0 of 10 answered

How many people work at your company?

Under 25 25–100 100–500 500–2,000 2,000+

What industry are you in?

Manufacturing Logistics & Distribution Financial Services Healthcare Professional Services Other

How well documented are your team's day-to-day processes?

Not at all — it's all tribal knowledge Some SOPs exist but they're outdated Mostly documented but with gaps Well documented and kept up to date

How much of your team's time is spent on repetitive, manual tasks?

Most of the day — it's constant A few hours daily Some, but it's manageable Very little — most work is already streamlined

Can you identify your team's top 3 biggest time sinks right now?

No — we don't have visibility into that We have a sense, but it's mostly guesswork Yes, but we haven't quantified the impact Yes, and we know the dollar cost

How many different software tools does your team use daily?

1–2 tools 3–5 tools 6–10 tools 10+ tools

How much data moves between systems manually (copy-paste, re-entry, email attachments)?

Constantly — it's a huge pain point Frequently, several times a day Occasionally Rarely — most systems are connected

Have you tried automating any workflows before?

No, this would be our first time We tried but it didn't stick Yes, a few things are automated Yes, we have a solid automation foundation

How accessible is the data your team works with?

Locked in PDFs, emails, and paper In spreadsheets but scattered everywhere Mostly in databases/ERPs but hard to extract Well organized and accessible

Does your team have support from leadership to invest in operational improvements?

Not really — other priorities dominate There's interest but no budget yet Yes, leadership is actively looking for solutions Yes, with budget allocated

Your Automation Readiness Score

Process Visibility

Automation Potential

Implementation Readiness

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