Before you add AI, look at how the work gets done

A practical starting point for business owners considering AI and automation.

A person rearranges a rust-colored card among a sequence of cards on a textured worktable.

Repeated data entry. Information scattered across different tools. Routine decisions waiting for your attention.

These are useful places to look for improvement. Before choosing a tool, understand what causes the friction and what you want to change. That gives you a clearer basis for deciding where AI, automation, or a simpler process could help.

Why I started Tether

My background includes more than two decades working with emerging companies and large institutions, including as a Big Four audit partner. I worked with leaders navigating growth, complex transactions, business transformation, and governance. Within my own firm, I also led initiatives to introduce new technologies and change how teams worked.

That experience shaped how I approach improvement. People need reliable information, clear responsibilities, and confidence that a process will work as intended. They also need to understand what happens when it doesn’t.

My connection to owner-led businesses is personal. Growing up, I watched my father run his electrical business. I saw how much depended on his time, attention, and judgment, alongside the work customers actually paid him to do.

I founded Tether Business Solutions to bring that understanding together with my experience in transformation, governance, and technology.

What motivates me is helping these businesses gain access to capabilities that many startups and technology companies build into their operations: connected systems, useful information, and AI and automation that support everyday work. Those capabilities should be within reach of businesses whose expertise lies in serving their customers, building their products, or practicing their craft.

For Tether, that means making the technology practical, fitting it to the business, and providing the judgment and ongoing support needed to use it well.

A useful place to begin is with the work already happening in your business.

What to take away

  • Start with one recurring business problem.
  • Match the solution to the work: clearer responsibilities, connected tools, automation, or AI.
  • Include information access, human review, and ongoing support in the setup.
  • Judge the result by whether the work becomes easier to manage.

Where should you look first?

Look for work that repeatedly requires someone to chase, copy, search, or remind.

Common points of friction and what to examine
What happens todayWhat to examine
The same details are entered into several systemsWhether information can move between existing tools
Work waits because nobody knows who goes nextResponsibility and handoffs
Someone repeatedly reads long emails or documents to find a few detailsWhether AI could help organize the information
Routine follow-up depends on someone rememberingWhether a defined rule could schedule the next action

These are starting points for investigation. The right solution depends on the details of your process.

Process improvement, automation, or AI?

These approaches serve different purposes and can work together.

Process improvement makes the work clearer.

Assign responsibility, remove an unnecessary step, or agree on what information must be available before work begins.

Automation handles predictable actions.

When a completed intake form arrives, a system could create a task, assign it, and set a due date.

AI helps interpret or prepare information.

It could summarize customer correspondence, identify relevant details in a document, or prepare a draft for review. Its output may need checking, particularly where the information is ambiguous or the consequences matter.

Your existing software may already provide part of the answer.

A practical example: getting a new customer started

Suppose customer onboarding requires your team to gather information from emails, create a record, assign the work, and confirm the next step.

A useful setup might combine:

  1. A consistent intake process to collect the required details.
  2. AI assistance to organize additional information from correspondence.
  3. A completeness check that flags missing or unclear information.
  4. An automated handoff once the record is ready.
  5. Human review before confirming commitments about scope, price, or timing.

The improvement comes from making those steps work together. An unusual request should have a clear route to someone who can resolve it.

Two people pass a rust-colored document folder across a worktable beside a notebook.

Four steps before choosing a tool

  1. Pick one recurring frustration.

    Be specific. “New customers require repeated internal follow-up before we can schedule their work” is something you can investigate.

  2. Follow a few real examples.

    Ask the people doing the work where they wait, repeat a task, search for information, or need someone else’s judgment.

  3. Define the boundaries.

    Decide what information the system needs, what it can do independently, and which actions require approval. Assign someone to handle exceptions and maintain the setup.

  4. Agree on what improvement means.

    Look at interruptions, repeated entry, completion time, and corrections. A faster process that creates more rework may simply move the burden elsewhere.

What thoughtful implementation includes

Before relying on a new process, make sure your team can answer:

  • Access: What information can the tools read or change?
  • Review: Which outputs or actions need a person’s approval?
  • Exceptions: What happens when information is missing or a connection fails?
  • Ownership: Who keeps the process working as the business changes?

Test ordinary cases and awkward ones. Give the people using the system a clear way to identify problems and continue the work.

Common questions

Do we need to replace our existing software?

That depends on its capabilities. Start by checking whether your current tools can support the improvement or connect more effectively.

Does our process need to be perfect first?

You need enough clarity to understand the task and its risks. A focused first improvement can help you learn what needs attention next.

How do we choose the first project?

Look for recurring work with a clear owner, available information, manageable consequences, and an outcome you can observe.

Find a useful starting point

Choose one task that keeps coming back to you. Follow it through. Identify where a better handoff, a clearer rule, or practical technology could make a difference.

That first improvement can give you something concrete to evaluate—and a more informed basis for deciding what comes next.

Explore your starting point with the free AI & Automation Opportunity Check.

Written by Sean Wittig

Founder, Tether Business Solutions

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