AI Readiness Checklist

10 Questions Every CIO, CRO & Head of Transformation Must Answer Before Scaling AI

AI Checklist

Before investing millions in AI transformation, smart leaders ask the right questions. This checklist helps customer engagement and digital transformation executives identify critical readiness gaps that could derail your AI initiatives. Used by transformation leaders at Fortune 500 companies to ensure successful AI implementations.

Strategic Foundations

Executive Alignment:

Do you have clear executive sponsorship and defined AI success metrics?

Business Case Clarity

Have you identified specific use cases with quantified ROI expectations?

Strategic Roadmap

Is your AI initiative part of a documented digital transformation strategy?

Data & Technology Readiness

Data Quality & Governance

Is your customer data clean, consistent, and governed across systems?

Platform Integration

Are your CRM and lead-to-cash systems API-ready for AI integration?

Infrastructure Scalability

Can your current technology stack handle AI workloads and data processing?

People & Process Readiness

Change Management Capability

Do you have proven change management processes for technology adoption?

Skills & Training Plan

Have you assessed AI skills gaps and created upskilling programmes?

Risk & Compliance

Risk Assessment Framework

Have you evaluated AI-specific risks (bias, privacy, security, compliance)?

Performance Monitoring

Do you have processes to monitor and maintain AI system performance?

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Action Plan:

How does your business compare to the above?

Depending on your score will give you an idea of how ready you are for implementing AI successfully

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Get in touch

Based on your analysis, feel free to get in touch for a SaaSAi expert to help you on your journey