AI Readiness Survey

This short self-assessment is designed to help finance leaders reflect on their organization’s priorities, challenges, and goals around AI adoption. Your responses will provide a personalized snapshot of your organization’s AI readiness and help us tailor future insights, resources, and events to support your transformation journey.

Optional – used only to share your personalized results and session materials
Optional
What is the primary AI outcome you are targeting this year?(Required)
What percentage of your data and analytics compute infrastructure is cloud-based?(Required)
What percentage of your key data fields (customer, product, transaction) are estimated to be complete and accurate?(Required)
What percentage of your key business processes are automated or augmented by AI?(Required)
Does your organization provide formal AI or data analytics training?(Required)
What percentage of your annual IT/innovation budget is allocated to AI or analytics?(Required)
Approximately how many transactional records are stored across your primary systems (ERP, CRM, etc.)?(Required)
What is the estimated total size of your structured and unstructured data repositories?(Required)
How frequently is your operational or financial data refreshed?(Required)
What percentage of your finance data is clean, labeled, and accessible?(Required)
What best describes your current use of AI copilots or agents in Finance?(Required)
Where does Finance spend the most manual time today?(Required)
What best describes your current GenAI risk posture?(Required)
Which of the following do you regularly measure for AI initiatives? (Select all that apply)(Required)
How mature is your Finance–IT operating model for AI?(Required)
What percentage of your finance staff have received training on copilots or prompt usage?(Required)
Which questions are your Board/CEO most focused on today? (Select up to 2)(Required)
Select between 1 and 2 choices.
What is your organization’s 90-day focus area?(Required)
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form