AI Adoption Pathway

Unlock your organisation’s next-level capability with AI and automation

Take our checklist to assess your readiness. Then follow a clear path: strategy, people, data, process, technology to integrate AI and workflow automation into your operations with confidence and cultural integrity.

AI Adoption Pathway checklist

Answer the visible questions now. More advanced items unlock after registration. Yes = 2 points, Partly = 1, No = 0.

Strategy Direction and priorities

We have a written AI vision linked to business outcomes

Our AI roadmap is tied to quarterly targets and owners

People Skills and change readiness

Staff have baseline AI literacy training

We have an enablement guild and adoption scorecards

Data Access and quality

Key data is accessible and organised

We have privacy, retention, and Māori data sovereignty policies

Process Ways of working

We map workflows and bottlenecks regularly

We run pilots, measure ROI, and templatise wins

Technology Tools and security

We have approved AI tools and vendor standards

We connect systems via APIs or iPaaS with role based access

Risk and Ethics Safe and responsible use

We have guidelines for acceptable AI use

We assess bias and quality, with an escalation process

Some advanced questions are locked. Register to unlock and get a tailored plan.

After registering you will be auto-unlocked, or use the button above.

Total score: 0 out of 36

Just getting started

See your plan

Your plan

Answer the checklist to see your recommended next steps.

Complete the checklist above first

Book a consult

Get a tailored roadmap for your organisation. We map quick wins, pick the first automation, and set success metrics.

Book a consult Explore workshops

What is workflow automation

Automation uses software to move information between your tools without human effort. It reduces admin, speeds handoffs, and improves accuracy.

Examples

Lead capture to CRM with email and calendar invite
Invoice creation from approved quotes
Content generation to social scheduling with approvals
Ticket triage to the right team with status updates

Benefits

Time savings and fewer errors
Faster response and better customer experience
Consistent processes and compliance
Clear reporting and ownership

Quick ROI check

Estimate hours saved by one automation.

People using the process

Minutes per task today

Runs per week

Estimated weekly saving: 15 hours

How to adopt AI

Assess

Run this readiness check and a short discovery
Pick 2 candidate workflows with clear owners
Confirm data sources and access

Adopt

Prototype in 2 to 4 weeks with a small group
Create SOP and guardrails for safe use
Track time saved and quality outcomes

Accelerate

Train team leads and champions
Scale to new workflows with templates
Review metrics monthly and improve

Train

Understanding Technology and AI
AI Prompts and Social Media
Agentic AI and Workflow Automation

FAQ

Is our data safe

We use approved tools, role based access, and clear privacy settings. We also align to Māori data sovereignty where relevant.

What is the first step if we score low

Start with a 60 minute roadmap session and one simple automation that saves time every week. Build confidence and scale from there.

Book an AI consultation View workshops

No obligation. We tailor to your tools and goals.