Map where your business data lives To get AI ready, we need to understand the full business architecture: accounting, email, customer records, operational systems, documents, spreadsheets, and any custom tools. The more complete this picture is, the more useful and accurate the final report will be.
Common system categories Add each system your business depends on, even if it feels obvious or messy. Include software, spreadsheets, shared drives, inboxes, and anything your team relies on to run the business.
Accounting and finance Xero, MYOB, QuickBooks ERP and operations NetSuite, SAP, Odoo, Cin7 Email and documents Microsoft 365, Google Workspace CRM and sales HubSpot, Salesforce, Pipedrive Website and ecommerce Shopify, WooCommerce, website CMS Customer support Zendesk, Intercom, Freshdesk Projects and jobs Monday, Asana, Simpro, WorkflowMax HR and payroll Employment Hero, PayHero, Deputy Inventory, warehouse, POS Vend, Lightspeed, Unleashed Spreadsheets and files Excel, Sheets, SharePoint, Drive Custom systems and databases Internal tools, SQL databases, portals Anything else Industry tools, devices, inboxes, registers
No systems added yet. Choose a common category above or add a custom system to start mapping your business data. More detail here gives the AI much better context for your report.
Overall, how connected are your systems? Select one Mostly connected Partly connected Mostly separate Think about whether information flows automatically between systems or whether staff bridge the gaps manually.
Overall, how reliable is your business data? Select one Clean and reliable Mixed quality Hard to trust Not sure This is about the general quality of the information your business depends on, not whether every record is perfect.
Are key processes documented? Select one Most are documented Some are documented Mostly in people's heads For example, onboarding, quoting, approvals, job delivery, support handling, or monthly reporting.
Privacy and security readiness Select one Clear rules and controls Some controls exist Needs work This helps us judge how safely AI can be introduced into day-to-day work.
