Business Readiness Assessment Tool

Michelle Dumais

Getting Started


Before investing in new technology or modernizing your business operations, you need to understand where you stand. This tool guides you through these critical questions: 


  1. What specific business challenge are we trying to solve?
  2. Where are you experiencing friction in your operations?
  3. Which problems are costing you time or money?
  4. What opportunities are you currently missing?
  5. How will we measure meaningful progress?
  6. What does success look like for your business?
  7. Which metrics matter most to your goals?
  8. How will you track improvement?
  9. Are your people and processes ready for change?
  10. Does your team understand and support the need for change?
  11. Are your current processes documented?
  12. Do you have the right foundation for improvement?


Take the assessment


Rate each statement based on your current situation:

Ready (3 points): You've completed this and have documentation

Needs Work (1 point): You've started but need more development

Not Started (0 points): You haven't addressed this yet



Strategic Clarity

  • We have clearly defined and communicated our company's strategic goals
  • We have identified specific business challenges we need to solve
  • We have documented our current pain points and their impact
  • We have clear, measurable objectives for improvement
  • We have executive/leadership support for change


Team Readiness

  • Our key stakeholders understand and support the need for change
  • We have assessed our team's current skills and capabilities
  • We have identified who will lead and champion the changes
  • We have a plan for training and supporting our team
  • We have a way to communicate changes effectively


Process Foundation

  • We have documented our current workflows
  • We understand where our processes need improvement
  • We know how different parts of our business need to work together
  • We have ways to measure our current performance
  • We have identified regulatory or compliance requirements



Scoring Guide (Total possible: 45 points)


35-45 points: Ready for Implementation

You're well-prepared for change!

Next steps:

  • Solution design and selection
  • Implementation planning
  • Change management execution 


20-34 points: Building Foundation

You have a good start but need to strengthen some areas.

Next steps:

  • Process mapping and optimization
  • Detailed requirements gathering
  • Team preparation planning


0-19 points: Starting Your Journey

You're at the beginning of your journey - and that's okay!

Next steps:

  • Vision and strategy development
  • Stakeholder alignment
  • Initial assessment and planning



Wish to Discuss Your Results?

Schedule a complimentary consultation to review your assessment and explore your next steps.

By Michelle Dumais April 28, 2025
In today's rapidly evolving business landscape, artificial intelligence has moved from science fiction to an essential for business . But here's the good news: you don't need a computer science degree to leverage the power of AI for your business. As someone who helps businesses streamline operations and boost profitability, I've seen firsthand how the right AI tools can transform even the most traditional companies. Here are five powerful AI solutions that anyone can implement today to be your thought partner running your business. As with all of these tools, remember, you create the ideas first then AI is your partner to help you refine. 1. Canva AI: Turn Ideas into Stunning Visuals Here is one that has helped me out tremendously. Remember when creating professional-looking graphics required expensive software and design skills? Those days are gone. Canva's AI-powered tools have revolutionized design for non-designers. Their Magic Studio feature allows you to create polished visuals with simple text prompts. Need a presentation for tomorrow's meeting? A social media campaign? Product photos? Just describe what you want, and Canva's AI generates it for you. A standout feature is Magic Write, which helps draft text for your designs based on basic prompts. As one reviewer noted, "Canva is an AI-powered design tool that allows business owners to create stunning visual content with ease" without requiring advanced design skills. 2. HeyGen: Professional Videos Without the Production Team I have yet to use this one, I have been using Sythesia, but came across this and it costs less. Video is a critical key to reaching people. Video content consistently outperforms other formats, but traditional video production is expensive and time-consuming. Enter HeyGen, an AI video generation platform that's changing the game. HeyGen allows you to create professional videos featuring AI avatars that deliver your message. No cameras, lighting setups, or editing skills needed. Simply: Choose or create an avatar Input your script Generate your video in minutes What makes HeyGen particularly valuable is its accessibility. As one platform review states, "No video editing skills are needed to use this tool. Simply pick an avatar, input your script, and click 'submit' to generate your video in minutes." 3. Grammarly: Your AI Writing Assistant Here is an oldie redeisgned! Clear, professional communication is essential in business, but not everyone has a background in writing or editing. Grammarly has evolved from a simple spelling checker into a sophisticated AI writing assistant. Beyond catching grammar errors, Grammarly now offers: Tone adjustments to match your communication goals Full-sentence rewrites for clarity Content generation for emails and documents Real-time suggestions as you write 4. Looka: Professional Branding Without a Designer Short on time and not familiar with marketing content and websites, try Looka. Get consistent, professional branding that helps businesses stand out, without hiring a design agency can cost thousands. Looka uses AI to make professional branding accessible to everyone. This platform allows you to create logos, business cards, social media kits, and even websites with AI-generated designs tailored to your preferences. Simply enter your business name, select your style preferences, and Looka generates multiple options. The platform "makes branding simple and effective" for small businesses or personal projects "where time and cost are important." 5. Copy.ai: Generate Marketing Copy in Seconds I personally am excited to try this one! Struggling with writing compelling marketing materials? Copy.ai uses artificial intelligence to generate professional copy for various formats – from social media posts to email campaigns and blog articles. The platform is designed to be "one of if not the easiest to use AI writing platforms" on the market. Simply enter information about your project, and Copy.ai produces multiple variations of professional copy that you can use immediately or customize. The Bottom Line: AI is for Everyone The democratization of AI means that powerful technology is no longer limited to tech giants or specialized departments. Small businesses, entrepreneurs, and professionals across all industries can now leverage these tools to enhance productivity, reduce costs, and compete more effectively. The key is starting small. Choose one area where AI could help your business, implement one of these user-friendly tools, and measure the results. You might be surprised at how quickly you see returns on both time and money. Remember, you AI as your thought partner. Create your idea, develop an effective prompt, and then let AI help you create the content you want and brainstorm new ideas.
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