CEO Playbook

CEO Guide to AI

A CEO-first blueprint to turn daily chaos into measurable execution: AI Staff (work), Management OS (control), BI (decisions).

1) The CEO Problem (Why AI Fails in SMEs)

Most SMEs buy “AI chatbot” but keep the same messy workflow: data scattered, decisions delayed, and execution inconsistent.

01

No Single Source of Truth

WhatsApp + Excel + staff memory = blind spots every day.

02

Owners Manage by Feeling

Without weekly dashboards, you react to fires instead of steering.

03

Execution Cannot Scale

Different outlets/staff do different things. SOP exists but not enforced.

2) The CEO Solution Stack

AiServe is not “just a chatbot”. It is a full operating layer: capture daily data, convert into dashboards, and drive action.

1) AI Staff

Talks to customers & staff, collects data, generates outputs (SOP, reports, replies).

2) Management OS

Turns daily activities into structure: cashflow, P&L, break-even, outlet/staff tracking.

3) BI Layer

Dashboards + anomalies + executive summaries for faster decisions.

3) Key CEO Metrics (What You Must See Weekly)

If your weekly view is missing these, you are managing blind. Below is a CEO-ready set of metrics AiServe can generate.

Cashflow Control
7 Days
Weekly inflow/outflow & cash runway signals.
Gross Margin
%
Margin by outlet / product / category to stop leakage.
Break-even
1 View
Revenue needed to cover fixed costs + staff costs.
Outlet Ranking
#
Top/bottom outlets by profit, efficiency, growth.
Staff Productivity
%
Sales per staff / shift performance / incentives.
Exceptions & Alerts
Detect anomalies: sudden drops, abnormal costs, missing reports.

CEO Rule: If it’s not measurable, it’s not manageable.

AiServe turns daily WhatsApp conversations into structured records, then into dashboards and weekly summaries.

P&L Dashboard
P&L Trend Dashboard
Outlet Performance
Outlet Comparison
Staff Productivity
Staff Productivity

Tip: put real screenshots here (blur numbers if needed). CEOs care that the screen exists.

4) CEO Implementation Map (30 Days)

Do not overbuild. Start small: data capture → dashboards → enforce execution.

Week 1

Capture the Right Data

Set daily reporting flows (sales, costs, stock, issues). Everything through WhatsApp.

Week 2

First BI Dashboard

Cashflow + P&L trend + outlet ranking. One screen a CEO checks weekly.

Week 3

Enforce SOP & Consistency

Use AI Staff to standardize replies, SOP steps, and reporting reminders.

Week 4

Scale to More Outlets / Teams

Duplicate the same reporting + dashboard model. This is the CEO scaling pattern.

SLV GROUP SDN. BHD. · slvgroup@slvgroup.com.my · 03-788 61341