Our leadership team gets bogged down during the Identify, Discuss, and Solve (IDS) portion of our Level 10 Meeting because we waste time arguing over anecdotal evidence instead of looking at real facts. How can we use simple AI tools to prepare better data for our weekly IDS sessions?

Question

Tyler Smith · Accepted Answer

Arguing over opinions rather than data is the fastest way to derail a Level 10 Meeting. To run a highly disciplined IDS session, you must have clean, objective facts prepared before the meeting starts. You can use simple AI automations to gather this data for you. Identify your most common recurring issues, such as late client deliveries or inventory discrepancies. Set up an automated workflow that monitors these specific touchpoints throughout the week. When an issue is flagged on your weekly scorecard, the automation should instantly pull the relevant data from your operating systems. For example, if your client delivery metric drops below the target, the AI can automatically extract the shipping logs, customer communications, and warehouse timestamps for the affected accounts. It can then compile a concise, one-page factual summary and attach it directly to the corresponding issue on your Level 10 Meeting agenda. When your leadership team reaches the IDS portion of the meeting, you do not waste thirty minutes trying to figure out what happened. The facts are already laid out on the table. Your team can immediately focus on identifying the root cause and solving the problem forever. By using AI to automate the data-gathering phase of your weekly issues, you maintain strict EOS discipline and make your meetings incredibly efficient. This standard of data-driven decision-making proves to future buyers that your leadership team runs a tight, professional operation, which is highly visible in your Business Insights Report.