Calgary you don't wanna miss any of these.
Join my Onstack AI Labs co-founder Musap Abdelhag and I are for these three hands-on AI workshops coming up in Calgary, Oct 14 to Nov 4.
Operations 201: Start Smart with AI
Hosted by Platform Calgary
Wed Oct 14, 5-8 PM
For founders already using AI tools lets turn it up a notch.
$10 Platform Calgary members, $25 non-members.
https://t.co/7BnQEO92f5
Build Your First AI System: From AI Tools to Workflows
For Calgary Innovation Week
Tue Nov 3, 2-5 PM
In collaboration with Futurpreneur and StartupCourt
Hosted by Platform Calgary
Free with a Calgary Innovation Week attendee signup.
https://t.co/qjBgVwYTwe
Amaka Onwubuya, MBA | 'Dotun Ayodele-Bamisaiye, CPA
AI for Early-Stage B2C Startups: From Hype to Practical Value
Hosted by Hunter Hub for Entrepreneurial Thinking - UCalgary
Wed Nov 4, 9 AM-12 PM
Start with the business problem, then look at where AI can help.
https://t.co/mnwrjTfaYI
Can't make those?
My Work Systems & AI Office Hours run online twice a month, 1-2 PM MT.
https://t.co/aHsFGAhSoU
Three months after go-live, is the business running through the new system? Here's the test I use, what workarounds are telling you, and what I'd set before launch so the old spreadsheet retires. https://t.co/riPwO9qGjw
The first question I'd ask a new client:
Walk me through what happens after a customer says yes.
The answers you tend to hear:
Someone sends an email and hopes it lands.
The owner does it from memory.
It depends who took the call.
There's a spreadsheet, and one person understands it.
We have a CRM. Nobody updates it.
Each answer points to where the first fix goes. Most of the time it's the handoff from sales to delivery. It gets one owner, the steps written on one page, and a rule for who contacts the customer first.
AI can put together a research brief or a proposal in minutes, and someone still has to decide what to do with it. Here's how I'd form a view before prompting, make the model attack it, and test who made the call. https://t.co/swcPlQMfNs
Zoho CRM lets you start anywhere, which is why so many self-built accounts get rebuilt. Here's the order I'd set it up in, based on which decisions are cheap early and expensive to undo once data sits on top. https://t.co/KFw6LRG9fG
Most firms use AI for drafts and summaries. The time comes back once it gets into the work that runs the business, and that's the step most firms are stuck on.
The Bank of Canada's numbers line up with that. In a recent survey, 8 percent of businesses said they use AI significantly in their core operations. 50 percent use it to a low or moderate degree. 28 percent aren't using it and don't plan to. The governor raised it in a speech this week.
If you're in that middle group, pick one core process. Quoting, intake, scheduling or invoicing. Write down how it runs today, then put AI on one step inside it, with a person checking the output.
SOURCE: https://t.co/wNDyN94bCO
Client onboarding feels slow because of chasing and retyping. The risky checks take a small share of the time. Here's how I'd sort the steps, what I'd speed up first, and where a person keeps the decision. https://t.co/FV8QZdr6Ip
Healthcare admin runs on paperwork: claims, scheduling, approvals, intake, clinical notes. Here's how I'd pick the first one to put AI on, what to measure before starting, and the parts that stay with people. https://t.co/aE4JMwkIk0
If I took over operations at a small service business on Monday, here's how I'd spend the first two weeks.
Monday to Wednesday: sit with each person for an hour and watch the work. Write down every handoff.
Thursday: follow one customer from first enquiry to paid invoice. Count the systems their details pass through.
Friday: list every place the same information gets typed twice.
Second week: pick the handoff that breaks most often. Name one owner, write the steps on one page, and run the next few jobs that way.
Software decisions wait until week three. By then I know what the business needs.
AI search can only rank what your documents record about themselves. Here's the week of work I'd do first: find what people reuse, name an owner for each item, mark the current version, write down what it assumes, and check permissions. https://t.co/AFoFIa8lVG
In a chat window, your employee still does the legwork: finds the context, pastes it in, checks the answer, copies it into the next system. Here's how I'd find the first workflow worth connecting, and the guardrails I'd put around it. https://t.co/gkvTgkbVoo
AI is moving from assistant to representative.
Before now: you ask ChatGPT a question, it gives you an answer, it waits.
Now: a personal agent has a memory of you, plus tools and permissions. Your calendar, your bank account, your credit card. So instead of "what should I get my dad for Father's Day?" it's "get this, find the best deal, don't spend more than $850." Businesses are no longer dealing with me searching their store.
They are dealing with my agent. Check out our website for more: https://t.co/tiu9a107uT
AI in manufacturing pays off when it starts on one costly problem with data you trust. Here's where I'd look first: the machine that hurts most when it stops, the inspection point that leaks the most defects, and the know-how about to retire. https://t.co/SFqejJrMf0
A spreadsheet works fine for customer information while one person keeps it. Trouble starts with the second editor. Here are the six signs I look for, how to read the count, and the one step I'd take before looking at any CRM. https://t.co/SfFmzjMdin
A software stack builds up one reasonable purchase at a time. Here's how I'd audit one: build the list from the money, add the columns that support a decision, find the same record in two places, and end every tool in one of four calls. https://t.co/5Nk1JfQoqL
When customers are holding back, a lot of owners eat the cost increase to keep the sale. Then the margin has to come from inside the business.
CFIB's Main Street Quarterly came out yesterday. About seven in 10 firms expect to pass on less than half of their higher fuel costs. 39 percent plan price increases above 3 percent over the next year. CFIB forecasts GDP growth slowing to 1.4 percent in the fourth quarter.
Here's where I'd look for margin first. Software you pay for that nobody logs into. Work that gets typed into two systems. Quotes that sit for days before they go out. Invoices that go out late.
Each one is time or money you already control.
The writing is the quick part of a monthly client report. The day goes into working out which system has the right number. Here's how I'd fix that first, then let AI draft the rest, with a person still signing off. https://t.co/iDWyilc69t
#Calgary, join us for this. We are hosting a hands on 3hr session.
Build Your First AI System: From AI Tools to Workflows
For Calgary Innovation Week
Tue Nov 3, 2-5 PM
@OnstackAI in collaboration with @Futurpreneur and @startupcourt
Hosted by @PlatformCalgary
Free with a Calgary Innovation Week attendee
signup: https://t.co/qjBgVwYTwe
@amakabuya | @mynameisDotun | Musap Abdelhag
How I'd set up a handover page for any system in your business:
- Owner. The one person who runs it day to day. Update it when the job changes hands.
- Backup. Who covers when the owner is away. Check it every time someone leaves.
- Steps. How the routine work gets done, written so a new hire could follow it. Rewrite them when the process changes.
- Logins. Where access lives and who holds admin. Review them whenever anyone joins or leaves.
- Escalation. Who to call when it breaks. Refresh it when you switch vendors.
One page per system. Keep it where the whole team can find it.
AI tools are good at a handful of jobs that turn up in every small business: summarizing, drafting, sorting, pulling data out of documents and first-pass analysis. Here's where I'd use it, what stays with people, and how I'd run the first task. https://t.co/osD8x8gwcp