A structured set of questions

Find the gaps before you fund the project.

Before you invest in AI or new technology, take stock of the applications your team uses, the work that slows it down and the rules that protect it. This questionnaire helps organize that picture so you can focus on the gaps and improvements that matter to your business.

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Business AI Readiness and Technology Gap Assessment

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This is a separate questionnaire from the contact form. Submitting it does not schedule an appointment.

Who this is for

Business owners, operations leaders and IT managers who want to understand how their current tools, processes and governance support their goals, and where AI or other improvements could help.

Six areas, in plain business terms.

Business applications. What you actually run across productivity, collaboration, CRM, ERP, finance and operations, including the spreadsheets and shared inboxes that hold it together.
Technology adoption. How much of what you already license is genuinely used, and where teams have quietly routed around it.
AI readiness. Whether your data, processes and permissions are in a state where an agent could do useful work inside your rules.
Operational pain points. The repeated manual steps, rework and waiting that your team has learned to live with.
Governance practices. How access, approvals, exceptions and records are handled today, before anything is automated on top of them.
Future goals. Where you want the business to be, so improvements can be ranked against your direction instead of a generic maturity model.

Your answers help identify technology gaps, assess AI readiness and prioritize practical improvements across productivity, collaboration, CRM, ERP, finance, operations and governance.

Want to discuss your priorities? Contact us to talk through your answers. Completing the assessment does not automatically schedule a meeting.