01 / Describe the work
Work through 16 steps: workflow and goal; scope and handoffs; workload; baseline evidence; rules and exceptions; data quality; permitted use; consequences and review; existing tools; integration; failure recovery; ownership; costs; pilot acceptance; rollout; and a final answer review. “Not sure” is a valid answer and becomes an open check in your plan.
02 / Understand the trade-offs
We apply published decision rules before considering software. Your result explains readiness, unknowns, review requirements, and a range of possible time outcomes under editable assumptions.
03 / Plan a small pilot
Use the checklist to establish a baseline, test representative inputs, verify results, and decide whether to continue. Save the plan on your device, copy a summary, or print it.
Private by default
The assessment runs in your browser. You do not need an account, an email, or a file upload. Your answers stay in the current browser session unless you choose to save a copy on your device.