AI & IA Scorecard

How well is your organization using AI and IA?

Twelve questions across six dimensions of AI and intelligent automation maturity, from strategy and governance to data, automation, adoption, and ROI. You get a score and a tailored set of next moves. It takes about three minutes. IA means intelligent automation.

Strategy & LeadershipGovernance & RiskData ReadinessWorkflow Automation (IA)Talent & AdoptionMeasurement & ROI
Strategy & LeadershipA clear, owned position on where AI belongs.

How clearly has leadership defined where AI should and should not be used?

Who owns AI decisions in your organization?

Governance & RiskGuardrails that let you move fast, done right.

Do you have written AI policies and guardrails that people actually follow?

How well do you know where AI is already being used, including unsanctioned “shadow AI”?

Data ReadinessUsable, connected data the work can run on.

Can your teams get to the data they need, in usable shape?

How connected are your core systems (CRM, operations, finance, documents)?

Workflow Automation (IA)Real work that runs end to end.

How much of your repetitive, multi-step work runs automatically?

When work moves between people or systems, how much manual re-keying happens?

Talent & AdoptionPeople who use AI well, every day.

How many of your people use AI tools well in their daily work?

How do you handle training and change when adopting AI?

Measurement & ROIKnowing what it is actually worth.

Do you measure the time, cost, or revenue impact of your AI and automation?

How do you decide what to automate or apply AI to next?

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