Q&A
Q-0001 · 2026-11-1325 Revolutionary Tech Tools Transforming COO Operations Management
COO operations are changing fast as AI, automation, analytics, and cloud tools reshape daily work. This article highlights practical ways to streamline workflows, improve collaboration, and make faster decisions across teams. Insights from experts in the field show how these tools can reduce manual tasks and strengthen operations.
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What the experts said
25 signed answersUnify Nursery Data for Faster Decisions
Tammy SonsFounder/CEO, TN NurseryOne of the benefits of technology for nurseries is the ability to get up to date information on other aspects of the nursery business which would otherwise require constant communication. The problems we have in meeting the large volume of orders that come in during the peak season are primarily to do with communication around stock and shipping and staffing. Linking e-commerce and other systems into the operational reporting system has been a real help in both preventing and resolving issues which could impact on the customer. Some of the useful features of the technology we have are the ability to see customer, shipping and stock information all on one screen. This enables us to identify problems much earlier in the day rather than at the end of the day and therefore to rectify them. Other technology has also reduced or eliminated some of the tasks that nursery workers have to do, thus freeing them up to spend more time with the customer and to do other things which are needed to get the order filled. The key things to bear in mind when looking at the use of technology in the nursery are that you need to select technology that is easy to use but which will deliver benefits in terms of better decision making without necessarily adding a lot of work time.
Enable Cloud-Based Image Collaboration
Andrei BlajCo-founder, MedicaiTechnology has changed my work as COO by making access to medical imaging a central part of how healthcare teams collaborate. At Medicai, the most transformative approach has been cloud-based access to medical images, allowing healthcare professionals to retrieve and share them from different locations. This supports remote interpretation and coordination in specialties that depend on imaging. For me, the real shift is that the right information can be available to clinicians when they need to work together.
Centralize Deals With GoHighLevel
Cesar VillaseñorReal Estate Investor/ Owner and Founder of Click Cash Home BUyersI'm the founder of Click Cash Home Buyers, and I run operations myself. We buy houses as-is from homeowners, usually in about seven to fourteen days.
The tool that changed how I run the company is the deal pipeline in GoHighLevel. For years, operations lived in a spreadsheet and on my phone. If you wanted to know where a deal stood, you had to ask me, and if I was on a job site, you waited.
About three years ago we moved every deal onto one board. Each seller sits in a stage: New Lead, Walkthrough Scheduled, Offer Sent, Under Contract, In Escrow, Closed. I can open it on my phone and see the whole business in a minute. I can see which sellers are waiting on a call, which offers are out, and what's about to close.
The bigger change is that the information no longer depends on me. Calls, walkthrough notes and offers all go in the same day, wherever we are. Anyone on the team can open a seller's record and pick up the conversation without starting over. A seller doesn't have to explain a foreclosure notice or a tenant problem twice.
If you're running operations in a small company, my advice is to put everything in one place before you add anything fancy. A simple board that everyone actually updates beats a powerful system nobody trusts.
Cesar Villasenor, Founder, Click Cash Home Buyers (https://clickcashhomebuyers.com), Salida, California
Automate Workflows With Human Checkpoints
Brett SmithFounder and CEO, 7aSavvyOne of the biggest changes technology has brought to operations is replacing scattered manual handoffs with structured workflows. In lending, that means capturing the right information once, validating it early and making sure it moves cleanly to the next person instead of relying on emails, spreadsheets and repeated follow-ups.
The most transformative approach has been workflow automation paired with clear human checkpoints. Automation is great for routing information, triggering reminders and flagging missing data, but judgment still belongs with people. What changes operations most isn't one specific tool. It's designing the process so the technology removes repetitive work and gives the team better information at the moment they need it.
Strengthen Hybrid Team Communication
David JolesChief Operating Officer, PURCOR Pest SolutionsI would honestly say that communication is probably where we've had the biggest positive impact because of technology. Our workplace is hybrid, and that immediately creates some additional challenges with communication, with everyone not always being in the same space. On top of that, as COO, my plate is constantly full with a variety of very different responsibilities and tasks. With technology, my team and I are able to communicate so much more effectively with one another so that there are less bottlenecks in our work. We're able to see when each person should be available to talk, we have a centralized communication platform, and we're able to collaborate more easily digitally.
