The self-check: six question blocks
Pick one concrete task, such as answering recurring requests or filing incoming documents, and answer the questions for it. Don't add anything up. What matters are the places where you say "I don't know."
1. Goal and use case
- Can you say in one sentence which task the AI should take over?
- Do you know how you will tell that it got better?
- Is there someone in the company who wants the benefit and owns it?
2. Data
- Is the data the AI needs available in digital form?
- Do you know where it lives and who maintains it?
- Does it include confidential or personal data?
3. Systems and interfaces
- Which software is involved in the task?
- Do these systems offer an interface (API) or another orderly way in?
- Who looks after them technically?
4. Processes
- Is the workflow written down, or at least do all involved agree on how it runs?
- Does it repeat often enough for automation to pay off?
- Where does a person check the result today?
5. Team and AI skills
- Who already works with AI tools, officially or privately?
- Do your employees know what is allowed and what is not?
- Where is training needed?
6. Rules, data protection and governance
- Is there an AI policy, or does every department go by its own judgment?
- Is it settled which data may go into which tool?
- Is whoever owns data protection involved?
There is no score, no certificate and no level we sort you into. Every "I don't know" is material for the mapping. If you are unsure in several blocks, the conversation is worth having.
What happens in the intro call and the mapping
- Intro call (30 minutes by video, free): Which task, which data, which systems, which requirements? We assess what AI can solve.
- Mapping: We go through the six blocks on your concrete process, together with the people who work with it.
- Target picture: You get a concept with effort and expected benefit, and a reasoned recommendation on the approach (process automation, integration, RAG, Corporate LLM or the AI phone assistant).
- Decision: Data protection questions are settled and documented. Then you decide whether a pilot follows.
The assessment answers "Where do we stand?" The order of the steps after that is laid out in the guide to an AI implementation roadmap.
Where the assessment can lead
- Tasks tied to workflows: AI process automation or AI integration services
- Knowledge in documents: RAG for business
- Confidential data and private AI accounts: Corporate LLM
- Missing rules: an AI policy template and the frame from the guide to AI governance
Sometimes the honest result is: not yet, data or responsibilities have to be settled first. That is part of the consulting too, and it saves you a pilot that goes nowhere.