Discover Where Your Organization Really Stands with AI

Most companies think they're further along than they actually are.

This 15-question assessment cuts through the noise and shows you exactly where you are today—and what's holding you back from real results.

Here's what you'll learn:

Your current maturity level across 5 critical dimensions
Your biggest constraint (the one thing blocking progress)
Specific next steps to move from stuck to systematic

This takes 4-6 minutes. Be honest—this isn't about looking good, it's about getting clear on where you actually are so you can chart the fastest path forward.

STRATEGY & LEADERSHIP

AI Vision & Strategy

How would you describe your organization's AI strategy? *

Level 1: We don't have an AI strategy. Leadership hasn't discussed AI in any meaningful way.

Level 2: Leadership is talking about AI and exploring possibilities, but nothing formal exists yet.

Level 3: We have a clear AI champion and a 90-day roadmap with defined priorities.

Level 4: AI is integrated into our business strategy, and leadership actively champions adoption across the organization.

Level 5: AI is core to our competitive advantage. We have executive sponsorship and dedicated innovation budget.

Budget & Investment

How does your organization approach AI investment? *

Level 1: No budget allocated for AI. Any spending is reactive or unplanned.

Level 2: We're considering budget allocation and seeking guidance on what to invest in.

Level 3: Budget is allocated to specific AI initiatives with clear ROI expectations.

Level 4: Continuous investment in AI capabilities. AI is considered for all new projects.

Level 5: Significant innovation budget dedicated to AI. We're recognized as industry leaders.

Leadership Engagement

How engaged is your leadership team with AI initiatives? *

Level 1: Leadership is unaware of AI opportunities or reactive to competitor moves.

Level 2: Leadership is interested and asking questions but not yet taking action.

Level 3: We have an identified AI champion at the leadership level who drives initiatives.

Level 4: Leadership actively champions AI adoption and models AI-first behavior.

Level 5: Executive sponsorship is unwavering. Leadership speaks publicly about our AI journey.

PEOPLE & CAPABILITY

Team Skills & Training

What is your team's current AI skill level? *

Level 1: Individual employees experimenting alone. No formal training. Most are resistant to change.

Level 2: Some team members use ChatGPT or similar tools. Interest in learning exists but no structured training.

Level 3: 5-10 team members trained and building their own AI solutions. Knowledge sharing is happening.

Level 4: Team is self-sufficient with internal AI experts. Continuous learning culture established.

Level 5: Organization-wide AI fluency. We're building proprietary AI solutions and teaching others.

Adoption Mindset

How does your team approach AI and automation? *

Level 1: "That's not my job" mentality. Fear of being replaced by AI.

Level 2: Curiosity exists. Team is identifying pain points and willing to try pilot projects.

Level 3: Team actively builds solutions and is comfortable using AI tools daily.

Level 4: AI-first mindset. Team mentors newer members and continuously improves workflows.

Level 5: AI is embedded in how we think and work. Team creates innovative solutions proactively.

Self-Sufficiency

Can your team build and maintain AI solutions independently? *

Level 1: No. We depend entirely on external help or don't use AI at all.

Level 2: Not yet. We're beginning pilot projects but need heavy guidance.

Level 3: Yes, for most tasks. We built several solutions and can maintain them.

Level 4:Absolutely. We have internal experts who can solve complex problems independently.

Level 5: We're not just self-sufficient - we're building proprietary AI that creates competitive advantage.

SYSTEMS & AUTOMATION

System Integration

How connected are your business systems? *

Level 1: Scattered, disconnected systems. Nothing talks to each other. Manual data entry everywhere.

Level 2: We've identified which systems need to connect, but haven't implemented integrations yet.

Level 3: 3-5 core systems are connected and data flows between them automatically.

Level 4: 10+ systems integrated with real-time data synchronization. Very little manual data entry.

Level 5: Fully integrated tech ecosystem. Everything connects seamlessly. Custom AI models deployed.

Workflow Automation

How much of your work is automated? *

Level 1: Everything is manual. Copy-paste workflows dominate daily work.

Level 2: 1-2 basic automations attempted. Still mostly manual workflows.

Level 3: 5-10 workflows automated with measurable time savings (40+ hours/week recovered).

Level 4:20+ automated workflows. Predictive capabilities emerging. 80%+ error reduction.

Level 5: Autonomous workflows running continuously. AI optimizes processes without human intervention.

Data Quality & Flow

How much of your work is automated? (copy) *

Level 1: Data is trapped in silos. No single source of truth. Information is frequently out of date.

Level 2: We know where data lives and what needs to flow, but haven't connected it yet.

Level 3: Data flows between key platforms. Most critical information is accessible and current.

Level 4:Real-time data synchronization across systems. High data quality and reliability.

Level 5: Data is our competitive advantage. We leverage it for predictive insights and continuous optimization.

GOVERNANCE & TRUST

Data Privacy & Security

How do you handle data privacy and security with AI? *

Level 1: No data policies exist. Security is ad-hoc. We haven't thought about AI-specific risks.

Level 2: Basic awareness of data privacy. Having initial discussions about security considerations.

Level 3: Basic data handling policies established. Access controls in place. Privacy considerations documented.

Level 4:Formal governance framework exists. Regular security audits conducted. Compliance monitoring active.

Level 5:Board-level governance oversight. Proactive compliance. Trust is a brand differentiator.

AI Usage Guidelines

Do you have policies for AI usage in your organization? *

Level 1:No policies. Unaware of what guidelines we should even have.

Level 2: Identifying what sensitive data exists and learning about AI risks.

Level 3: AI usage guidelines created and shared with team. Basic ethical considerations addressed.

Level 4: Ethical AI guidelines enforced consistently. Team trained on responsible AI use.

Level 5: We're an AI ethics leader in our industry. Our practices set the standard.

Risk Management

Do you have policies for AI usage in your organization? (copy) *

Level 1:No consideration of AI risks. Reactive if issues arise.

Level 2: Beginning to understand potential risks. Identifying areas of concern.

Level 3: Known risks documented. Mitigation strategies defined for critical use cases.

Level 4: Comprehensive risk management framework. Regular reviews and updates to policies.

Level 5: Proactive risk management. We anticipate and address risks before they materialize.

OPERATIONS & SCALE

Process Documentation

How well are your processes documented? *

Level 1: Undocumented. Everything lives in people's heads (tribal knowledge).

Level 2: Some processes documented, but inconsistent and ad-hoc.

Level 3: Workflows documented in a structured knowledge base. Team can reference and replicate.

Level 4:Comprehensive knowledge management system. Living documentation that's continuously updated.

Level 5:Documentation enables new business models. Our processes are assets we can scale infinitely.

Measurement & ROI

Do you measure the impact of your AI initiatives? *

Level 1: No measurements. We're reactive and don't track time or costs systematically.

Level 2: Beginning to track time/costs. Ad-hoc reporting when asked.

Level 3: ROI being measured for key initiatives. We recovered 40+ hours/week and can prove it.

Level 4: Performance dashboards in place. Continuous improvement tracked with clear KPIs.

Level 5: Real-time performance monitoring. Predictable ROI on all initiatives. Industry-leading efficiency.

Scalability

Can you scale your AI improvements across the organization? *

Level 1: No. Each improvement is a one-off. Can't replicate success.

Level 2: One-off improvements happening, but not systematized.

Level 3: Repeatable processes established. We can replicate wins in other areas.

Level 4: Systematic approach to scaling. Success in one area quickly spreads to others.

Level 5: Continuous innovation cycles. We scale without proportional headcount increases.