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Managed AI Readiness Assessment

Answer 12 questions about your data, your operations, and how your team already uses AI. We place you in one of three readiness profiles and show the right first move for your situation. No email required, results visible immediately.

This assessment is the first step. It tells you where you stand today so a Managed AI engagement starts in the right place: automating what is ready, governing what is risky, or organizing your data first.

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1.Where does most of your business data live?

AI works from your data. The more of it that sits in connected cloud systems, the faster AI can be built in.

2.How much of your team’s week goes to repetitive, rules-based work (data entry, reporting, routing, follow-ups)?

Repetitive, rules-based work is where automation pays back fastest.

3.Is there one bottleneck or manual process that clearly costs time or money every week?

A single clear bottleneck is the ideal first automation target.

4.Are you running on Microsoft 365 or Google Workspace and modern cloud tools?

A modern cloud stack is what we connect so the AI works from real context.

5.How easily can you get a current view of operations without manual work?

If a current picture takes hours of manual pulling, the data is not yet ready to drive AI.

6.Does your business handle sensitive or regulated data (customer PII, health, financial, contracts)?

The more sensitive your data, the more governance has to come before scaling AI.

7.Are people already using AI tools (ChatGPT, Copilot) on their own?

Unmanaged AI use is common. It is an opportunity and, without rules, a risk.

8.Do you have an enforced policy for what data can go into public AI tools?

A policy on paper that no one follows does not protect your data.

9.Have you bought software or AI tools that ended up barely used?

Shelfware usually means tools were bolted on rather than built into how the work actually happens.

10.Is there someone who would own an AI initiative and push adoption?

Adoption needs an internal owner. A managed partner does the building and running, but a champion drives uptake.

11.How do you want AI handled?

There is no wrong answer. It tells us how hands-on you want to be.

12.How soon do you want to act?

Answer all 12 questions to see your readiness profile and the right first move for your business.

Want a hand turning this into a plan?

We'll take your result and scope the first build worth doing: what it automates, what it is worth, and what to get right first. No obligation.

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