Future Readiness Assessment: AI Adoption for SMEs

Purpose:
Evaluate your organisation’s preparedness to integrate agentic AI tools for workflow automation, operational efficiency, and strategic growth.

Sections:

Strategic Alignment
Data Infrastructure
Workflow Integration
AI Capability & Tools
Team Readiness
Risk & Governance
ROI Orientation

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✅ 1. Strategic Alignment

Have you defined specific business outcomes you want AI to impact (e.g., lead conversion, cost reduction)? *

No strategy yet

Informal goals

Clear, measurable KPIs

Is AI adoption part of your 12–18 month strategic roadmap? *

Not considered

Under discussion

Actively planned

Red Flag: No clear value objective = wasted investment.
Action: Create a use-case shortlist with projected ROI.

✅ 2. Data Infrastructure

Are your operational data (CRM, emails, calendar, customer service tickets) digitised and accessible? *

Fragmented or siloed

Partially structured

Fully structured and accessible

Can you feed AI agents real-time access to relevant databases or tools (via API/integrations)? *

Some systems

Yes, fully integrated stack

Red Flag: Siloed or unstructured data breaks AI workflows.
Action: Begin by auditing systems and centralising core data.

✅ 3. Workflow Integration

Are your team’s day-to-day tasks documented or mapped? *

Not at all

Partially documented

Fully mapped workflows

Have you identified which workflows can be partially or fully automated? *

Initial ideas

Yes, with automation targets defined

Red Flag: Unmapped workflows prevent targeted AI use.
Action: Run a workflow audit and identify automation candidates.

✅ 4. AI Capability & Tools

Are you currently using any AI tools (e.g. ChatGPT, Claude, Jasper, Otter, Fireflies)? *

None

Testing a few

In regular use

Do you have access to technical resources for deploying AI agents (e.g. internal staff or a partner)? *

Limited

Yes, in-house or outsourced

Red Flag: No tooling or skills = stalled adoption.
Action: Start small with low-code tools or expert support.

✅ 5. Team Readiness

How comfortable is your team using automation tools and AI interfaces? *

Not at all

Somewhat familiar

Confident users

Are you investing in AI or automation training for staff? *

No plans

Occasional exposure

Active upskilling underway

Red Flag: Resistance or skill gaps stall usage.
Action: Deliver AI onboarding sessions and tools training.

✅ 6. Risk & Governance

Do you have a protocol for reviewing AI outputs or handling edge-case errors? *

None

Informal checks

Defined escalation paths

Have you considered legal/data privacy implications of AI use (e.g. GDPR, hallucinations)? *

Not yet

Early discussion

Compliance assessed and documented

Red Flag: No oversight = exposure to legal and reputational risks.
Action: Implement basic guardrails and human-in-the-loop checkpoints.

✅ 7. ROI Orientation

Do you have a process to measure the impact (time saved, costs reduced, leads converted) of AI tools? *

Anecdotal tracking

KPIs tracked systematically

Are you iterating your AI workflows based on those results? *

Not yet

Occasionally

Continuously improving

Red Flag: No ROI tracking = poor prioritisation.
Action: Establish clear KPIs for each AI use case and monitor impact.

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