Latest / The DEX Show: A Show for IT Change Makers / Workplace AI 101: A User’s Guide w/ Charlene Li
Transcript
- 0:01Speaker 1: Welcome it, change Makers to the Deck show with Tim
- 0:05Speaker 1: Flower and Tom McGraw. Let's get into it.
- 0:08Speaker 2: Hello, change Makers, And as much as I might try
- 0:12Speaker 2: that introduction in the smooth suave tones you normally hear
- 0:15Speaker 2: from Tom, it will never work out. And Tom is
- 0:17Speaker 2: out on some well deserved PTO this week. So while
- 0:20Speaker 2: it's usually me that needs to miss an episode because
- 0:23Speaker 2: of travel, this week I get to drive the ship's
- 0:25Speaker 2: solo and I'm sure we'll get Tom's assessment when he returns.
- 0:30Speaker 2: So let's get on with that. I want to welcome
- 0:31Speaker 2: to the show, Charlene Lee. Charlene is founder and CEO
- 0:35Speaker 2: of Quantum Networks Group and executive transformation coach and author
- 0:39Speaker 2: of the book Winning with Generative AI. Charlene, Welcome to
- 0:43Speaker 2: the show.
- 0:44Speaker 3: Thank you for having me.
- 0:46Speaker 2: Great to have you here. So let's start out just
- 0:48Speaker 2: by sharing a bit about your journey and how you
- 0:50Speaker 2: became an expert in disruptive transformation strategies.
- 0:56Speaker 3: Sure, I actually grew up in American in Detroit, and
- 1:01Speaker 3: so as you can imagine, there aren't very many of
- 1:04Speaker 3: us in Detroit, and so this was used to being
- 1:08Speaker 3: very different in the room, and I carried that with me.
- 1:12Speaker 3: I realized into the workspace into business and technology, and
- 1:16Speaker 3: so have felt very comfortable being a distructor because by
- 1:19Speaker 3: simply being in the room, I am disruptive. So and
- 1:24Speaker 3: so I thought about how to think about change in
- 1:29Speaker 3: a very different way. Instead of saying change is something
- 1:33Speaker 3: that you fear, you try to resist, or you take
- 1:35Speaker 3: on only in certain circumstances, I look at change as
- 1:39Speaker 3: an opportunity for growth. And so when I look at technology,
- 1:43Speaker 3: I look at business challenges, especially at how technology can
- 1:48Speaker 3: change the way we relate to each other and the
- 1:51Speaker 3: way that we work. I get very excited and I
- 1:54Speaker 3: can see the possibilities, and I think my superpower has
- 1:57Speaker 3: been translating how technology can work and simplifying the technology
- 2:03Speaker 3: into ways that we can understand it, wrap our arms
- 2:07Speaker 3: around it, and then be able to think about how
- 2:09Speaker 3: we can adapt and change and be optimistic and curious
- 2:13Speaker 3: about it rather and I fear it.
- 2:16Speaker 2: It's so needed in today's world, and I think it's
- 2:19Speaker 2: a skill that not many people have. So simplifying things
- 2:22Speaker 2: is I think is really necessary and your work it
- 2:26Speaker 2: focuses on the intersection of technology and leadership and strategy.
- 2:31Speaker 2: I think with a focus on that leadership part. I'm
- 2:33Speaker 2: always interested to hear what inspires people to do what
- 2:36Speaker 2: they do. So what inspired you to follow this path
- 2:40Speaker 2: and how do you see your work evolving in the
- 2:42Speaker 2: context of now this new world of AI and digital transformation?
- 2:47Speaker 3: Right? Well, I started, as in my work, really around
- 2:50Speaker 3: desupture technologies as an analyst at Forrester Research, and in
- 2:54Speaker 3: two thousand and eight, my co author Josh Brunoff and
- 2:57Speaker 3: I wrote a book called Groundswell that talked about how
- 3:00Speaker 3: companies can use social technologies. And I remember this one
- 3:04Speaker 3: distinct meeting where a CEO came up to me and said,
- 3:07Speaker 3: I get it, social is going to be really important,
- 3:10Speaker 3: But how open, how authentic, how real do I need
- 3:14Speaker 3: to be? And I realized this was not a technology challenge,
- 3:19Speaker 3: this was a leadership challenge, and that when it comes
- 3:22Speaker 3: to adopting these technologies, when we talk about digital transformation,
- 3:27Speaker 3: we oftentimes think about the digital part, the technology part,
- 3:32Speaker 3: and not the transformation part. So I realized I could
- 3:36Speaker 3: talk about technology until I'm blue in the face, but
- 3:39Speaker 3: if I didn't talk about the leadership part, the culture part,
- 3:44Speaker 3: it would be for naught. So my focus shifted and
- 3:47Speaker 3: my second book was about open leadership, about how you
- 3:51Speaker 3: had to transform your leadership with it and you could
- 3:54Speaker 3: do that with these technologies. How to have these two
- 3:57Speaker 3: things fit together rather than separately.
