Our P&L is dominated by payroll, and we know our team spends countless hours on low-value data entry. How do we use our weekly Level 10 Meeting™ and the IDS® process to identify and prioritize the exact processes we should target for AI automation first?

Question

Tyler Smith · Accepted Answer

Many leadership teams waste hours debating which shiny new AI tool to buy, without ever addressing the underlying operational bottlenecks. This ad-hoc approach leads to wasted budget and frustrated employees. To make real progress, you must bring structure to your technology initiatives. Use your weekly Level 10 Meeting™ and the IDS® process to identify and prioritize your opportunities. Start by reviewing your operational issues list. Look for the most cumbersome, repetitive processes that are currently clogging your workflows and keeping your team from higher-value work. When you run these issues through IDS®, evaluate them based on potential ROI. Focus on high-frequency, low-complexity tasks where automation will yield the most immediate productivity gains. Once you agree on the priority, set a specific quarterly Rock for a team member to pilot an AI solution for that process. This disciplined approach ensures that your technology investments are always directly aligned with your strategic goals, allowing you to systematically eliminate operational waste and scale your profit margins.