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HomeOperationsBest PracticesScaling Innovation: A CEO’s Guide to People, Process, and Technology That Actually...

Scaling Innovation: A CEO’s Guide to People, Process, and Technology That Actually Works

If you’re leading a business, there’s a truth I need you to embrace with both arms: if you’re not innovating, you’re dying. There’s no plateau, no safe middle ground, no “we’ll catch up next year.” The market does not pause for your reorg, your ERP deployment, or your board cycle. Your competitors—both the ones you know and the ones you haven’t met yet—are experimenting, learning, and compounding those learnings into advantage.

I had the pleasure of exploring this head‑on with Nick Jain, a CEO who’s living it daily—guiding global organizations to harness the voice of employees and customers at scale and convert ideas into measurable outcomes. What emerged from that conversation crystallizes three executive takeaways you can apply immediately. Consider this your executive field manual for building a durable innovation engine—grounded in practical systems, not platitudes.

Here are the three takeaways we’ll unpack:

  1. Innovation is a discipline, not a department. It lives at the intersection of People + Process × Technology.
  2. Collective intelligence is your most underutilized asset. Activate it inside and outside the enterprise.
  3. Risk‑adjusted decision making wins over time. Build a culture that iterates, learns, and scales what works.

Let’s break each one down and translate it into action you can take this quarter.

Innovation is a discipline, not a department

I’m a process person with a strong belief: People + Processes × Technology = Growth and Scale. The multiplication sign matters. Technology amplifies the force of your people and processes—good or bad. That’s why buying “innovation software” doesn’t make you innovative any more than buying a treadmill makes you fit. Discipline does.

  • People: Hire, develop, and empower problem solvers. Incent them to surface, test, and champion ideas. Make it safe to propose “the crazy ones” and courageous to ship.
  • Process: Define how ideas flow from spark to shipped. Set visible gates, clear criteria, and measurable outcomes. Treat ideation, evaluation, pilot, and scale as distinct stages, each with owners and SLAs.
  • Technology: Use tools that widen the funnel, accelerate evaluation, and track value creation. Tools should make it easy to contribute, vote, analyze patterns, and push decisions to the edge—where the work (and insight) actually happens.

Executives often ask me, “Where should innovation live?” The best answer: everywhere. Give your CINO or strategy office the mandate and scaffolding, but distribute ownership across the business. When business units own outcomes and share a common operating system for ideas, you decentralize creativity while centralizing value tracking. That’s how you scale.

What this looks like in practice:

  • Define a quarterly Innovation Operating Rhythm. Every business unit runs two to three targeted idea challenges aligned to their OKRs.
  • Standardize your funnel: 1) Source, 2) Screen, 3) Shortlist, 4) Pilot, 5) Scale, 6) Sunset. Publish criteria at each gate.
  • Create a standing Cross‑Functional Innovation Council that meets monthly to unblock funding and elevate pilots with enterprise potential.
  • Fund at three tiers: micro (team), meso (BU), macro (enterprise). Give teams fast access to micro funds for rapid prototypes.
  • Track a small dashboard: time‑to‑first‑pilot, pilot‑to‑scale conversion rate, value captured (revenue, margin, cost, CX), and portfolio balance (core/adjacent/transformational).

This discipline will feel familiar to operators because it’s essentially portfolio management for ideas—practical, measurable, and repeatable. That’s what transforms innovation from a poster on the wall to performance in the P&L.

Collective intelligence is your unfair advantage

Your organization is a gold mine of underutilized insight. Front‑line employees see friction customers will never log in a survey. Customers will draft your next seasonal product if you ask the question well. Partners and the public will often supply surprising solutions—at scale.

When you activate collective intelligence, three things happen:

  • Your idea funnel gets wider and richer. You don’t just get “more” ideas; you get more relevant, contextual ideas.
  • You reduce time and bias in prioritization. Transparent voting, tagging, and AI‑assisted clustering separate signal from noise faster.
  • You increase buy‑in because people see their fingerprints on outcomes. Adoption grows because the organization co‑creates the change.

Real‑world patterns I’m seeing across industries:

  • Consumer brands inviting customers to co‑design seasonal items or digital experiences—then routing the top community choices to technical and safety screens. The business outcome: faster product‑market resonance and stronger earned media.
  • Public sector agencies engaging small businesses and advocacy groups to shape programs and reduce compliance friction, especially for underserved populations. The outcome: higher program uptake and measurable societal impact.
  • B2B software companies “drink their own champagne,” running perpetual internal and external idea boards for product improvement and “secret” employee‑only breakthrough bets. The outcome: continuous improvement plus a pipeline of step‑change features.

