Automation Readiness Assessment

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Strategy and Leadership

1. Strategic Alignment – How clearly defined is your organization's strategy for digital transformation and process optimization?

Not defined 1 Partially defined 2 Clearly defined but not implemented 3 Clearly defined and being implemented 4

2. Leadership Support – How committed is your leadership team to investing in AI and automation initiatives?

Not committed 1 Somewhat supportive 2 Strongly supportive but limited investment 3 Fully supportive with active investment 4

Processes and Operations

3. Process Documentation – How well are your business processes documented and standardized?

Not documented 1 Partially documented 2 Well documented but inconsistently followed 3 Fully documented and consistently followed 4

4. Process Efficiency – How would you describe the current efficiency of your core business processes?

Highly manual and inefficient 1 Some automation, but inconsistent 2 Moderately efficient with partial automation 3 Highly efficient with significant automation 4

Data and Technology

5. Data Availability – How accessible and reliable is the data needed to support process automation?

Data is siloed and unreliable 1 Somewhat accessible but not standardized 2 Accessible and somewhat standardized 3 Fully accessible, clean, and standardized 4

6. Technology Infrastructure – How prepared is your IT infrastructure (systems, integrations, cloud adoption) to support AI solutions?

Not prepared 1 Limited capacity 2 Moderately prepared 3 Fully prepared and scalable 4

People and Skills

7. Workforce Readiness – How would you rate your employees' readiness to adopt and work alongside AI-enabled solutions?

Resistant and unprepared 1 Some openness, limited skills 2 Moderately ready with some relevant skills 3 Highly ready with strong digital skills 4

8. Change Management – How effective is your organization at managing cultural and organizational change?

Ineffective 1 Somewhat effective 2 Moderately effective 3 Highly effective 4

Risk and Compliance

9. Risk Awareness – How aware is your organization of the potential risks (e.g., data privacy, bias, compliance) in AI adoption?

Not aware 1 Limited awareness 2 Moderate awareness with partial controls 3 Strong awareness with established controls 4

10. Governance Framework – Does your organization have governance or policies to guide responsible AI adoption?

None in place 1 Informal or ad hoc guidelines 2 Some formal policies in place 3 Fully established governance framework 4

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