How can executives harness AI without losing sight of strong business foundations? In this episode of Shift & Thrive, Natalie welcomes back Adi Klevit, Founder and CEO of Business Success Consulting Group. With more than 25 years of experience, Adi has been at the forefront of helping organizations build scalable systems and adapt to transformative technologies. She shares how process documentation lays the groundwork for effective AI adoption, what leaders must prioritize as they navigate change, and how she uses AI herself as a strategic thought partner.

Takeaways:

• Clear processes are essential before layering on AI; without them, automation creates inefficiency instead of solving it.
• Start with simple, high-impact use cases for AI to build momentum and demonstrate value before tackling complex workflows.
• Document both stable and evolving processes; even shorthand notes or recordings prevent lost knowledge during change.
• Encourage team adoption by providing resources, training, and reassurance that AI complements rather than replaces their roles.
• Free up leadership capacity by delegating day-to-day execution so you can focus on strategy, foresight, and innovation.
• Treat AI as a thought partner. It can challenge assumptions, surface blind spots, and accelerate decision-making.
• Never underestimate the importance of human connection; technology is powerful, but relationships drive trust and collaboration.

Quote of the Show:

• “ You have to understand why you want to  improve your processes and then find the resources within your team or ecosystem to free up or bring in to get to the next level.”

Links:

• LinkedIn: https://www.linkedin.com/in/adiklevit/ 
• Website: http://www.bizsuccesscg.com/ 

Ways to Tune In:

• Spotify: https://open.spotify.com/show/2D1YbT2QhKxIwbREpU7EMb 
• Apple Podcasts: https://podcasts.apple.com/us/podcast/shift-thrive-ceo-insights-on-driving-change/id1740828813 
• Amazon Music: https://music.amazon.com/podcasts/fa60b654-1955-4055-93df-fdd40c2a5c8f/shift-thrive-ceo-insights-on-driving-change 
• iHeart Radio: https://www.iheart.com/podcast/269-shift-thrive-ceo-insights-166792501 
• Pandora: https://www.pandora.com/podcast/shift-and-thrive-ceo-insights-on-driving-change/PC:1001086797  

This show is sponsored by Magnetude Consulting, bringing you the thinking-Power of a Growth Consultancy and the Getting-It-Done Power of a full-service B2B Marketing Agency. 

Learn more at: https://www.magnetudeconsulting.com