- 4:02Speaker 2: It's an interesting question he posed to you, How real
- 4:05Speaker 2: do I need to be? Some of the most inspiring
- 4:07Speaker 2: and easy to follow leaders are the ones that are
- 4:11Speaker 2: the most transparent and the most real. And to have
- 4:13Speaker 2: somebody considering how real to be is interesting and it
- 4:18Speaker 2: kind of is a is a good segue into some
- 4:20Speaker 2: of your other topics that you talk about in your
- 4:23Speaker 2: writing and speaking engagements. You often talk about the concept
- 4:26Speaker 2: of being a realist optimist, right. I find the optimism
- 4:31Speaker 2: can be, especially in today's world, a daily task, almost
- 4:36Speaker 2: to chore. It's an intentional choice, though, and at least
- 4:39Speaker 2: it has to be deliberate and top of mind. I'm
- 4:42Speaker 2: curious if you can and it can explain a bit
- 4:44Speaker 2: about the concept of the real optimist or the realist
- 4:47Speaker 2: optimist in a little bit more details.
- 4:50Speaker 3: Yeah, people tend to be wired to be more optimistic
- 4:53Speaker 3: about things more pessimistic about things. Now we have there's
- 4:56Speaker 3: lots of studies that correlate optimis with happiness and longevity,
- 5:02Speaker 3: and so there are lots of practices you can do
- 5:05Speaker 3: to take a more optimistic view of the world, how
- 5:07Speaker 3: to see the world as a glass half full rather
- 5:10Speaker 3: than half empty. And the challenge of being an optimist
- 5:15Speaker 3: is sometimes you can get pollyannish. You can think, well,
- 5:18Speaker 3: the world's going to be great, it's just going to
- 5:20Speaker 3: be fantastic, and people around you go, you're not being
- 5:25Speaker 3: realistic about this. You're not seeing the challenges and the limitations.
- 5:30Speaker 3: And so especially tech optimists tend to have a bright,
- 5:36Speaker 3: shiny object aspect of things. So I like to temper
- 5:41Speaker 3: the optimism with this healthy dose of realism. Okay, this
- 5:46Speaker 3: is great, we're optimistic about what this technology could do,
- 5:49Speaker 3: about the prospects for this, but let's be realistic. Here
- 5:53Speaker 3: are the challenges, Here are the capabilities, but here are
- 5:56Speaker 3: the limitations. And then also here are the usable things
- 6:00Speaker 3: we can do within our organization. Because if you do
- 6:04Speaker 3: not put in plans that can actually work, all your
- 6:07Speaker 3: optimism is going to be for nothing. It'll go nowhere
- 6:11Speaker 3: because you haven't anticipated the difficulties the challenges that have
- 6:15Speaker 3: to be overcome.
- 6:18Speaker 2: As one of the things that was driven into me
- 6:20Speaker 2: from a very early stage of my career, the technology
- 6:25Speaker 2: is great, but if you're not solving a problem, you're
- 6:28Speaker 2: doing technology for technology's sake. And if you haven't figured
- 6:33Speaker 2: out how you're going to operationalize it and make it
- 6:35Speaker 2: real based on the realities of your environment and the
- 6:38Speaker 2: world today, then you're transforming. Your transformation will fail.
- 6:44Speaker 3: Exactly.
- 6:45Speaker 2: And you've advised a number of leading companies on this topic.
- 6:49Speaker 2: Exactly on transformation. From your experience, what are some of
- 6:53Speaker 2: the common challenges they face, especially when implementing something major,
- 6:58Speaker 2: a major tech change, And more importantly, what are some
- 7:01Speaker 2: of the strategies they've used to overcome those.
- 7:05Speaker 3: And the number one challenge I hear is that how
- 7:07Speaker 3: do I get my leaders on board this is a
- 7:10Speaker 3: change we need to have happen. Our competitors are doing
- 7:13Speaker 3: it or falling behind, and our leaders are just stuck.
- 7:18Speaker 3: They're just stuck. They don't want to move forward. They
- 7:20Speaker 3: see it's challenging and they don't care. And so how
- 7:22Speaker 3: can I get them interested in this new technology? And
- 7:25Speaker 3: I go, it's the only way you can break through
- 7:29Speaker 3: it to a leader is to talk to the top
- 7:31Speaker 3: three strategic objectives that they care about. Because they're great leaders,
- 7:36Speaker 3: they're in that leadership position because they have been successful
- 7:39Speaker 3: at implementing and executing on their top strategic objectives. And
- 7:44Speaker 3: just focus on the top three and align this new
- 7:47Speaker 3: technology to how you can help it, how that technology
- 7:51Speaker 3: can help them achieve one of those top three goals,
- 7:55Speaker 3: because it's a lot easier to mold how the technology
- 7:58Speaker 3: is going to be used. Who again, as you said,
- 8:01Speaker 3: solve a problem, be a solution. Then trying to change
- 8:05Speaker 3: one of those top three objectives of that leader, it's
- 8:09Speaker 3: not going to work. You're not going to change with's
- 8:12Speaker 3: top three objectives. You're not going to get them to care.
