Self-assessment

Where your AI effort stands

Four questions about vision, planning, and data place an organization in one of eight positions, each with a typical outcome and a first step. Choose the description closest to what the company has in place today, even if it is a best guess.

Self-assessment

Where your AI effort stands

Four questions about vision, planning, and data place an organization in one of eight positions, each with a typical outcome and a first step. Choose the description closest to what the company has in place today, even if it is a best guess.

A vision with no plan behind itA plan with no larger purposeTools with no plan to use themA plan that cannot start on the current systemsVision and tools without a sequenceA team executing without executive ownershipAll three in placeVisionRoadmapTools

Four questions

Who owns the vision for AI in this business?

How far does the AI plan reach?

Where does business data live for anyone who needs it outside the source system?

What does AI do with that data today?

The reading

What the position looks like, what tends to happen next, and what to do first appear here once all four questions are answered.

The most common stuck point is a plan with no data layer to run it on

The position that comes up most often in mid-market companies is the one where managers own a vision for AI in their part of the business and their departments have plans, but the data those plans need is held inside the source systems, and the only AI in use is a chat add-in that cannot see it. The people closest to the work have decided what to do and cannot act on it.

Tools is also where companies most often overstate what they have. Dashboards built on extracts and a chat add-in on an existing product both look like AI tooling from the inside, and neither gives an AI project anything to run on. The two data questions above are worded to tell those apart from a working data layer.

That gap is the one Copacati addresses: a governed data layer over the systems already in use, put in place without a migration, so the existing plan can begin. A working session is the quickest way to establish how large the gap is for a specific set of systems.

Talk through the result

Send us your reading

Finish the four questions above and the position will be added to the message. Or send a note now and we will pick it up from there.