What are the four dimensions necessary for AI readiness
Hake AI Self Diagnosis advises four dimensions necessary to be in place before starting with AI: Workflow and Business Readiness, Data and Technology Readiness, People and Change Readiness, and Leadership and Investment Readiness.
The Hake AI Self-Diagnosis tool can be downloaded from our website here. This is the first of four deeper dives into each of the dimensions, starting with Workflow and Business Readiness.
Hake AI Readiness Self Diagnosis Dimension
1: Are Your Workflows Ready?
Your workflows are ready for AI only if you’ve documented their flows and determined their costs.
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When small and medium businesses explore AI, they often start with the tools. Chatbots, automation platforms, analytics dashboards. But the real results start somewhere else: improving your workflows.
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AI doesn’t magically fix unclear processes. In fact, it amplifies whatever already exists: if your workflows are vague, inconsistent, or poorly defined, your AI outcomes will be vague too.
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That’s why the first step of Hake AI’s Self-Diagnosis downloadable document focuses on the Workflow Readiness of your business. There are four questions to help you. On the surface, they seem obvious. In practice, they reveal where AI can genuinely help—and where you can plan to get ready for AI to be useful to you.
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Invoices arrive as PDFs or email attachments. Someone manually enters the data into accounting software. Errors happen. Approvals get delayed. Payments go out late—or too early.
Hake AI tip: don’t start with looking at tools, start by studying your workflows, answering the following four questions.
Hake AI Self Diagnosis Workflows Question 1 of 4:
Which processes are repetitive, manual, or slow?
Hake AI tip: You need to measure the time used in each one
Typically you’ll find answers easy here. But on further analysis it usually turns out you don’t know how much time each process actually takes.
Hake AI analysis shows common answers include:
Invoice processing
Invoices arrive as PDFs or email attachments. Someone manually enters the data into accounting software. Errors happen. Approvals get delayed. Payments go out late—or too early.
Customer inquiries and support requests
Emails, forms, and messages come in through multiple channels. Staff read them, decide what they’re about, forward them, and respond—often answering the same questions again and again.
Order handling and scheduling
Orders or requests are retyped from emails into systems. Schedules are updated manually. Changes trigger long email threads and confusion.
Reporting and updates
Every week or month, someone pulls numbers from different systems, pastes them into spreadsheets, cleans them up, and turns them into reports.
The above processes share a few traits:
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High volume
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Predictable steps
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Heavy use of documents, emails, or forms
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Dependence on manual effort
They’re not complex work but are time-consuming work. Often, just because they’ve “always been done this way,” you may not have studied the cost of how much employee time is used here.
Hake AI Start Here tip: measure the time used in each process from beginning to end. Document the number of hours per employee times cost per hour of the employee’s time.
Hake AI Self Diagnosis Workflows Question 2 of 4:
Which workflows, if improved, will most reduce cost or speed up ease of coordination?
Hake AI tip: Not all slow processes are equal, start with those with highest cost or poor internal coordination
This question forces prioritization. Not every slow process is worth fixing first. The most impactful workflows usually sit at the intersection of money, customers, and coordination.
Hake AI finds poorly coordinated internal workflows typically include:
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From we received a lead to we got the cash payment
Leads come in, follow-ups are inconsistent, proposals are created manually, approvals drag on, invoices are sent late, and payments take longer than expected.
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From procurement gave the go-ahead to the invoice was sent
Purchases are approved informally, receipts are hard to track, invoices don’t match expectations, and finance teams spend time chasing clarification.
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From the customer asked for help to we responded appropriately
Requests arrive unstructured. Staff spend time figuring out what the issue is and who should handle it before any real work begins.
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Who’s in charge of what is in confusion.
Scheduling people, jobs, or resources requires constant back-and-forth. One change creates a ripple of emails and confusion.
When Hake AI maps these workflows, we find:
- Work bounces between people more than expected
- Delays happen while waiting, not while working
- No one owns the workflow end-to-end
Hake AI Start Here tip: take the process with the highest cost/greatest lack of smooth coordination and map where the clumsy steps are. Improving the process doesn’t just save money, it also reduces frustration for both staff and customers.
Hake AI Self Diagnosis Workflows Question 3 of 4:
Where are your employees spending effort on low-value tasks?
Hake AI tip: survey your employees asking them to identify the boring repetitive tasks that they’d most like to have taken away.
Often people are spending time and working very hard on things that are of low value.
Hake AI often finds teams spending significant time on:
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Copying and pasting data between systems
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Formatting documents and reports
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Searching for information
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Chasing approvals or missing inputs
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Answering repetitive internal or customer questions
This type of work creates little value for customers. It seems to keep the business running, but it is not moving it forward. It’s also boring for your people to do.
Hake AI finds the usual causes of this low-value work are:
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Information lives in too many places
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Processes depend on local knowledge
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Requests arrive unstructured
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Employees act as translators, routers, and validators
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Answering repetitive internal or customer questions
This is exactly the type of work that AI handles well, when applied correctly. Using AI for these processes tends not to replace people, instead it removes the “busywork layer” that prevents employees from focusing on higher-value tasks like selling, solving problems, and improving operations.
Hake AI Self Diagnosis Workflows Question 4 of 4:
Are success metrics clearly defined?
Hake AI tip: stating the goal isn’t enough, specific metrics are needed for each one
This is where many AI initiatives fail to get the impact hoped for.
Hake AI often finds clients answer this question with:
- “We want to be more efficient”
- “We want to use AI more”
- “We want to modernize”
These are only intentions, not metrics.
The lack of metrics is often caused by:
- No baseline (“How long does this take today?”)
- Too many metrics, none owned
- Metrics disconnected from workflows
- Success defined after the fact
Hake AI finds that clients who succeed with AI define success simply and early, usually in one or more of these areas:
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Time saved
Cycle time reduced, hours saved per week, faster response times
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Cost reduced
Lower cost per transaction, fewer errors, less rework
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Quality improved
Fewer mistakes, more consistent outputs, better customer experience
Clear metrics help with the following:
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They guide where AI should be applied
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They make results visible and defensible
Without them, the danger is AI feels like activity, but achieves little impact.
Hake AI Start Here tip: set specific metrics for each workflow.
Hake AI Self Diagnosis Workflows Summary:
Why is analyzing your workflows necessary before adding AI?
AI only works best when it is applied to well-understood work with clear goals.
Hake AI Start Here tip: A practical path looks like this:
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Select 2–3 workflows that are repetitive, high-volume, and painful
- Describe the workflow in plain language from start to finish
- Identify low-value human work (copying, chasing, searching, routing)
- Define 1–2 success metrics per workflow and capture a baseline
- Get ready to apply AI inside the workflow, not alongside it:
- Extract information from emails and documents
- Categorize and route requests automatically
- Draft responses, summaries, and updates
- Provide internal answers instantly from company knowledge
- Prepare for training the team on how AI is used in your business, with clear guardrails
- Get help.
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Ready to prepare for AI success?
Hake AI is here to help.
AI What are the four dimensions necessary for AI readiness? Hake AI Self Diagnosis advises three additional dimensions beyond Workflow and Business readiness: Data and Technology Readiness, People and Change Readiness, and Leadership and Investment Readiness.
Ready to prepare your business for AI success?
Click here to download this document, or use the form to contact Hake AI for a free conversation to determine where you are currently in your AI readiness.
Ready to prepare your business for AI success?
Click here to download this document, or use the form to contact Hake AI for a free conversation to determine where you are currently in your AI readiness.