- 8:15Speaker 3: So if you can orient this change around something they
- 8:18Speaker 3: care deeply about that they wake up every single morning
- 8:23Speaker 3: thinking about that, They spend every fiber of their bea
- 8:28Speaker 3: think about how to solve this challenge, they would get
- 8:31Speaker 3: very curious. And if you can create that curiosity, then
- 8:37Speaker 3: you can start working on this. You can get that interest,
- 8:41Speaker 3: that curiosity and the interest to actually dig into what's
- 8:45Speaker 3: going on with this technology. It can't be about technology.
- 8:48Speaker 3: It's never about the technology.
- 8:51Speaker 2: I love a couple of things. They're the aspect of curiosity.
- 8:55Speaker 2: How can things be different? How many times in our
- 8:59Speaker 2: careers have we heard leaders say, well, we've been doing
- 9:01Speaker 2: it this way forever and it works, so why change?
- 9:03Speaker 2: Change is hard? But the other thing that I like
- 9:06Speaker 2: is that it's from the viewpoint of the bottom up,
- 9:09Speaker 2: the grassroots, people on the ground who know what needs
- 9:13Speaker 2: to be done, trying to convince or sell internally a
- 9:17Speaker 2: change to leadership. But flip it around, because some of
- 9:19Speaker 2: the most successful transformations that I've seen get support from
- 9:23Speaker 2: the top and from the bottom. So think about how
- 9:26Speaker 2: IT leaders should think about applying some of those principles,
- 9:30Speaker 2: especially in the context of AI adoption, which in itself
- 9:33Speaker 2: can be scary, especially to teams who feel like it's
- 9:36Speaker 2: going to replace them. What strategies can leaders use or
- 9:40Speaker 2: any IT operation leader to effectively communicate those benefits and
- 9:45Speaker 2: address concerns from their teams about resistance or change in general.
- 9:51Speaker 3: Well, I think that the biggest heerian It's right rightfully
- 9:54Speaker 3: there that people concern that AI is going to take
- 9:57Speaker 3: your job. But I remind people, it's not AI that's
- 10:01Speaker 3: going to take your job. It's people using AI who
- 10:04Speaker 3: are going to take your job. So the best thing
- 10:07Speaker 3: you can do is to run towards us to understand
- 10:10Speaker 3: how IT can help you. And for you, as an
- 10:12Speaker 3: IT leader to explain to people, this is how it
- 10:16Speaker 3: can help us do our jobs better.
- 10:18Speaker 2: Now.
- 10:19Speaker 3: I've worked really closely with one call center and they
- 10:22Speaker 3: made it clear from the very beginning they were not
- 10:25Speaker 3: putting in AI to take people's jobs. That was not
- 10:29Speaker 3: the purpose. The purpose was to first of all, create
- 10:33Speaker 3: a better experience for their customers, second, to make everybody
- 10:38Speaker 3: in that process a better service agent. And then third,
- 10:43Speaker 3: because of that increase in productivity, they were going to
- 10:47Speaker 3: start tackling this long, long list of new innovations and
- 10:51Speaker 3: products and services they always wanted to create but never
- 10:55Speaker 3: have the time, people, and the money to do that.
- 10:58Speaker 3: And they said, AI is going to create competitive advantage
- 11:01Speaker 3: for us. We're going to create new businesses, and the
- 11:05Speaker 3: faster we do this, the sooner we can again be
- 11:09Speaker 3: elevating everything that we do on behalf of our customers.
- 11:13Speaker 3: That's a very different message than saying we're going to
- 11:16Speaker 3: use AI to become more productive so that we can
- 11:20Speaker 3: save money and have it end up in the bottom
- 11:22Speaker 3: line in the purses of our shareholders. That's a very
- 11:26Speaker 3: very different message. And that intent and the reason, the
- 11:31Speaker 3: strategy behind why you are putting in AI. The purpose
- 11:35Speaker 3: of it align with what you're trying to do as
- 11:37Speaker 3: an organization is extremely important right from the get go.
- 11:42Speaker 3: So I again, this organization saw quality increase so that
- 11:48Speaker 3: the errors were reduced by eighty five to ninety percent.
- 11:52Speaker 3: Training was improved in terms of the speed, so reduce
- 11:56Speaker 3: training time from thirty to forty percent. And it just overall, saidtisfaction,
- 12:00Speaker 3: people began to feel joy in their job because they
- 12:04Speaker 3: didn't have to do the routine things, the mundane things
- 12:08Speaker 3: that they really didn't like about their jobs, and so
- 12:12Speaker 3: it all overwhel has been a net net good thing. Now,
- 12:15Speaker 3: the reality is jobs are going to change because tasks
- 12:20Speaker 3: being automated, the things that you used to do, that
- 12:22Speaker 3: things that define jobs are going to change and as
- 12:25Speaker 3: a result, career ladders are going to change. So this
- 12:27Speaker 3: is a transformation. It is not an easy one. But
- 12:31Speaker 3: the assurance is from the top that this is our goal,
- 12:35Speaker 3: this is our ambition, this is our purpose. For putting
- 12:38Speaker 3: this in creates this scaffolding for people to know that
- 12:43Speaker 3: this is why we're going through this change and transformation.
