Getting Started
Before investing in new technology or modernizing your business operations, you need to understand where you stand. This tool guides you through these critical questions:
- What specific business challenge are we trying to solve?
- Where are you experiencing friction in your operations?
- Which problems are costing you time or money?
- What opportunities are you currently missing?
- How will we measure meaningful progress?
- What does success look like for your business?
- Which metrics matter most to your goals?
- How will you track improvement?
- Are your people and processes ready for change?
- Does your team understand and support the need for change?
- Are your current processes documented?
- Do you have the right foundation for improvement?
Take the assessment
Rate each statement based on your current situation:
Ready (3 points): You've completed this and have documentation
Needs Work (1 point): You've started but need more development
Not Started (0 points): You haven't addressed this yet
Strategic Clarity
- We have clearly defined and communicated our company's strategic goals
- We have identified specific business challenges we need to solve
- We have documented our current pain points and their impact
- We have clear, measurable objectives for improvement
- We have executive/leadership support for change
Team Readiness
- Our key stakeholders understand and support the need for change
- We have assessed our team's current skills and capabilities
- We have identified who will lead and champion the changes
- We have a plan for training and supporting our team
- We have a way to communicate changes effectively
Process Foundation
- We have documented our current workflows
- We understand where our processes need improvement
- We know how different parts of our business need to work together
- We have ways to measure our current performance
- We have identified regulatory or compliance requirements
Scoring Guide (Total possible: 45 points)
35-45 points: Ready for Implementation
You're well-prepared for change!
Next steps:
- Solution design and selection
- Implementation planning
- Change management execution
20-34 points: Building Foundation
You have a good start but need to strengthen some areas.
Next steps:
- Process mapping and optimization
- Detailed requirements gathering
- Team preparation planning
0-19 points: Starting Your Journey
You're at the beginning of your journey - and that's okay!
Next steps:
- Vision and strategy development
- Stakeholder alignment
- Initial assessment and planning
Wish to Discuss Your Results?
Schedule a complimentary consultation to review your assessment and explore your next steps.