01 · Strategy & governanceWho owns AI in your company, and is there a plan?

AbsentNobody owns it and there is no plan.ExploratoryWe talk about it and a few people experiment, but no owner or budget.StructuredA named owner, a budget, and a shortlist of use cases.IntegratedAn AI roadmap tied to business goals, reviewed by leadership.AgenticAI decisions (build, buy, retire) are part of normal strategy, with clear rules for what runs autonomously.

02 · DataCould an AI system actually use your business data today?

AbsentOur data lives in inboxes, spreadsheets and people's heads.ExploratorySome central tools, but the data is inconsistent and hard to get out.StructuredCore data sits in structured systems (CRM, accounting, database) and is reasonably clean.IntegratedData is connected across systems, access-controlled and mostly reliable.AgenticData is machine-readable and permissioned, so AI systems can read and write it safely.

03 · Process & automationHow do your repetitive workflows run today?

AbsentEverything is manual.ExploratoryA few automations built by individuals; they break silently.StructuredKey workflows are documented and partly automated, with people watching them.IntegratedCore workflows run end-to-end automated, with alerts when they fail.AgenticAI agents execute multi-step workflows, with human checkpoints where it matters.

04 · Skills & cultureHow comfortable is your team with AI tools?

AbsentLittle to no use, and some distrust.ExploratoryA few enthusiasts use chatbots on their own.StructuredMost of the team uses approved AI tools and has had basic training.IntegratedTeams routinely redesign their own work around AI; fluency is part of onboarding.AgenticPeople supervise and improve AI systems as a normal part of their role.

05 · Tooling & integrationHow do your AI tools connect to the systems you run the business on?

AbsentWe do not use AI tools.ExploratoryStandalone chatbots; we copy-paste in and out.StructuredAI features inside our main tools (CRM, office suite), used deliberately.IntegratedAI connected to our systems through integrations or APIs, with access control.AgenticAgents act across our systems under defined permissions, with logs.

06 · Risk & complianceWhat are your rules for AI use, privacy and errors?

AbsentNone; people improvise.ExploratoryInformal do's and don'ts, nothing written.StructuredA written policy: approved tools, and data that must stay out.IntegratedPolicy plus reviews: vendors checked, sensitive data flows controlled, incidents handled.AgenticOngoing monitoring of automated decisions, with audit trails and clear accountability.