- 12:47Speaker 2: So how about at the individual level, I think it
- 12:49Speaker 2: resonates for people that this is you know, give them
- 12:52Speaker 2: a reason for it and what it means to the company.
- 12:55Speaker 2: You've had to focus on building movements right, and those
- 12:58Speaker 2: movements can be very emotional for people, and they follow
- 13:02Speaker 2: an inspirational leader. I'm curious your thoughts on inspiring and
- 13:06Speaker 2: engaging with service delivery teams at an individual level so
- 13:11Speaker 2: that they see these as opportunities not only for the
- 13:13Speaker 2: company they work for, but as opportunities for themselves as well,
- 13:17Speaker 2: rather than that threat. What's in it for me? Well?
- 13:22Speaker 3: He going back to leadership and culture, and that when
- 13:25Speaker 3: you're putting in these new technologies, it's also an opportunity
- 13:29Speaker 3: to change the things about your culture that you don't like.
- 13:33Speaker 3: And so a very simple way again to think about
- 13:36Speaker 3: culture is that simply the beliefs and the behaviors that
- 13:40Speaker 3: you have as an organization. It's not what's on the wall,
- 13:43Speaker 3: it's what people actually do day to day and their
- 13:47Speaker 3: behaviors and be flexed beliefs. So if you don't like
- 13:50Speaker 3: your culture, then you change your beliefs and you change
- 13:52Speaker 3: your behaviors. So a very simple one is I don't
- 13:55Speaker 3: have commission to do whatever, Well why is it? So
- 14:01Speaker 3: how do you start changing that? Another one is, well,
- 14:04Speaker 3: that's just the way we do things around here. You
- 14:06Speaker 3: mentioned that before. People just have done this for decades,
- 14:09Speaker 3: and so that's the way it is. How do you
- 14:12Speaker 3: systematically change that? To say, instead of saying that's the
- 14:16Speaker 3: way we do things around here, every time we hear that,
- 14:19Speaker 3: we ask why do we do things that way? And
- 14:23Speaker 3: to say, could we do it a different way? Have
- 14:26Speaker 3: we looked, have we checked? Let's confirm that it is.
- 14:30Speaker 3: Let's take the extracycles because there might be a better way,
- 14:32Speaker 3: and we don't know until we try. So those are
- 14:35Speaker 3: just some example of beliefs. But it's very simple for
- 14:38Speaker 3: any organization to hear that, to understand that. And when
- 14:41Speaker 3: you talk about the individual, the most incredible powerful thing
- 14:46Speaker 3: you can do is to check in with them and say,
- 14:48Speaker 3: what are your beliefs about how the organization works, how
- 14:53Speaker 3: the relationships are, what power do you have? And you'll
- 14:57Speaker 3: get a lot of information on what people say and
- 14:59Speaker 3: where people say. Until you do, people are just very
- 15:02Speaker 3: quiet and you don't have an idea. You can do
- 15:05Speaker 3: all the engagement surveys that you want of your employees,
- 15:09Speaker 3: but unless you have that conversation, what do you believe
- 15:13Speaker 3: and do we hold these things to be true and
- 15:16Speaker 3: what do we believe is holding us back and then
- 15:19Speaker 3: have an active discussion to say, well, we all agree
- 15:22Speaker 3: that this belief we don't want to believe anymore. Let's
- 15:25Speaker 3: all not believe that anymore and believe just the opposite
- 15:30Speaker 3: and so incredibly powerful and can change cultures not only
- 15:34Speaker 3: in teams but inside of entire departments and companies very
- 15:38Speaker 3: very quickly if you focus on those beliefs.
- 15:41Speaker 2: It's kind of like what we talked about with optimism
- 15:44Speaker 2: versus pessimism. Right, The easy path is to instantly need
- 15:48Speaker 2: jerk everything's bad and come out with a negative opinion
- 15:52Speaker 2: versus intentionally looking at positive, positive outcomes, positive directions. Curious,
- 15:58Speaker 2: A lot of the work that you've done involves that
- 16:01Speaker 2: empathy and understanding of the individual. Any other recommendations for
- 16:07Speaker 2: service desk managers to help with kind of the settling
- 16:11Speaker 2: of nerves and removal of fears and uncertainties. Especially, let's
- 16:15Speaker 2: face it, a service desk can typically be seen as
- 16:18Speaker 2: an entry level job and potentially one that is easily
- 16:22Speaker 2: replaced with technology. What are the principles or what things
- 16:25Speaker 2: can managers do of people to allay those fears and uncertainties.
