AI Readiness Assessment

Pre-Discovery Questionnaire

Company Profile

Let's start with the basics about your organization so we can tailor the assessment to your context.

Company name

Industry / sector

Approximate employees

Annual revenue range

Primary customer type

Primary products or services

Brief description of what your company does.

Your name

Your role / title

Email address

Who else should be involved in this assessment? (optional)

Name and role of anyone else who should participate in the discovery call or receive the report.

Technology & Systems

Understanding your current tech landscape helps us assess how easily AI tools could integrate into your environment.

What are your core business systems?

List the primary software and platforms you use. Don't worry about being exhaustive — just the main ones.

How would you describe your technology infrastructure?

Mostly cloud-based (SaaS tools, cloud hosting) Hybrid (some cloud, some on-premises) Mostly on-premises / local servers Not sure

How old is the majority of your core technology?

Less than 2 years 2–5 years 5–10 years More than 10 years Mixed / varies significantly

Do your current systems support integrations (APIs, webhooks, data exports)?

Yes, most of our tools integrate well Some do, some don't Limited — most systems are standalone Not sure

Any planned technology upgrades or migrations in the next 12 months? (optional)

Data Practices

Data is the fuel for AI. This helps us understand the quality and accessibility of your data.

Where does most of your business data live?

Check all that apply.

Databases (SQL, cloud databases) CRM / ERP systems Spreadsheets (Excel, Google Sheets) Paper / physical records Email inboxes Shared drives / file folders

How would you describe the current state of your data?

Well-organized, clean, and centralized Mostly organized but some inconsistencies Scattered across multiple systems with duplicates Largely disorganized or incomplete Not sure

How easy is it to pull reports or extract data from your systems?

Very easy — we have dashboards and self-service reporting Moderately easy — some reporting but often requires manual work Difficult — usually requires IT or specialist help Very difficult — data is trapped in systems or paper records

Approximate customer/client records

Years of digital historical data

Do you have data governance or management policies?

Yes, formal policies and procedures Informal / ad hoc No Not sure

Any industry-specific regulations affecting data handling? (optional)

Check all that apply.

HIPAA GDPR SOC 2 PCI-DSS CCPA / CPRA FERPA SEC / FINRA ISO 27001 None / Not sure Other

Operations & Pain Points

This is where we identify the areas of your business where AI could have the most meaningful impact.

What are your top 3 operational challenges or pain points?

Think about bottlenecks, manual processes, high error rates, slow turnarounds, or difficulty scaling.

Which tasks consume the most staff time relative to their value?

What level of automation do you currently have?

Significant (automated workflows, integrations, bots) Some basic automation (email auto-responses, scheduled reports) Very little or none

Which areas are you most interested in exploring AI for?

Check all that apply.

Sales Marketing Customer Service / Support Operations / Logistics Finance / Accounting HR / People Operations Product / Engineering Executive / Strategy

Team & Culture

Organizational readiness is just as important as technical readiness.

How would you describe executive/leadership interest in AI?

Actively championing AI — it's a strategic priority Interested and supportive, but not leading the charge Open to exploring, but cautious Skeptical or resistant Not aware / haven't discussed it

Do you have in-house technical/data skills to support AI implementation?

Yes — dedicated IT/data team Yes — some individuals with technical ability, not their primary role No — we would rely entirely on external support

How has your organization responded to new technology adoption in the past?

Embraced change readily — team is adaptive Generally positive, with some initial resistance Mixed — varies by department or individual Typically resistant — change management is a challenge

Are there concerns among staff about AI? (check all that apply)

Fear of job displacement Distrust of AI accuracy or reliability Privacy and security concerns Overwhelm / too many changes happening No significant concerns Not sure — haven't gauged sentiment

How willing would your team be to invest time learning new AI tools?

1Unwilling

2

3Neutral

4

5Eager

Goals & AI Experience

Understanding your objectives and past experience ensures our recommendations are aligned with your reality.

What are you most hoping to achieve with AI?

Pick your top 3.

Reduce operational costs Save time on manual/repetitive tasks Improve customer experience Increase revenue or sales Improve decision-making with data insights Scale without proportionally increasing headcount Competitive advantage / stay ahead of trends Improve quality or reduce error rates

What's your timeline for acting on AI?

Urgent — need to move within 1–3 months Near-term — planning for 3–6 months Medium-term — building a 6–12 month roadmap Exploratory — no specific timeline, just learning

Do you have budget available for AI projects?

Yes — budget is allocated or readily available Likely — would need approval but confident Uncertain — depends on the business case No — purely exploratory at this stage

Are you currently using any AI tools?

Check all that apply.

ChatGPT, Claude, Gemini, or similar AI assistants AI features built into existing tools (CRM AI, etc.) AI chatbot for customer service AI for content creation or marketing AI for data analysis or forecasting Custom-built AI/ML models None

Have you attempted any AI or automation projects that didn't work out? (optional)

If this assessment leads to AI implementation, what would "success" look like 12 months from now?

Anything else we should know? (optional)

✓

You're all set!

Thank you for completing the AI Readiness Questionnaire. We've received your responses and a copy has been emailed to you for your records.

Our team is already getting to work.

What happens next

1

We'll review your responses and prepare a customized discovery call guide tailored to your business.

2

You'll receive a calendar invite for your 60–90 minute discovery session within 1 business day.

3

After the call, we'll deliver your interactive AI Readiness Report within 5 business days.

Questions? Reach us at hello@ansa.solutions

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