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How ready is your operating model for digital transformation and growth?

Answer 20 questions about process, systems, data, automation, and change readiness. Your answers stay in this browser unless you choose to email your personalized PDF report.

Process & ownership · Question 1 of 20For each priority workflow, the company has documented how it works today, the intended result, and who owns it.
Process & ownership · Question 2 of 20Teams and locations follow a standard process, and approved exceptions are documented.
Process & ownership · Question 3 of 20Cross-department handoffs define what done means, when work is due, and who handles exceptions.
Process & ownership · Question 4 of 20Leadership knows which manual tasks consume the most time or create the most operating risk.
Systems & integration · Question 5 of 20Each important system has a documented purpose, owner, and role as an official source of information.
Systems & integration · Question 6 of 20Employees can complete core workflows without repeatedly entering the same information in multiple places.
Systems & integration · Question 7 of 20Each system integration and scheduled automation has an owner, a failure alert, and documented recovery steps.
Systems & integration · Question 8 of 20Before purchasing new software, the company checks whether it fits existing processes and systems.
Data & reporting · Question 9 of 20Core metrics have written definitions used consistently across teams, locations, and reports.
Data & reporting · Question 10 of 20Leadership reports match approved data sources and clearly flag data-quality problems or exceptions.
Data & reporting · Question 11 of 20Leaders can move from company-wide results to location, department, process, or employee detail when needed.
Data & reporting · Question 12 of 20Recurring reports update reliably without repeated cleanup, copying, or pasting.
Automation & AI · Question 13 of 20Automation opportunities are ranked by business value, risk, repeatability, and process readiness.
Automation & AI · Question 14 of 20Automated and AI-assisted workflows clearly state when a person must review, override, or escalate.
Automation & AI · Question 15 of 20Production automations are tested, monitored, logged, documented, and recoverable when they fail.
Automation & AI · Question 16 of 20The company measures whether each automation saves time, improves quality, or supports growth.
Adoption & governance · Question 17 of 20One executive sponsor owns the transformation roadmap across departments.
Adoption & governance · Question 18 of 20Each meaningful change includes stakeholder input, testing, documentation, training, support, and a way to measure adoption.
Adoption & governance · Question 19 of 20The company maintains one prioritized list of digital opportunities, risks, decisions, and dependencies.
Adoption & governance · Question 20 of 20Leadership regularly reviews transformation progress, realized value, system health, and the next priorities.