Digital Transformation Assessment
Version 1

What problem needs solving?
Your answer: 

What would success look like?
Your answer: 

Who will use the solution?
Your answer: 

When would you like it ready?
Your answer: 

How do you work today?
Your answer: 

Which applications or systems do you use?
Your answer: 

What equipment or hosting do you have?
Your answer: 

Which tools or providers do you use?
Your answer: 

Which tasks are done manually?
Your answer: 

Which systems already exchange information?
Your answer: 

What constraints or difficulties should we know?
Your answer: 

What would you like to improve or automate?
Your answer: 

Which tools should work together?
Your answer: 

What information or reports do you need?
Your answer: 

Would you like us to assess an AI use case?
Your answer: 

What time savings or efficiency goals matter to you?
Your answer: 

Which processes rely on paper or repeated data entry? How will improvement be measured?
Your answer: