
This piece names Performance. Specifically, the trap of measuring Platform activity and calling it Performance. They aren’t the same P. They aren’t even adjacent on the framework. Platform is the tool. Performance is the outcome. The dashboard the vendor gave you is Platform telemetry wearing Performance’s name tag.
Real Performance is whether a number the business already tracks moved. That’s it. If you can’t draw a line from your AI work to a metric the business already cares about, you don’t have Performance. You have Platform analytics.
Why this is worse right now than ever
Two reasons.
First, AI line items are getting big. Big enough that they show up on the CFO’s desk every quarter. Budget reviews that used to ignore the AI tooling spend don’t ignore it anymore. The bigger the line item, the harder the question gets. And the harder the question gets, the less the dashboard answers it.
Second, the AI spend is visible across the org. Other budgets are getting cut to fund AI tooling. Other teams are watching. Anybody whose budget is shrinking to make room for AI is going to want to see what AI is producing in a metric they understand. “Prompts per user is up 18%” isn’t a sentence that defends an AI budget against a hiring freeze.
I’ve rolled out the wrong dashboard three times
When I was a PM (a million years ago, before any of this AI work), I got handed a project that should sound familiar. Roll out MS Project and SharePoint to the org. The goal, as written down, was to make it “easier” to track hours across teams and make projects more efficient through transparency. The dashboard equivalent, the thing leadership was going to be staring at, was the overall project budget burndown in MS Project.
So I rolled it out. Then I rolled it out again, because the first time didn’t take. Then I rolled it out a third time, because the second time didn’t take either.
Here’s what leadership didn’t do, which I didn’t fully understand at the time. Nobody got trained on the tools. Nobody acknowledged that different departments tracked hours in different ways. Nobody made sure the hourly rates plugged into the calculations were accurate. And nobody told the teams why they were doing this in the first place. “Because I was told to” was the entire story I had to give them.
The efficiencies never materialized. The cost savings never materialized. The dashboard was technically there. The burndown was visible. The data was flowing. It was also meaningless, because the inputs feeding it were noise. Different teams tracking hours their own ways. Wrong rates. No shared definition of “done.” Nobody bought into what we were trying to do.
If I’d known then what I know now, I would’ve stopped after the first failed rollout and said this isn’t a tool problem. This is a Purpose problem. We never told anyone what we were actually trying to accomplish in language that mattered to the teams using it. And without that, no dashboard, even a perfectly built one, was going to save us.
The same trap is playing out right now with AI dashboards, for the same reason. The vendor sold a beautiful chart. Nobody upstream did the Purpose, People, or Process work. And the chart is technically there. It’s also meaningless.
Your next move
This week. Same shape as the others.
Pick one AI workflow that connects to an outcome your business already measures. Sales cycle time. Content production speed. Ticket resolution time. Lead-to-close conversion. RFP response time. Pick something the business already tracks on a regular cadence, that already has a baseline somewhere on a dashboard your CFO recognizes.
Baseline the metric. If AI is already in the workflow, you can usually reconstruct a clean pre-AI baseline from historical data, or pull a non-AI control team for comparison. Write the baseline down. Date it. Put it somewhere you can find it again.
Apply AI deliberately, with a scope and a date range. Six weeks, eight weeks. Same workflow, same team, same definition of “done.”
Measure the same metric at the end. If it moved, you have a Performance case. Walk into the next budget review with one slide that shows the metric before and after, and the methodology in two sentences. That’s the conversation your CFO has been waiting for you to have.
If the metric didn’t move, you have a different kind of case. Either AI wasn’t the right tool for that workflow, or the workflow wasn’t the right place to apply AI. Both are useful answers. Both are forward motion. Neither shows up on a Platform activity dashboard.
The moral of the story
I’ll keep saying this one too. The dashboard you’ve been pointing at isn’t lying about what it’s measuring. It’s just measuring the wrong thing. You can fix that in a quarter.
One more thing, since this is the last piece in the series.
We’ve spent five weeks (six counting the detour) naming traps across the 5P framework. Platform got named twice. People got named twice. Process got named twice. Performance just got named. Notice the one P we never named as a trap.