Turn Cloud Data Into Action
Oscar MoncadaCo-founder and CEO, Stratus10The technology that's transformed how we run operations is one we built ourselves. Before Kalos, keeping track of cloud cost, security, and performance across our AWS accounts meant living inside the native AWS console, pulling reports by hand, and translating raw data into something a teammate or client could act on.
Kalos does that translation automatically now. Instead of a list of line items, we get visuals, summaries, recommendations, and automated actions. We built it to solve our own problem first and still run it against our own accounts the same way any customer would, so every improvement gets tested against real daily use before it ships.
The biggest change came from cutting the time between seeing a number and making a decision. AWS already provides plenty of raw numbers. Turning that data into something a person can act on is where operations teams lose the most time, and it's where technology pays off fastest.
Track Renovations Through Shared Photos
Nick KuangCo-founder, Home Sweet Home OffersThe biggest change for us was a simple shared photo log for every property, not anything fancy. I oversee renovations on several houses across Northeast Ohio at once, and I used to drive to each one just to see where things stood. Now every contractor uploads dated photos at the end of the day to a shared folder for that address, tied to a one-page checklist of the scope. I can review three job sites from my kitchen table in twenty minutes and only drive out when something actually needs my eyes. That cut my site visits roughly in half, and it settled a lot of "was that done or not" arguments, because the photo answers it. My advice is to start with the tool your team will actually use on a job site at 5 PM with dirty hands. Usually that's something simple on a phone, not a big software rollout.
Nick Kuang, Co-founder, Home Sweet Home Offers
Use Operational Data to Guide Strategy
Justin BonfiniAccount Executive, Premier Construction SoftwareThe biggest change was treating operational data as an input to strategy, rather than something reviewed only after the fact. We brought weekly measures such as job cost variance, change-order cycle time, and billing lag into quarterly planning reviews. When the data showed labor running ahead of forecast, it informed decisions about hiring, pricing, and backlog. That discipline reduced surprises, supported more predictable margins, and shortened month-end close by roughly 30 percent.
Steer Operations With Real-Time Analytics
Amit AgrawalFounder & COO, Developers.devReplacing retrospective, manual reporting with real-time AI productivity analytics has fundamentally shifted how we manage global operations from reactive post-mortems to proactive steering. Historically, overseeing thousands of engagements relied on the lag of self-reported status updates and end-of-week timesheets, meaning operational bottlenecks were often discovered only after they had already impacted a delivery milestone. By integrating automated analytics directly into the development lifecycle, we have replaced that visibility gap with an immediate pulse on the health of our engineering workflows.
The most revolutionary change is the ability to monitor cycle times, pull request velocity, and code churn without requiring any manual input from the team. This allows me to spot when a project is drifting off-track as early as Tuesday or Wednesday, rather than waiting for a Friday report. It shifts the management conversation from an autopsy on why a deadline was missed to a real-time discussion on how to remove a specific technical or process blocker.
This data-driven approach fosters a culture of objective transparency. Instead of making decisions based on anecdotal feedback or the loudest voice in the room, we can identify systemic friction points-such as an over-burdened QA environment or unclear requirements-based on actual workflow patterns. For an organization scaling across different time zones and complex industry verticals, this real-time visibility is the difference between simply tracking progress and actively steering it. The objective is to ensure our engineering talent has the clear, frictionless path they need to deliver high-quality outcomes at pace.
Centralize E-Commerce Fulfillment Workflows
Centralising our e-commerce operations with an integrated platform that automates order routing, inventory sync and shipping workflows changed everything for me. As founder of Cyber Techwear I stopped juggling separate spreadsheets and inboxes and started relying on one source of truth that triggers fulfillment and updates customers automatically.
The concrete win: fewer manual errors at peak times and faster dispatches because rules handle routing and stock levels instead of people.
Deploy AI Agents as Team Members
Kenneth ShenCEO, Founder, PigmentI'm not technically a COO, but as a founder running a small company, I've worn that hat for years. The most transformative shift for us wasn't a single tool. It was integrating AI agents into our daily operational workflow.
We started using AI-powered systems to handle routine operational tasks that used to eat hours of someone's day: triaging inbound communications, monitoring partner platforms, scheduling follow-ups, even drafting first-pass outreach. What surprised me wasn't the time savings, though that was significant. It was how it changed what my team focused on. When the repetitive operational work is handled, people naturally gravitate toward the problems that actually require human judgment and creativity.
