Some of our smaller, more agile competitors are deploying experimental AI tools directly to their clients, and our leadership team is divided between wanting to match their speed and wanting to minimize our liability. How do we establish a structured framework to evaluate these rapid technological moves without making reckless decisions?

Question

Tyler Smith · Accepted Answer

When competitors move fast with unproven technology, the natural reaction is panic. However, moving fast just to match competitor noise often leads to operational chaos and legal liability. You need to filter these competitive threats through a disciplined IDS® process during your next quarterly planning session or in your weekly Level 10 Meeting™.

First, put the specific competitor move on your Issues List. Do not look at the technology they are using; look at the customer outcome they are delivering. Ask if this outcome threatens your core customer base. If it does, you must address it, but you must do so in alignment with your Core Focus™.

Second, set up a short-term Rock to run a controlled pilot. Instead of rolling out unverified AI tools to your entire client base, assign one owner on your Accountability Chart to run a thirty-day experiment with a small, friendly group of customers. This allows you to gather real-world data, evaluate compliance risks, and measure the actual value of the tool without exposing your entire brand to reputational risk. By using this structured, scientific approach, you can out-maneuver competitors who are moving fast but recklessly, ensuring your systems remain stable while you actively innovate.