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Four Steps to Conduct an AI Readiness Assessment for Your Business

Steps to conduct an AI assessment with

In the evolving digital world, artificial intelligence (AI) technologies stand at the forefront, promising to reshape industries and redefine the ways we work. In fact, they already are with a reported 43% of professional workers already using services like ChatGPT on a daily basis. Yet, as with any significant shift, the transition to AI-integrated operations isn't without its challenges. Before diving headfirst into the AI wave, it's crucial to gauge your organization's readiness to harness AI’s potential fully - and securely. This article aims to provide you with a detailed process for conducting a thorough AI readiness assessment, ensuring that your business is primed to embrace AI and compete effectively.

What is a 'readiness assessment'?

Change is a function of our world and often creates opportunities within business. A readiness assessment is a process to identify a company's preparedness to undergo a drastic change in the workplace or implement a new program. It prevents business leaders from directly jumping to conclusions. With a readiness assessment, the change in business practices can be implemented smoothly and proficiently, making it more likely to end in success.

Step-by-step guide to getting started with an AI readiness assessment for your business

Creating an AI readiness assessment from scratch involves understanding where an organization stands in terms of its ability to implement and benefit from AI technologies. The assessment should cover various aspects, such as data readiness, infrastructure, skills, strategy, and culture.

Let’s explore the steps to get started.

Step 1: Identify use cases for your business objective

The best roll outs start with a core problem, challenge, or area for improvement and scope to that particular business use case or workflow that can help you test your readiness before a larger scale roll out. To get started, answer the following to help identify your function or use case.

  • What is a function or process with a large amount or recurring workflows?

  • What departments perform tasks frequently that require sifting through a large volume or data?

  • What workflows suffer from inconsistency or variability that can impact performance?

Once you have identified roles or functions that fit these circumstances, next ask:

  • Who is a SME for this workflow, process, or function?

  • Who can be relied upon to train our AI system?

  • Who will be responsible for implementing and evaluating the AI solution?

  • Who will be the end user for the AI solution?

Dive deep here. This use case could determine your initial benchmark for AI productivity and what constitutes a successful program moving forward so it’s important to consider these answers carefully and potentially explore multiple use cases before making a decision.

Here are potential functions for your initial use cases:

  • Business Development: Use AI workflows to reduce the documentation burden on your sales team or BDRs by automatically pulling prospect info and creating new contacts in your CRM.

  • Product Marketing: Use AI to summarize API documentation to share with customers.

  • Marketing: Use AI to create variations of one-pagers based on different customer segments.

  • PR: Use AI to keep track of and update media lists based on articles you share within your company.

  • Human Resources: Use AI to help colleagues find answers to their recurring questions.

  • Operations: Use AI to guide users through processes, or provide first-level support, reducing the load on human operators.

  • Customer Support: Use AI to pull out themes in customer communications.

  • Engineering: Use AI to summarize discussions and create tickets for work to be done.

Explore more use cases that fit your business.

Once you have identified your business use case, you can then use this information to set goals and develop a plan for your approach to incorporating AI into your company.

Step 2: Set your goal

The goal of the second step is to define the purpose of the assessment. As purposes can differ based on the maturity, industry, and context of the business, this will be your guiding star for the following steps. Here are some common goals organizations seek to achieve through AI adoption:

  • Efficiency Improvement and Scalability: Streamlining processes, automating repetitive tasks, and increasing operational efficiency to reduce costs and save time like response times to customers.

  • Cost Reduction: Lowering operational costs through automation, resource optimization, and improved resource allocation.

  • Enhanced Customer Experience: Personalizing customer interactions, providing quicker responses, and improving overall customer satisfaction.

  • Data-Driven Decision-Making: Leveraging AI to analyze data for insights and make informed, data-driven decisions.

  • Revenue Growth: Increasing sales and revenue through targeted marketing, sales automation, and improved customer targeting.

  • Risk Management: Identifying and mitigating risks by using AI for fraud detection, security monitoring, and compliance.

  • Productivity Enhancement: Boosting employee productivity by automating repetitive tasks, providing AI-powered tools, and facilitating better resource management.

  • Innovation: Fostering a culture of innovation by using AI for research, development, and creating new products or services.

  • Employee Satisfaction: Enhancing the work experience by automating mundane tasks, reducing workloads, and enabling employees to focus on more creative and strategic tasks.

To nail down your priorities, here are questions to consider:

  • Is the goal to prepare for a specific AI project or a broader AI strategy?

  • What do you hope to achieve with AI?

  • How will it help you improve your business?

These questions can help align your goals for incorporating AI with your overall vision. With long-term goals established, let’s look at your current business operations.

Step 3: Assess your current state

The next step is to assess the current readiness of your company for an AI solution. What are your strengths and weaknesses when it comes to AI? Do you have the right data, infrastructure, and skills in place? This assessment will help you identify any gaps that need to be addressed before you can start implementing a successful AI solution.

Strategic readiness

This theme considers whether your organization is ready for AI adoption at the strategic level. Questions to consider include:

  • Do we have a clear vision for how AI will be used to achieve our business goals?

  • Is AI a strategic priority for our leadership team?

  • Do we have the right organizational structures and processes in place to support AI adoption?

  • Do we have the appropriate resources allocated?

  • Where should we build vs. buy?

AI adoption is a team effort, so it is important to get buy-in from everyone involved. An AI readiness assessment will help you communicate the benefits of AI to leadership and stakeholders and build support for your implementation plan.

Cultural readiness

Culture is paramount to successful implementation. Questions include:

  • Are our employees aware of the benefits of AI and excited to adopt it?

  • Do we have a culture of experimentation and innovation?

