Fourteen questions for management, related to one specific workflow. The more you answer with yes, the better suited it is for a first pilot.
AI pilot checklist 0 of 14 answered
Which workflow are you checking? Please select Answering calls and booking appointments Sorting and answering email enquiries Recording and forwarding complaints Preparing quotes Qualifying and following up enquiries Maintaining the CRM Recording and checking invoices Dunning Booking expenses and receipts Preparing the monthly closing Recording orders Matching delivery notes Monitoring stock and reordering Screening applications Answering internal questions (knowledge base) Filing and finding documents Reviewing contracts and monitoring deadlines Preparing minutes and reports Recording work reports Planning maintenance and service calls Other workflow
01 · The workflow
01 The workflow occurs at least several times a week. Yes No Open
02 It follows clear rules that can be written down. Yes No Open
03 We roughly know how much time it takes per month. Yes No Open
04 An error in it would not have serious consequences. Yes No Open
02 · Data and systems
05 The necessary information is available digitally, for example in emails, PDFs or software. Yes No Open
06 Our systems have interfaces or can export data. Yes No Open
03 · Benefit and leadership
07 We know what we will do with the time freed up, for example take on more orders or reduce overtime. Yes No Open
08 Management releases time and budget for a pilot. Yes No Open
09 We define in advance how we will measure success. Yes No Open
04 · Organisation
10 One person is responsible for the pilot internally. Yes No Open
11 The team is open to it and checks the results in the first weeks. Yes No Open
12 Anything that goes out is approved by a person first. Yes No Open
05 · Data protection
13 We know whether sensitive personal data is involved, for example health data. Yes No Open
14 We clarify by contract whether a provider uses our data for training and where it stores it. Yes No Open
Extra · optional
About your company
Optional, not included in the assessment. The details help us prepare the initial conversation.
How many employees does your company have in total?
1 to 9 10 to 49 50 to 249 250 to 999 1,000 or more
How many departments or units are there?
1 to 2 3 to 5 6 to 10 more than 10
Where could AI help you? Several answers possible.
Customer service Sales Finance Purchasing and logistics Human resources Administration Production and technology Marketing IT
How many employees work in the area of the workflow you are checking?
1 to 2 3 to 5 6 to 10 11 to 25 more than 25
What budget is planned for AI projects in the next year?
not decided yet up to CHF 10,000 CHF 10,000 to 30,000 CHF 30,000 to 75,000 over CHF 75,000
As PDF for printing
