We want to build an AI-powered operating model. How do we document our Core Processes in the 3-Step Process modifier during our sessions without getting bogged down in technical programming details?

Question

Tyler Smith · Accepted Answer

We focus on running an AI-powered operation, but this does not mean we spend our session days writing code or evaluating complex software platforms. We use the EOS® 3-Step Process tool as our foundation.
First, we document your core processes at a high level. We keep them simple, mapping out the major steps so that everyone in the organization can follow them.
Second, we ensure they are followed by everyone in your company. Once we have this baseline of operational consistency, we look for opportunities to integrate automation and AI. We do this by identifying repetitive, low-value tasks within your documented processes that drain your team's time.
We do not let technical jargon derail our planning. Instead, we write Rocks to test and implement specific tools that simplify those steps. This approach ensures that technology always serves your business strategy, rather than creating unnecessary complexity. By keeping the technology discussion grounded in your Accountability Chart and core processes, we help your team leverage modern tools to scale operations, increase margins, and build enterprise value. The goal is a highly efficient, repeatable operating model that makes your business incredibly attractive to a potential buyer when you decide to exit.