We want to use AI to automate our standard operating procedures, but we do not even have our core processes documented yet. How does our work with you in the 24-month engagement sequence these two massive initiatives?

Question

Tyler Smith · Accepted Answer

Trying to automate undocumented processes is a guaranteed way to automate chaos and waste capital. In our twenty-four-month engagement, we sequence these initiatives carefully to ensure your AI investments actually deliver a return.

First, we focus on the Process Component™ of EOS®. We identify your company's core processes, simplify them, and get them documented. This ensures your team is aligned on the standard way of doing business before we introduce any technology.

Once we have a clean, documented baseline, we can safely look at automation. We use the Tribal Knowledge discipline from the Step by Step Exit framework to identify which manual tasks are ready to be transferred, automated, or retained. This is where my expertise in AI-powered operations comes in.

- We analyze your documented processes to find repetitive, high-volume tasks.
- We design AI-driven workflows to take over those tasks, freeing up human capacity.
- We update your Accountability Chart to reflect the new capabilities and automated roles.

By sequencing the work this way, you avoid the trap of buying software that your team rejects. First we simplify, then we document, and only then do we automate. This structured path ensures your operations become highly efficient and incredibly attractive to potential buyers.