Is this SaaS worth taking back with AI?

Answer for one specific tool (CRM, reporting tool, document management, supplier portal…).

1. 01Is the software the official system of record for critical company data?

   YesPartiallyNo

2. 02Does the software directly execute financial, accounting, payroll, payment or invoicing transactions?

   OftenSometimesNo

3. 03Could an error in the software directly cause a significant regulatory, financial, safety or production risk?

   HighMediumLow

4. 04What share of the work around this software is searching, reading, data entry, classification, analysis, synthesis or document generation?

   < 20%20 – 40%40 – 60%60 – 80%> 80%

5. 05Do users frequently perform repetitive operations following fairly stable rules?

   RarelySometimesOftenVery often

6. 06Is the data needed for the process accessible digitally?

   Very hardPartiallyMostlyYes

7. 07How many systems must be connected to run most of the process?

   > 106 – 103 – 50 – 2

8. 08Does the SaaS contain many company-specific customisations and complex workflows?

   ManyA fewFew

9. 09Can a human validation step be kept before important actions?

   NoPartiallyYes

10. 10Do users currently spend a lot of time feeding the software rather than making decisions or producing value?

    LittleModeratelyA lot