- 16:31Speaker 3: Yes, First of all, we always think that change is
- 16:34Speaker 3: going to happen a lot faster than it actually does,
- 16:37Speaker 3: and so we still have time. We have good couple years,
- 16:43Speaker 3: I believe, before any major change happens where you're seeing
- 16:48Speaker 3: radical shifts and how service centers are actually staffed. And
- 16:53Speaker 3: so because it takes time for the technology to develop
- 16:56Speaker 3: for us, they feel comfortable using it in a way
- 16:59Speaker 3: that we trust it. We still trust people more the machines,
- 17:04Speaker 3: but over time, the machines are going to get better
- 17:06Speaker 3: and better and better. And so what I encourage individuals
- 17:10Speaker 3: to do and their managers and their leaders is to
- 17:13Speaker 3: develop the levels that the skills that are going to
- 17:16Speaker 3: be required to be successful in this new world. And
- 17:21Speaker 3: it asks that, especially when you're coming in an entry levels,
- 17:24Speaker 3: that you come in at a different level. Now we
- 17:26Speaker 3: know that with training with AI, the speed at which
- 17:31Speaker 3: people go from entry level to average is minimized. It
- 17:35Speaker 3: is tremendously minimized, and so what we call entry level
- 17:40Speaker 3: jobs won't necessarily exist because the level of quality and
- 17:44Speaker 3: expectations of performance is just going to be higher thanks
- 17:48Speaker 3: to AI. And that has been true across history. Sixty
- 17:52Speaker 3: percent of the jobs that exist today didn't exist forty
- 17:56Speaker 3: years ago, and so we're going to continue to see
- 18:00Speaker 3: this shift happening again. It's not overnight, so we have
- 18:03Speaker 3: some time. But I do believe is extremely important that
- 18:07Speaker 3: we take advantage of the opportunity right now to get
- 18:11Speaker 3: AI ready, to be AI first as quickly as you can.
- 18:16Speaker 3: One organization said, the CEO said, you know, we're a
- 18:19Speaker 3: service organization. Everyone here is an a knowledge job. So
- 18:23Speaker 3: we are going to get AI ready AI first. We're
- 18:25Speaker 3: all going to get trained on AI. Will all have
- 18:28Speaker 3: access to a pre poose set of tools, and we're
- 18:31Speaker 3: going to have a dashboard that has every person's name
- 18:35Speaker 3: on it. And next each person's name is going to
- 18:38Speaker 3: be a light, a green light if you're actively using
- 18:41Speaker 3: these tools, a yellow light if you're figuring it out,
- 18:44Speaker 3: you're trying it but you haven't quite figured it out yet,
- 18:46Speaker 3: but you're getting there, and a red light if you're
- 18:49Speaker 3: doing nothing. And then he drew a line in the
- 18:52Speaker 3: sand and said, in six months there would be no
- 18:55Speaker 3: more red lights. You'll either be yellow and trying it
- 18:58Speaker 3: or you'll be actively green. Well, we have come to
- 19:00Speaker 3: an agreement that this is not the organization for you,
- 19:05Speaker 3: And I think it takes that leadership, that kind of
- 19:09Speaker 3: culture shift to say this is our future. We're going
- 19:12Speaker 3: to invest in every single person so that you at
- 19:16Speaker 3: least hit the ground running, you at least have exposure
- 19:20Speaker 3: to this. Standing still being a red light is no
- 19:24Speaker 3: longer acceptable. I think that's what it's going to take
- 19:28Speaker 3: supported scaffolded again. It's honest conversation is to say, is
- 19:34Speaker 3: this the place that's a good fit for you. If
- 19:37Speaker 3: it's not, we'll help you find another position. But if
- 19:40Speaker 3: you want to take on this challenge and come along
- 19:42Speaker 3: for the ride.
- 19:45Speaker 2: I love that. It's really that's a great example of
- 19:49Speaker 2: being deliberate about it, making it known, giving them the plan,
- 19:53Speaker 2: and helping them along with it. I love the concept
- 19:55Speaker 2: of being scaffolded. There's one aspect of this that I
- 19:59Speaker 2: think is worth it exploring a little bit. And you know,
- 20:02Speaker 2: the technology capability of AI is really no different than
- 20:09Speaker 2: other technology capabilities that have come along over the years.
- 20:12Speaker 2: It drives certain outcomes and it solves certain problems. But
- 20:16Speaker 2: this feels like, especially with the advancements in gen AI
- 20:21Speaker 2: and machine learning and large language models over the last
- 20:23Speaker 2: couple of years, it feels a bit like the tails wagon,
- 20:27Speaker 2: the dog. We've got this cool creation, and now everyone's
- 20:30Speaker 2: trying to figure out what to do with it. It
- 20:32Speaker 2: wasn't created specifically to solve anyone problem, so they're figuring
- 20:36Speaker 2: out how to apply it to their problems. I'm curious
- 20:40Speaker 2: how leaders can take the principles you've talked about and
- 20:43Speaker 2: help teams make the transition when it's not clear we're
- 20:48Speaker 2: at A and we're moving to B. We're actually at A,
- 20:51Speaker 2: we're moving to Z and we're going to figure out
- 20:53Speaker 2: the alphabet in between as we go. How do you
- 20:56Speaker 2: help people navigate change when the destination is vague.