Purpose.
That’s not an accident. Purpose is the trap that makes every other trap possible.
Remember the MS Project rollout I told you about? Three attempts, no efficiencies, no cost savings. One reason underneath all the others. Nobody named the Purpose. Once that’s missing, nothing downstream can save you. Not the training. Not the standardization. Not the prettiest dashboard you can find.
The same is true of every trap in this series. Committing to the wrong P. Skipping the right one. Letting one set the pace. Letting two decay. Measuring Activity instead of Outcome. All of them collapse into one root cause when Purpose isn’t there. Same root.
So if you’ve been reading this series and your AI program still isn’t shipping, the answer is probably upstream of all of it. You don’t yet know what you’re actually trying to accomplish.
Start there. The other four Ps line up behind it.
Pick the metric. Baseline it. Measure what moved.
Which metric are you going to baseline this week?
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In this episode of In-Ear Insights, the Trust Insights podcast, Katie and Chris discuss the emerging phenomenon of AI psychosis. You’ll discover how interacting with large language models can impact your mental health and perception of reality. You’ll learn to identify the five specific themes of AI-driven delusions that affect users today. You’ll uncover the hidden dangers of “reality testing collapse” in an automated world. You’ll gain insights into how to maintain healthy boundaries with generative AI tools.
Watch/listen to this episode of In-Ear Insights here »
Last time on So What? The Marketing Analytics and Insights Livestream, we examined AI uses for job descriptions. Catch the episode replay here!
This week on So What? we’ll be digging into AI visibility measurement. Are you following our YouTube channel? If not, click/tap here to follow us!

Here’s some of our content from recent days that you might have missed. If you read something and enjoy it, please share it with a friend or colleague!
- So What? Top 5 Use Cases of Job Descriptions for Business Intelligence
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- INBOX INSIGHTS: Activity is Not Adoption, Enterprise AI Part 6 (2026-06-24)
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In this week’s Data Diaries, we close the series at the vendor contract. Last week’s inference-hub thesis pivots from infrastructure to operations, where vendor selection and exit strategy share the same file.
AI is just another contractor — a contractor that is not human, that is gullible, and that is extremely fast. Frame the vendor due diligence question that way and the answer clarifies: how do you control a workforce of these contractors before you sign? The Open Worldwide Application Security Project (OWASP) LLM Top 10 (2025) and the OWASP Agentic AI Top 10 (2026) name what your contractor faces every shift — prompt injection, sensitive-information disclosure, memory poisoning. Anthropic disclosed the GTG-1002 campaign on November 14, 2025, documenting AI agents executing 80-90% of the work in a real intrusion — proof that someone can weaponize this contractor at scale.
ISO/IEC 42001:2023 sits on top as the audited management standard; early holders include Microsoft, Cornerstone Galaxy, and Miro. You want the Swiss cheese model — physical, architectural, legal, and network layers stacked so the holes never line up. No single control catches everything, and the gaps in one layer must land where the next layer holds.
Skip the legal review on your service-level agreements and you forfeit contractual remedy when prompts leak into a vendor’s training corpus. Skip the architectural layer — model router, guard model, sane defaults — and your employees route confidential documents to whichever model they prefer that day. Skip the network layer and exfiltration goes unnoticed until a customer reads your IP back in someone else’s product. The Bartz precedent named the cost of getting this wrong, and EU AI Act Article 53 with DSM Directive Article 4 now compel general-purpose AI providers to publish training-data summaries and honor rightholder opt-outs; your due diligence checklist must verify both before signature.
Start discovery this Tuesday. Pull last month’s corporate Amex statements, strike every charge already covered by an SLA, and dig into what’s left — that residue is your shadow-AI inventory. If you carry an enterprise Copilot license and your firewall shows steady traffic to gemini.google.com or claude.ai, your contractor went rogue. Partner with IT, audit by workstation, and treat the find as the security event it is.
