In just 3 minutes, discover where your business stands on the path to AI excellence - and what’s next to unlock its full potential.
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1. Process Automation: How does your company handle routine, repetitive back-office tasks (e.g., invoicing, data entry, report generation)?
Almost entirely manual; relies on paper, email, and spreadsheets.
Partially automated; uses some basic scripts or macros, but still requires significant manual intervention.
Mostly automated; uses integrated software (like an ERP or CRM) and defined digital workflows.
Fully automated; uses intelligent process automation (RPA) or no-code platforms to handle tasks from end-to-end.
2. Data Storage & Access: How does your company store and access its primary business data?
Data is siloed in local files and spreadsheets on individual computers.
Data is stored in on-premise servers (e.g., a local file server or database) with limited accessibility.
Data is primarily on cloud-based storage (e.g., Google Drive, Dropbox, basic S3), but is not integrated.
Data is centralized in a cloud-based data warehouse or data lake (e.g., Snowflake, BigQuery, Redshift) for easy access and analysis.
3. Customer Interaction: How does your company primarily interact with and support its customers?
Traditional channels only (e.g., phone, email, in-store) with manual tracking.
Basic web presence (e.g., static website, contact forms) with customer data logged in spreadsheets.
Interactive digital channels (e.g., self-service portals, e-commerce, basic chatbots) managed via a central CRM.
Proactive and personalized omnichannel experience (e.g., data-driven recommendations, 24/7 AI-powered support, seamless app/web/in-person integration).
4. Business Model: How are your company's core products or services delivered to customers?
Purely physical products or in-person services with no digital component.
Traditional products/services augmented by a basic website for information or marketing.
E-commerce or online service delivery is a major, supported revenue channel.
The core offering is a fully digital product, SaaS (Software-as-a-Service), or subscription-based.
5. Innovation Culture: How does your company leadership approach new digital technology?
Resistant to change; views new technology primarily as a cost or risk.
Cautious and slow; adopts new technology only when it's proven, and competitors have already adopted it.
Open to experimentation; will fund pilot projects for new tools that solve a specific, known problem.
Actively seeks and invests in "next-gen" digital technology as a core part of the business strategy.
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