- 21:01Speaker 3: I think it's a discandet right now because we're hearing
- 21:03Speaker 3: a lot about AI, but we haven't really seen what
- 21:07Speaker 3: it can do and experience it. And frankly, it's still
- 21:10Speaker 3: under the works, it's still being developed. I am very
- 21:14Speaker 3: optimistic about AI agents, in particular because right now you
- 21:18Speaker 3: have to sit at the keyboard, have to type everything in.
- 21:21Speaker 3: Everything's a prompt. I hate the word prompt engineering. It
- 21:24Speaker 3: should be called prompt conversations much more so. But it
- 21:27Speaker 3: is a conversation, and it's like an art rather than
- 21:33Speaker 3: a science. So it's just a bit of a mess.
- 21:36Speaker 3: It's really really early right now. But as we develop
- 21:40Speaker 3: AI agentsy I can truly automate things that can take
- 21:45Speaker 3: on and be augmented to us without us having to
- 21:48Speaker 3: be there. Things are going to change significantly now. One
- 21:52Speaker 3: of the things I think is so important is for
- 21:56Speaker 3: us to as leaders again to get our hands dirty,
- 22:01Speaker 3: because when people ask me, well, how can AI create value?
- 22:04Speaker 3: My first response to them is how often are you
- 22:07Speaker 3: using AI personally? Because if you're using AI, you won't
- 22:11Speaker 3: ask that question. I think there's a knowing doing leading
- 22:16Speaker 3: gap where we know about AI, but the vast majority
- 22:20Speaker 3: of people of leaders are not using it. And then
- 22:24Speaker 3: if you don't use it, if you have not personally
- 22:27Speaker 3: experienced the transformational nature of journey of AI, then there's
- 22:31Speaker 3: no way you can lead an organization. So my top
- 22:35Speaker 3: recommendation is to set up an AI that is that
- 22:39Speaker 3: you can safely use. You know the information you put
- 22:43Speaker 3: into it is not going to be training the model,
- 22:45Speaker 3: and then train your top two levels of leaders on
- 22:48Speaker 3: how to use it to do the things they do
- 22:51Speaker 3: every day, that is, to create content, to do research,
- 22:55Speaker 3: and to use it as a thought partner. These are
- 22:59Speaker 3: three activities. Is that every single leader does, and then
- 23:03Speaker 3: start capturing the prompts, capturing the best practices and sharing
- 23:07Speaker 3: them with each other, and you'll develop again this institutional
- 23:10Speaker 3: knowledge of how you're using AI as an organization, and
- 23:14Speaker 3: you will not help yourself but find and think about
- 23:17Speaker 3: opportunities to use AI to solve strategic problems in the organization.
- 23:24Speaker 3: The last thing you want to do is to develop
- 23:26Speaker 3: hundreds and thousands of potential use cases, because those are
- 23:30Speaker 3: all experiments and they're just going to be on the margin,
- 23:34Speaker 3: and you're going to go to the least common denominator
- 23:37Speaker 3: of what's the least painful to do, versus saying, here's
- 23:41Speaker 3: our strategy, these are our biggest problems that could that
- 23:45Speaker 3: we could really use help with. How can we apply
- 23:47Speaker 3: AI to help with those problems? Where is our competitive
- 23:50Speaker 3: advantage and how can we use AI to create even
- 23:53Speaker 3: more advantage shore up against new entrants or substitutes. How
- 23:59Speaker 3: do we use those new capabilities to develop new business models?
- 24:03Speaker 3: Those are the questions that leaders should be asking, not goodness,
- 24:07Speaker 3: how do we create value with AI? No, how do
- 24:10Speaker 3: you create value as a business today? And how can
- 24:12Speaker 3: AI support the way you create value?
- 24:16Speaker 2: It's a subtle difference in how you think about it,
- 24:18Speaker 2: but it's I think it's incredibly important. I've listened to
- 24:22Speaker 2: social media influencers, I've listened to authors speak, and the
- 24:27Speaker 2: most creative ones in this day and age look at
- 24:30Speaker 2: AI as a creative partner. I like the idea of
- 24:34Speaker 2: the thought partner. They don't look at it as a
- 24:36Speaker 2: cheat code or a shortcut. They look at it as
- 24:38Speaker 2: that creative partner. And why does my creative partner need
- 24:41Speaker 2: to be a human when I can get so much
- 24:43Speaker 2: more material and valuable information from AI. Doesn't mean eliminate
- 24:48Speaker 2: all humans from my creative world, but having that AI partner,
- 24:52Speaker 2: I think is huge. The other thing that you've talked
- 24:54Speaker 2: about that's really important is the feedback loop. So talk
- 24:58Speaker 2: about effective feedback mechanisms that can help teams adjust to
- 25:03Speaker 2: this AI world and continually evolve with the tech.