Then build the Plan B before you sign the renewal. Run purely on cloud inference and the vendor owns your exit; when they raise prices from five dollars per million tokens to fifteen, you pay. Stand up an inference hub under your control on Article 6’s logic, run mid-size open models with guard models and read-only access to internal resources, and the next price hike becomes “good luck to you.” The strongest vendor control is not needing the vendor.
Run every active AI vendor against five questions before contract:
- ISO/IEC 42001:2023 certification status and scope.
- SOC 2 Type II controls weighted against the NIST AI RMF and MITRE ATLAS Secure AI v2.
- Training-data provenance and rightholder opt-out per EU AI Act Article 53 / DSM Directive Article 4.
- Data and model residency under your jurisdiction’s regulated-sector rules.
- Exit ramp: contractual data return plus portability of fine-tuned model artifacts.
Run the checklist enterprise-wide this week, pair it with the Amex audit, and pilot an inference hub by quarter-end. Mid-market readers, run the five questions on your top three vendors and rewrite the SLA boilerplate before renewal. SMB and agency readers, productize the checklist as a service line — enterprise buyers will pay you to do it.
Across seven weeks we covered measurement discipline, governance, data boundaries, privacy, workforce, infrastructure, and vendor controls. The 6% pull away because they apply discipline; the rest run pilots and wait. Pick one move from each article, put them on the next AI Council agenda, and name an owner by Friday.

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Almost every AI course is the same, conceptually. They show you how to prompt, how to set things up – the cooking equivalents of how to use a blender or how to cook a dish. These are foundation skills, and while they’re good and important, you know what’s missing from all of them? How to run a restaurant successfully. That’s the big miss. We’re so focused on the how that we completely lose sight of the why and the what.
This is why our capstone course, the AI-Ready Strategist, is different. It’s not a collection of prompting techniques or a set of recipes; it’s about why we do things with AI. AI strategy has nothing to do with prompting or the shiny object of the day — it has everything to do with extracting value from AI and avoiding preventable disasters. This course is for everyone in a decision-making capacity because it answers the questions almost every AI hype artist ignores: Why are you even considering AI in the first place? What will you do with it? If your AI strategy is the equivalent of obsessing over blenders while your steakhouse goes out of business, this is the course to get you back on course.
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Here’s a roundup of who’s hiring, based on positions shared in the Analytics for Marketers Slack group and other communities.
- Associate Director, Paid Search at Zeta Global
- Associate Director, Public Relations at Brilliant Earth
- Chief Marketing Officer at 360 ONE Capital
- Chief Marketing Officer at Sahil Medicare Systems
- Director Of Marketing at Zipliens
- Director, Brand Marketing at Dodge Construction Network
- Director, Experience Strategy (Pharma Ad Agency Required) at EVERSANA INTOUCH
- Director, Marketing at Velsera
- Head Of Acquisition Marketing at Happy Money
- Senior Director, Growth Marketing at Outreach
- Senior Qualitative Insight Director at Brado
- Vice President Of Marketing at Suitable.co

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Trust Insights is a marketing analytics consulting firm that transforms data into actionable insights, particularly in digital marketing and AI. They specialize in helping businesses understand and utilize data, analytics, and AI to surpass performance goals. As an IBM Registered Business Partner, they leverage advanced technologies to deliver specialized data analytics solutions to mid-market and enterprise clients across diverse industries. Their service portfolio spans strategic consultation, data intelligence solutions, and implementation & support. Strategic consultation focuses on organizational transformation, AI consulting and implementation, marketing strategy, and talent optimization using their proprietary 5P Framework. Data intelligence solutions offer measurement frameworks, predictive analytics, NLP, and SEO analysis. Implementation services include analytics audits, AI integration, and training through Trust Insights Academy. Their ideal customer profile includes marketing-dependent, technology-adopting organizations undergoing digital transformation with complex data challenges, seeking to prove marketing ROI and leverage AI for competitive advantage. Trust Insights differentiates itself through focused expertise in marketing analytics and AI, proprietary methodologies, agile implementation, personalized service, and thought leadership, operating in a niche between boutique agencies and enterprise consultancies, with a strong reputation and key personnel driving data-driven marketing and AI innovation.
