Process & AI Automation Readiness Assessment

1

Process Documentation & Standardization

How well documented are your current business processes?

Comprehensive documentation with regular updates Partially documented with some gaps Limited documentation, mostly tribal knowledge Virtually no documentation exists

How standardized are your key business processes across the organization?

Highly standardized with consistent execution Mostly standardized with some variations Limited standardization with significant variations Processes vary widely across teams/departments

2

Process Complexity & Volume

What percentage of your key business processes involve repetitive, rule-based tasks?

More than 75% 50-75% 25-50% Less than 25%

What is the typical volume of transactions/tasks for your key processes?

High volume (1,000+ transactions monthly) Medium volume (500-1,000 transactions monthly) Moderate volume (100-500 transactions monthly) Low volume (fewer than 100 transactions monthly)

3

Data Quality & Systems

How would you characterize the quality and accessibility of data in your organization?

High quality, structured data with good accessibility Mostly structured data with some quality issues Mix of structured and unstructured data with access challenges Primarily unstructured data with significant quality issues

How integrated are your current business systems?

Highly integrated with robust APIs/interfaces Partial integration with some manual transfers Limited integration with significant manual transfers Siloed systems with mostly manual processes between them

4

Organizational Readiness

What level of executive support exists for process automation initiatives?

Strong support with dedicated budget and resources Moderate support with some resource allocation Limited support with minimal resources No clear support or direction

How would you describe your organization's experience with technology change?

Consistently successful with high adoption rates Generally successful with good adoption Mixed results with varying adoption Historically challenging with resistance to change

5

Potential Impact

What are your primary goals for process automation? (Select all that apply)

Cost reduction Improved accuracy/quality Faster processing times Enhanced customer experience Better compliance/risk management Staff redeployment to higher-value work Scalability for growth

What is your expected timeline for implementing process automation?

Immediate need (0-3 months) Short-term (3-6 months) Medium-term (6-12 months) Long-term planning (12+ months)

6

Additional Information

Please share any specific processes you're considering for automation:

Contact Information (** Required)

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Process & AI Automation Readiness Assessment

Your Automation Readiness Results

Category Balance

Overall Readiness

Category Performance

Process Foundations

Volume & Complexity

Technical Readiness

Organizational Readiness

Key Recommendations: