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AI Readiness Framework
Use this checklist to evaluate whether your current operating environment can support an AI execution layer. The goal is to expose where deployment will break before you build into the wrong constraints.
Strategy and Ownership
8 checks 01 Clear business outcome is defined for the first AI operating module.
02 One accountable business owner exists for the workflow being redesigned.
03 The target workflow has a documented start point and end point.
04 Success is measured in operational terms, not only model quality.
05 Escalation paths are defined for exceptions the system cannot resolve automatically.
06 The operating team agrees on where human approval is still required.
07 The team knows which manual steps are valuable judgment versus pure admin drag.
08 Leadership has aligned on budget, urgency, and acceptable deployment risk.
Systems and Data
8 checks 01 The systems of record for the workflow are known and accessible.
02 The team knows where key workflow events are created today.
03 API access or export access exists for core systems involved.
04 Unstructured inputs such as email, PDFs, or forms are identified.
05 The business has a usable way to reconcile records across tools.
06 Required identifiers are stable enough to let systems talk to each other.
07 The workflow does not rely on hidden spreadsheet logic no one owns.
08 Data quality issues are known before automation scope is finalized.
Workflow Execution
8 checks 01 The team can name the top three delays that repeatedly slow execution.
02 Exception types are known and grouped into repeatable patterns.
03 Routing rules exist for who should act on which type of issue.
04 SLA or timing expectations are defined for each major handoff.
05 There is a clear sequence for approvals, updates, and follow-ups.
06 The workflow can be broken into discrete automation modules.
07 The business knows which tasks should trigger alerts versus action.
08 The current process can be observed without relying on tribal knowledge alone.
Controls and Governance
8 checks 01 The team can identify which decisions require auditability.
02 Customer-facing communications have review rules where needed.
03 Fallback procedures exist if an integration fails or data is missing.
04 Permission boundaries are defined for data access and system actions.
05 The workflow has a sensible retry or recovery path for failed tasks.
06 The business can distinguish between safe automation and risky automation.
07 Compliance, legal, or quality stakeholders are involved where necessary.
08 There is a named owner for reviewing performance after launch.
Deployment Readiness
8 checks 01 The first deployment target is narrow enough to ship within weeks, not quarters.
02 Baseline metrics are captured before the first automation goes live.
03 The team has a rollout sequence for pilot, review, and expansion.
04 There is a practical plan for user training and operator adoption.
05 The business can monitor live workflow state after launch.
06 The automation roadmap prioritizes highest-friction modules first.
07 The team knows what will stay manual in phase one.
08 There is a clear next-step path if the framework reveals major readiness gaps.
Next Step
Want Sellatica to map this against your actual workflow?
The framework is useful on its own, but the faster path is to run it against your live stack, handoffs, and bottlenecks through the AI OS Audit.