nexxt ideas – Free assessment Modernization & AI Readiness Assessment Operational Readiness Assessment Systems & InfrastructureData MaturityProcess DocumentationTeam and Current AutomationBusiness and ResultsSystems & InfrastructureLet's start by understanding how your business systems work today.1. How would you describe your current software ecosystem? We mostly use spreadsheets, email, and manual tracking We have several software tools, but they don't connect well We have integrated systems with some manual gaps Our core systems are fully integrated and data flows automatically2. When someone needs information from another department, how do they typically get it? They ask someone directly by Slack, email, or walking over They export a report from one system and send it manually They access a shared dashboard or system It's automatically available in the tools they already use3. How many different software tools does your operations team use daily? 1–2 tools (likely too simple, mostly manual) 3–5 tools (healthy, manageable) 6–10 tools (fragmented, consolidation opportunity) 10+ tools (tool sprawl, likely disconnected)PreviousNextData MaturityTell us how your organization collects, manages and uses operational data.4. If your CEO asked "What was our key metric last month?" how quickly could you answer? Days. We'd have to pull it together manually Hours. Someone would need to run reports Minutes. We have dashboards but need to check them Instantly. It's visible in real-time5. How confident are you in the accuracy of your operational data? Low: we often find errors or conflicting numbers Moderate. Mostly accurate but requires verification High: data is reliable with occasional exceptions Very high: we have validation processes and trust our data6. Where does your most critical operational data live? In spreadsheets and email attachments In multiple disconnected systems In a central system with some satellite tools In an integrated data warehouse or unified platformPreviousNextProcess DocumentationHelp us understand how your business processes are documented and standardized.7. If a key employee left tomorrow, how much operational knowledge would leave with them? Critical knowledge: we would be scrambling Significant knowledge: it would hurt for months Some knowledge, but most is documented Minimal impact: processes are well-documented and transferable8. How are your core business processes documented? They are not. People just know what to do Informally, some notes, but nothing standardized Partially. Key processes are documented Comprehensively. We have SOPs for most operations9. When you onboard a new operations team member, how long until they're fully productive? 6+ months 3–6 months 1–3 months Less than 1 monthPreviousNextTeam & Culture + Current AutomationLet's look at your team's readiness for change and your current level of automation.10. How would you describe leadership's attitude toward operational technology? Skeptical. "If it ain't broke, don't fix it" Cautious. Open to change but risk-averse Supportive. Actively looking for improvements Championing. Technology is a strategic priority11. How does your team typically respond to new tools or process changes? Resistance: Change is difficult here Reluctant adoption. Eventually they come around Willing: they're open if shown the value Enthusiastic. They actively seek better ways12. Is there a specific person or team responsible for operational improvement? No. Everyone's too busy with day-to-day Informally, someone takes it on when they can Part-time. Someone owns it alongside other responsibilities Dedicated. We have a person/team focused on this13. How much of your repetitive operational work is currently automated? Almost none. Most tasks are manual A little, we've automated a few things Moderate. Several workflows are automated Significant. We actively automate wherever possible14. Have you implemented any AI or machine learning in your operations? No, and we're not sure where to start No, but we're exploring possibilities Yes, in limited applications (chatbots, basic analytics) Yes, AI is integrated into core operations15. What best describes your biggest operational challenge right now? We don't have visibility into where bottlenecks are Manual data entry and repetitive tasks are eating time Disconnected systems creating handoff delays Scaling what already works to handle growthPreviousNextBusiness & ResultsFinally, we'll estimate your operational improvement opportunity and prepare your personalized results.16. What is your company's annual revenue? Under $5M $5M–$15M $15M–$50M $50M–$150M $150M+17. How many full-time employees are involved in operations? 1–10 11–25 26–50 51–100 100+18. If you could reclaim 10 hours per week across your operations team, what would that be worth annually? Under $25K $25K–$75K $75K–$150K $150K–$300K $300K+19. Have you allocated budget for operational improvement this year? No, not planned Considering it Yes, limited Yes, meaningful Strategic priority20. What would a realistic investment range look like for measurable operational improvement? Under $25K $25K–$75K $75K–$150K $150K–$300K $300K+ Depends on ROIFirst NameLast NameEmailPhone/MobileCompanyJob title Previous See My Results
