Home
What is AI?
AI Agents
Responsible AI
Industries
Process Discovery
About
About Us
Contact Us
Home
What is AI?
AI Agents
Responsible AI
Industries
Process Discovery
About
About Us
Contact Us
AI Readiness & Opportunity Assessment
About your business
Company name
Industry
Professional Services
Accounting & Finance
Construction & Trades
Healthcare Administration
Retail & Distribution
Number of staff
1–10
11–25
26–50
50+
Contact name
Email
Microsoft tools you currently use
Microsoft 365
Excel
Teams
SharePoint
Power Automate
Other
Which Processes Create Challenges?
Repetitive tasks
Manual data entry
Error-prone processes
Time-consuming workflows
Compliance-related tasks
Other
Operating Systems
System Integration
i
Fully integrated: All systems are connected and automated.
Partially integrated: Some systems are connected, some manual.
Mostly manual: Systems are disconnected and work is mostly manual.
Fully integrated (1)
Partially integrated (3)
Mostly manual / disconnected (5)
Duplication of work between systems
Minimal (1)
Some duplication (3)
Significant duplication (5)
3. Current Challenges
Repetitive work (+1 per item)
Data entry
Emails
Reporting
Approvals
Customer Comm.
Documents
Operational frustrations (+2 per item)
Errors
Lack of Visibility
Process Delays
Scaling Issues
4. Data & Systems
Data structure
i
Mostly structured: Data is well-organized in predefined formats like tables, databases, or spreadsheets.
Mixed: Data is partly organized but also includes unstructured formats like documents or emails.
Mostly unstructured: Data is largely unorganized, such as text files, images, videos, or emails without a fixed format.
Mostly structured (1)
Mixed (3)
Mostly unstructured (5)
Data quality confidence
Very confident (1)
Some concerns (3)
Significant issues (5)
5. Process Maturity
Processes documented
Yes (1)
Partially (3)
No (5)
Workflow management
Automated (1)
Mixed (3)
Manual (5)
6. AI Opportunities
Opportunities identified (+1 each)
Automating tasks
Better reporting
Faster responses
Reducing errors
Cost reduction
Scaling
7. Governance & Risk
Concerns (+2 each)
Data security
Control
Inaccuracy
Compliance
Importance of auditability
Critical (5)
Important (3)
Nice to have (1)
8. Readiness
Openness to AI
Very open (5)
Exploring (3)
Not a priority (1)
Internal capability
Yes (5)
Limited (3)
None (1)
9. Final Questions
What concerns you most about current workflows?
What does success with AI look like?
Previous
Next Step
