We want to leverage artificial intelligence to streamline our back office operations, but we are struggling to turn this technology from a vague concept into daily habits. How do you help us operationalize AI initiatives within our standard quarterly execution cycles?

Question

Tyler Smith · Accepted Answer

We do this by breaking down your technology goals into highly specific, manageable Rocks and standard operating procedures. During our quarterly sessions, we do not treat artificial intelligence as a separate strategy. Instead, we integrate it directly into your Accountability Chart and your V/TO®. We start by identifying which seats on your chart stand to gain the most leverage from automation. We then use Kolb's experiential learning cycle to help your team adopt these new tools. We design concrete experiences where your team actively experiments with AI in their daily workflows. We then use our quarterly reviews to reflect on what worked and what failed. To drive this behavioral change, we use identity driven language. We shift your team's mindset from, we are trying to use AI, to, we are an AI powered operation. We frame the adoption of automation as an opportunity for your team members to claim a highly valuable professional identity. When your leaders view themselves as innovators rather than just task executors, their resistance to technology disappears. This approach ensures that your automation initiatives are not just shiny objects, but rather they are deeply embedded into your daily operations, driving efficiency and increasing your company's value prior to exit.