AI Readiness Report — Prepared for Sample Co.
REPORT ID · PC-2401-SAMPLE
15 MARCH 2024
OVERALL AI READINESS
64/100
Above the Australian SMB median (58).
You're ahead of the curve on people and operations — but data and budget are holding you back from the bigger wins.
You're ahead of the curve on people and operations — but data and budget are holding you back from the bigger wins.
Pillar breakdown
How you scored across the six pillars of AI readiness.
Operations
72
Your team handles repetitive tasks manually that could be partially automated. Strong process documentation, weaker on tooling.
Data
48
Data lives in multiple disconnected systems with no single source of truth. This is the biggest blocker to getting value from AI.
Technology
61
Good foundational tools (Google Workspace, Xero, HubSpot), but limited integration between them. Automation-ready.
People
80
Team is open to new tools and has shown willingness to adapt. This is your biggest asset — don't waste it.
Strategy
55
No formal AI strategy yet, but leadership recognises the opportunity. Informal experimentation is already happening.
Budget
40
Limited budget allocated for technology improvements this year. Focus on low-cost, high-leverage wins first.
Three quick wins for this week
Ordered by effort-to-impact ratio. All three can be set up without a developer.
01
Auto-draft supplier emails from your inbox.
Use an AI email assistant (built into Gmail or as an add-on) to draft replies to your 10 most common supplier enquiries. Your team approves before sending — no lost control.
02
Connect Xero to your CRM with a two-way sync.
This single integration removes the #1 source of admin tax in your business: duplicate data entry between finance and sales. Zapier or Make can do this in under an hour.
03
Set up an AI meeting-note assistant for client calls.
Tools like Fathom or Otter record, transcribe, and summarise client meetings automatically — creating a searchable history that cuts prep time in half for recurring accounts.
ROI projection
Based on your answers — not industry averages.
TEAM SIZE
8 people
EFFECTIVE RATE
$55 / hr
ADMIN PER PERSON
15 hrs / week
Admin hours, total
8 × 15 = 120 hrs / week
Automatable at 30% rate
120 × 30% = 36 hrs / week
Weekly cost recovered
36 × $55 = $1,980
Annual (× 50 working weeks)
$1,980 × 50 = $99,000 max
Conservative first-year estimate
~12% realisation
RECOVERED PER YEAR
$11,880
BASED ON CONSERVATIVE 30% AUTOMATION · 12% FIRST-YEAR REALISATION