Lead magnet · Free
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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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
ROI hypothesisCan you state a measurable outcome (hours, rupees, error %) for the first use case?
ROI
/10
Payback horizonIs the expected payback inside a planning cycle your leadership will fund?
ROI
/10
Control impactWould automation weaken an existing control — or strengthen evidence?
Risk
/10
Failure modesDo you know the worst plausible failure and who catches it?
Risk
/10
Named ownerIs there a single accountable owner post-pilot (not “the AI team”)?
Ownership
/10
Review cadenceIs there a weekly review that kills weak experiments?
Ownership
/10
Your total
/ 100
Ready for a ranked roadmap?
If your score is honest and still leaves you with too many “maybes”, the fixed-fee AI Opportunity Audit turns this checklist into a prioritised 90-day plan.
Why score firstWhy
Ten minutes now,
not a wasted quarter.
The scorecard exists because most AI proposals arrive with a tool attached and the hard questions missing. Who owns the workflow? What does it cost today? What data will the tool see, and who checks the output? If those answers are blank, the score will show it, and that is cheaper to learn now than after a renewal.
Those gaps are common. Gartner predicted that at least 30% of generative AI projects would be abandoned after proof of concept by the end of 2025, with unclear business value and weak risk controls among the reasons. Use is also running ahead of design: in Microsoft and LinkedIn's 2024 Work Trend Index, 75% of knowledge workers said they use generative AI at work, and 78% of those users bring their own tools. And McKinsey's 2025 survey found only about a third of organisations have begun to scale AI, even though most use it somewhere.
Score honestly. A low score on ownership or data is not a failure; it is the most useful result the checklist can give you.
Sources
Updated 7 Oct 2026