AI Assessment

Leadership actively discusses AI opportunities

There is a clear business goal for AI or automation

Budget exists for AI, automation, or digital transformation

A senior person can champion AI adoption

Records are mostly digital rather than paper-based

Data is accurate, complete, and easy to find

Teams use shared systems instead of scattered files

Management can access useful reports when needed

Staff understand the basics of AI tools

Staff already use tools like ChatGPT, Copilot, Gemini, or Claude

The organization invests in staff training

Employees are open to changing how work is done

Key processes are documented as SOPs or checklists

Repetitive tasks are easy to identify

Teams spend significant time on manual reporting or data entry

Workflows are consistent enough to automate

The business uses cloud tools such as Google Workspace, Microsoft 365, CRM, ERP, or accounting systems

Systems can integrate through APIs, exports, webhooks, or connectors

Backups, passwords, and permissions are properly managed

Internet and device access are reliable enough for digital work

There are data privacy or confidentiality rules

Staff know what not to put into AI tools

Someone reviews AI risks before deployment

Clients would trust how the organization uses their data with AI