The specific approach that's been most revolutionary is treating AI agents like team members with defined responsibilities rather than tools you open when you need them. Each agent has a scope, a schedule, and guardrails. They report status. They escalate when something looks off. It's not automation in the traditional "set it and forget it" sense. It's more like having a reliable operations associate who works around the clock and never drops a task.
The biggest lesson: technology transforms operations not by removing humans but by giving humans back the bandwidth to do the work that matters. The operational busywork disappears, and what's left is actually interesting.
Discover Workflows Before Software Rollouts
Carlos CorreaChief Operating Officer, RingyMost Chief Operating Officers (COOs) seek software solutions that address and rectify broken workflows. However, a more effective approach lies in conducting thorough discovery phases prior to any software implementation. Neglecting this step often leads to the incorporation of existing inefficiencies into the software, resulting in user resistance and further complications.
Start by engaging in comprehensive interviews and focus groups with stakeholders. This process will help to uncover the day-to-day activities of sales professionals, identifying critical moments where communication lapses and efficiency errors occur. Pay attention to where data entry slows down the sales process; these insights are invaluable.
Utilize this information to configure the software to reflect actual operational realities rather than relying on theoretical best practices. It is crucial to recognize that software rollout should not be perceived as a one-time event. Instead, consider it a continuous process that evolves.
Maintain open feedback loops after the rollout. Continuous engagement with users will mitigate chaos and resistance to the new system. By iteratively adjusting the software based on the real needs of the team, you can foster adoption rather than resistance. Emphasize user experience and adaptability, ensuring that the software truly supports the organization's goals and enhances productivity.
Delegate Routine Work to AI Agents
The specific approach that has been most revolutionary for my work is AI agents. The fact that AI can perform tasks on its own, within a certain harness and with predefined criteria, is what has most transformed how I manage operations as a COO.
I oversee very different functions within the company, so it's very helpful to have agents not only performing tasks for me, but also gathering information, extracting insights and completing dashboards that I can later review. They are also very helpful for detecting patterns and potential actions needed.
Two examples. The first is an ATS-to-onboarding agent that works 100% autonomously. It shares relevant information that was previously lost from the recruiting process with the onboarding team and later the people operations team. The second is a client status dashboard that I check. It shows the status of each of our clients in a traffic light format through a Claude artifact. Twice a week it also sends me a Slack message if there is anything I have to be on top of.
But whenever a dashboard shows an amber light, I personally dig into whatever happened. Then I either act on it myself or route it to the right team member. That is something I do not delegate to technology.
Clarify Cross-Functional Handoffs
Kyle BarnholtCEO & Co-founder, TrewupThe most meaningful transformation has been improving visibility across functions without forcing every team to follow the same workflow. Operations becomes difficult when sales, finance, and customer teams rely on valid but disconnected information. Technology can bring these views together and show where handoffs create delays, confusion, or extra costs. This helps teams understand how their work affects overall business performance.
The focus is on improving key handoffs rather than digitizing every process at once. Each handoff needs clear information, ownership, and a plan for missing details. This reduces friction because teams can improve the process instead of debating whose information is correct. Clearer handoffs strengthen speed, accountability, and decision-making across the business.
Manage Exceptions Instead of Manual Checks
Mr Charles LiuMarketing Director, Cubic PromoteHi, I'm Charles Liu, CEO and Marketing Director of Cubic Promote, and I'm closely involved in many of our operational systems and workflows. Our approach is simple: if a repetitive task can be automated reliably with technology or AI, we try to automate it. One example is missed-call monitoring. Our system flags calls that were not answered by an account manager so the team can follow up quickly instead of relying on someone to notice manually. Another is our Scanabot, which automatically checks our ecommerce site for technical SEO problems, content issues and pricing errors. Before that, someone had to spot-check products manually, which was slow and easy to miss. For me, the biggest transformation has been moving from manual checking to exception-based management. Technology flags what needs attention, and our team can spend its time fixing the problem rather than searching for it.
Let Systems Execute Routine Lead Tasks
Om YadavCo-Founder, Yavi MediaThe biggest change was moving from tracking work to having the system do the work.
We run marketing and lead handling for painting and remodeling contractors. We used to manage leads like a checklist: a new form came in, someone noticed it, someone replied, someone booked the estimate, and someone remembered the reminder. Every step depended on a person being available, and things slipped.
