Organizational Readiness Assessment

TechnologyFinanceHealthcareManufacturingRetailEducationGovernmentNonprofitMedia & EntertainmentProfessional ServicesConsumer ProductsOther

Executive/LeadershipIT/TechnicalOperationsMarketing/SalesProduct/InnovationHR/PeopleFinanceOther

1–1011–5051–200201–500501–1,0001,001–5,0005,001+

Under $500K$500K–$2M$2M–$10M$10M–$50M$50M–$250MOver $250M

Increase operational efficiencyImprove customer experienceDrive revenue growthEnhance decision-makingReduce costsAccelerate innovationImprove compliance/risk managementOther

Microsoft 365Google WorkspaceSlackZoomJiraSalesforceHubSpotAsanaOther

YesNoIn ProgressNot Sure

YesNoIn ProgressNot Sure

Immediately (0–3 months)Short-term (3–6 months)Medium-term (6–12 months)Long-term (12+ months)Not sure

Under $10,000$10,000–$50,000$50,000–$250,000$250,000–$1MOver $1M

Not at allSlightlyModeratelyVeryCompletely

Not at all readySlightly readyModerately readyVery readyFully ready

Lack of skilled staffInsufficient budgetData quality issuesSiloed data/systemsLeadership resistanceCultural resistanceRegulatory concernsLack of clear use casesOther

ITOperationsMarketingSalesHRFinanceProduct/InnovationCustomer SupportOther

Not at all alignedSlightly alignedModerately alignedVery alignedCompletely aligned

Yes, an individual ownerYes, a dedicated teamNoUnsure

Not at all integratedSlightly integratedModerately integratedWell integratedFully integrated

ChatGPTClaudePerplexityGeminiMicrosoft CopilotDeepSeekCanvaOther

None1–23–56–1010+Not Sure

Yes, fully establishedPartially establishedNo, but plannedNone

No monitoringManual reviewsAutomated dashboardsThird-party toolsNot sure

Yes, comprehensive policiesSome guidelines in placeNo, but plannedNone

GDPR (EU)CCPA (California)HIPAA (Healthcare)SOC 2PCI DSSNoneOther

0–1011–5051–200201–500501+

0–1011–5051–200201–500501+

0$1–$1,000$1,001–$5,000$5,001–$25,000Over $25,000

0–500501–2,0002,001–10,00010,001–50,000Over 50,000

0–500501–2,0002,001–10,00010,001–50,000Over 50,000

NeverOccasionally (less than monthly)MonthlyWeeklyDaily

NeverMonthlyWeeklyDailyMultiple times per day