Your demo request has been received. An associate will reach out to you shortly to confirm your availability. In the meantime, please continue reading below.Thank you for taking the time to complete this AI Readiness Questionnaire. Your input is invaluable in helping to define your organization’s priorities, readiness, and opportunities for AI and operational improvement. NOTE: At any time you can save your progress as a draft at the bottom of the page.Contact InfoName *Job TitleEmail Address *Phone * Company InfoCompany Name *Street Address *Apartment, suite, etcCity *State/Province *ZIP / Postal Code *Website Company ProfilePrimary distribution model *Wholesale / B2BRetail distributionHybrid (Wholesale + Retail)Last mile / Fulfillment focusedOtherPrimary industries servedIndustrial / MROBuilding materialsElectrical / HVACFood & BeverageMedical / PharmaOtherGeographic footprintLocal / RegionalMulti stateNational (US)InternationalAnnual order volume *< 50,00050,000 – 250,000250,000 – 1M1M+ Core Systems LandscapeERP in use *Infor CloudSuiteSAPOracle / NetSuiteMicrosoft (Dynamics / GP)OtherAdditional systems in placeWMSTMSEcommerce platformCRMBI / Analytics platformNone beyond ERPSystem integration maturity *Fully integratedPartially integratedMostly siloedExisting AI / automation usage *None todayLimited / experimentalIn production for 1–2 use casesWidely used across operations Data ReadinessData types availableInventory & item masterOrder & shipment historyCustomer behaviorSupplier / purchasing dataLabor / operational metricsData environment *CloudOn premHybridData quality *Highly structured & reliableMostly clean with gapsSignificant quality issuesUnsureReal time visibility *Yes – real timeNear real time (hourly/daily)Delayed / batch onlyNo visibility Operational ChallengesTop operational pain pointsInventory forecasting accuracyDemand variabilityWarehouse labor constraintsPicking / fulfillment errorsTransportation inefficienciesCustomer service workloadMargin erosionSelect up to 3.Processes still manual or spreadsheet drivenForecasting & replenishmentPurchasingPricing / margin analysisReporting & KPIsCustomer serviceNone Forecasting & InventoryCurrent forecasting approach *Manual / spreadsheet basedERP driven rulesExternal forecasting toolAI / ML based forecastingForecast accuracy confidence *HighMediumLowUnsureFrequency of inventory issues: Overstocking *NeverRarelySometimesOftenFrequentFrequency of inventory issues: Stockouts *NeverRarelySometimesOftenFrequentInterest in predictive forecasting *Not interestedSomewhat interestedVery interested Warehouse OperationsWarehouse automation in useBarcode / RF scanningConveyors / sortationRobotics / AMRsVoice pickingNoneOrder fulfillment speed *Same day1–2 days3+ daysError rates (mis picks / returns) *< 1%1–3%3%+Not measured Transportation & LogisticsRoute planning method *ManualStatic system basedDynamically optimizedShipment visibility *Real time trackingStatus updates onlyLimited visibilityDelayed deliveries *< 5%5–10%10%+Not tracked Customer ExperienceOrder channelsEcommerceEDIPhone / emailSales rep entryCustomer service modelDedicated CSRsSelf service portalAutomated notificationsChatbots / AI assistants AI Use Case InterestInterest level: Demand forecasting *LowMediumHighInterest level: Inventory optimization *LowMediumHighInterest level: Route optimization *LowMediumHighInterest level: Predictive maintenance *LowMediumHighInterest level: Customer service automation *LowMediumHighInterest level: Anomaly / fraud detection *LowMediumHighInterest level: Dynamic pricing *LowMediumHigh Workforce & Change ReadinessInternal AI / data expertise *Dedicated teamLimited internal skillsNone todayChange readiness *Early adopterCautiously openSkeptical / risk averse Investment & EngagementDigital transformation budget *ApprovedUnder considerationNot allocatedPreferred engagement model *Pilot / proof of conceptPhased rolloutFull implementation Security & ComplianceSecurity postureRole based access controlsData encryptionAudit loggingIndustry compliance requirementsNot sure Implementation ReadinessExpected implementation window *< 3 months3–6 months6–12 monthsTBDPrimary concernsCostIntegration complexityChange managementData readinessSecuritySelect up to 3. Success MetricsTop KPIs to improveInventory turnsOrder fill rateDelivery performanceCost per orderMarginCustomer satisfactionSelect up to 3. Strategic ContextWhat problems should AI help solve first?Limit ~250 characters.Have you tried AI or automation previously?Limit ~250 characters.Are there executive level AI initiatives underway?Limit ~250 characters. Additional DetailsEnter any additional info that is important to your selection of an AI / operations solution. Submit QuestionnaireSave as DraftPlease do not fill in this field.
