Let’s Start With Clarity Every journey begins with our free AI Workflow Readiness Assessment. From there, we’ll show you if a paid audit makes sense — and whether workflow implementation is right for your business. START WITH THE FREE ASSESSMENT Turn AI Workflows Into ROIWhether you’re just exploring AI workflows or already testing them, the challenge is the same: proving measurable business value. Our free AI Workflow Readiness Assessment highlights ROI opportunities, pinpoints risks, and shows where to focus for quick wins.1. Business Identity & ContextFull Name *Email Address *Company Name *Company Website *Industry *(select your industry)Advertising & MarketingAerospace & Space (manufacturing/MRO)Agriculture (farming, agri-services)Apparel & TextilesAquaculture & FisheriesAutomotive (OEMs & Tier suppliers)Aviation (airlines & airports ops)Banking & Capital MarketsBiotech (non-pharma)ChemicalsCivil Engineering & ConstructionCloud & SaaSConsumer Electronics (manufacturing)Contact Centers & BPOCosmetics & Personal CareData CentersDefense Contractors (non-classified)Education (K‑12, Higher‑Ed, EdTech)Electrical & Industrial MachineryElectronics (semiconductors)Energy Utilities (generation & transmission)Entertainment, Media & Advertising TechFacilities Management & Property ServicesFood & Beverage (manufacture)Forestry, Pulp & PaperGaming, Lotteries & BettingGovernment & Public AdministrationHealthcare Providers & TelehealthHome Care & Social ServicesHospitality, Travel & TourismHousehold Appliances & Durable GoodsIndustrial Services (maintenance/EPC/O&M)Insurance (life, P&C, health)Internet Platforms & MarketplacesLegal Services & Law FirmsLogistics, Warehousing & 3PLManufacturing – GeneralMaritime, Shipping & PortsMedical Devices & IVDMining & MetalsNon‑profits & NGOsNuclear (power & supply chain)Oil & Gas (up/mid/downstream)Pharmaceuticals & CMOsRailways (operators & suppliers)Real Estate & Property ManagementRenewable Energy (wind/solar/storage)Research & Testing LaboratoriesRetail & E‑commerceSecurity Services (physical/electronic)SemiconductorsSports, Fitness & WearablesTelecommunications (operators & vendors)Testing, Inspection & Certification (TIC)Transportation – Road (fleet, rideshare, logistics)Veterinary ServicesWaste Management & RecyclingWater & Wastewater UtilitiesOtherWhere do you want to implement AI Workflows? *(select one)DepartmentCompany WideDepartment Size *50<50>Company Size *5050-250250-500500+Have you trialed or abandoned AI Workflows before? *(if yes please explain why)YesNoReason for trialing or abandoning AI Workflows *2. Purpose and Outcomes (Your AI Workflow North Star)What is the primary objective for AI Workflows in the next 6–12 months? *(select one)Improve operational efficiencyEnhance customer experienceReduce risk/compliance exposureDrive revenue growth/new productsOptimize cost-to-serveRegulatory alignment/ethical assuranceOther (please specify)When do you expect to see first meaningful results from AI Workflows? *(select one)<3 months (quick wins)3-6 months (mid-term)6-12 months (strategic initiatives)FlexibleWhat level of accuracy do you expect from AI Workflows to feel useful? *(select one)100% accuracy only90-95% accuracy if it drives major productivity70-80% accuracy if it drives productivityFlexible, depends on the use caseWhich Metrics will prove success? *(select up to 3)Cycle time / throughputCSAT, NPS, or first-contact resolutionQuality, error rate, or accuracyCost per transaction / caseRevenue lift or conversion rateRegulatory findings / compliance incidentsTime-to-market / launch cadenceemployee adoption / enablementFairness or complaints rateIn one sentence, what would make AI Workflows a success for your business in the next 12 months? *3. Current Stage of Adoption (Where You’re Starting From)Where are LLM Workflow initiatives today? *(select one)No activityExploration/pilot designPilots in progressLimited productionScaled operations across multiple use casesPlease indicate: *Please indicate: *Which technical level are you operating at? *(select one)Level 1: prompting only (LLMs like ChatGPT, Claude)Level 2: No-code workflows (Zapier, Make, n8n)Level 3: Custom integrations / APIs / AI agentsHave previous AI Workflow initiatives stalled at the pilot stage?If yes, please explain why?YesNoreason for stalled AI Workflow initiative *4. Business Functions & Process Readiness (Where AI Workflows can help most)Which functions of your business could AI Workflows most improve? *(multi-select)MarketingSalesCustomer ServiceFulfilmentFinanceHRAdminOtherFor each stage of your value chain, select whether it is mostly digital, mostly manual, or a mix.Market → Lead *(select one)Mostly digitalMostly ManualMixedLead → Sale *(select one)Mostly digitalMostly ManualMixedSale → Delivery *(select one)Mostly digitalMostly ManualMixedDelivery → Success *(select one)Mostly digitalMostly ManualMixedSuccess → Market *(select one)Mostly digitalMostly ManualMixedHow well documented are your key processes? *(select one)Only in people's headsSome checklists / tribal knowledgeBasic SOPs documentedFully documented and usedContinuously measured & improvedWhich teams are most open to AI Workflows, and which are most resistant? *How integrated are your current systems (CRM, ERP, data warehouses, etc.)