How far has your AI transformation reached?
An eight-minute diagnostic across five dimensions: workflow priority, outcome-based KPIs, vendor discipline, org design, telemetry. See whether your top workflow is sized for real AI delta, or stuck in productivity theater.
A composite score, a sector cohort, and a routing recommendation.
A benchmarked score
Composite out of 25, with a per-dimension read on each of the five dimensions. Email gate at the result, not before.
A sector comparison
Plotted against a finance cohort. Private Equity, Banks and Capital Markets, Fintech, Asset and Wealth, REITs and Real Estate, Insurance.
A discovery option
Optional 30-minute call. We walk the result, name the workflow worth changing first, and decide whether to scope an AI Transformation engagement.
Ready to walk the result? Book a discovery call.
Get in touch →Questions buyers actually ask.
AI adoption measures whether people use AI, logins, sessions, surveys. AI transformation measures whether the workflow output changed, revenue, margin, cycle-time. A team can have 100% adoption and zero transformation. The scorecard separates the two so the buyer doesn't confuse activity for outcome.
Productivity theater is AI activity that produces no measurable workflow delta, engineers using Copilot but shipping at the same rate, analysts using ChatGPT but producing the same output, surveys reporting 'AI helps' without revenue or margin movement. The scorecard's Outcome-based KPIs dimension flags it directly.
Surveys measure perception ('AI helped me'). Outcome KPIs measure delivery (cycle-time fell from 11 days to 6 days; deflection rose from 22% to 48%; cost-per-ticket fell measurably). Surveys lift even when nothing changed. Outcome KPIs only move when the work changed. The board reads outcomes.
Yes, the dimensions are constant; the unit of analysis differs. PE-backed mid-market scores per portco; enterprise scores per business unit. The scorecard's industry-of-buyer question reframes the language without forking the dimensions.
Each of the five dimensions scores 1–5 (1 = absent / no method, 5 = systematised and producing evidence). Composite is X / 25. Sector-benchmarked against Private Equity, Banks & Capital Markets, Fintech, Asset & Wealth, Real Estate, and Insurance.
Strong score (≥20) routes to the Transformation engagement. Mid score (12–19) routes to the AI Audit for prioritisation. Weak score (<12) routes to the Adoption engagement first, transformation without a defined adoption thesis is shelfware.