C.H. Robinson’s CEO is running his AI transformation on Lean principles: ‘It’s been a game-changer for this company’

In today’s CEO Daily: Diane Brady interviews C.H. Robinson CEO Dave Bozeman.

The big leadership story: JPMorgan built a pipeline of female CEO candidates. Then it fell apart.

The markets: Mixed globally, with U.S. stocks maintaining last week’s momentum.

Plus: All the news and watercooler chat from Fortune.

Good morning. Dave Bozeman is one of 11 Black CEOs in the Fortune 500—and he’s rewiring how C.H. Robinson (No. 277 on the Fortune 500) runs on AI. Bozeman describes the freight broker and forwarder as “a technology company that’s solving problems and handling logistics for the world.” As CEO he’s overseen a stock that’s doubled in the past year, fueled by his ‘Lean AI’ transformation. Here’s how he’s rethinking productivity, talent and growth for the AI era.

Bozeman’s playbook starts with time, not tools. He runs C.H. Robinson on a “three‑horizon” framework of zero to three years, three to seven, and seven‑plus years. It’s a classic approach to make sure that resource allocation and decision-making give a company enough stability to survive while investing in innovative areas of growth. “If I go from here to three or four years from now, I know the way that we onboard humans is going to look different,” he said. “They’re going to be augmented and supplemented, and they’re going to have intelligence that helps them.”

He’s also a longtime practitioner of Lean methods, saying “it’s been a game-changer for this company” and critical in its AI transformation.........

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