  • Are we willing to change our ways of working to accommodate AI?

  • How have we articulated the benefits of AI?

To understand whether your business is culturally ready for an AI program, you can build a survey to ask key stakeholders to understand your employees feelings as it relates to AI use in the workplace. Answers to these questions will help you gauge the corporate mood and openness to adopting AI and understand potential resistance points and areas of change management.

Resource readiness

When evaluating your organization's preparedness for change, it's crucial to examine the availability of time, personnel, and financial resources. Question to consider include:

  • Do we have staff with the bandwidth to support adopting a new AI technology?

  • Do we have an internal team with the resources to bear responsibility for the sustained quality of an AI initiative?

  • Do we have the resources identified to fund an AI program?

Embracing a transformative technology like AI often requires dedicated resources. However, your approach and initial scope might vary based on the answers to these questions.

Technical readiness

Any AI project will miss the mark without the correct infrastructure in place so technical infrastructure questions are crucial to successful implementation. Question to consider include:

  • Do we have the right infrastructure to support our AI workloads?

  • Do we have the right skills and expertise in-house?

  • Do we have a plan for managing the risks associated with AI?

Your answers to these questions will be a key consideration in determining the level of AI implementation you do.

Fortunately, AI products like Knode enable your team to implement more advanced AI solutions even if you don’t have the necessary technical expertise in-house. For example, Knode hosts all of the necessary infrastructure for you while ensuring the highest level of security for your data and a full suite of productivity functionalities out of the box.

Data readiness

These questions assess the quality, quantity, and accessibility of the data. Questions to consider include:

  • Do we have the right data to train and deploy AI models?

  • Do we need to train and deploy our own AI models or can we use an existing one?

  • How secure is our data when used with an AI tool or model?

  • Is our data high quality, accessible, and secure?

  • Do we have the right data management processes in place?

  • What are our data sources and how reliable are they?

  • Do we anticipate any underlying bias in our data sources?

  • Do we have data governance practices in place?

  • Is there any data cleaning and preprocessing capabilities we need to implement to be ready for AI?

These are all great questions to ask in relation to your data but some are easier to answer than others. Even if you don’t have the answers right away, it is important to bring your technical team into the fold to consider these before getting started.

Now that you understand the themes involved in an AI readiness assessment, try running your own survey to uncover sentiments within your organization. Access our readiness questionnaire template below.

Preview of Knode AI Readiness Survey for Businesses

Note, not every business will need to deploy and train their own AI models. There are AI businesses that can help train, deploy, and manage these complex systems for you based on your use case. At, we work with partners to manage this for you while keeping your data secure. This includes automatically optimizing your data in ways to maximize its effectiveness when used with various AI models.

Step 4: Document your findings

You may be thinking, “This all sounds great but what does a readiness assessment look like?” Readiness assessments can take a number of forms but, regardless of form, your ability to communicate findings and the path forward confidently and effectively are key. If you have performed the steps above, you’re halfway there. Next up is documenting your findings and gaining buy in.

We’ve provided an example readiness template for you to customize for your organization.

Preview of Knode AI Readiness Presentation for Businesses

Once you’ve added your findings, schedule meetings with your key stakeholders to run them through your findings in advance. Note - it may be worth sharing the document for feedback beforehand so leaders of your team can familiarize themselves with the results and format in preparation for your larger meeting. If you are suggesting a potential use case for AI implementation, make sure end users and managers involved in that use case are induced and have been consulted before presenting so you have successful buy-in from your end users.

Once your assessment is complete, has been presented to leadership, and the use case signed off, it’s time to finalize your AI adoption roadmap.

Bonus Step: Identify champions

The successful adoption and integration of AI within an organization often hinges on more than just technical capability; it requires genuine buy-in from stakeholders at all levels. This is why identifying a champion within your stakeholder group is paramount. A champion is an influential advocate who not only understands the transformative potential of AI but is also committed to driving its acceptance and application. They act as a bridge, ensuring that the AI initiative aligns with business goals, addresses concerns, and garners the necessary support. Their enthusiasm and credibility can galvanize teams, facilitate smoother change management, and foster a culture of innovation.

To identify champions, look for individuals mapped to your use cases who are respected within the organization or function, open to technological advancements, and have a track record of successfully leading change. Bring them into brainstorming sessions around AI readiness and survey results to recognize those who demonstrate a proactive interest and possess the vision to see AI's broader impact on your company's future. Voila - your AI champions are here!

Final Thoughts

Remember, the goal of the AI readiness assessment for your company is not just to highlight gaps but to provide actionable insights that can guide an organization on its AI journey. AI is a complex technology, and it is important to make sure that you have the right foundation in place before you start implementing it. An AI readiness assessment will help you identify any gaps in your data, infrastructure, skills, and culture that need to be addressed. The learnings from the time and effort put into your assessment are essential to a successful AI program.

If you’re looking for ways to jumpstart your AI adoption, access the productivity benefits of AI in less time, and delight employees, talk to us today about how Knode can make AI workflows a breeze with your team.


Frequently Asked Questions (FAQs)

What is an AI readiness assessment?

An AI readiness assessment is a comprehensive process designed to evaluate a company's preparedness for integrating artificial intelligence (AI) into its operations. It aims to identify the strengths, weaknesses, and gaps in areas such as data readiness, infrastructure, skills, strategy, and culture, ensuring the organization is well-equipped to implement AI technologies effectively and securely.

Why is it important to conduct an AI readiness assessment before implementing AI solutions?

How do I identify use cases for AI in my business?

What are some common goals organizations seek to achieve through AI adoption?

How can I document and communicate the findings of my AI readiness assessment?

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