◆ Advisory Tool · Epps.ai

AI Readiness
Assessment

A structured 15-minute evaluation of your organization's readiness for AI adoption — across workflows, data, governance, and team capacity.

Section 1 of 5 — Organization Overview
Section 01 of 05
Organization Overview
Help us understand your firm's structure and scale. This shapes how we score AI readiness and what implementation looks like in practice.
1.1 — What best describes your organization?
1.2 — How many people are on your team (all functions)?
1.3 — What is your primary asset class focus? (select all that apply)
1.4 — How would you describe your current AI experience?
Section 02 of 05
Workflow Readiness
Where your team spends manual time determines where AI creates the most leverage. Be honest — there are no wrong answers.
2.1 — Which workflows consume the most manual time? (select all that apply)
2.2 — How standardized are your core workflows?
2.3 — How many hours per week does your team spend on repetitive manual reporting tasks?
2.4 — What is the biggest workflow pain point in your organization today?
Section 03 of 05
Data & Infrastructure
AI is only as good as the data it works with. This section evaluates your data foundation — the single biggest determinant of implementation speed.
3.1 — Where does most of your financial and operational data live today?
3.2 — How would you rate the quality and consistency of your data?
3.3 — Does your organization have existing IT or technology governance policies?
3.4 — How sensitive is the data involved in your highest-priority workflows?
Section 04 of 05
Leadership & Culture
AI adoption lives or dies at the leadership and culture layer. The best technology fails without organizational buy-in and change readiness.
4.1 — How would you characterize leadership's attitude toward AI adoption?
4.2 — How would your team likely respond to new AI-powered workflows?
4.3 — What is your organization's primary motivation for exploring AI?
4.4 — Is there a budget or resource allocation approved for AI initiatives this year?
Section 05 of 05
Goals & Timeline
The final section helps us understand your ambitions and constraints so we can size the right engagement.
5.1 — What is your ideal timeline for seeing AI working in your organization?
5.2 — Which of these outcomes would have the highest impact for your organization? (select up to 3)
5.3 — What would make this a successful engagement for your team?
5.4 — Are there any constraints or concerns we should know about upfront?
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