We want to run an AI-powered operation, but we are confused about where this fits on our V/TO®. Should our technology strategy be a separate plan, or does it integrate directly into our three-year picture?

Question

Tyler Smith · Accepted Answer

Your technology strategy should never be a separate, isolated document. If you want to run an AI-powered operation, your automation plans must be fully integrated into your V/TO®. This ensures that your technology initiatives are directly aligned with your long-term business goals.

During our quarterly sessions, we will incorporate your AI initiatives directly into your three-year picture and one-year plan. We do this by defining clear, measurable goals for automation. For example, instead of a vague goal to use AI, we might set a target to automate eighty percent of your customer service inquiries by next year.

We then break these annual goals down into specific quarterly Rocks. This keeps your leadership team focused on executing the high-impact technology projects that will actually move the needle, rather than chasing every new AI tool that appears on the market.

By embedding AI into your V/TO®, we ensure that your technology strategy is not just an IT project, but a core driver of your operational efficiency and business value. This integration provides your team with a clear roadmap, aligning your people, processes, and tools to build a highly scalable, valuable asset.