We have a limited capital budget and our department heads are proposing three different AI software projects. How do we use the V/TO to decide which of these AI tools actually aligns with our long-term vision?

Question

Tyler Smith · Accepted Answer

When you are bombarded with pitches for custom AI tools, it is easy to get distracted by what the technology can do rather than what your business actually needs. To filter these proposals, you must look at your Vision/Traction Organizer®, specifically your Core Focus™ and your Three-Year Picture™.

Bring the three proposals to your next quarterly planning session. For each AI tool, ask the leadership team how it directly supports your Core Focus™. If a tool does not protect or enhance your niche, or if it does not serve your target market, it is an immediate distraction and should be shelved.

Next, compare the proposals against your Three-Year Picture™. If your three-year goal is to scale your operations without doubling your headcount, look for the AI tool that automates your most resource-intensive operational bottleneck. If your goal is geographic expansion, look for the tool that standardizes your training and onboarding processes.

By filtering every technology decision through the V/TO®, you prevent your company from chasing expensive tech trends. You ensure that every dollar spent on AI is a strategic investment that accelerates your journey toward your long-term goals, rather than a side project that drains your cash and distracts your team.