? *(select one)Highly integratedSomewhat siloedVery siloedDon't know5. Leadership & Governance (Setting the Rules of the Game)Which best describes your AI Workflow governance maturity? *(select one)No AI Workflow policy / no defined rolesDraft policy; informal practices; no approvalsPolicy and named owners; basic approvalsPolicy, approvals, decision logs, and evidence capturedPolicy, approvals, evidence + periodic internal audits/reviewsDo you have defined roles for AI Workflows? *(select all that apply)Product ownersData governancePlatform operationsRisk / Security rolesWhich of the following do you currently require from your AI Workflow vendors? *(select all that apply)AI risk assessment completedTraining data disclosuresEthics, privacy, or security clausesAudit rights / compliance evidenceNoneWho in leadership is accountable for AI Workflow security and risk decisions? *What concerns has your leadership raised about AI Workflow? *(select all that apply)ComplianceBrand reputationEthicsControl / job disruptionSecurity risksOther6. Data, Privacy & Security (Protecting the Crown Jewels)Which best describes your data maturity for AI Workflows? *(select one)Ad hoc; no standardsDocumented standards; inconsistently appliedEnforced standards; lineage and quality trackedAutomated monitoring + controls (DLP, cataloging, etc.)Automated + independently auditedWhich privacy controls are in place? *(select all that apply)Data catalog / inventoryLineage trackingEncryption (at rest and in transit)PII masking / anonymisationData residency definedVendors DPAs and usage disclosuresRole-based access controlsWhich AI security measures are in place? *(select all that apply)Role-based access control (RBAC) for AI systemsAudit logging of prompts/outputsModel input/output monitoring (detect leakage/injection)API security standards (OAuth2, mTLS, gateways)Incident response plan for AI misuse/breachPenetration testing / red-team assessmentsAlignment with NIST, ISO 27001, SOC2 security frameworksNoneWhich stage best describes your AI security posture? *(select one)No AI-specific measuresSome ad hoc measuresDedicated AI controls in placeFormal AI security testing + monitoring (e.g., adversarial testing, anomaly detection)Is poor data quality, access, or security currently blocking AI Workflows progress? *(select one)YesNoNot SureWhat security concerns keep you most awake about AI Workflow adoption? *7. Evaluation & Monitoring (Building Trust in AI Workflow Outputs)Which best describes your evaluation & monitoring approach? *(select one)No formal tests or metricsPre‑release tests onlyPre‑release tests + limited post‑deployment monitoringMonitoring with rollback / kill switchFull monitoring + bias / drift checks + incident playbooksIs bias monitoring active on your AI Workflow systems? *(select one)YesNoIs there a human-in-the-loop review or escalation process for critical AI Workflow decisions? *(select one)YesNoDo you monitor AI Workflows for bias? *(select one)YesNoDo you require human-in-the-loop for critical AI Workflow decisions? *(select one)YesNoWhich additional monitoring/security measures do you use? *(Select all that apply. If none, select only ‘None’.)Prompt injection detectionAnomaly detectionModel drift monitoringNoneDo staff trust AI Workflow outputs without excessive rewriting/double-checking? *(select one)YesNoVaries by teamWhat new standard of performance would you like AI Workflows to set? *8. AI Workflow Attitudes & Concerns (The Human Factor)What concerns you most about AI Workflow adoption? *(select all that apply)High cost / ROI doubtsImperfect accuracy / errorsJob disruption / role changesStaff resistance / cultural pushbackPoor data / integration challengesCompliance / regulatory exposureHow confident are employees in adapting workflows to LLMs (without expecting perfection)? *(select one)Very confidentSomewhat confidentNot confidentNot discussedWhat would make your staff more confident using