Use Symph's six-dimension readiness check
Choose one business unit and one candidate workflow, such as preparing a sales proposal or answering an internal policy question. Ask its business owner, an employee who does the work, and an IT or data representative to score the same questions independently. Compare the evidence before agreeing on a score.
Copy the questions into a spreadsheet with these columns: dimension, question, score, evidence, gap owner, and next action. Score every question from 0 to 3 using the scale below. If you cannot point to evidence, use 0. This is Symph's planning tool, not a validated benchmark, certification, or permission to deploy AI.
- 0: Unknown or absent
- Nobody can show an agreed answer or working practice.
- 1: Discussed
- Someone has an answer, but it is informal, incomplete, or untested.
- 2: Defined
- An owner and documented approach exist, with evidence from a limited trial.
- 3: Working and reviewed
- The team uses the approach consistently and has reviewed evidence of how it performs.
Strategy and leadership
- Can we name the business problem, the people affected, and a measurable outcome for this workflow?
- Does a named sponsor have authority to fund the work, resolve trade-offs, and stop a pilot?
- Have we agreed what is in scope, what stays outside AI, and how we will judge a pilot?
Evidence to bring: A workflow brief, a named sponsor, and written success and stop criteria.
Data
- Do we know which records or documents the workflow needs, who owns them, and how current they are?
- Can we show permission to use those sources with the proposed AI tool, including personal or confidential data restrictions?
- Have we checked a representative sample for missing, conflicting, or incorrect information?
Evidence to bring: A source inventory, permission records, and a documented sample-quality check.
People and skills
- Can the employees who do the work explain where AI would help and where they would distrust it?
- Can those employees write a task-specific prompt and check an answer against an approved source?
- Do a team champion and a manager have time assigned for practice, questions, and feedback?
Evidence to bring: Employee interviews, an observed practice exercise, and time allocated to a champion.
Workflows
- Have we mapped the steps, handoffs, exceptions, and approvals in the current workflow?
- Do we have a baseline for time, rework, or quality that we can compare with a pilot?
- Have we defined which AI outputs a person must review and how the work continues if AI fails?
Evidence to bring: A process map, baseline samples, a review checklist, and a manual fallback.
Governance and risk
- Do employees have written rules for approved AI uses, prohibited uses, and information they must never submit?
- Has an accountable owner reviewed potential harm, privacy, security, and applicable legal requirements for this use?
- Can employees report an AI incident, and does someone have authority to suspend the use and investigate?
Evidence to bring: An acceptable-use policy, a use-case risk review, and an incident escalation route.
Tools and access
- Has IT approved the proposed tool, account setup, vendor data handling, and access permissions?
- Can the tool access only the sources and actions the employee is allowed to use?
- Can an administrator remove access, check usage, and manage tool or model changes?
Evidence to bring: An approved-tool record, access tests, and administrator procedures.