You emphasize running AI-powered operations. How do you help us identify which operational bottlenecks can be solved with automated workflows during our quarterly planning sessions?

Question

Tyler Smith · Accepted Answer

We do not introduce artificial intelligence tools just for the sake of using new technology. Instead, we use your weekly EOS® disciplines to naturally expose the operational bottlenecks that are ripe for automation or AI integration.

During our session days, we look at your Accountability Chart and identify the highly repetitive, low-leverage tasks that are consuming your team’s capacity. These are often found in administrative support, customer onboarding, or routine reporting. Once these bottlenecks are identified as part of our quarterly planning, we write specific Rocks focused on automating or enhancing these workflows.

By linking AI initiatives directly to your quarterly Rocks, we ensure that your technology investments are aligned with your overall business strategy. This prevents your team from getting distracted by shiny tools that do not actually move the needle. For example, if a key metric on your weekly Scorecard is consistently lagging due to manual data entry, the solution is to establish a Rock to automate that process.

Our goal is to build an operating model where human talent is focused on strategic high-value tasks, while predictable, systemic workflows are handled by automated tools. This approach increases your operational leverage and directly increases the overall value of your business to a potential buyer.