From Assessment to AI Vision
The readiness assessment shows where you stand. Now you need a clear vision: Where do you want to be with AI in 2–3 years? And how do you get there?
The As-Is → To-Be Process
Phase 1: Current State Assessment (2 weeks)
Process mapping:
- Identify and document all core processes
- For each process, assess: time effort, error rate, costs, frustration level
- Prioritize "pain points": Where are you losing the most money/time?
Technology inventory:
- What systems are in use? (ERP, CRM, DMS, BI tools)
- Where are media breaks? (Manual data entry between systems)
- What data is already collected but not used?
Phase 2: Target Definition (1 week)
Formulate an AI vision in one sentence:
"In 2 years, we use AI to achieve [concrete result] in [area], delivering [measurable value]."
Examples:
- "In 2 years, we handle 80% of customer inquiries automatically, reducing service costs by 40%."
- "In 18 months, we predict machine failures 7 days in advance, reducing unplanned downtime by 50%."
Phase 3: Gap Analysis (1 week)
| Dimension | As-Is (Score) | To-Be (Score) | Gap | Priority |
|---|
| Data | 3 | 7 | 4 | 🔴 High |
| Technology | 5 | 7 | 2 | 🟡 Medium |
| People | 2 | 6 | 4 | 🔴 High |
| Processes | 4 | 6 | 2 | 🟡 Medium |
| Culture | 3 | 5 | 2 | 🟡 Medium |
Phase 4: Prioritization (1 week)
Use the Impact-Effort Matrix:
| Low Effort | High Effort |
|---|
| High Impact | 🏆 Quick Wins — start immediately | 💎 Strategic Projects — plan carefully |
| Low Impact | ✅ Fill-ins — when capacity allows | ❌ Avoid — waste of resources |
From Vision to Action List
- Identify quick wins — what delivers visible results in 1–3 months?
- Prioritize enablers — what foundations need to be built first?
- Clarify dependencies — what blocks what?
- Allocate budget — realistic, with buffer for iteration
Tip: Start with a maximum of 3 initiatives. Starting 10 things simultaneously means completing none.