AI Readiness Check
The AI Readiness Check is a two-minute self-assessment for leadership teams. Fifteen yes/no questions, three in each of the five areas an AI readiness assessment covers, return a score out of fifteen and the first fix for the two weakest areas. It is a starting point; a full assessment is the decision.
- 15 questions
- 5 areas
- About 2 minutes
- Email optional
The questions
Fifteen questions, three per area.
01 Operations
Where work waits, and which steps are reading, checking, matching or chasing.
- Can leadership name the three recurring workflows that consume the most people-hours?
- For at least one of them, is there a number leadership would accept as proof that AI improved it?
- Have the people who run that workflow been asked where the work waits?
02 Data
Whether the data the use cases need exists, is current, is accessible and is trusted.
- Does the data that workflow needs exist in a system of record, rather than only in spreadsheets?
- Is it current, with a known process for keeping it current?
- Can it be reached through an API or a warehouse, rather than only through screens?
03 Systems
Which core systems hold it and whether an agent can read from and write to them.
- Do the core systems involved (ERP, CRM, ticketing) expose APIs that an agent could read from and write to?
- Is there a named owner for each of those systems who can grant access within a week?
- Is there a cloud environment the company controls where a solution could run?
04 People
Who would own each use case and who would review the agent’s work.
- Is there one named person who would own the workflow and review the agent's work?
- Does the engineering or IT team have capacity for new work in the next quarter?
- Do any teams already use AI tools for whole pieces of work, rather than for emails and summaries?
05 Governance
What data may be used where, who approves a new use, which rules apply.
- Is there a written rule on which company data may be sent to which AI provider?
- Is there a known approver for a new AI use, and does approval take under a month?
- Does the company know which AI rules apply where it operates, and the risk level of likely use cases?