BI Readiness Assessment

A quick, structured check of your data, analytics, and AI foundations — with a downloadable summary at the end.

Before we begin

We ask for your details to send your results, provide a downloadable summary, and follow up with personalized next steps. No spam — just one clear summary and optional guidance.

Contact name *

Company name *

Work email *

Contact phone *

(Optional) Your Intake Form

If you’re embedding a GoHighLevel form, paste the embed below. The gate will prefill it.

Assessment

Rate each area from 1 (not in place) to 5 (fully in place).

1) Data governance & ownership

1 2 3 4 5

Roles, policies, and data stewardship defined and enforced.

2) Data quality & single source of truth

1 2 3 4 5

Clean, trusted data with agreed definitions & master references.

3) BI dashboards & self-service analytics

1 2 3 4 5

Teams use consistent, actionable dashboards; adoption is strong.

4) Integrations & data pipelines

1 2 3 4 5

Key systems feed a reliable, maintained pipeline and warehouse/lake.

5) KPIs & decision cadence

1 2 3 4 5

Clear KPI tree, owners, and regular review loops.

6) Security, privacy & compliance

1 2 3 4 5

Access, PII handling, and regulatory controls are in place & audited.

7) Automation & data operations

1 2 3 4 5

Repeatable workflows, monitoring, alerting, SLAs for data & reports.

8) AI strategy & pilot use-cases

1 2 3 4 5

Defined AI roadmap tied to value; at least one pilot in motion.

9) Skills & enablement

1 2 3 4 5

Training, governance of tools, communities of practice.

10) Platform, scalability & cost

1 2 3 4 5

Modern stack, observability, cost control/FinOps in place.

What outcomes matter most?

Constraints or risks?

Would you like tailored guidance on next steps?

Yes No

If yes, we’ll propose a short plan aligned to your score and goals.

Would you like to keep learning about Business Intelligence?

Yes No

We can share curated resources, events, and short lessons.

Your BI Readiness Results

Tier • 0/50

Organization

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Primary Contact

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Top Outcomes

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Constraints

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Wants Guidance

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Wants BI Learning

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