How to activate this in your enterprise—safely and productively:

  • Start inside. Launch an enterprise‑wide “What should we fix first?” campaign targeting operational pain points. Commit to implementing the top 3 in 90 days. Speed builds trust.
  • Add customers next. Run one external challenge per quarter tied to a strategic theme (e.g., “Simplify onboarding,” “Reimagine our seasonal lineup”).
  • Use AI to analyze themes. Ideas are qualitative—AI can now cluster topics, identify sentiment, and suggest next best actions without drowning your team in manual review.
  • Make decisions visible. Show how ideas moved through the funnel, who decided, what criteria mattered, and what’s next. Close the loop with contributors by name.
  • Celebrate outcomes with attribution. “This feature came from Priya in Support and 1,482 customer upvotes.” That story is culture fuel.

This is not an HR campaign or a once‑a‑year hackathon. It’s a permanent channel where good ideas find the right owners, bad ideas teach you quickly, and the best ideas scale with resources. Do this well and your organization starts to feel lighter, faster, and more customer‑right.

Win with risk‑adjusted decision making

I love the poker analogy because business isn’t about perfect information; it’s about making the best decision with the cards you see and the probabilities you infer—then managing the variance. You can do everything right and still lose a hand. The goal isn’t to remove risk; it’s to price it correctly and take more of the right bets.

What that means for leaders:

  • Bet sizing matters more than bravado. Make many small, reversible bets; a few medium, shape‑the‑business bets; and rare, bold, transform‑the‑business bets—each with pre‑defined kill criteria.
  • Velocity beats perfection. Speed to learning is the new speed to market. Shorten the loop from idea to insight to iteration.
  • Rigor without bureaucracy. Use lightweight evidence standards. For early bets, require problem validation and scrappy prototypes. For scaling bets, require unit economics, technical feasibility, and operational readiness.
  • Protect the downside, expose the upside. Sandbox high‑variance ideas. Isolate capital. Use feature flags and A/B tests to constrain blast radius.
  • Institutionalize “why it worked.” Post‑win reviews matter as much as post‑mortems. Codify patterns of success into playbooks you can reuse.

An object lesson: even giants get punished for not innovating effectively. Spending more on R&D doesn’t guarantee better outcomes if your processes can’t convert research into product people love and operations can deliver. The market rewards learning muscles, not line‑item budgets.

A practical cadence to operationalize risk‑adjusted decisions:

  • Weekly: Idea triage stand‑up—new submissions, fast thumbs up/down, assign owners.
  • Biweekly: Pilot review—evidence gathered, next milestone, kill/continue pivot gates.
  • Monthly: Portfolio council—reallocate funds, elevate cross‑BU contenders, retire stalled bets.
  • Quarterly: Show the scoreboard—what shipped, what impact, what we learned, and where we’re doubling down.

When risk is treated as a portfolio, your organization becomes both more courageous and more prudent. You stop swinging wildly and start compounding intelligently.

Building the system: how executives make this stick

Culture follows system. If you want an always‑innovating enterprise, you need visible executive actions that anchor the behaviors you expect.

  • Sponsor two enterprise‑level challenges per year tied to strategy. Announce them yourself. Show up at the readouts.
  • Set one innovation metric in each BU’s scorecard. Make leaders accountable for both throughput (ideas piloted) and impact (value realized).
  • Create a “90‑day win” tradition. Every quarter, ship something that originated from the community and matters to customers or employees.
  • Institute attribution and recognition. Highlight idea originators and teams at all‑hands. Tie recognition to values: curiosity, courage, and evidence.
  • Fund a small internal “innovation angel” pool. Let directors deploy up to a defined amount without additional approvals for rapid tests.
  • Require learning artifacts. For every pilot, publish a one‑pager: hypothesis, test, results, decision, next step. Share it on an internal portal.

Technology choices matter, too. Prioritize:

  • Accessibility: Web‑based, no heavy lift, easy for anyone—employee, customer, partner—to contribute and track.
  • Transparent prioritization: Voting, tagging, clustering, and clear criteria to separate novelty from value.
  • Integration: Connect to your roadmap tools, service desk, analytics, and comms channels to avoid “innovation theater.”
  • AI assistance: Not to replace judgment, but to accelerate pattern recognition and synthesis across thousands of qualitative inputs.
  • Governance: Role‑based access, audit trails, privacy controls—especially for employee‑only “secret bets” and regulated environments.

When the system is coherent, executives no longer need to be the source of all ideas. Your job becomes architect and amplifier—design the lanes, reinforce the behaviors, and remove the friction.

The inside/outside flywheel of innovation

The strongest programs weave three streams into a single flywheel:

  1. Internal continuous improvement: fix the daily paper cuts your people trip over.
  2. Customer‑led innovation: co‑create features, offers, and experiences that win in the market.
  3. Strategic breakthroughs: pursue a few bold, confidential bets that could redefine your category.

The magic is in the interlocks. Internal pain points often correlate with customer friction. Customer suggestions expose where your operating model needs to evolve. Breakthrough bets absorb the learnings (and talent) from both streams to accelerate. And because attribution is visible, participation becomes a career accelerant—not a side hobby.

