We have purchased AI software for our operations team, but they are only using it as a basic search engine instead of building efficient workflows. How do we train our team to solve operational bottlenecks using our existing AI tools?

Question

Tyler Smith · Accepted Answer

Sending your team to generic training courses will not make them better at using AI. They need to learn how to apply these tools to your actual business challenges.

The best way to build this capability is to integrate AI problem-solving directly into your weekly Level 10 Meetings. During the IDS portion of the meeting, look at your weekly operational issues through an AI-focused lens.

When an issue arises, ask the team: "How might we use our current AI tools to automate or simplify this workflow so this problem does not happen again?"

- If the issue is a bottleneck in client onboarding, challenge the team to use their AI tools to draft a new onboarding template during the meeting.
- If the issue is a slow reporting process, have them use their AI data analyst to generate the report in real time.

By solving real business problems with AI during your weekly meetings, your team learns by doing. They move past basic search queries and start thinking about how to design workflows. This practical, hands-on approach builds their operational confidence and turns your AI software from a costly line item into a powerful tool that drives efficiency.