The PKF Podcast | S2, E11: Fix the process first: A smarter approach to technology and automation

In this episode of The PKF Podcast, Courtney Charleson is joined by Stacie Shaw to explore why technology isn't always the answer to operational challenges. Together, they discuss how businesses can create greater efficiency and better outcomes by first understanding, simplifying, and improving their processes before introducing automation, AI, or new systems. They discuss: Why automating inefficient processes often creates more problems than it solves. How slowing down to understand workflows can help businesses move faster in the long run. The simple question that uncovers hidden frustrations and process bottlenecks. When to eliminate, automate, or delegate tasks, and why the order matters. If you're feeling stretched, frustrated by inefficiencies, or unsure where technology fits into your next stage of growth, this episode offers a grounded, practical perspective on creating clarity before change.