Lumifie Consulting

Self-assessment

Technology Readiness Scorecard

A practical self-assessment for systems, workflows, cybersecurity, reporting, and responsible AI readiness.

Use this scorecard to identify where technology is creating clarity, where it is creating friction, and where targeted improvements can reduce risk or improve operations. Rate each statement from 0 to 5. A score of 0 means not in place; 5 means mature, documented, and regularly reviewed.

Technology Readiness Scorecard

Rate each statement from 0 to 5. A score of 0 means not in place; 5 means mature, documented, and regularly reviewed.

0 - Not in place1 - Ad hoc or unknown2 - Partially in place3 - Working but inconsistent4 - Strong and repeatable5 - Mature, documented, and reviewed

IT Strategy

Category max score: 20

0 / 20
We have a documented technology roadmap for the next 12 months.
Technology priorities are aligned to business or mission goals.
There is clear ownership for technology decisions and vendor relationships.
Leadership understands technology costs, risks, and upcoming needs.

Cybersecurity

Category max score: 20

0 / 20
MFA is enabled for critical systems and privileged accounts.
User access is reviewed when roles change or employees leave.
Endpoint, email, and identity protections are actively managed.
Security risks are prioritized and reviewed with leadership.

Workflow Efficiency

Category max score: 20

0 / 20
Key workflows are documented and understood by more than one person.
Manual spreadsheet work and duplicate data entry are limited.
Approval, intake, and handoff processes are clear and trackable.
Teams know which workflows should be automated first.

Systems Integration

Category max score: 20

0 / 20
Core systems share data reliably without repeated manual re-entry.
CRM, finance, forms, reporting, and operations tools have clear data ownership.
Important integrations are documented and monitored.
New software decisions consider integration requirements upfront.

Data and Reporting

Category max score: 20

0 / 20
Leadership can access timely, accurate reporting without heavy manual cleanup.
Data definitions are consistent across teams.
Important dashboards or reports have clear owners.
Data quality issues are identified and corrected regularly.

AI Readiness

Category max score: 20

0 / 20
Useful AI use cases have been identified and prioritized.
There is a policy for acceptable AI use and sensitive data handling.
AI tools are evaluated for risk, privacy, and workflow fit.
AI pilots have clear goals, owners, and success measures.

Backup and Recovery

Category max score: 20

0 / 20
Critical systems and data are backed up regularly.
Backups are tested, not just configured.
Recovery responsibilities and timelines are understood.
The organization knows which systems must be restored first during an incident.

Vendor and Platform Management

Category max score: 20

0 / 20
Software subscriptions are reviewed at least annually.
Vendor contracts, renewals, and owners are tracked.
Redundant tools and unused licenses are identified.
Technology vendors are evaluated against business value and risk.

Interpretation

The environment likely needs immediate clarity around priorities, risk, and operational basics.

Recommended next step: Schedule a Strategy Call