Understand the problem
Clarify what is happening, what should be happening, and where the gap sits.
Office Hours
Work Systems & AI
Office Hours
Practical help with workflows, systems, data, automation, and AI.
The working method
From problem to practical next step
Operational challenges are connected. Office Hours helps you identify the real constraint and work through the next practical step.
Look at the system
Examine the people, processes, systems, data, handoffs, rules, and decisions involved.
Identify the constraint
Determine whether the issue sits in the process, ownership, system design, data, automation, AI, governance, or capability.
Work through the next step
Leave with one practical action and a clearer view of what should happen next.
Bring
What you can bring
Bring a process that is stuck, a system you are improving, an AI use case you are testing, or a technology decision you need to make.
Work systems
Bring a system, workflow, platform, or process that is not supporting the work properly.
Examples: CRM structure, Zoho implementation, system migrations, system integrations, platform selection, user adoption, digital workflows, disconnected systems.
Operations and automation
Bring a process that is slow, manual, inconsistent, or difficult to manage.
Examples: client onboarding, approvals, internal requests, project handoffs, reporting, recurring work, workflow automation, cross-system automation.
AI systems and agents
Bring an AI use case, agent idea, workflow, or implementation question.
Examples: AI workflows, internal assistants, AI agents, knowledge systems, agent readiness, human approval, AI governance, AI security.
Data and customer systems
Bring a challenge involving how information moves through the organization and supports customers, sales, marketing, and delivery.
Examples: CRM data, knowledge systems, lead management, sales workflows, marketing operations, lifecycle automation, customer journeys, reporting.
Who should attend
Anyone responsible for improving how work gets done.
- Professionals
- Entrepreneurs
- Business owners
- Founders
- Executives and senior leaders
- Managers and directors
- Consultants
- Nonprofit and association leaders
- Teams working through operations, systems, automation, data, CRM, and AI
You do not need to be technical. You do not need to know the solution. Bring the problem.
Scope
When the problem needs more than one hour
Some challenges fit Office Hours. Others need deeper discovery, process mapping, system analysis, or solution design.
When the hour is too short for the whole problem, we help you name the right next step. That may include a structured discovery or FusionMap engagement. Attendance stands on its own. Continuing is optional.
Register
Register for the next session
Bring one challenge. Leave with clearer direction.
Each session includes a focused discussion and time for participant questions.
- Runs
- Twice a month.
- Time
- 1:00 to 2:00 p.m. MT
Next session is Wednesday 30 September
September 2026
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October 2026
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Register to add these dates to your calendar.
Register once. You stay on the list for upcoming sessions and receive a calendar invitation with the Google Meet link.
Register for Work Systems & AI Office Hours
Open globally. Free to attend.
You are registered.
A calendar invitation with the Google Meet link goes to the address you gave. The problem you described goes on the list for the session.
Open globally, and free. Register once. You stay on the list for upcoming sessions and receive a calendar invitation with the Google Meet link.