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Readiness check

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.

Start the check
An operations manager ticks through a checklist on a clipboard on a bright office mezzanine

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 unless you choose to share your score band.

Text alternative

All 12 questions, as a list.

Read them first, print them for a meeting, or answer them on paper with your team.

Show every question and its four answers

The process

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

    1. 0. Not yet
    2. 1. We have a few candidates
    3. 2. Yes, one stands out
    4. 3. Yes, and we have measured it

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

    1. 0. No
    2. 1. Partly, in people's heads
    3. 2. Written, but out of date
    4. 3. Written and followed

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

    1. 0. Under 50 times
    2. 1. 50 to 500 times
    3. 2. 500 to 5,000 times
    4. 3. More than 5,000 times

Systems and data

  1. 04 Which system does the process change?

    1. 0. Spreadsheets and email
    2. 1. A system with no API
    3. 2. An ERP or CRM with an API
    4. 3. An ERP or CRM with an API and a test copy

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

    1. 0. No
    2. 1. We could set one up
    3. 2. Yes, but it drifts from live
    4. 3. Yes, refreshed regularly

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

    1. 0. Unreliable
    2. 1. Known gaps
    3. 2. Mostly clean
    4. 3. Clean, with a named owner

People and approvals

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

    1. 0. No one in particular
    2. 1. Whoever is around
    3. 2. Yes, informally
    4. 3. Yes, written into policy

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

    1. 0. No
    2. 1. Partly
    3. 2. Yes, but not enforced in the system
    4. 3. Yes, and enforced

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

    1. 0. No
    2. 1. We would work it out
    3. 2. For some actions
    4. 3. For every action

Record and regulation

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

    1. 0. No
    2. 1. In some systems
    3. 2. Yes, the system's own audit trail
    4. 3. Yes, and an auditor has checked it

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

    1. 0. Not sure
    2. 1. We think so
    3. 2. Yes, agreed informally
    4. 3. Yes, in contracts and policy

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

    1. 0. Not yet
    2. 1. Talking about it
    3. 2. Draft rules
    4. 3. Approved rules

Each answer scores 0 to 3, so the check scores out of 36. The lowest area is where to start.

What you just saw

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

Start with one process.

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

Book a demoSee a governed action
  • Allowed · Approved by Asha R.
  • Held for CFO
  • Refused · rule 4.2
Illustrative data.

Questions

The readiness check, answered.

A short check of whether one business process is ready for AI agents to work on. It 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.

The readiness check answers that for one process at a time. Pick the process you have in mind and answer for how it runs today, not the plan. The result says whether to start with the groundwork, pilot the process, or put it on the record, and which of the four areas to fix first.

12 questions, 3 in each of four areas. The process: is there one worth starting with? Systems and data: can an agent work on a copy, against data you trust? People and approvals: is there a named person for the cases that matter? Record and regulation: could you show an auditor what happened? Each answer scores 0 to 3, out of 36.

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. If you book a demo from your result, you can choose to send your score band, never your answers.

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 platform.

Start with one process.

Add the next when it holds.

Book a demo
Approvals · Kolam ComponentsIllustrative
  • Allowed · Approved by Asha R.
  • Held for CFO
  • Refused · rule 4.2
RCPT-0042 · signed · chained
A product view with three decisions: allowed and approved by Asha R., held for the CFO, and refused under rule 4.2. Illustrative data.