Business Systems Readiness

Where are your systems today?

Answer honestly — there are no wrong answers, and it's completely free. You'll see your readiness score and maturity stage the moment you finish, no signup needed.

1. Where does your customer & operational data live?

Spreadsheets & emailSeveral disconnected toolsOne central systemIntegrated systems, single source of truth

2. How does work move between people and steps?

WhatsApp / email / manual follow-upEmail + shared spreadsheetsSome automated handoffsAutomated capture → task → approval flows

3. How are management reports produced?

Compiled manually when askedExported from tools and assembledStanding dashboards existLive, integrated management dashboards

4. What is your CRM situation?

No CRMContacts in a spreadsheetA basic CRM in useCRM with pipeline + automation

5. How are approvals and handoffs handled?

Entirely manualA few templatesPartly automatedAutomated with alerts & audit

6. How often is the same data re-entered?

Constantly re-keyedFrequentlyOccasionallyRarely — entered once

7. How is project / delivery progress tracked?

Not really trackedIn a spreadsheetIn a tool, but not visible to allA visible board + dashboard

8. How does leadership get operational visibility?

Owner asks people directlyPeriodic manual updatesSelf-serve reportsReal-time management visibility