Now one platform handles the whole chain. An AI assistant replies to new leads within seconds and books estimates, and the reminders before each appointment are automated. My job changed from chasing tasks to watching one number: cost per booked appointment.
The revolutionary part wasn't the AI itself. It was building operations where the routine steps run on their own, so people only step in when something actually needs judgment.
Prepare Cases With AI Assistance
Rahul AgrawalFounder & CEO, QuickIntellFrom my seat as Founder & CEO of QuickIntell, one of the most useful changes has been using AI to prepare an operational problem for an engineer to investigate. Our healthcare workflows can produce issues whose context is spread across payer information, documents and workflow history. We've used AI to assemble structured issue descriptions, identify gaps and draft test cases. The result I described publicly was clearer communication and more consistent handoffs. What makes that useful is the work it removes before problem-solving can begin. The engineer has a starting point, and the operations specialist can review whether the description captures the problem accurately. It also makes a missing fact easier to see. I would recommend looking for that kind of repeated preparation work before trying to automate an entire decision. Give people a clearer case to review, keep the underlying evidence available and let the responsible person decide what happens next. In a healthcare workflow, a confident summary is still something to check.
Build Internal Tools to Cut SaaS Costs
Eric LaflecheFounder, PitchFor most of my career the answer was buy. Software was expensive to build and slow to maintain, so you rented it one seat at a time. That's how operating costs drift up. Each team adds a subscription for its own narrow problem, nobody owns the whole stack, and two years later you're paying for overlapping tools half the company forgot about. Taking that cost back out has been a large part of my work: $2 million a year in SaaS spend on Cartwire, and a $3 million reduction, about 90 percent, on Kritique.
What's different now is that a small internal tool, the narrow workflow you used to buy a subscription for, can be built in days with AI help and shaped to how your team actually works. My rule is to buy anything that touches money, security or compliance, where a vendor's maturity is worth paying for. For internal glue, like reporting, routing requests and moving data between systems, building is now often cheaper and a better fit.
The second effect matters more than the savings. When the tool is yours, the process is yours. You stop shaping operations around a vendor's idea of how the work should flow, and you can change the process the same week you learn something.
What makes it work is ownership. Every internal tool gets a named owner and a date to review whether it should still exist. Without that, you've just rebuilt SaaS sprawl in-house.
Reclaim Ad Spend Through Manual Controls
Ben HarperFounder, LLM ListedWhile my title is Founder rather than COO, running operations at LLM Listed showed me that the best operational choice isn't always adding automation. The most effective shift in how we manage daily marketing spend was stepping away from Facebook's native automated targeting and taking manual control instead.
When we relied on the platform's built-in targeting, it regularly overspent and broadened audiences until they became too generic, wasting budget. Enforcing strict, manual audience controls across our operational workflow stopped that waste immediately. It put our team back in charge of where cash actually went, rather than letting an opaque algorithm dictate efficiency.
Automate Small Tasks With AI Scripts
Daniel GohChief Marketing Officer, RankAISearchThe biggest change for me has been to write small Python scripts, with an AI model in the middle of each of them, to solve one dull task after the other. The admin jobs that eat most of my time at TradingFXVPS (such as processing incoming requests, generating reports, copying data from one system to another, etc.) have been automated one by one. Each automated task is approved by a human at the end, but goes from hours to seconds per instance. At RankAISearch we use our free AI Visibility Checker to ask ChatGPT, Claude and Gemini the same question that a customer would ask to get an answer for cents per check that would take hours of a person's time to do by hand. If you want to automate tasks, first write down the tasks you do and time how long each one takes to do by hand. Then automate the one task that you found to be the most time consuming and see if there is any saving. If you can't write down the task to automate in 5 short lines or so, then AI won't fix it for you. Instead it will likely make a mess faster than you!
Answer Member Questions With DataBot
Jonluke DavisFounder, Data's Alpha CircleThe biggest change to my day-to-day operations is an AI assistant that answers member questions around the clock. I run operations as the founder of a paid trading community on Discord, and the problem is the same one any small team has. Questions pile up faster than people can answer them.
Mine were basic ones, like what the current active trade calls are, or what got covered in a livestream. They'd sit there until someone on the team had a free minute. So I built DataBot, our own assistant inside the Discord. It pulls from the call channels, past livestreams and live market data, and it answers at any hour.
