AI Adoption Scorecard

Uncover your AI opportunities.

Understanding your organization's readiness for AI adoption is crucial for strategic planning. This assessment will help identify your current AI utilisation level and highlight areas for improvement to successfully navigate the AI revolution.

Section 1: AI Adoption Scope

1 % of repetitive workflows automated with AI:*

2 AI-driven capex savings as % of total savings (last fiscal year):*

3 Departments using generative AI (e.g., ChatGPT, Copilot):*

4 AI in customer-facing processes (e.g., chatbots, dynamic pricing):*

Section 2: Financial Impact

5 Profit margin improvement attributed to AI (past 12 months):*

6 AI's role in cost reduction targets (next 3 years):*

7 Investment in AI tools as % of IT budget:*

8 ROI from AI projects (past 2 years):*

Section 3: Workforce Readiness

9 % of employees using AI daily:*

10 Formal AI training programs:*

11 Hiring strategy for AI-augmented roles:*

12 Leadership's ability to articulate AI ROI:*

Section 4: Strategic Planning

13 AI in boardroom discussions (past 6 months):*

14 External AI consultants or partners:*

15 AI roadmap alignment with 3-year goals:*

Section 5: Competitive Positioning

16 Competitors' AI adoption (perceived):*

17 Market share risks (next 2 years):*

18 Time to match competitors' offerings:*

19 Data utilization vs. industry peers:*

20 AI's impact on valuation multiples (e.g., P/E ratio):*

Ahead of Peers

You are at the frontier of AI adoption! Your organization demonstrates exceptional readiness across all dimensions, positioning you as an industry leader in AI implementation.

  • Monetize AI as a Product: Embed AI into product differentiation; package proprietary AI tools (e.g., demand forecasting models) into SaaS offerings for clients using AWS SageMaker, Google AI Studio, or Azure Foundry. Offer tiered pricing (e.g., pay-per-prediction) for mid-market clients.
  • Expand Ecosystem Control: Partner with startups to co-develop vertical-specific AI solutions (e.g., AI for sustainable logistics) to accelerate R&D using GitHub Copilot, Cursor, or Replit. Create an internal AI "innovation lab" with equity incentives for engineers/researchers (contribute to the OSS Hugging Face ecosystem) and host industry-specific webinars to position as a thought leader.
  • Talent Pipeline Lock-In: Launch an AI apprenticeship program with universities to secure top graduates. Advertised on or partner with LinkedIn Learning, Kaggle.

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Marginally Competitive

Your organization is ahead of most competitors, but there are still opportunities to strengthen your AI capabilities. Focus on the areas where you scored lower to achieve frontier status.

  • Enhance Customer Journeys: Deploy AI chatbots for 24/7 support in high-churn segments using Intercom Fin, Drift. Deploy AI-driven personalization (e.g., dynamic email campaigns via HubSpot AI or Braze) to boost conversion rates. Market "instant resolution" incentives to retain clients.
  • Process Automation Sprint: Target "low-hanging fruit" workflows for automation using UiPath, Zapier. Select 3-5 candidates - e.g., invoicing, inventory, expenses. Focus on departments with <30% AI adoption.
  • Data-Driven Sales Boosters: Use AI to identify cross-sell opportunities in existing accounts using Salesforce Einstein, Microsoft Sales Copilot, Gong.io. Use tools like Crayon, Klue to reverse-engineer your competitor's pricing and CX strategies. Launch "competitive match" discounts for at-risk accounts.

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Moderately Underutilised

While you have made progress in AI adoption, significant gaps remain. This is typical for many Fortune 500 companies. Consider developing a comprehensive AI strategy to address the areas requiring improvement.

  • Prioritize High-ROI Pilots: Run a 90-day AI pilot in marketing (e.g., generative ad copy) using Jasper.ai, Copy.ai. Aim for a success metric of 15% higher CTR. A/B test AI-generated campaigns against legacy content.
  • Fix Broken Workflows: Automate manual procurement flows using SPC3 and manual data entry in finance/HR using Bill, Ramp. Repurpose saved hours into customer success initiatives.
  • Leverage Off-the-Shelf AI: Use pre-built tools like HubSpot AI, Semrush for SEO, social listening, or CRM hygiene. Highlight "AI-enhanced" capabilities in sales collateral.

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Highly Underutilised

Your organization faces substantial challenges in AI readiness. Without significant investment and strategic shifts, your business may struggle to compete in an increasingly AI-driven marketplace.

  • Compete On Speed And Cost: Launch AI-powered price-matching guarantees using ProsperOps for AWS cost optimization, to retain price-sensitive clients. Automate accounts payable and procurement approvals using Rippling; redirect these savings to price-matching offers.
  • Stabilize Customer Retention: Deploy AI chatbots using Trusst or Zendesk to reduce response times for top clients. Offer "priority AI support" to high-value accounts.
  • Leadership Alignment: Create urgency without panic. Hire 1–2 fractional AI experts (10–20 hrs/week) to lead projects. Educate leadership with Zenolot AI and formulate a clear AI roadmap. Host a quarterly "AI ROI Showcase" where teams demo automation results (e.g., using Process Street or Linear for workflow tracking).

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Severely Lagging

Prompt action is strongly recommended. Your organization faces significant risk as AI rapidly transforms the industry landscape. We recommend immediate consultation with AI strategy experts to develop a comprehensive transformation plan.

  • Revamp Customer Journeys: Deploy AI chatbots for 24/7 support in high-churn segments using Intercom Fin, Drift. Use AI to regain customer trust. Deploy AI-driven personalization (e.g., dynamic email campaigns via HubSpot AI or Braze) to boost conversion rates. Market "instant resolution" incentives to retain clients.
  • Plan For AI: Shift the organizational frame to AI-centricity. Hire fractional AI experts (Polymorphic AI, PyMC Labs, Accenture) to create an AI roadmap and lead projects. Educate leadership with Zenolot AI and ReachLX. Host a quarterly "AI ROI Showcase" where teams demo automation results. Communicate AI plans publicly (e.g., "Our 6-month AI roadmap"). Frame AI adoption as a "customer-driven transformation."
  • Establish Data Foundations: Clean house. Consolidate siloed data into a single warehouse (e.g. Snowflake, Google BigQuery, Databricks). Identify 2–3 mission-critical processes to automate immediately using UiPath, Zapier - e.g., invoicing, inventory, expenses.

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