SECTION 1: DATA ACCESSIBILITY
Can employees easily access the information they need to do their jobs?
*
Yes, fully in place
Partially in place
No or unsure
Is critical business information available without relying on a specific individual?
Yes, fully in place
Partially in place
No or Unsure
Can leadership quickly obtain answers to operational questions?
*
Yes, fully in place
Partially in place
No or Unsure
Is organizational knowledge documented and searchable?
*
Yes, fully in place
Partially in place
No or Unsure
Can teams find current versions of policies, procedures, and documentation?
*
Yes, fully in place
Partially in place
No or Unsure
SECTION 2: SYSTEM INTEGRATION
Do your ERP, CRM, accounting, HR, and operational systems exchange information automatically?
*
Yes, fully in place
Partially in place
No or Unsure
Have you eliminated most duplicate data entry?
*
Yes, fully in place
Partially in place
No or Unsure
Are integrations monitored and reliable?
*
Yes, fully in place
Partially in place
No or Unsure
Can employees trust that information is consistent across systems?
*
Yes, fully in place
Partially in place
No or Unsure
Can new systems be integrated without significant redevelopment?
Yes, fully in place
Partially in place
No or Unsure
SECTION 3: DATA QUALITY
Do you have confidence in the accuracy of your data?
*
Yes, fully in place
Partially in place
No or Unsure
Are duplicate records uncommon?
*
Yes, fully in place
Partially in place
No or Unsure
Is customer, vendor, employee, and operational data standardized?
*
Yes, fully in place
Partially in place
No or Unsure
Are data quality issues identified and corrected quickly?
*
Yes, fully in place
Partially in place
No or Unsure
Are data ownership responsibilities clearly defined?
*
Yes, fully in place
Partially in place
No or Unsure
SECTION 4: REPORTING & BUSINESS INTELLIGENCE
Can management access key metrics without manual spreadsheet preparation?
*
Yes, fully in place
Partially in place
No or Unsure
Are reports generated in minutes rather than days?
*
Yes, fully in place
Partially in place
No or Unsure
Do executives have access to real-time dashboards?
*
Yes, fully in place
Partially in place
No or Unsure
Is there a single source of truth for critical business information?
*
Yes, fully in place
Partially in place
No or Unsure
Are reporting definitions consistent across departments?
*
Yes, fully in place
Partially in place
No or Unsure
SECTION 5: DATA MODERNIZATION
Have legacy systems been evaluated within the last three years?
*
Yes, fully in place
Partially in place
No or Unsure
Are your most important systems cloud-enabled or cloud-ready?
*
Yes, fully in place
Partially in place
No or Unsure
Can data be easily shared between systems and departments?
*
Yes, fully in place
Partially in place
No or Unsure
Is your organization reducing reliance on spreadsheets for core business processes?
*
Yes, fully in place
Partially in place
No or Unsure
Do you have a documented data modernization strategy?
*
Yes, fully in place
Partially in place
No or Unsure
SECTION 6: AI READINESS
Have you identified specific business processes where AI could create measurable value?
*
Yes, fully in place
Partially in place
No or Unsure
Is your data organized in a way that AI systems can effectively consume?
*
Yes, fully in place
Partially in place
No or Unsure
Are data security and access controls clearly defined?
*
Yes, fully in place
Partially in place
No or Unsure
Can employees easily locate trusted organizational knowledge?
*
Yes, fully in place
Partially in place
No or Unsure
Do you have an AI adoption roadmap?
*
Yes, fully in place
Partially in place
No or Unsure
BONUS SECTION: OPERATIONAL RISK INDICATORS
Critical information exists only in employee email accounts.
*
Yes
No
Important reporting depends on spreadsheets maintained by a small number of employees.
*
Yes
No
Employees regularly re-enter information into multiple systems.
*
Yes
No
Management receives conflicting reports from different departments.
*
Yes
No
Employees struggle to locate current procedures or documentation.
*
Yes
No
We are interested in AI but are uncertain whether our data is ready.
*
Yes
No
Full Name
*
Organization
*
Email
*
Phone
*
Captcha