Rival Insights Report
2026 · 8 MIN READ

The researcher's guide to AI ROI.

AI is already embedded in the daily work of most insights teams. The speed of adoption is striking — but the path to ROI is less straightforward. Five moves that help connect AI use to clearer priorities, better measurement and stronger returns.

The state of AI in insights
62%
of insights teams said most or some of the team was using AI
— MRII, up from 39% in 2024
98%
of market research professionals now use AI tools in their work
— Harris Poll, via VentureBeat
72%
use AI tools daily or more often in their work
— Harris Poll, via VentureBeat
64%
of researchers said the number of AI tools they use grew in the past year
— Rival Technologies study
Chapter 01 · The framework

The AI maturity ladder.

A way to think about progress over time rather than a fixed state of adoption. The point is to build the habits, skills and proof points that help AI deliver value at each step — not a race to the top.

The climb
Click any rung to see detail →
Broader business impact ↑
Start here
01
Rung 1 of 5

Micro-wins

Early wins from everyday tasks.

Where most teams start. Faster summaries, easier survey drafting, quicker internal memos — the small daily tasks that get noticeably easier with AI in the loop.

Looks like
  • Faster summaries
  • Easier survey drafting
  • Quicker internal memos

Widespread usage does not automatically create measurable value. That is why the ladder is useful — it gives teams a way to think about progress from early wins and efficiency gains to stronger quality, better workflow integration and broader business impact.

Chapter 02 · Move 01

Define the outcome before you choose the tool.

Teams often get pulled toward new tools because the features look impressive or the use cases sound broad. A better starting point is to define the result that matters most — whether that is time saved, lower cost, better quality or faster delivery. Once the desired outcome is clear, it becomes easier to evaluate where AI can help and how success should be measured.

5 questions worth answering early

This kind of discipline makes it easier to separate useful experiments from random activity.

?
What business problem are we trying to solve?
?
Where is the biggest drag on time or cost today?
?
What would a meaningful improvement look like?
?
How will we know if the pilot worked?
?
Who owns the result?
Chapter 03 · Move 02

Map AI against the jobs your team already does.

AI becomes far more useful when it is tied to real work, identifying where AI belongs based on “jobs to be done.” Looking at the work this way helps teams avoid vague AI ambitions and focus instead on the workflows that can actually benefit from support.

Useful categories to map
Category 01
Design & setup of research
Survey drafting, audience definition, screener logic.
Category 02
Data processing & synthesis
Coding, summarization, theme finding across responses.
Category 03
Reporting & delivery
Writing reports, building decks, packaging insights.
Category 04
Internal communications
Memos, briefings, status updates across the team.
Category 05
Stakeholder engagement
Tailoring outputs and answering follow-ups for partners.

This is also where teams can identify which workflows offer the greatest opportunity for meaningful gains in efficiency, cost or quality.

Chapter 04 · Move 03

Treat time savings as the entry point, not the end goal.

Time and cost savings are often the easiest returns to spot, which is why they show up early on the ladder. AI can remove some of the mundane, low-judgment work that slows research teams down — report writing, summarizing long text, organizing inputs, packaging insights. Saving time matters, but the larger value comes from what that time makes possible.

Where the time goes
Without AI in the loop
62%
38%
Low-judgment work
Thinking & judgment
With AI in the loop
24%
76%
Low-judgment work
Thinking & judgment
Illustrative · directional split of researcher time across
low-judgment work vs. thinking, framing & influence.
When repetitive work shrinks…

…researchers can spend more energy on:

  • Framing stronger questions
  • Exploring more possible angles
  • Tailoring insights for different stakeholders
  • Building better recommendations
  • Thinking more creatively about what the data means

The value of an insights team still rests on thinking, judgment and influence. AI supports that work best when it creates more room for it.

Chapter 05 · Move 04

Build trust into the workflow before you scale.

A faster workflow does not create value if the output cannot be trusted. Hallucinations, weak sourcing and polished but shallow output can undermine confidence quickly — which is why teams need review habits that hold up under real-world pressure.

Your trust checklist
00/7
Habits in place. Check the ones your team already practices. Progress saves to your browser.
0% COMPLETE

If a team wants to operationalize AI, trust has to be built into the design through review, security and responsible use.

Practical ways to reduce risk
Chapter 06 · Move 05

Build capability in parallel with adoption.

The teams making the most progress with AI are building the skills and habits that let the tools they're adopting produce lasting value. It also requires a mindset shift toward using AI as a copilot, building skills continuously and prioritizing critical thinking — so researchers can spend less time on busywork and more time on high-level strategy.

Skills to build

What capability looks like, in practice.

Prompt crafting
Data literacy
AI tool proficiency
Automation skills
Basic API awareness
Security judgment

A mindset shift toward using AI as a copilot — building skills continuously and prioritizing critical thinking.

Useful ways to build momentum

Six habits that compound.

  1. 1
    Run pilots alongside current workflows
  2. 2
    Compare AI-supported outputs with existing approaches
  3. 3
    Create regular checkpoints to review progress
  4. 4
    Share prompts, templates and examples across the team
  5. 5
    Build internal playbooks around what works
  6. 6
    Give teams time to experiment, learn and refine
Andrew Reid, CEO and Founder of Rival Technologies
Use AI however you want, but every word leaving your inbox, Slack or presentation should still feel authentically yours. If you cannot defend a sentence out loud, you should not send it.
Andrew Reid
CEO & Founder, Rival Technologies
Read on Entrepreneur
Chapter 07 · Conclusion

AI ROI comes from focus more than volume.

For insights teams, the strongest results tend to come from clear use cases, practical measurement and a willingness to build on what works.

Two colleagues discussing insights together at a laptop
See Rival in action

Ready to see what AI-powered conversational research looks like in your workflow?

Book 30 minutes with our team. We'll walk through your use case and where AI can help you move up the ladder.

Rival's AI-powered follow-up questions with thoughtfulness-score display logicRival video insights timeline showing AI-clipped participant responses
Chapter 08 · Apply it

The AI ROI worksheet.

A practical, fillable companion to this report — 12 questions to evaluate any AI use case before you test, adopt or scale it. Download it, share it with your team, and work through it together.

Download the worksheet
PDF · 12 questions
Rival Insights · Worksheet
AI ROI Worksheet
for Insights Teams
01What workflow are we trying to improve?
02Why does this matter?
03What is the goal?
04What is the baseline?
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