We want to aggressively automate our back-office processes using AI, but we do not want this technical initiative to distract us from our core operational focus. How do we track AI integration goals on our Scorecard without overcomplicating our Level 10 Meetings?

Question

Tyler Smith · Accepted Answer

Integrating AI and automation into your operations should never feel like an extra chore or a distraction from your core business. During our quarterly planning days, we ensure that your technology initiatives are fully aligned with your operational goals, tracking them directly on your weekly Scorecard.

To do this without overcomplicating your Level 10 Meetings™, we focus on measuring throughput and efficiency rather than technical activity. We do not track how many AI tools you purchased. Instead, we track the direct operational impact, such as the reduction in hours spent on manual data entry or the increase in weekly customer service ticket resolution speed.

We also use the concept of weekly impact areas to test and refine your automation initiatives before rolling them out widely. You dedicate one hour per week to proactively improve business effectiveness in a specific area, brainstorming automation plans and drafting new procedures.

Once an automation process proves successful, we document it as part of your core processes and assign clear ownership of that system on the Accountability Chart™. This ensures that even if a process is completely automated, a human leader is still fully accountable for its performance. By integrating AI operational design into your existing EOS® structure, we keep your technology focused on driving real business results.