AI Workflows daily? *9. People and Change Management (Bringing the Team with You)Which best describes your AI Workflow talent & change maturity? *(select one)No assigned owners; no trainingPart‑time owners; ad hoc trainingClear owners + structured trainingChange plan with role-based commsEmbedded change office, ongoing training + metricsAre non-technical staff trained in AI Workflow ethics and compliance? *(select one)YesNoDo you have a communication plan for AI Workflow adoption? *(select one)YesNoHow do you expect your staff to respond to AI Workflow adoption? *(select one)ExcitedOpen but cautiousResistantNot sureDo you track and communicate ROI of AI Workflow initiatives to staff/leadership? *(select one)YesNoPlanned10. Standards & Certifications (External Proof & Compliance)Do you have any ISO certifications currently inside your organisation in review, in development, or certified? *(select all that apply)ISO 27001 Information Security ManagmentISO 27701 Privacy Information ManagementISO 9001 Quality ManagementISO 42001 AI ManagementNone (Please explain why)ISO 27001 level of maturity *(select one)in reviewin developmentcertifiedISO 27701 level of maturity *(select one)in reviewin developmentcertifiedISO 9001 level of maturity *(select one)in reviewin developmentcertifiedISO 42001 level of maturity *(select one)in reviewin developmentcertifiedInterest and readiness for ISO/IEC 42001 in the next 12 months *(select one)No current interestExploring feasibilityTargeting 12–18 monthsTargeting 6–12 months with leadership sponsorTargeting in <6 months with sponsor and budgetWhat do you already have in place? *(select all that apply)Leadership commitment/sponsorBudget earmarked for ISO 42001 effortResources allocated (people, technology systems) for ISO 42001 implementationPolicy and procedure draftsEvidence collection practicesPre‑audit/gap assessment completed11. Technical Foundations (Your AI Workflow Landing Zone)Which foundations are in place for AI workloads? *(select all that apply)Identity & access management (IAM)Privilege access controlsNetwork design for securityCentralized logging & monitoringResilience & recovery planningBackup & restore proceduresFinOps monitoring & alertsModel registryGeo-redundancy / failoverRecovery time objective (RTO) testedIncident detection / response for AI-specific issuesWhich maturity level best describes your technical foundations? *(select one)NonePartialStandardizedAutomatedAuditedDo you track the cost of AI workloads (LLM/API usage, compute, storage)? *(select one)YesNoPlanned12. Risk & Oversight (Keeping AI Workflows Accountable)Which best describes your risk classification & oversight maturity? *(select one)No classification or oversight definedBasic register of use cases with risk notesFormal risk classification with human oversight on high-impact decisionsFormal classification + transparency/explanation + user redress channelsFormal classification + redress + periodic bias/impact reviews and documentationDo classifications cover third-party/vendor LLM models? *(select one)YesNoHow often are AI Workflow risks reviewed? *(select one)MonthlyQuarterlySemi-annualAnnualWho must sign off before AI Workflows are used in customer-facing processes? *(select one)C-suiteRisk teamLegalSecurity / CISOLine ManagerNot clear13. Prioritization & Roadmap (Where to Start, What to Stop)Which prioritisation method do you use? *(select one)None (ad hoc)Effort vs value heatmapROI threshold matrixMatrix + formal review & retirement criteriaFor each AI Workflow use case, which delivery mode fits best? *(select all that apply)Level 1: Prompting (no code)Level 2: No-code workflows (Zapier, Make, n8n)Level 3: Custom integrations / APIs / AgentsEliminate task (not worth doing)Do you track the total cost of ownership (TCO) for AI Workflow initiatives? *(select one)YesNoPlannedIf yes, which cost components do you currently track? *(select all that apply)LicensesInfrastructure / compute usageMonitoring / evaluation costsHuman-in-the-loop time (manual oversight)Vendor fees (SaaS, APIs, consulting)FinOps alerts / optimization toolsOtherDoes your vendor policy include the following? *(select all that apply)IP ownership / indemnityTraining data disclosuresData handling / residencySecurity posture (SOC2, ISO certs)Service uptime SLOsPortability / exit rightsModel update cadence transparencyHow do you decide when to retire or abandon an AI Workflow initiative? *(select one)No criteriaBased on ROI thresholdsBased on risk incidentsFormal review processSubmitPlease do not fill in this field. 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