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Atlas Software Partners

Guide

Is your business ready for AI agents?

A free AI readiness assessment for small businesses: 25 questions on process, data, tools, people and risk, answered yes, partly or no, an instant score out of 50, and what to do next. No sign-up.

Meeting table with a clipboard checklist and a laptop showing an illustrative scored questionnaire

Most AI readiness assessments are written for large companies: data lakes, cloud maturity, an AI center of excellence. A small business needs to answer simpler questions: which process, which data, who checks the result, and what happens when it goes wrong. These 25 questions are the ones we ask in our discovery workshops before we quote an AI agent.

How to use this assessment

  1. Pick one process you would like to automate, such as order entry, lead follow-up or monthly reporting. Answer for that process, not for the whole company.
  2. For each question, choose Yes (2 points), Partly (1 point) or No (0 points).
  3. Read your score out of 50 and the recommendation for your band.

Nothing you enter is sent or stored; the score is computed in your browser.

1. The process
  1. 1. Can you describe the process step by step, in writing, in under a page?

  2. 2. Does it run at least weekly, with a volume that makes it worth automating?

  3. 3. Are the rules mostly stable, with exceptions you can list?

  4. 4. Can you tell a correct result from a wrong one quickly?

  5. 5. Do you know roughly how much time the process takes today?

2. The data
  1. 6. Is the data the process needs available in digital form (files, email, a database)?

  2. 7. Can it be reached by software, through an API, an export or a shared folder?

  3. 8. Is it reasonably consistent (same fields, same formats, few duplicates)?

  4. 9. Do you have past examples, including the hard cases, to test with?

  5. 10. Do you know which data is personal, confidential or regulated?

3. The tools
  1. 11. Do your main systems (CRM, ERP, accounting, helpdesk) have an API or an import function?

  2. 12. Do you already pay for a business AI plan such as ChatGPT Business or Claude Team?

  3. 13. Are user accounts and permissions in your systems managed and up to date?

  4. 14. Do you have somewhere to run scheduled jobs, or are you open to a hosted service?

  5. 15. Is someone in charge of your software stack, internally or with a provider?

4. The people
  1. 16. Is there a process owner who will spend a few hours on the specification and the testing?

  2. 17. Is the team that does the work today involved, rather than surprised?

  3. 18. Will someone review the AI's output at first, and is their time planned?

  4. 19. Is leadership willing to fund maintenance, not just the build?

  5. 20. Have people on the team already used an AI assistant at work?

5. Risk and control
  1. 21. Have you decided what the AI may do alone and what it must submit for approval?

  2. 22. Would a mistake be caught before it reaches a customer, a supplier or your books?

  3. 23. Can you keep a log of what the AI did and why?

  4. 24. Do you know your obligations for the data involved (privacy, contracts, industry rules)?

  5. 25. Do you have a fallback if the automation stops for a day?

Your score: 0 / 50

0 of 25 questions answered. The table below explains each stage.

What your score means

Score Stage What to do next
0–14 Exploring Start with a business AI plan for the team and written rules for its use. Document the process before automating it.
15–29 Preparing Fix the gaps in data access and ownership first. A short discovery workshop will tell you which process to start with.
30–39 Ready to pilot Pick one process and run a pilot with a human checkpoint on every output for the first weeks.
40–50 Ready to scale You can automate with confidence; plan monitoring and maintenance as seriously as the build.

Whatever the score, a "No" in section 5 is the one to fix before launch.

What are the five stages of AI readiness?

Frameworks differ, but a widely cited five-stage model (Gartner's AI maturity model) runs from awareness, to active experimentation, to operational use, to systemic use across the business, to transformational. For a small business, the practical stages are simpler: exploring, preparing, piloting one process, running it in production, and scaling to other processes.

How long does an AI readiness assessment take?

This self-assessment takes about ten minutes for one process. Our discovery workshop, which turns the answers into a scope and a quote, usually takes one session, and it is recorded and transcribed so the specification starts from what was actually said.

Turn your score into a plan

If you scored 15 or more, the next step is a short call to pick the first process and estimate it. The cost structure of an agent (build, run, maintain) is explained in our AI agent cost guide, and the way we run a discovery is on AI automation consultant.

Let’s start with the process you want to improve.

Bring the spreadsheet, the workflow, or the idea. We’ll talk through what is worth building and where human approval belongs.