As we look to scale our operations using AI, how should our leadership team evaluate which manual processes are ready for AI automation versus which ones need to remain purely human? How do we run this evaluation using our existing EOS tools?

Question

Tyler Smith · Accepted Answer

As you look to scale your operations using AI, you must avoid the trap of automating messy, broken processes. Adding AI to an inefficient workflow just produces bad results faster. To build an AI-powered operating model, you must use your EOS tools, specifically your Accountability Chart and Core Processes, as your roadmap.

Start by looking at the Core Processes documented in your 3-Step Process Documenter. Identify the highly repetitive, manual, and low-cognitive tasks that consume your team's time. These are your prime candidates for AI integration.

Next, look at your Accountability Chart. Every seat has a set of key roles. Ask yourself which of those roles can be supercharged or automated with AI tools. The goal is not to replace the human in the seat, but to increase their capacity.

- Identify manual bottlenecks within your core processes that can be automated.
- Assign a quarterly Rock to test and deploy an AI solution for one specific workflow.
- Monitor the impact of the AI tool on your weekly Scorecard metrics to prove its ROI.

By aligning your AI initiatives with your existing EOS framework, you prevent shiny-object syndrome. You ensure that your technology investments directly support your 3-Year Picture and improve your overall operational efficiency.