AI & CRM Readiness Assessment Survey Score

Senior management understand CRM is a complex, long-term initiative.
Not a one and done & needing continual improvement^*

Senior management has committed to provide adequate resources to ensure success.^*

Senior management is prepared to enhance current I/T equipment to ensure that the CRM system is stable, reliable, and has been incorporated into disaster recovery plans.^*

A cross-functional steering team has been formalized with an executive sponsor, stakeholders, and a project charter authorizing project manager role.^*

There is a general trend in your industry to add or improve CRM systems.^*

CRM is an initiative or program that has been slated in your enterprise strategic plan.^*

Achieving success with CRM will help to achieve future enterprise goals.^*

Senior management agrees that CRM is critical for meeting future goals.^*

Each department has documented clear goals and deliverables for a CRM system.^*

Clear metrics exist in each department to evaluate performance & productivity.^*

Customer Personas, Segmentation and Buyers Journeys are defined, repeatable, and measurable.^*

Defined, repeatable, and measurable processes are documented for Sales / Business Development / Estimation^*

Defined, repeatable, and measureable processes are documented for Marketing^*

Defined, repeatable, and measurable processes are documented for Operations. ^*

Defined, repeatable, and measurable processes are documented for Contract Management and Onboarding of New Projects^*

Defined, repeatable, and measureable processes are documented for Billing.^*

Clear metrics exist in each department to evaluate performance & productivity.^*

Customer information is safely stored in a data warehouse or trusted cloud provider^*

Customer information is safely stored in a data warehouse or trusted cloud provider^*

Project information is safely stored in a data warehouse or trusted cloud provider^*

We have one unique customer identifier used across all departments, i.e. Project#^*

IT/Operations has taken responsibility for data management across all departments. Each department has committed to keep data as clean as possible, and free from errors.^*

The Sales department does NOT have direct access to Bid Log and Customer & Contractor Bidding History with Win Loss. ^*

Customers are strongly focused on by all enterprise departments.^*

Customer needs drive business planning & decision-making.^*

There are more than 25 people who deal directly with customers.^*

Customers typically deal with staff from more than one department or office location.^*

Target or ideal customers AND projects have been identified and communicated across the enterprise.^*

The Sales department does NOT have direct access to Bid Log and Customer & Contractor Bidding History with Win Loss. ^*

Best Practices for retaining & adding more ideal customers have been documented.^*

Budget and resources have been put aside for end-user training, support, ongoing improvement.^*

There is a CRM feedback mechanism established for users to submit business improvements. Improvements are priortized and managed by a cross functional project manager^*

There is staff in place to provide training, support, system administration and operational business analysis^*

Job descriptions for Sales and Service Support staff have been created, and positions filled.^*

Our organization has a formal responsible AI policy and ethics guidelines that have been approved by senior management.^*

We conduct regular risk assessments for any AI use case (bias, hallucinations, safety risks in bids or schedules).^*

Clear processes exist for human oversight and accountability on all AI-generated outputs (estimates, forecasts, safety reports).^*

We have documented procedures to ensure AI tools comply with data privacy, security, and construction-industry regulations.^*

Senior leadership actively reviews and approves high-risk AI initiatives before they are deployed.^*

Our current IT infrastructure (cloud platforms, servers, bandwidth) can support AI tools and large-scale data processing.^*

We have adequate compute resources (GPUs/cloud instances) available for running AI models.
^*

Our core systems (CRM, estimating, project management, accounting) have strong API/integration capabilities for AI add-ons.^*

Security protocols specific to AI (model protection, prompt injection defense) are in place.^*

We have a scalable data pipeline strategy that supports real-time or near-real-time AI applications (e.g., predictive scheduling).^*

A significant portion of our staff has received basic AI literacy and prompt-engineering training.^*

We have identified or hired internal AI champions/power users in key departments (estimating, field operations, safety, preconstruction).
^*

Leadership and managers understand both the capabilities and the limitations of AI tools.^*

We have assessed skill gaps and created a plan to upskill employees in data interpretation and AI collaboration.^*

Job descriptions and hiring processes now include AI-related competencies where relevant.^*

Question

We have a formal change-management plan that specifically addresses employee concerns about AI.^*

Leadership actively communicates the benefits of AI and personally models positive adoption behaviors.
^*

Our company culture encourages safe experimentation with AI tools and learning from both successes and failures.^*

Employees have easy channels to provide feedback on AI tools and suggest improvements.^*

We regularly measure employee adoption rates, satisfaction, and confidence with new AI technologies.^*

Business Type^*

Approximate Company Size

Approximate Employee Size

Where can we send the full report ?^*

Name^*