In its first month the median time to an answer was about 10 seconds. That took a repetitive queue off the team, so our time goes to work that needs a person, like the daily market brief and the livestreams.
It took a lot of revisions to get right. Plenty of questions aren't yes or no, so the AI needed extra code around it. I asked members to flag wrong answers so I could fix them. I also capped how many questions each person can ask per day. It doesn't trade for anyone and it doesn't give personal financial advice, which I'd say is a good rule for any AI tool a small business puts in front of its community.
Scale Training Through VR Simulations
Noelia PerezDirector – Compliance & Operations, ImmerselearnAt ImmerseLearn, Virtual Reality (VR) has transformed how we deliver vocational education. By integrating VR simulations into our programs, we enable students to gain hands-on experience in realistic workplace environments without the risks or costs of physical equipment. This technology has made our operations more scalable, engaging, and effective.
Connect AI Agents to Core Systems
Ryan SabiaFounder CEO, PILTAI led Tivic Health through its NASDAQ IPO, ran a $200M global P&L at Mars, and today I get hands on with owners, founders and teams as the Founder and CEO of PILTA. The biggest change for me has been connecting AI agents directly to the systems I run operations on. Using Claude and MCP, my agent works inside HubSpot, ClickUp and Notion. Each system keeps a clean interface I can still use myself. I merge the AI layer with the human layer so that I'm not handicapped to it. I map the process before I automate anything. For one client, monthly sales commission statements now build from the order tracking workbook, with checks so a payout can't exceed the contracted rate. AI gives one person the ability of three to five people. I use that to give a team more reach. You still can't run a company on zero man hours.
Use Claude as an Operations Hub
Sagie ShanunFounder, Anywhere PediatricsAs the Co Founder and COO of Anywhere Pediatrics, a healthcare technology company I started with my wife, Dr. Maya Levy, I can say that the most revolutionary tool I have introduced into our operations is Claude AI. After more than 20 years of managing engineering and operations for large corporations, I have worked with countless technologies designed to improve efficiency, but nothing has changed the way I work quite like AI.
I use Claude as the central hub for almost everything I do in the business. Over time, it has become familiar with nearly every aspect of our operations, from our business model, pricing, and services to our internal processes, marketing strategy, and growth plans. Instead of explaining the business from scratch every time I need something, I can build on previous conversations, documents, and decisions. It almost feels like having an additional member of the management team who understands the company inside and out.
On any given day, I might use Claude to develop an automation process, create operational procedures, draft customer communications, improve our website's SEO, prepare business proposals, or review contracts and other legal documents before discussing them with our attorney. I also use it to brainstorm new business ideas and, more importantly, work through the practical steps needed to turn those ideas into reality.
What impresses me most is not necessarily how quickly it can write a document. It is how it helps connect the dots between different parts of the business. An idea that might have taken weeks of research, planning, and coordination can now be developed into something actionable in a matter of hours. Of course, I still review its work carefully, particularly when dealing with legal, financial, or medical matters, but the amount of time it saves is remarkable.
For someone with my background in operations and automation, this has completely changed what is possible for a small, growing company. Tasks that once required several employees or outside consultants can often be handled with a much leaner team.
The biggest lesson I have learned is that AI doesn't replace experience. It makes experience far more valuable. After spending two decades learning how to manage people, systems, and complex operations, I now have a tool that allows me to apply that knowledge at a speed and scale I could never have imagined a few years ago.
Centralize Company Facts for AI
Touko UrsinCOO, QuotedPartRunning our company facts like inventory. Each fact, from our price to who makes the product, has one home, and everything else points there.
When we raised our list price to $399 on November 5, the old $199 was sitting on a dozen software directories like G2, Capterra and SourceForge, and every one had to be fixed by hand. Some third-party guides still showed $199 days later.
AI is the part most COOs don't watch yet. I asked OpenAI's GPT-5.5, with web search off, what we cost. It said $99 a month, made by "QuotedPart, LLC". Wrong twice. With web search on, the same model found our facts page and got both right.
So now a fact changes in one place first: quotedpart.com/facts, where each line links to its source, with a machine-readable copy for AI assistants. When a listing or an article is wrong, I send them that line and its link. Customers and their AI assistants read about you before they ever talk to you, so that page has to be right.