- 25:07Speaker 3: Yeah, I'll just talk about being a manager a coach
- 25:11Speaker 3: to your team. So you sit down with a team
- 25:14Speaker 3: member and you go, so, how is it going? What
- 25:16Speaker 3: are the challenges that you're having? And the team member
- 25:19Speaker 3: goes like, let me think about that, and you both
- 25:23Speaker 3: have imperfect memories about everything that's happened and AI can
- 25:26Speaker 3: actually sit there and understand and listen to every single
- 25:31Speaker 3: conversation that that agent is having and actually in real
- 25:36Speaker 3: time give recommendations, or the agent can go and ask
- 25:40Speaker 3: the agent the AI you know I've been I had
- 25:44Speaker 3: a hard time with that last call. What recommendations which
- 25:47Speaker 3: you have for how it can improve it? Because transcripts
- 25:50Speaker 3: are available, they can listen for intonations and provide that
- 25:54Speaker 3: real time feedback when it's most effective, and then can
- 25:57Speaker 3: collect all of that information, provide it to the coach
- 26:00Speaker 3: or manager and then say, hey, these are some ideas
- 26:04Speaker 3: and ways that we have identified. Now provide that in
- 26:09Speaker 3: person coaching because you know that person so much more detail.
- 26:13Speaker 3: But having just that gathering of information that is always
- 26:19Speaker 3: available in there, I use it because I will send
- 26:22Speaker 3: in transcripts into my AI coach and say, I that
- 26:26Speaker 3: did not go well, what happened here?
- 26:28Speaker 1: You know?
- 26:29Speaker 3: Or I can My best thing would be eventually to
- 26:32Speaker 3: send an avatar of myself into a meeting that can
- 26:34Speaker 3: just ask the questions that would normally ask depending on
- 26:36Speaker 3: the type of meeting it is. But that's yet to come.
- 26:39Speaker 3: So that would be my ideal agent. So I could
- 26:41Speaker 3: go to fewer meetings. But there are so many ways
- 26:45Speaker 3: that you can think about using AI to be that coach.
- 26:50Speaker 3: I personally use it when I'm writing to give me feedback,
- 26:55Speaker 3: and my editor is so happy because she gets this
- 26:59Speaker 3: real clean draft. She goes, this is so good, that's
- 27:02Speaker 3: so clean, and I'm like, yes, thanks to my AI,
- 27:07Speaker 3: and I have it tuned specifically to be an editor.
- 27:12Speaker 3: It has instructions, it has samples of my writing, so
- 27:15Speaker 3: it doesn't try to change my writing. But I even
- 27:18Speaker 3: use it sometimes to help draft a first draft and
- 27:22Speaker 3: annoyingly includes all my grammatical errors, so it is truly
- 27:25Speaker 3: implementing my cell on my tone when I'm as I'm writing.
- 27:30Speaker 3: So there's I think the hardest part about this is
- 27:34Speaker 3: realizing that AI can do a pretty darn good job
- 27:39Speaker 3: as a writer. To realize that it could write like me,
- 27:44Speaker 3: that it could do research like me, it could think
- 27:46Speaker 3: like me, is a hard thing. The phantom, because it
- 27:51Speaker 3: calls up began that existential question. If it can do that,
- 27:54Speaker 3: then who am I right? I mean, I could go
- 27:58Speaker 3: into chat GBT and I've been testing this and I
- 28:00Speaker 3: would tell it to be me and I would give
- 28:03Speaker 3: it questions like the questions you're asking me here and
- 28:06Speaker 3: it'll do a decent job of answering them. And so
- 28:10Speaker 3: what I realize is how can I be better than
- 28:12Speaker 3: my AI When I'm constantly feeding data into that AI model,
- 28:17Speaker 3: by publishing content, by doing podcast interviews. It means that
- 28:21Speaker 3: I have to be more creative. I'd the more curious.
- 28:24Speaker 3: I have to be more at to synthesize more information
- 28:28Speaker 3: and use the AI to help me do that better
- 28:32Speaker 3: and faster than I could have ever done in the past.
- 28:35Speaker 3: I cannot stand still, and so that's the challenge that's
- 28:40Speaker 3: going to be in the future. We will not be
- 28:42Speaker 3: able if you want to really benefit and say, and
- 28:46Speaker 3: it's been true for a long time, if you fear it,
- 28:49Speaker 3: it's because the challenge of growing is scary. And so
- 28:57Speaker 3: this is not about fearing AI. It's about fearing growth
- 28:59Speaker 3: and change.
- 29:00Speaker 2: Yeah, it's fascinating because it just on a personal note,
- 29:04Speaker 2: I'm in the midst of putting my second book together
- 29:06Speaker 2: experimenting with AI as that creative partner. It sounds like
- 29:11Speaker 2: you're much farther down the journey than I am. Maybe
- 29:13Speaker 2: I need to connect with you offline and you can
- 29:16Speaker 2: give me some tips and tricks on it. But looking ahead.