Here’s a 6‑month blueprint to get started:

  • Month 1: Stand up tooling, publish the funnel, train community managers, and launch an internal “Fix First” challenge.
  • Month 2: Ship two quick wins. Open a customer challenge on a narrow, high‑leverage theme.
  • Month 3: Add AI clustering to synthesize themes, publish a transparent prioritization board, fund five micro‑pilots.
  • Month 4: Establish the Innovation Council and macro funding tier. Launch an employee‑only breakthrough track.
  • Month 5: Scale one customer‑sourced idea into a full pilot market or segment.
  • Month 6: Host an enterprise readout. Celebrate wins, publish impact, retire two underperforming bets visibly, and announce the next two strategic themes.

Do this with discipline and your organization won’t just generate ideas—you’ll generate momentum.

What great looks like: signals you’re on track

  • Participation rate rises quarter over quarter across roles and regions.
  • Time‑to‑first‑pilot drops below 30 days for micro bets.
  • Pilot‑to‑scale conversion stabilizes in a healthy 15–30% range (too high = not ambitious enough; too low = poor screening).
  • Tangible value: cost‑out, revenue‑in, NPS/CSAT lift, cycle‑time reduction tied to shipped ideas.
  • Portfolio balance: majority core improvements, meaningful adjacent plays, a few transformational bets.
  • Cultural language shifts from “that won’t work” to “let’s test the riskiest assumption.”

When you see these signals, you’ve moved beyond slogans. You’ve built an engine.

A word on AI: enablement, not autopilot

AI will not do your innovating for you. But used well, it accelerates the parts that slow humans down:

  • Synthesis: clustering thousands of ideas into coherent themes and surfacing non‑obvious connections.
  • Evaluation: scoring ideas against your strategic criteria and historic success patterns.
  • Ideation: exploring adjacent possibilities your team might not consider on a busy Tuesday.
  • Change support: drafting comms, onboarding materials, and FAQs to help good ideas land smoothly.

Treat AI as a enabling partner. Keep humans accountable for judgment, ethics, and prioritization. The best results come when AI shortens the distance from raw input to informed decision.

The executive mindset that sustains innovation

If there’s one shift I’d ask you to make, it’s this: fall in love with the system, not any single idea. Because systems compound. A good system turns one “lucky break” into a repeatable capability. It also protects you from your own cognitive biases—your love of the solution you funded, your instinct to defend sunk cost, your desire for certainty where none exists.

Lead with clarity. Tell your organization the strategic questions you need answered this year. Ask them to help you answer them. Fund the learning. Share the scoreboard. Celebrate the people who made it happen. Then do it again. And again.

Because innovation isn’t a moment—it’s a muscle. And the enterprises that will own the next decade are building that muscle now.

If you’re ready to stop playing innovation theater and start compounding competitive advantage, start with these three moves:

  • Install the system: People + Processes × Technology—and run the rhythm.
  • Activate your collective intelligence: inside and out, every quarter.
  • Manage risk like a portfolio: size bets, shorten loops, scale what works, sunset what doesn’t.

Don’t wait for the “perfect” time or tech. Your competitors aren’t. Start where you are. Ship something in 90 days. Show the value. Momentum will do the rest.

 

Listen to the full episode on C-Suite Radio: Disrupt & Innovate | C-Suite Network

Watch the episode: https://youtu.be/D3dh94FWKlE?si=411aDtWgOMtp3F7

 

This article was drafted with the assistance of an AI writing assistant (Abacus.AI’s ChatLLM Teams) and edited by Lisa L. Levy for accuracy, tone, and final content.

Lisa L. Levy
Lisa L. Levyhttp://www.LcubedConsulting.com
Lisa L. Levy is a dynamic business leader, best-selling author, and the founder of Lcubed Consulting. With a passion for helping organizations streamline operations, increase efficiency, and drive strategic success, Lisa has spent over two decades working with businesses of all sizes to align people, processes, and technology. She is the author of Future Proofing Cubed, a #1 best-selling book that provides a roadmap for organizations to enhance productivity, profitability, and adaptability in an ever-changing business landscape. Lisa’s innovative approach challenges the traditional consulting model by empowering her clients with the skills and capabilities they need to thrive independently—essentially working to put herself out of business. As the host of the Disrupt and Innovate podcast, Lisa explores the evolving nature of business, leadership, and change management. Her expertise spans project management, process performance management, internal controls, and organizational change, which she leverages to help organizations foster agility and long-term success. A sought-after speaker and thought leader, Lisa is dedicated to helping businesses future-proof their strategies, embrace change as an opportunity, and create sustainable growth. Through her work, she continues to redefine what it means to be an adaptable and resilient leader in today’s fast-paced world.
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