Q1. Customer Data How reliable is your view of customers, prospects, and relationships? 0 Scattered across inboxes, spreadsheets, and notebooks 1 Basic CRM or contact list exists 2 Customer interactions and history are tracked 3 Customers are segmented by behaviour and value 4 Lifecycle, churn, and value signals are monitored 5 Clean, current customer data drives decisions daily
Q2. Financial Data How quickly can you see the financial state of the business? 0 Manual bookkeeping and reactive decisions 1 Accounting software records basic transactions 2 Monthly P&L and cash flow reports exist 3 KPIs and ratios are reviewed consistently 4 Near real-time dashboards are available 5 Forecasting and scenario planning are routine
Q3. Operational Data How well do you track the work that creates value? 0 Mostly judgement calls and firefighting 1 Basic tracking for sales, stock, projects, or delivery 2 Key operational metrics are monitored 3 Core processes have documented measures 4 Data is collected automatically from key systems 5 Operations are actively optimised from live data
Q4. Data Quality How much can the team trust what is in your systems? 0 Nobody owns quality or consistency 1 Obvious errors are cleaned occasionally 2 Regular cleaning routines exist 3 Entry standards are documented 4 Validation and quality checks catch problems 5 Governance keeps data accurate, current, and usable
Q5. Data Access Can people and tools get the right information when needed? 0 Important data lives in people's heads 1 Data is scattered across many tools 2 A central repository exists for key data 3 Role-based access is mostly in place 4 Decision makers can self-serve useful views 5 AI-ready architecture and APIs are available