0 – Ad hoc: Data is siloed, inconsistent, mostly manual
1 – Basic: Some digital records, no centralized access
2 – Developing: Key datasets are digitized and partially standardized
3 – Functional: Centralized database, basic data governance in place
4 – Advanced: Well-maintained, structured, integrated datasets
5 – Optimized: Real-time, governed, high-quality data with analytics pipelines
0 – Legacy only: No modern cloud, AI tools, or APIs
1 – Basic IT: Some cloud services, mostly manual processes
2 – Developing: Core systems can integrate but require manual effort
3 – Functional: Cloud-based systems, APIs available, some automation
4 – Advanced: AI-friendly tech stack with robust integrations
5 – Optimized: Fully integrated, scalable, AI-first architecture
0 – None: No AI awareness internally
1 – Basic awareness: Leadership has heard of AI, no formal training
2 – Developing: Some team members with AI literacy
3 – Functional: Cross-departmental AI champions identified
4 – Advanced: Dedicated AI specialists in-house or on retainer
5 – Optimized: AI center of excellence or equivalent, continuous upskilling
0 – None: AI not discussed at leadership level
1 – Basic: Leaders open to AI but no formal strategy
2 – Developing: AI mentioned in strategic planning
3 – Functional: Clear AI goals in corporate strategy
4 – Advanced: AI strategy cascades into departmental objectives
5 – Optimized: AI is a board-level priority with clear KPIs
0 – Manual: Almost all processes paper or human-only
1 – Basic: Some basic digital tools for operations
2 – Developing: Several core processes digitized
3 – Functional: Automation in place for repetitive processes
4 – Advanced: Cross-departmental process automation
5 – Optimized: AI-driven process orchestration end-to-end
0 – Resistant: Teams actively resist change
1 – Basic: Some openness but significant pushback
2 – Developing: Willingness to try new tools in isolated cases
3 – Functional: Change initiatives happen yearly with moderate adoption
4 – Advanced: Organization embraces innovation regularly
5 – Optimized: Continuous improvement culture, high adoption rates
