IT Bytes LLC | Practical AI Consulting & Automation

About Your Organization

Company Name *IndustryYour Name *TitleEmail *Phone

Approximate Number of Employees

Which areas of the business are you most interested in improving?

Executive / StrategySalesMarketingCustomer ServiceFinance / AccountingHuman ResourcesOperationsITCybersecurityLegal / ComplianceSupply ChainOther

Why Are You Exploring AI?

What prompted your organization to explore AI or automation?

Reduce operating costsSave employee timeAutomate repetitive workImprove customer experienceIncrease revenueImprove employee productivityImprove decision-making and reportingReduce errorsAddress staffing constraintsImprove access to company knowledgeModernize existing processesCompetitive pressureLeadership wants an AI strategyWe are not sure where to begin

If AI or automation could solve one significant problem in your organization this year, what would you want it to solve?

Where Is the Work?

Which types of work consume significant employee time today?

Manual data entryMoving information between systemsReading or processing documentsEmail processingCreating reportsSearching for informationCustomer inquiriesScheduling and coordinationPreparing proposals or quotesInvoice or accounting processingUpdating CRM or ERP systemsIT supportReviewing contracts or documentsApprovalsSpreadsheet-based processesRepetitive writing or content creation

Are there processes employees regularly describe as tedious, repetitive, slow, or frustrating? Briefly describe one or two.

Current AI Usage

Is your organization currently using AI tools?

Which technologies are currently being used or evaluated?

ChatGPTMicrosoft CopilotGoogle GeminiClaudeAI features built into existing applicationsCustom AI applicationsWorkflow automation / RPAAI agentsNoneUnsure

Does your organization currently have an AI usage policy or governance framework?

Technology & Information

Which major platforms does your organization use?

Microsoft 365Google WorkspaceSalesforceMicrosoft DynamicsServiceNowSAPOracleNetSuiteQuickBooksHubSpotSharePointMicrosoft TeamsSlackOther

Where does important organizational knowledge primarily live?

SharePoint or document managementFile sharesMicrosoft TeamsGoogle DriveCRM or ERPEmailKnowledge baseMultiple disconnected systemsMostly in employees' headsOther

AI Risk & Readiness

Does your organization handle any of the following sensitive or regulated information?

Customer personal informationFinancial informationHealthcare informationEmployee informationIntellectual propertyPayment informationGovernment or regulatory informationOther sensitive informationNone / Unsure

What concerns you most about adopting AI?

Data privacyCybersecurityAccuracy / hallucinationsRegulatory or compliance riskCostIntegration complexityEmployee adoptionJob displacement concernsLack of internal expertiseVendor lock-inMeasuring ROIWe don't know where to begin

Desired Outcome

Twelve months from now, what would make you say your AI initiative was successful?How quickly would you like to begin?

Where are you in the budgeting process?What investment range could be realistic for an initial engagement?What is your role in selecting and approving this work?What would you like to happen after this assessment?

What kind of assistance are you currently looking for?

Help identifying AI opportunitiesAI strategy and roadmapAI readiness assessmentBusiness-process automationAI implementationAI governance and securityEmployee AI enablement and trainingOngoing AI engineering and supportWe are not sure yet

Anything else you would like IT Bytes to know before we speak?

By submitting this questionnaire, you authorize IT Bytes LLC to use the information provided to prepare for your discovery conversation and evaluate potential AI and automation opportunities.