Free Assessment

AI Capability Review

Answer 8 short sections to benchmark your organisation's AI readiness and receive a personalised report from the RecIQ team.

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Strategy and Purpose

This section explores how digital transformation aligns to your organisation's purpose, direction, and desired impact.

Have you clearly defined how you use digital tools to support your business?

Yes No

To what extent do leaders view technology as core to achieving business goals?

1 2 3 4 5

MinimalCentral success driver

Who is responsible for driving digital and AI initiatives?

CEO / Board Department Heads Individual Enthusiasts No clear owner

What signs do you look for to know a new system or digital tool is worth the investment? (select all that apply)

It saves time It helps increase sales or enquiries It improves customer services It reduces costs It gives us better information or insights I don't measure this formally

How would you rate your organisation's digital capabilities compared to others in your sector?

1 2 3 4 5

Well behindMost advanced

Where do peers seem to be making best use of digital tools? (select all that apply)

Marketing Online customer experience Back office efficiency or automation Data-driven decision making Employee digital skills Other

Processes and Productivity

This section identifies where manual effort, duplication, or inefficiency limit growth.

How much of your team's time is spent on repetitive administrative or processing tasks?

How consistent are the ways your team handles important day-to-day tasks?

Everyone has their own way of doing things Some tasks are consistent, others vary We have some written or agreed processes Most tasks follow a clear and consistent process All key processes are clearly documented and followed consistently

Which statement best describes how your systems work together?

We re-enter information in several different systems Some tools link together, but not all Most of our main tools share data Our systems are fully connected and share data automatically We use one platform that covers everything we need

How do you and your team spot and fix problems or make your processes better?

We fix things when they go wrong We sometimes review how we work and make improvements We regularly discuss ways to improve how we work We have a structured process for continuous improvement We use a formal quality or improvement framework

If you could automate one task tomorrow, what would it be?

People, Skills and Culture

This section explores digital confidence, skills, and culture of innovation within your teams.

How confident are your employees in using digital tools relevant to their roles?

1 2 3 4 5

Low confidenceExpert users

Do your employees understand how technology is changing their role expectations?

1 2 3 4 5

Not at allFully understood

Does your organisation have in-house AI or machine learning skills?

No in-house AI-related skills We have some staff with data analysis skills, but no specific AI expertise We have a few individuals who have experimented with AI tools We have a dedicated team or key individuals with proven AI/ML expertise

When someone needs help learning new digital tools, how do you handle it?

We rely on people to learn things themselves We help each other informally We arrange some ad-hoc training when needed We plan training for key roles We have a clear digital skills development plan for the whole team

How open are your people to experimenting with new tools or ideas?

1 2 3 4 5

ResistantOpen and innovative

Technology and Data

This section helps us understand your current tech environment and data practices.

How well do your main business systems and tools meet your current needs?

Think about your accounts, CRM, website, or booking systems.

1 2 3 4 5

OutdatedModern and reliable

How well do your systems share data and integrate?

1 2 3 4 5

Not connectedSeamless data flow

How confident are you in your data quality and accuracy?

1 2 3 4 5

PoorExcellent

Which best describes how you access business performance information?

We have to pull figures from several different places We mostly rely on spreadsheets that we update manually We have some shared dashboards but still use separate reports We have one main system or dashboard that most people use All our key data is in one accurate, shared system

Are there any older systems or ways of working that make things harder than they should be?

Which platforms does your business use most for everyday activities?

Microsoft 365 Google Workspace Salesforce Zoho Other

What is your primary IT hosting environment?

Which accounting software does your business use?

Sage QuickBooks Xero Zoho Other

Customers and Experience

This section assesses how digital tools enhance customer and partner experiences.

How easy is it for customers to interact with your business digitally?

1 2 3 4 5

DifficultSeamless

How effectively do you collect and act on customer feedback?

1 2 3 4 5

RarelyContinual system

How personal or tailored is your digital communication with customers?

1 2 3 4 5

GenericHighly personalised

Which methods are most effective for your audience to communicate with your business? (select all that apply)

Email Chat / Messaging Social Media Phone In-person Other

In which areas could your customer communication feel more personal or engaging? (select all that apply)

Initial enquiries or quotes Follow-up messages or reminders Customer service replies Marketing or social media posts Website or automated messages None - we already communicate very personally

Governance, Risk and Resilience

This section evaluates the maturity of governance, compliance, and risk management within your business.

Which best describes your approach to keeping business and customer data secure?

We haven't really looked at data security yet We use passwords and basic security settings We've taken some steps, like antivirus or backups We have clear policies and use secure systems We regularly review and test our cybersecurity and data protection measures

Do you follow any recognised information security standards? (select all that apply)

ISO 27001 ISO 42001 Cyber Essentials Partial compliance No formal standard

How confident are you that your business could quickly recover if something went wrong?

We don't have backups or wouldn't know how to recover data Some data is backed up, but we've never tested recovery We back up key data and have tested it once or twice We back up regularly and know how to restore files if needed We have clear, tested recovery procedures that we review regularly

How well do you evaluate ethical or reputational risks when adopting new technology?

1 2 3 4 5

RarelySystematically

Have you experienced data loss, downtime, or major cybersecurity incidents in the past two years?

Yes - Major incident Yes - Minor incident No Don't know

Reflection and Priorities

A short reflection on your personal approach to harnessing technology within your business.

What do you see as your organisation's biggest digital opportunity?

What worries you most about digital or AI adoption?

What would success look like six months from now if we worked together?

Thank you - your review is on its way.

The RecIQ team will review your responses and send a personalised report within two working days.

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