AI Readiness Assessment
Score your data, processes, people, tools, and leadership, and get your first three AI moves.
Example scenario—not a forecast or verified benchmark. Enable JavaScript to edit inputs, view charts, save locally and export your analysis.
Example inputs
- Employees
- 11_50
- Our customer and sales data lives in one system (CRM) and is kept up to date.
- 3
- We can pull an accurate report of last month's revenue by service line in under an hour.
- 3
- Important information is stuck in email inboxes, spreadsheets, or people's heads.
- 3
- Our core workflows (quoting, onboarding, invoicing) are written down step by step.
- 3
- Most repetitive work follows the same steps every time.
- 3
- We regularly measure how long key tasks take.
- 3
- Our main software tools connect to each other (integrations or APIs).
- 3
- We use a modern cloud CRM, accounting, and project management stack.
- 3
- We already use at least one AI tool in daily work.
- 3
- Team members are comfortable trying new software.
- 3
- Someone internally owns technology and process improvement.
- 3
- Staff have had any training on AI tools.
- 3
- Leadership has named specific business outcomes it wants from AI.
- 3
- We have rules for what company or customer data can go into AI tools.
- 3
- We have budget set aside for automation or AI this year.
- 3
Example results
AI readiness: 50/100 (Foundations needed). Run one tightly scoped pilot while you shore up the weakest area.
- AI readiness score
- 50/100
- Stage
- Foundations needed
- Data
- 50/100
- Processes
- 50/100
- People & skills
- 50/100
- Tools & integrations
- 50/100
- Leadership & governance
- 50/100
What stands out
Data: 50/100
Centralize customer, job, and financial data in one system with consistent fields before automating anything.
Processes: 50/100
Document your top 10 repeatable workflows step by step. AI automates documented processes, not tribal knowledge.
People & skills: 50/100
Name an internal AI owner and give the team hands-on training on one tool tied to a real task.
Next actions
- Centralize customer, job, and financial data in one system with consistent fields before automating anything.
- Document your top 10 repeatable workflows step by step. AI automates documented processes, not tribal knowledge.
- Name an internal AI owner and give the team hands-on training on one tool tied to a real task.
Model assumptions & limitations
- Scores are self-reported and weighted equally across the five areas.