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Digital Readiness Scorecard

Find out how ready your business is for AI, automation, and modern web systems — in under 3 minutes.

Answer a few quick questions about your systems, data, and workflows. We'll score your digital readiness and recommend practical next steps.

Section A — Data & Systems

1. How is your business data currently stored?

Mostly on paper or ad-hoc documents (Word/Excel)Mix of spreadsheets and some cloud tools (e.g. Google Drive)Mostly in structured systems (CRM, ERP, POS, ticketing tools)Centralised in well-managed systems with clear ownership

2. How easy is it to access accurate data for decision-making?

Very difficult — we rely on gut and manual checksWe can get data, but it's messy and slow to compileWe have reports, but they're not always timely or trustedWe have reliable dashboards or reports that we use regularly

3. How often is your data cleaned, updated, or reviewed?

Almost neverOnly when there's a problemMonthly or quarterlyWe have a regular process or person responsible

Section B — Workflows & Automation

4. How many of your day-to-day processes are automated (e.g. reminders, reports, notifications)?

None — everything is manualA few tasks are automated (e.g. email marketing, invoices)Several key workflows are automatedMost repetitive tasks are automated or system-driven

5. How do teams hand over work between departments?

Emails, WhatsApp, and phone callsShared spreadsheets or simple toolsA basic system (e.g. Trello, Asana, CRM)Clearly defined workflows in dedicated systems with minimal manual handover

6. How often do manual errors or missed steps cause problems?

Frequently — it's a constant headacheSometimes, but we work around itRarely — we catch most issuesAlmost never — our processes are well-designed and supported by tools

Section C — Digital Presence & Customer Experience

7. How would you describe your main website or customer-facing platform?

We don't really have one / it's outdatedBasic brochure site with limited interactionSolid website with clear messaging and calls-to-actionA high-performing site or platform integrated with our systems

8. How do customers typically contact or interact with you online?

Mostly phone or walk-insBasic email or contact formMix of web forms, email, and social mediaIntegrated channels (web, chat, forms) that feed into a central system

9. Do you use any digital tools to track customer behaviour or feedback (analytics, NPS, reviews)?

No, we don't track thisOnly basic web stats (page views, traffic)We track key metrics (conversions, enquiries, churn)We actively monitor and act on customer data across multiple touchpoints

Section D — AI & Innovation Readiness

10. How familiar is your team with AI tools (e.g. Copilot, ChatGPT, Gemini)?

Not at allA few people experiment personallySome teams use AI tools in their daily workWe have a conscious strategy or guidelines for using AI

11. Do you currently use AI in any part of your business?

NoInformally (e.g. ChatGPT for ideas)In specific areas (e.g. marketing, support, analysis)As part of structured workflows (e.g. integrated with systems)

12. How open are you to investing in AI, automation, or custom digital tools in the next 12 months?

Not a priorityCurious, but we're cautious about costReady to explore if there's clear ROIActively looking for partners to help us implement

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