← All tools

AI Readiness Assessment

How ready is your organization for AI?

Twenty questions for the executives who have to make AI pay off. Get a scored readiness profile across four dimensions and a short list of what to fix first.

  • About 10 minutes
  • 20 questions
  • Private to your browser

What it measures

Four dimensions that decide whether AI scales

Most AI programs stall for reasons that have little to do with the model. This assessment looks at the conditions around it: who owns it, what data it can reach, how work is run and how risk is managed.

  1. .01

    Strategy & leadership

    Goals, ownership, funding and how value is measured.

    Why this matters
    An AI agent changes how work gets done, so budgets, roles and targets change with it. Without a named owner and a business metric, pilots get approved on enthusiasm and cut at the first budget review.
  2. .02

    Data & systems

    Access, quality, integration and the platforms teams can build on.

    Why this matters
    An agent is only as good as what it can see. If it cannot reach the vendor master, or the master is wrong, it will stall or act on bad facts at machine speed. Retrieval over your documents is often the fastest early win.
  3. .03

    Process & operations

    Documented, standard processes and a real path from pilot to production.

    Why this matters
    You cannot hand a process to an agent if nobody can describe it. Agents follow steps and route exceptions to people. If every region works differently, you end up building five agents, or one that serves nobody well.
  4. .04

    Governance & risk

    Policy, review, data controls, human oversight and vendors.

    Why this matters
    Agents act, not just answer. That makes guardrails, an audit trail and human approval points part of the design. Good governance is what lets you say yes faster.
Myth

We need a clean, company-wide data foundation before we can start with AI.

Reality

You need clean, reachable data for the first workflow you pick. Fix that slice, prove value, then widen. Waiting for perfect data is the most common way programs never start.

Field guide

Three lessons from the climb

What we see again and again when operations teams move from AI interest to agents running real work.

.01

Readiness is set by your weakest dimension

A strong strategy cannot carry a process nobody has written down. A great data platform cannot carry an agent that no one is allowed to approve. Programs move at the pace of their lowest score, which is why the next move almost always sits there.

Rule of thumbSpend the next quarter lifting your lowest dimension, not polishing your highest.

.02

Pick a workflow, not a technology

Good first agents start from a painful, high-volume workflow with clear rules and a measurable baseline: invoice matching, vendor onboarding, case triage. The model choice comes later. A pilot without a baseline cannot prove anything.

Rule of thumbMeasure hours per case and error rate for two weeks before the pilot starts.

.03

Design the human checkpoints first

Decide up front where a person approves, reviews a sample or handles the exception. That design is what earns trust from finance, risk and the team doing the work. It also makes the agent easier to audit and improve.

Rule of thumbAutomate up to about 80% of a task. Keep people on decisions that carry financial, legal or customer risk.

Want a tool built for your team?

We build custom assessments, skills and internal apps as part of our engagements. Tell us what you need.