AI Strategy Discovery Consultation

What is your biggest business challenge or bottleneck right now? *

Which areas do you currently use digital tools/software for? (Check all that apply)

Main tools and software your team uses today

Which best describes your core business systems?
Mostly older on-premise software — limited or no external connectivityMostly cloud-based but siloed — tools do not communicate with each otherCloud-based systems with available APIs — but no integrations currently builtCloud-based systems with active integrations already running between core tools

How would you describe your organisation's current automation capability?
Our tools do not connect via API — data is moved manually between systemsSome tools have APIs but we have not used them for automationCore tools have APIs and our data is mostly structured with identifiable trigger eventsAutomation tools in active use (Zapier, Make, Power Automate, n8n) — at least one production workflow runningFull automation infrastructure with API governance, credential management, and an automation registry

Where do you currently store your business data for analysis/reporting? (Check all that apply)

How would you describe the quality and consistency of your business data?
Data is scattered, incomplete, and inconsistently formatted across different systemsData exists in multiple places but quality varies significantly — some clean, some notCore data is reasonably clean but not well-documented or centralised for analysisData is clean, well-structured, and accessible from a central source

How do employees find answers to internal rules or SOPs?

How widespread is AI tool use across your team?
Only one or two technical individuals use AI — most of the team has not engaged with itA minority of staff use AI tools informally and individually — no shared approachSeveral teams or departments are experimenting with AI, with varying levels of skillAI tools are used regularly and deliberately across most of the organisation

How is your organisation managing its approach to AI?
No formal approach — individual employees experimenting independentlyLeadership is discussing it but no formal plan, budget, or named ownerWe have a written AI strategy and a named AI sponsor, but no formal policy yetWe have a dedicated governance owner, approved initiatives, and a written AI use policy in force

Do you have formal AI use guidelines or policies?
No — people use whatever AI tools they want, no guidelines existWe have discussed it informally but nothing is documented or officialWe have a written AI use policy but no formal approved tools register or review processYes — written policy, approved tools register, and a defined review and escalation process

Which of the following governance elements does your organisation currently have in place? (Check all that apply)

Biggest limitation or concern with AI tools? (Check all that apply)

Where are your teams currently wasting the most time? (Check all that apply)

Are there specific tasks or processes your team performs repeatedly — more than 10 times a week — that follow roughly the same steps each time?
No — most of our work is unique or highly variable each timeYes — there are a few such tasks but they are low volume or low valueYes — there are several repetitive high-frequency tasks that consume significant team timeYes — and we have already tried to streamline them but hit a technical or process wall

Which AI-driven outcomes matter most to you? (Check all that apply)

What type of AI solution would be most valuable right now? (Check all that apply)

Has your organisation previously attempted an AI project or pilot that did not progress as planned?
No — this would be our first attemptWe tried one or two tools informally but they did not get adoptedWe started a more formal project but it stalled — budget, technical, or adoption issuesYes, and the experience made leadership more cautious about committing further

Where are you in your AI exploration journey?
Just beginning to learn what AI could do for usIdentified challenges but need guidance on where to startExploring specific use cases and evaluating approachesWe have identified a use case and need help validating and prioritising it before committing budgetReady to start a pilot or proof of concept

Is there anything else you would like us to know? (Optional)