B2B Automation Spotlight

Shipping Real AI: Process Mapping to Automation


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In this episode, host Michael Bernzweig talks with Zane Frantzen, VP Platform and Operations at SimplyAsk, about why so many AI projects stall out before they deliver business value. Zane shares three common mindsets that sink initiatives, explains how AI amplifies whatever process reality you already have, and stresses the importance of mapping workflows, clarifying owners, and targeting repetitive, high‑volume tasks. He also covers the hidden costs of building custom AI and why human‑in‑the‑loop designs are key for adoption, compliance, and trust.

Key Topics:

  • The three common mindsets around AI and how they hinder success
  • Why mapping and cleaning up workflows is essential before AI implementation
  • The importance of clear ownership and strategic planning in AI projects
  • How to identify bottlenecks versus slow tasks in business processes
  • Reframing "human in the loop" as a feature for compliance and adoption, not failure
  • Practical steps to build a scalable and reliable AI automation pipeline
  • The role of process mapping exercises to avoid automation pitfalls
  • Benefits of targeting high-volume, repetitive workflows for quick wins
  • How organizational culture influences AI project outcomes
  • The significance of owning and controlling creative assets in marketing with AI
  • Timestamps:

    • 00:00 - Introduction and episode overview
    • 00:29 - Zane's career journey pre-SimplyAsk
    • 01:22 - Types of organizations benefiting most from AI automation
    • 02:53 - How high-volume processes drive tangible value
    • 04:42 - Organizational size and impact of AI solutions
    • 07:20 - Recognizing patterns in early discovery calls for AI value
    • 08:49 - Common AI mindsets holding teams back
    • 09:17 - Process mapping exercises to identify true bottlenecks
    • 10:36 - Fixing process issues before deploying AI
    • 11:29 - Building AI solutions versus customizing internally
    • 12:44 - Ownership, security, and liability considerations in AI projects
    • 14:37 - The balance between full automation and human oversight
    • 15:55 - Business realities versus marketing promises in AI adoption
    • 16:44 - Practical tips for AI scaling: fix workflows, define ownership, focus on tangible outcomes
    • 17:39 - The importance of small wins for AI trust and expansion
    • 18:18 - Industries and organizations that see the most value from AI
    • 19:50 - Challenges of internal AI projects and fragmented tools
    • 20:40 - Rebuilding holistic processes with AI integration
    • 21:15 - Managing content and campaigns across silos like organic and paid channels
    • 22:09 - Live Q&A setup and audience interaction
    • 42:18 - Framing "human in the loop" as a strategic feature for adoption
    • 45:22 - Guardrails for responsible AI use and maintaining control over messaging
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      B2B Automation SpotlightBy Software Oasis