Self Assessment

Strategic Alignment: To what extent are automation initiatives planned or embedded into the business and IT strategies?

Not reflected in strategy, treated as ad-hoc projects.

Recognized in some functions, mainly cost-driven.

Clearly aligned to enterprise priorities (efficiency, CX, scaling).

Embedded in corporate strategy, linked to KPIs across functions.

Governance: What is the current state of governance model and accountability for automation initiatives?

None (teams manage their own automation projects)

Basic (informal committees, limited authority)

Established (IT Center of Excellence)

Business Aligned (CoE with shared IT–business governance)

Team Structure: What best describes the current IT and business teams in the context of automation initiatives?

Siloed (IT and business operate independently)

Partially aligned (separate teams but with project collaborations)

Tribe-structured (BizDevOps model with cross-functional agile teams)

Tribe-structured with dedicated Chapters/Guilds for Automation & AI

Risk & Compliance: How are regulatory, compliance, and risk considerations addressed in automation initiatives?

Rarely considered or managed reactively

Addressed late in implementation lifecycle

Embedded into most automations, with oversight.

Proactively integrated into automation design, governance, and controls.

Automation Maturity: What is the current usage of automation technologies in IT and Business?

Specific / Need-based (e.g., tailored scripts, system-level)

Robotic Process Automation (RPA) / Low- or No-Code Platforms

Back-end Process Orchestrations (API integrations)

Orchestration with AI Agents

Data Availability & Quality: How well does enterprise data support automation?

Weak - Data is siloed, inconsistent

Basic - Some accessible data, but no standardization

Developing - Most critical data governed on data lakes

Advanced – Widely standardised data, with safety and compliance.

What is the current maturity of IT infrastructure in supporting scalable automations?

Largely on-premise

Partial cloud adoption with integration gaps

hybrid cloud with standardized APIs

fully cloud-native, automated provisioning

4. API Economy: How effectively do the past automation solutions and core systems connect to eachother?

Minimal, manual integration

Limited APIs/connectors

Standard APIs for major systems

API-first architecture, seamless integration

Training & Enablement: To what extent do employees receive upskilling towards Automation and AI?

No formal programs or training initiatives

Occasional training sessions

Experimentation proactively supported

Reward & Recognition for Process improvements/innovations

What is the general organizational culture toward innovation and automation?

Avoid experimentation due to high workloads

Neutral acceptance but low enthusiasm

Back-end Process Orchestrations (API integrations)

Orchestration with AI Agents

Change Management: How effective are the current change management and communication practices?

Avoid experimentation due to high workloads

Neutral acceptance but low enthusiasm

Back-end Process Orchestrations (API integrations)

Orchestration with AI Agents

Language Requirements: How are current teams adapted to working with external partners and international teams?

Most teams prefer local partners due to language and direct collaboration

Some functions can collaborate internationally, but bilingual consultants preferred onsite

Most business-critical teams can collaborate in English with remote partners

Organization-wide comfort with English and remote/global collaboration

Your role & scope of responsibility

Leadership / Senior Management

Business Unit/Functional Head

IT/Innovation

Other (specify details, e.g., compliance or operations role)

Functions or domains where you see highest potential for automation

Finance/Accounting

HR/Talent Management

IT/Operations

Other (e.g., Sales/Marketing, Project Management; specify)

Key benefits you expect from automation

First

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Self-assessment

Evaluate your organization’s readiness to adopt or scale automation in regulated environments, considering non-english speaking contexts.

Our detailed report can be used as baseline for workshop discussions, gap diagnosis, and roadmap prioritization.

Instruction: Respond based on current “As-Is” state.

Assessment

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