Score yourself (1-5)
We have at least one workflow with a clear bottleneck
Our team uses consistent templates or SOPs
We track basic KPIs for key workflows
We have a tool owner or internal champion
Our data is reasonably clean and accessible
We can run small pilots without major disruption
We are comfortable with change and training
We can measure time saved or cycle-time reductions
Leadership is aligned on ROI goals
We have a budget for implementation and support
Interpret your score
40-50: Ready to implement and scale
30-39: Ready for a focused pilot
20-29: Start with assessment and training
Below 20: Clarify workflows and data first
We can run this assessment with your team and build a 90-day roadmap.
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