Is the groundwork there for automation?
Eight questions on data, process and ownership — two minutes. Automation fails on missing groundwork far more often than on missing technology.
Score your readiness
How is your business data stored today?
What this score is, and what it is not
What is scored: eight aspects of readiness groundwork — how your data is stored, how much of the week goes to repetitive work, whether core processes are documented, current automation use, system integration, ownership of process change, measurement, and appetite for change.
How it is calculated: each answer carries a fixed value from 0 to 3. The score is the sum of your answers as a percentage of the maximum available. Every question carries equal weight; nothing is weighted by sector, size or revenue.
It is directional. It indicates where groundwork is likely to be missing and which conversation to have next. It is not a formal audit, a certification, an assessment of your business, or a guarantee that automation will or will not succeed. Only a workflow assessment against your real volumes and systems can establish that.
How to read this tool
- You entered Figures you typed or selected. Nothing is pre-filled from client data.
- Illustrative assumption A planning percentage you control. Not measured across client engagements.
- Calculated output Arithmetic applied to the two rows above, shown in full below.
- Verified client result None. No figure in this tool comes from a client engagement.
This tool provides an illustrative planning estimate based on the information and assumptions entered. It is not a forecast, quotation, professional advice, or guarantee of business results.
How the estimate is calculated
- Each answer carries a fixed value from 0 to 3. The score is the sum of your answers as a percentage of the maximum available.
- All questions carry equal weight. The score is not adjusted for sector, company size or revenue.
- The score reflects the answers you selected, not an independent assessment of your business.
- It measures readiness groundwork — data, process clarity and ownership — not the likely return from any particular automation.