- 29:21Speaker 2: Let's just put the kind of the crystal eight ball
- 29:24Speaker 2: in front of us. In terms of the IT leaders
- 29:27Speaker 2: that are listening, what do they need to be most
- 29:29Speaker 2: mindful of when preparing their service as team or any
- 29:33Speaker 2: IT team for future developments. How can your principles guide
- 29:37Speaker 2: them through some preparations for what's about to come down
- 29:40Speaker 2: the road.
- 29:42Speaker 3: I like to use two things. I like to use
- 29:45Speaker 3: this idea of bill to buy, and especially if as
- 29:50Speaker 3: you're experimenting, there will be many opportunities to take content off,
- 29:56Speaker 3: take technology right off the shelf, and start using it,
- 29:59Speaker 3: and then you feel, oh, that's not perfect, that's not
- 30:01Speaker 3: the way I want to have it work. What can
- 30:04Speaker 3: I do? And you can use development resources to try
- 30:07Speaker 3: to build things on your own. Now, here's the thing is,
- 30:10Speaker 3: you may not want to build it to be perfect
- 30:13Speaker 3: for your needs, but you're building it to be able
- 30:15Speaker 3: to understand what are the possibilities so that I can
- 30:17Speaker 3: go back to the vendors and say, well, this is
- 30:19Speaker 3: what I want. And so this is a great opportunity
- 30:24Speaker 3: as an IT leader to not just take what's off
- 30:26Speaker 3: the shelf and say well that's just the way it is.
- 30:28Speaker 3: I'm just gonna have to wait for something better to
- 30:30Speaker 3: come along. Is to actively work with the vendors because
- 30:34Speaker 3: they want the feedback. It is that the cycles of
- 30:37Speaker 3: development right now are so fast, so quick, so your
- 30:42Speaker 3: ability to stay ahead of that and to actually have
- 30:46Speaker 3: a say and how the products and services are being
- 30:49Speaker 3: built only come when you are actually building it yourself.
- 30:54Speaker 3: So this mentality build to buy versus having to staff
- 30:58Speaker 3: up a huge staff to be able to go and
- 31:01Speaker 3: develop these things and customize them on your own. I
- 31:04Speaker 3: think again, having a small, nimble staff that can be
- 31:07Speaker 3: very clear about what your requirements are is going to
- 31:10Speaker 3: be much more a better use of your development time
- 31:12Speaker 3: because the cycles are again, there are just so many
- 31:15Speaker 3: things happening and changing. The second thing I would say
- 31:19Speaker 3: is for the staff in particular for your team, is
- 31:24Speaker 3: to develop trust. To develop trust in the technology, buzzle
- 31:28Speaker 3: trust in each other. The hardest thing to do as
- 31:30Speaker 3: a leader is to delegate. We talk about delegation as okay,
- 31:35Speaker 3: it's important thing as a leader to do, but we
- 31:37Speaker 3: all know it is incredibly difficult to do because it
- 31:40Speaker 3: requires trust. And so what is it going to take
- 31:43Speaker 3: for you to delegate to an AI? And that's across
- 31:48Speaker 3: the board not just the leadership issue. How again, it's
- 31:52Speaker 3: a fundamental question. What are the marketers of trust that
- 31:55Speaker 3: is needed inside of my organization, inside of my team?
- 32:00Speaker 3: How do we begin to trust AI to do the
- 32:02Speaker 3: job we wanted to do? How do we begin to
- 32:05Speaker 3: be comfortable letting go? So that's an important word to do,
- 32:11Speaker 3: and it doesn't happen overnight. Again, trust is developed from
- 32:16Speaker 3: experience in every interaction, over and over and over again,
- 32:20Speaker 3: and sometimes it's broken and how do you rebuild it?
- 32:22Speaker 3: So how do we again love that word scaffolding, create
- 32:26Speaker 3: the scaffolding so that trust can be developed.
- 32:31Speaker 2: Such a fascinating conversation. And like so many of these
- 32:34Speaker 2: episodes that we do, I wish this one could go on.
- 32:37Speaker 2: There's so much more we could cover. This another great
- 32:40Speaker 2: angle to consider for people when diving into AI adoption. Charlie,
- 32:45Speaker 2: thanks for being on the show. Really appreciate your insights.
- 32:48Speaker 3: Thank you so much for having me.
- 32:49Speaker 2: And before we go and we'll put it in the
- 32:51Speaker 2: show notes, but let people know where they can find you.
- 32:53Speaker 3: And your work, and they can find me at Charlie
- 32:56Speaker 3: Lee dot com and all my content appears on LinkedIn
- 33:00Speaker 3: as well.
- 33:02Speaker 2: Excellent. I've taken a brief look at it and I
- 33:05Speaker 2: will absolutely be diving deeper into it personally. Into everyone listening,
- 33:09Speaker 2: Thanks for joining the episode without our main man Tom.
- 33:12Speaker 2: He's off in the wilds of Wales, but provided he
- 33:16Speaker 2: survives that wilderness, he'll be back with us in the
- 33:18Speaker 2: driver's seat for the next one. Until then, thanks again
- 33:21Speaker 2: and we'll talk again soon.
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- 33:47Speaker 1: Until next time.