Discovery Questions An AI Digital Transformation Agency Should Ask

About Organizational Goals and Challenges

• What are the key strategic goals for your organization in the next year?
• What challenges are currently preventing you from achieving these goals?

About Business Processes

• What are the most time-consuming tasks that your team handles regularly?
• Are there specific processes that often result in errors or require frequent rework?
• Which tasks do your employees find the least engaging or most mundane?
• Can you describe some of the day-to-day operational challenges your team faces?
• Where do you see bottlenecks or inefficiencies in your current processes?
• Are there repetitive tasks within your organization that you believe could be automated?
• Can you walk me through the workflow of a specific process that could be improved?
• Where in your workflow do bottlenecks occur, and what do you believe are the causes?
• What methods have you tried in the past to improve operational efficiency? What were the results?

About Technology Utilization and Integration

• What tools or software are underutilized, and why do you think that is?
• How are your current technology services integrated? Do you face challenges with data silos or lack of communication between different platforms or teams?

Human Resource Allocation

• How do you currently allocate human resources for key business processes?
• Are there areas where you feel your staff could be better utilized?
• What kinds of work from your staff do you believe could be improved?

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