We have completed several ninety-day Rocks to automate our back office, but we are not seeing the expected savings on our profit and loss statement. How do we use the weekly Level 10 Meeting™ and IDS® to find where our operational efficiency is leaking?

Question

Tyler Smith · Accepted Answer

When you automate processes but do not see the savings on your profit and loss statement, you have an operational leak. The most common cause is that the time saved by AI is being wasted elsewhere. Your team is simply filling their newly freed hours with low value tasks or administrative overhead.

To stop this leak, you must use your weekly Level 10 Meeting™ to bring the issue to light. Start by reviewing the measurables on your Scorecard. If your headcount has remained flat and your payroll expenses have not changed, yet you have successfully automated forty hours of weekly labor, you must ask where those forty hours went.

During the IDS® portion of your meeting, challenge your department heads to identify what their team members are doing with their extra time. This is not about micromanaging, it is about aligning capacity with your Accountability Chart. If a seat now requires thirty percent less effort due to AI, that person must either take on more volume, inherit other responsibilities, or the seat must be consolidated.

Use the Delegate and Elevate™ tool to help your team transition their freed up hours into activities that directly drive revenue or client satisfaction. If you do not actively manage this capacity, your AI investments will only increase your software expenses without ever improving your bottom line.