AI readiness assessment

Our key workflows follow consistent steps from start to finish.

The same task is done the same way by different people.

Our main tools (CRM, accounting, scheduling) are cloud-based.

We know which of our tools offer integrations or an API.

The information these tasks need is stored digitally, not on paper.

We can export or access our own data without asking a vendor.

We have tasks that repeat many times per week.

Those tasks follow predictable rules or patterns.

Our key processes are written down (SOPs, checklists).

Documentation is current and people actually use it.

Someone can own an automation project for a few hours a week.

The people doing the work have time to test and give feedback.

We know which of our data is sensitive or regulated.

We have clear rules for who can access customer data.

We have decided which decisions must always be approved by a person.

We could review a queue of AI-flagged exceptions each day.