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AI Opportunity
Scorecard.

A practical checklist for CFOs and operators. Score yourself across process, data, ROI, risk and ownership — before you fund another pilot that goes nowhere.

Direct answer. The AI Opportunity Scorecard is a free checklist that helps CFOs and operators score process readiness, data quality, ROI, risk and ownership before committing budget to another AI pilot.

Rate each criterion 0–10. Total of 100. Below 50 usually means fix ownership and baselines first. 70+ is when a structured Audit earns its fee.

Preview4 of 10

Start scoring
here.

CriterionDimensionMax
Process clarityCan you name the top 3 workflows by hours/month and who owns each step?
Process
/10
Cycle-time baselineDo you already track cycle time or error rate for those workflows?
Process
/10
Data accessibilityIs the source data structured enough to extract without heroic cleanup?
Data
/10
Data sensitivity mapHave you classified what can leave the firm vs must stay redacted?
Data
/10
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FAQFAQ

Questions worth
asking early.

Who is the scorecard for?

CFOs, COOs and operators who want a structured way to challenge AI proposals before funding them.

Is it really free?

Yes. Enter your work email to unlock the full checklist. You can also join the AI Implementation Brief.

What should I do after scoring?

If gaps show up in ownership or data, fix those before buying tools. If scores are strong, book a discovery call about the AI Opportunity Audit.