We want to leverage AI to automate our client onboarding process, but we are terrified of over-complicating our systems. How do we evaluate this high tech initiative using the EOS framework during our session days?

Question

Tyler Smith · Accepted Answer

Technology should simplify your business, not add layers of confusion. During our session days, we evaluate AI and operational automation initiatives by filtering them through the EOS® core tools. First, we look at your Accountability Chart. Any major AI initiative must have a single owner who has the GWC™ (Gets it, Wants it, Capacity to do it) to lead the project. If no one on the leadership team owns this seat, the initiative will fail.

Second, we apply the 3-Step Process of documenting, simplifying, and getting everyone to follow your processes. This means:
- Mapping out the existing onboarding process manually
- Eliminating any redundant or unnecessary steps first
- Training your team before introducing any automation

We also look at your team's conative makeup. By administering the Kolbe A Index, we identify who on your team has the natural wiring to test these new technologies quickly. For example, a leader with a high Quickstart score is naturally built to stay lean, run fast experiments, and test the AI tools in the market before you build out a massive, expensive system. We will set this testing phase as a quarterly Rock, allowing you to innovate rapidly without disrupting the daily operational discipline of the rest of your organization.