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AI agent readiness assessment

Is one process ready for agents?

12 questions, about 4 minutes. You get a score, the area to fix first and where to start. Your answers stay in your browser: nothing is stored or sent.

Start the check
Two finance colleagues work through figures on paper beside their laptops.

The check

Answer for the process you have in mind.

Choose the answer closest to today, not to the plan. There are no wrong answers, only a clearer first step.

0 of 12 answered

Part 1 of 4

The process

Is there one process worth starting with?

  1. 01Can you name the one process that costs you the most in review time?

  2. 02Is the way that work is done written down?

  3. 03How often does that process run in a month?

Part 2 of 4

Systems and data

Can an agent work on a copy, against data you trust?

  1. 04Which system does the process change?

  2. 05Could a change be tried on a copy of that system first?

  3. 06How reliable is the master data it depends on, such as suppliers, customers and tax codes?

Part 3 of 4

People and approvals

Is there a named person for the cases that matter?

  1. 07Is there a named person who approves the risky cases today?

  2. 08Are your approval limits written down: amounts, exceptions, who signs?

  3. 09If an AI agent got something wrong, would you know who answers for it?

Part 4 of 4

Record and regulation

Could you show an auditor what happened?

  1. 10Do you keep a log of every edit to your books and records?

    In India, the MCA audit-trail rule has required one for books of account since 1 April 2023.

  2. 11Do you know which country your data must stay in?

  3. 12Have your risk, audit or compliance teams set rules for AI?

Your answers stay in this browser. Nothing is stored or sent.

What it looks at

Four areas, three questions each.

  1. 01

    The process

    Is there one process worth starting with?

  2. 02

    Systems and data

    Can an agent work on a copy, against data you trust?

  3. 03

    People and approvals

    Is there a named person for the cases that matter?

  4. 04

    Record and regulation

    Could you show an auditor what happened?
See what a governed process looks like

Questions

The readiness check, answered

What is an AI agent readiness assessment?

It is a short check of whether one business process is ready for AI agents to work on. This one asks 12 questions across four areas: the process, systems and data, people and approvals, and record and regulation. You get a score, the area to fix first and where to start.

Are my answers stored or sent anywhere?

No. The check runs entirely in your browser. Your answers are scored on your device and are not stored or sent to elan1 or anyone else. Nothing is saved when you close the page. If you want to talk about the result, you choose what to share when you contact us.

What should I do after the readiness check?

Start where the result points. If the groundwork is missing, write down who owns and approves the process first. If one process is ready to pilot, run it in shadow beside the way you work today, or bring it to a working session with the people who build the platforms.

Start with one process.

Pick the process that costs you the most in review time. We configure it, you keep the approval, and the record is there from the first run.

Contact usSee a governed action

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