7 AI Strategies Consultants Use to Reshape Their Client’s Business.

AI is becoming an exciting tool for businesses, helping teams work smarter, make better decisions, and stay competitive. It’s not about replacing human talent—it’s more like having a co-pilot who boosts the way companies operate and collaborate. Once a tool reserved for tech giants, AI is now opening doors for businesses of all sizes, offering ways to improve efficiency and profitability.

But here’s the big question: Will business leaders embrace AI or risk falling behind? Those who harness its potential can automate routine tasks, streamline processes, and uncover valuable insights. You don’t have to be an AI expert to get started; you just need to know where it can make the biggest impact for your business. Here are key considerations on how AI can amplify execution, operations and strategies: 


1. Streamline Meeting Preparation

I read a report that stated most business owners, and their teams spend one third of their week in meetings!  Time is one of the most valuable resources for CEOs and business owners, yet a significant portion is often consumed in draining meetings. AI is transforming how leaders prepare for and navigate these discussions by streamlining meeting preparation processes. Imagine having AI tools that automatically summarize open issues, ongoing projects, or pending decisions, presenting a clear snapshot of what needs attention. This eliminates hours spent combing through reports and updates, allowing management teams to walk into meetings armed with precise and actionable information.  Additionally, AI can flag priority topics or overdue items, ensuring that the most pressing matters take center stage.

 
2. Turn Operational Metrics and Trends into Business Intelligence

Imagine every Monday morning, instead of sifting through endless spreadsheets and reports, your AI system provides you with a crisp, clear report of your business’s operational health. It identifies trends in your weekly metrics, flags bottlenecks that could disrupt workflow, and highlights leading indicators of potential growth opportunities. For instance, AI might correlate performance data with activity metrics, showing how a specific department’s workload is impacting delivery times.  It can generate plain-language summaries of your KPIs, ensuring every team member is aligned without needing a deep dive into complex data. By turning raw data into actionable strategies, AI can help business leaders to make informed decisions quicker, keeping operations efficient and sharp.

3. Simplify and Standardize Documentation

In most companies, managing all necessary documentation can quickly become overwhelming, especially when it comes to workflows, SOPs (Standard Operating Procedures), and department processes that always need updating. AI is stepping in as a game-changer, helping businesses speed up and simplify the process while maintaining accuracy and consistency.

Picture this: a team uploads meeting notes, transcripts, and even Loom videos into an AI tool. In just minutes, the AI drafts an initial version of an SOP or workflow, turning scattered information into something organized and useful. From there, it scans existing workflows across departments, spots overlaps or redundancies—like when multiple teams have different but similar vendor onboarding processes—and combines them into one streamlined system. It can even catch steps that might be missing altogether.

4. Convert Complaints to Clear Solutions
Team complaints can often seem vague and all over the place.  For example, instead of a general report like “customers aren’t happy,” AI can analyze feedback and pinpoint specific issues—maybe it’s “delivery delays” or “unanswered support tickets.” Now you’ve got something concrete to act on. AI can also group related problems together, so you can focus on the bigger picture and tackle challenges by theme instead of chasing one-off issues.  AI tools can help track patterns in past problems, so companies can spot recurring issues like consistent supply chain hiccups. With this kind of smart insight, the business can stay ahead of major roadblocks and focus on solving them efficiently.

5. Organize Big Ideas for Leadership Teams
AI is bringing clarity to big ideas and complex plans. Brainstorming sessions often leave behind a jumble of notes, voice memos, and scattered thoughts. AI tools can help to organize this information, turning it into actionable strategies.

For example, a CEO’s voice memo about a product launch can be analyzed by AI to create a structured plan, grouping similar ideas and highlighting key themes. It can even break down visionary concepts into clear steps for team rollouts, like a company rebrand strategy for marketing and operations. By handling tedious tasks, AI allows leaders to focus on making decisions and driving progress.

6. Clarify Team Roles and Accountability

Companies are utilizing AI for cutting out confusion when it comes to roles and responsibilities. Imagine a company where roles have grown messy over time, leading to overlaps and unclear expectations—AI steps in to fix that it. For example, AI can analyze past tasks and projects to draft accurate role descriptions. Say a team member in marketing often handles campaign analytics but isn’t officially recognized as the data analyst—AI can flag that and make it part of their role. It also spots gaps between departments, like if sales and customer service are both handling client onboarding. By highlighting redundancies, AI helps leaders divide tasks more effectively.

7. Assisting with Strategic Planning

AI is making strategic planning more streamlined and efficient by taking on some of the time-consuming prep work that often bogs down teams. For instance, AI can organize pre-session inputs—such as notes, goal setting, KPI’s, reports, and brainstorming ideas—into clear draft strategy themes, goals, or OKRs (Objectives and Key Results). This allows leadership to walk into planning sessions with a strong starting point. If a company is preparing for an annual strategy review, AI could analyze internal data alongside market and competitor trends, identifying areas where the company is excelling or where it’s falling behind. It might flag insights like, “Competitor X is gaining market share due to pricing adjustments,” which could influence the company’s goals.

How to Leverage the True Potential of AI in Your Business?

AI has been a hot topic in the business world for years, sparking debates around its role in shaping strategy, culture, and leadership. Questions about its costs, ethical responsibilities, and potential to replace human insight have dominated discussions. But what we know now is that AI offers far more opportunities than uncertainties. As highlighted in the examples throughout this article, AI has the power to make businesses more efficient, competitive, and innovative.

For consultants and integrators working with fast-moving teams, AI can take further elevate business outcomes, making team alignment faster, data more actionable, and strategies more result-driven. The key is knowing where and how to implement it in ways that make sense for your business. If you’re unsure about how to get started or need guidance on how AI can work for your company, I’m here to help. Let’s collaborate on ways AI can support your business goals. Contact Mike Walrod at Incite Business today: Mike@incitebusiness.com.