Finance technology + AI readiness

Measure the friction before prescribing the technology.

Twelve focused questions. A directional view of where manual work, fragmented data, system limitations, decision delay, and AI readiness may be compounding.

01 · PlanningHow much manual consolidation is required before a forecast or scenario is usable?
02 · PlanningHow quickly can finance produce a credible new scenario when assumptions change?
03 · ReportingHow much recurring effort goes into producing the same management reports?
04 · ReportingHow consistently do leaders receive reconciled metrics, context, and actionable commentary?
05 · Data & systemsHow fragmented is the data required for finance and operating decisions?
06 · Data & systemsHow often do core systems require spreadsheet workarounds or manual re-keying?
07 · WorkflowHow often do important processes depend on email, files, and individual memory?
08 · WorkflowHow much team capacity goes to recurring manipulation, reconciliation, or follow-up?
09 · Decision speedHow often does incomplete or delayed information slow an important decision?
10 · Decision speedHow consistently are decision assumptions, owners, and outcomes captured?
11 · AI readinessHow clearly has the organization identified bounded, repeatable uses for AI?
12 · AI readinessHow prepared are governance, data access, review, and accountability for AI-enabled work?
Answer all twelve questions to calculate your result.