AI Readiness Assessment

How well your operations are mapped and understood.

• Core operations are documented step by step
• We know which tasks the team repeats most often
• We can identify where most errors or delays happen
• Handovers between team members are clearly defined

Whether your information lives in one place — or many.

• Client info stored centrally- not on personal devices
• Consistent document formats used (invoices, proposals, etc.)
• Order go to a shared inbox, not personal emails/phone calls
• Past order documents retrieved within 5 minutes

Whether the people side is set up for AI to land.

• Our team is open to new tools that reduce workload
• We have an internal point of contact for any new system
• Leadership will commit to 8–10 weeks active pilot phase
• We understand AI needs enough training data

The tools and systems AI will plug into.

• We use at least one ops system (ERP, TMS, or similar)
• Our team regularly uses email and cloud-based tools
• We are open to adopting & learning new tools
• Budget allocated for technology improvement this year

Whether the business need is real enough to act on.

• We want more volume without increasing headcount
• Lost business or made errors due to manual processes
• A manager spends significant time tracking team progress
• Hiring more people to fix this has not fully worked