# How mature are your digital operations?

> A digital operations maturity scorecard: ten quick questions across operations, marketing, data and security, with a plain score and next step.

Source: https://satsumahq.com/tools/digital-operations-scorecard/

This digital operations maturity scorecard is ten questions across operations, marketing, data and security. Answer them the way things actually work today, not how you wish they worked, and get a score out of 100 with the two areas to fix first. It also doubles as a quick AI readiness assessment: question nine is about your AI use.

## Ten questions.

Pick the answer that is true most weeks. The score on the right updates as you go.

01How do repetitive tasks like data entry get done?Someone retypes it by hand
Copy and paste between systems
Some steps are automated
Automated end to end, a person checks it

02When a job or a new client starts, how does the setup happen?From scratch, every time
From a template someone copies
Partly automatic
Automatic, triggered by the signed agreement

03How do you track what is overdue or waiting on someone?We do not, really
A spreadsheet someone updates
A shared board or a CRM
Automatic reminders and escalation

04If the person who runs a process left tomorrow, what happens?Nobody else could do it
One other person could, eventually
It is written down somewhere
Documented, and anyone could pick it up

05What happens to a new lead after 5pm or on a weekend?Nothing, until someone is back at a desk
They get an automatic reply
They get a reply and land in the CRM
Reply, CRM, and a person follows up next morning

06Can you say what brought in your last new customer?No idea
A rough guess
Yes, from a spreadsheet someone keeps
Yes, tracked automatically

07How do you follow up on quotes that go quiet?We do not
Whoever remembers, when they remember
A reminder on someone’s calendar
An automatic nudge after a set number of days

08How do you know how the business did this week?You ask around
You pull numbers from a few places by hand
One person compiles a report
A dashboard updates itself

09Do you have a written policy for what your team can put into AI tools?No policy
An unwritten understanding
A short written policy
A written policy everyone has read

10How does your team handle shared logins and passwords?Shared in a document or on sticky notes
A shared spreadsheet
A password manager, sometimes
A password manager for everyone, with two factor on email and financial accounts

27

out of 100, Mostly manual

Operations and automation**33%**Marketing and leads**33%**Data and reporting**0%**Security and AI use**17%****Data and reporting**Put the numbers you check every week in one place that updates itself.**Security and AI use**Write down what your team can and can’t put into an AI tool, then have everyone read it.

Nothing you answer here is sent anywhere. It stays on this page, in your browser.

[Book an operations review](https://satsumahq.com/book/)

## Questions about the scorecard.

### What counts as a good score?

Above 70 means most of what you do repeatedly already runs itself and someone checks the exceptions. Below 40 usually means the busywork is still running on people. Neither is a verdict on the business, only on the systems under it.

### Is this an AI readiness assessment?

Partly. Question nine looks at whether your team has a written AI use policy, which is the first thing an honest AI readiness assessment checks. The rest covers the operations and marketing an AI tool would plug into.

### Does this send our answers anywhere?

No. The score is calculated in your browser and never leaves this page unless you choose to book a review.

## Keep reading.

- [Digital operations: What it means for a small business, and where to start.](https://satsumahq.com/digital-operations/)
- [Cybersecurity: Protection that fits, without a security team.](https://satsumahq.com/cybersecurity/)
- [AI policy template: A one page policy you can adopt this week.](https://satsumahq.com/templates/ai-policy-template/)
