Question 1 of 10
Where is your company at with your AI integration efforts?
We have not started. I am still trying to understand what AI can do for us.
We are exploring options but have not committed to anything yet.
We purchased or subscribed to AI tools but are not using them consistently.
We are actively using AI in some areas but need a broader strategy.
Question 2 of 10
How clear is your company on the specific problem you want AI to solve?
We are not clear at all. We just know we need to do something with AI.
We have a general idea but have not defined the problem in detail.
We know the problem but are not sure which AI solution fits best.
We have a clear problem defined and are looking for the right integration approach.
Question 3 of 10
How would you describe your team's current comfort level with new technology?
My team resists most technology changes. Getting adoption is always a battle.
Some team members are open to it, others push back. It depends on the person.
Most are willing to try new tools but need clear guidance and training to stick with it.
My team is eager and adapts quickly. Adoption has not been a major issue for us.
Question 4 of 10
Do you have documented workflows or processes that a new team member could follow today?
No. Most of our processes live in people's heads.
We have some documentation but it is outdated or incomplete.
We have basic SOPs for some departments but not company-wide.
Yes. We have documented systems that are actively used and maintained.
Question 5 of 10
Has your company invested in any AI or automation tools in the last 12 months?
No investments yet. We are starting from scratch.
Yes, but the tools are barely being used by the team.
Yes, and some departments use them but adoption is inconsistent across the company.
Yes, and we are seeing results but know we are not maximizing the investment.
Question 6 of 10
Does your leadership team have a shared vision for how AI will be used in your company?
No shared vision. Everyone has a different idea or no idea at all.
We have talked about it but have not aligned on a direction yet.
Leadership is aligned but we do not have a formal strategy or roadmap in place.
We have a clear vision and are actively working toward executing it.
Question 7 of 10
How are repetitive tasks currently handled in your company?
Manually. Staff spend significant time on tasks that could be automated.
We have some automation but most repetitive work is still done by hand.
We have automated several workflows but there are still obvious gaps.
Most repetitive tasks are automated. We are focused on higher-level AI integration now.
Question 8 of 10
Is there a budget allocated for AI integration in your current or upcoming fiscal year?
No budget set aside. We would need to build the case internally first.
There is informal interest from leadership but no formal budget approved.
We have a budget but are not sure we are spending it in the right places.
Yes. Budget is approved and we are ready to move on the right strategy.
Question 9 of 10
How does your company currently handle onboarding new staff to your systems and tools?
It is mostly informal. New hires learn by watching others or figuring it out on their own.
We have a basic onboarding process but it is not consistent across departments.
We have a structured onboarding process but it does not yet include AI tools training.
We have a documented onboarding process that includes technology and systems training.
Question 10 of 10
What is your biggest barrier to moving forward with AI integration right now?
I do not know where to start or which tools make sense for my situation.
I am concerned my team will not adopt it even if we invest in the right tools.
We have tools but no strategy or structure to make them work across the company.
We need a partner who can lead the integration and manage the change process with us.