☑ Please select options (as many as you like) that match your experience.

🧭Strategy & Leadership

We have a clear AI strategy aligned with our business goals

Leadership actively supports AI adoption and experimentation

There is a dedicated owner/champion for AI initiatives

We’ve defined specific problems AI could solve in our business

We’ve assessed potential ROI from AI implementation

📊Data Infrastructure & Quality

Our data is centralized and easily accessible

Our data is clean, well-labeled, and regularly updated

We track and store customer interactions and operational metrics

We use cloud-based systems or data warehouses

We have data governance policies in place (privacy, security)

🧠 People, Skills & Culture

Our team understands the basics of AI and its business applications

We have internal talent with data science or machine learning experience

We offer or support AI training or upskilling for staff

Our culture encourages innovation, experimentation, and change

Teams are willing to collaborate across departments on AI projects

⚙️Technology Stack & Tools

We currently use automation tools (e.g., CRM workflows, Zapier, RPA)

Our tech stack supports integration with AI tools/APIs

We have access to cloud computing or scalable infrastructure

We’ve explored pre-built AI solutions or platforms (e.g., GPT, Langchain)

Our systems can collect, process, and feed data into AI models

🧩 Use Case Clarity

We’ve identified 1–3 high-impact, repeatable problems AI could solve

We understand which AI approach (chatbot, prediction, NLP, etc.) applies

We have the historical data needed to train or fine-tune a model

We’ve considered how AI fits into the customer journey or workflow

We’re ready to run a pilot/test before full implementation

🔐Ethics, Compliance & Risk

We are aware of ethical AI practices (fairness, bias, transparency)

We comply with relevant data protection regulations (GDPR, CCPA, etc.)

We monitor AI outputs for errors or discrimination

We have fallback plans if AI decisions fail or underperform

We plan to communicate clearly when customers interact with AI

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