How do we use our EOS® Core Processes to identify which specific operational bottlenecks are ready to be solved with AI versus those that require human touch?

Question

Tyler Smith · Accepted Answer

To scale safely with AI, you must first document your Core Processes using the EOS® Process Component™ before you attempt to automate them. Trying to automate a broken or undocumented process with AI will only allow you to make mistakes faster and at a larger scale.

Start by listing your handful of Core Processes, such as your HR process, marketing process, sales process, and operations process. Document each process at a high level, capturing the major steps. This is the 20/80 connection where you document the twenty percent of the steps that produce eighty percent of the results.

Once documented, review each step with your leadership team and ask where the human bottlenecks are. Look for repetitive, manual tasks like data entry, meeting scheduling, or draft generation. These are your prime candidates for AI automation.

Conversely, identify the steps that require high-value human interaction, empathy, or strategic judgment. Keep these steps strictly human-led. By using this framework, you create a clear roadmap for AI integration that enhances your operational capacity without sacrificing the quality or culture of your business. This disciplined approach builds a highly scalable, valuable business ready for a clean exit.