Margins are under pressure, and scaling isn’t about throwing more people at the problem. Owners have to leverage technology to increase throughput per employee — but that only works if your data is clean and your processes are digitized.

This isn’t an AI-hype conversation. It’s about putting best practices in place so you can actually use automation and AI as accelerants. If your company is still running on paper, PDFs, or messy file shares, you’ll never have the information flow you need to make fast, accurate decisions from the boardroom.

That’s why I brought on Bob Muller, an expert in document and data management, to talk about how owners can digitize processes, manage change, and align their information flow with their financial and operational goals. Bob has lived this world for decades, and for me it was a full-circle moment — since I started my career in document management before building and selling our family business.

We get into what it really takes to prepare your company to scale: not just buying new tech, but organizing your processes, cleaning your data, and creating the link from operations → financials → owner goals.

What We Cover:

⇒Why digitizing processes and cleaning data is the foundation for scaling — and how it protects margins under pressure.
⇒How analog → digital → clean data → automation creates throughput and frees owners from bottlenecks.
⇒Why AI is only an accelerant — it works if the inputs are good, but it’s useless without clean data.
⇒The real challenge of change management: how culture, leadership, and buy-in make or break tech adoption.
⇒How to connect operations → financials → owner goals so technology actually drives valuation, not just efficiency.
⇒Practical steps to start: mapping processes, prioritizing wins, and aligning tech projects with business outcomes.

Bob Muller is a veteran in document and data management with decades of experience helping companies digitize processes, clean data, and unlock efficiency. He specializes in guiding organizations through change management and building the foundation for automation and AI. Bob’s work equips owners to protect margins, scale operations, and tie information flow directly to financial performance and strategic goals.

Chapters:

• (00:00) Bob Muller's background in document management evolution
• (03:04) From copier sales to understanding business operations
• (05:12) Learning company processes through document management projects
• (09:23) First boardroom experience discovering operational chaos
• (13:22) Current outcomes businesses seek from automation
• (19:34) Real-world transformation story of distributed company processes
• (26:58) Change management approach for process automation
• (41:49) Data standardization and AI readiness requirements
• (48:11) Implementation costs evolution and accessibility improvements
• (56:30) Market opportunities and competitive advantages through automation
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Resources:
Bob Muller LinkedIn https://www.linkedin.com/in/bob-muller-41152a82/
Image One LinkedIn https://www.linkedin.com/company/image-one/

Ryan Tansom Website https://ryantansom.com/