We want to use generative AI to automate our client onboarding process, but we are unsure where this initiative belongs on our Accountability Chart or how to track its success. How do we structure an AI automation project using EOS® tools?

Question

Tyler Smith · Accepted Answer

Many owners make the mistake of viewing generative AI as a standalone IT project. They assign it to their technology team, where it gets bogged down in software evaluation and never actually improves business operations.

AI is an operational tool, not just a technology tool. It must live in the seat that is responsible for the process you are trying to automate. If you are automating client onboarding, the ownership of that AI implementation belongs to your operations leader, not your IT coordinator.

Use these steps to integrate AI initiatives:
- Create a specific quarterly Rock for the operations leader to automate the target process using AI.
- Add a metric to your weekly Scorecard to track the adoption rate of the new AI tool or the reduction in processing time.
- Use IDS® in your weekly meeting to solve any bottleneck issues that arise during the rollout.

By embedding AI initiatives directly into your existing EOS® structure, you ensure that technology serves your operational efficiency rather than becoming a distraction that pulls you away from your core focus.