AI Workflow Scorecard
Score one operational workflow across seven dimensions. The result is an indicative readiness band, not an automated ROI claim.
Business value
How clearly does this workflow affect revenue, cost, risk, or customer experience?
Repetition
How often does the same work repeat with limited variation?
Data readiness
How available and trustworthy is the information needed to support the workflow?
Integration feasibility
How practical is it to connect this work to systems your team already uses?
Risk profile
How manageable are accuracy, security, compliance, and customer-impact risks?
Human oversight
How ready are you to define review points, owners, and escalation paths?
Organizational readiness
How prepared are sponsors and operators to change the way the work is done?
Indicative readiness band
Complete every dimension to see an indicative band. This is guidance, not a promise of ROI.
A quick check for one task
Answer the questions for one task your business already does and that costs you when it is slow or wrong. Following up leads, answering support emails, handling documents, building a regular report, or finding internal information are all good examples.
Describe how things work today, not the project you hope to run. Value is what the current way costs you. Repetition is how often the same steps happen. Data readiness is whether the information already sits in a tool you use. Integration is whether AI can work with your current tools without replacing them. Risk asks what happens if the result is wrong and who must check it. Readiness asks whether the people doing the work are able to change how they do it.
The result is a guide, not a cost calculation or a go-ahead to build. A strong result means the task is worth a closer look. A weak result usually means the problem is ownership, data, or risk, or that the underlying software needs work first.
A facilitated decision
When a workflow looks promising, an Opportunity Review turns the score into a 90-day recommendation.