AI Investment QuickScan™

5 questions. A directional signal for how ready you are to invest in AI.

This QuickScan doesn't replace full advisory work—it gives you a fast, executive-ready sense of your current investment posture so you can enter board, budget, or vendor conversations with more clarity.

Result can be printed or saved as PDF and shared with your leadership team.

QuickScan Questions

Answer all five questions based on where your organization is today.

Step 1 of 3 · Answer

Question 1

What best describes your current AI budget posture?

Think about the size of bets you’re realistically willing to make in the next 12–18 months.

Question 2

What level of pressure are you under to “do something” with AI?

Board, customers, or internal stakeholders asking for visible movement.

Question 3

How mature are your data, security, and governance foundations?

Focus on whether you can safely scale AI beyond experiments.

Question 4

How clear are your top 3–5 AI use cases today?

Not ideas in a backlog—real, specific problem statements.

Question 5

What is your current risk tolerance around AI?

Combination of regulatory, reputational, and operational risk.

No data is stored or shared. This is a directional self-assessment.