What is causing the most concern?

Select up to three situations that feel closest to what is happening. No technical knowledge is required.

Step 1 of 4Concerns

Select up to three concerns

0 of 3 selected

01Our customer or contact database is duplicated, incomplete or inconsistent02Our information is spread across spreadsheets, systems or people03Our reports do not connect easily04We cannot see clearly which customers, jobs or services create value05Important customers may be reducing their business06We repeatedly deal with the same errors, complaints or failures07Staff spend too much time moving information between systems08Our historical data is fragmented or difficult to use09Our CRM does not provide the commercial view we need10We know AI may help but do not know where to begin11Something else

What effects concern you most?

Select up to three

01Lost revenue02Weak or unclear profitability03Customer loss04Wasted staff time05Slow reporting06Poor management visibility07Falling behind competitors08Making an expensive technology mistake09Unsure

Tell us a little about the context

Estimates are fine. Leave anything unknown blank.

Approximate number of employees

Departments affected

How long has the concern existed?

Systems involved, if known

What has already been tried?

How may we respond?

Name *

Company *

Work email *

Telephone

Preferred language

Anything else?

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Thank you

The next step is a conversation, not an automated score.

We will review the context you provided and contact you to understand the problem, the information involved and whether a limited first review may be useful.

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