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Executive AI Value & ROI Assessment™

Is Your AI Investment Creating Measurable Business Value?

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Why AI Value & ROI Matters

 
​Organisations are increasing investment in AI, but many still struggle to demonstrate whether that investment is creating measurable business value.

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AI initiatives may generate activity, productivity gains or promising pilot results, but that does not automatically mean value is being realised.

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The challenge isn’t simply investing in AI.

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It is knowing whether the investment is delivering measurable outcomes, whether adoption is strong enough to create value, and whether expected benefits are actually being realised.

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The Stratify AI Value & ROI Assessment™ has been developed to help CEOs, CFOs, CIOs, CROs and Transformation Leaders understand how effectively their organisation measures AI investment, adoption, business outcomes and realised value.

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The assessment evaluates whether AI initiatives begin with clear baselines and business cases, whether adoption is tracked, whether outcomes are measured and whether ROI data is used to guide future investment decisions.

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What You'll Receive

 
After completing the assessment, you’ll receive a personalised AI Value & ROI Report including:
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✔ Overall AI Value & ROI Score
✔ Investment & Baseline Assessment
✔ Adoption & Usage Review
✔ Business Outcomes Assessment
✔ Value Realisation Insights
✔ ROI & Portfolio Decision Review
✔ Key Value Gaps
✔ Underperforming Investment Risks
✔ Recommended Next Steps
✔ Suggested Priority Actions

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Before You Begin

 

Please answer based on how your organisation operates today, not how you would like it to operate.

 

Your responses will help identify where AI investment is creating measurable value, where benefits may not yet be fully realised, and which areas should be prioritised to improve ROI.

 

Estimated completion time: 5 minutes
Complete our 5-minute Executive AI Value & ROI Assessment to understand whether your organisation is measuring the real business impact of AI investment.

Begin your Stratify AI Value & ROI Index™ assessment and evaluate how effectively AI investment is translated into adoption, outcomes, realised value and measurable return.

Section 1

Your Organisation

Tell us a little about your organisation so we can understand the context behind your assessment results.
Department / Function
Board / Executive Leadership
Strategy
Technology / IT
Data / Analytics
Operations
Finance
Sales / Commercial
Marketing
Customer Service / Customer Experience
HR / People
Risk / Compliance / Legal
Transformation / Change
Product / Innovation
Procurement
Other
Seniority
Board / Non-Executive Director
C-Suite
Executive / VP
Director
Head of Function
Manager
Other
Organisation size
1–10 employees
11–50
51–250
251–1,000
1,001–5,000
5,001–10,000
10,000+
Industry
Agriculture / Food Production
Automotive
Construction / Property / Real Estate
Education / Training
Energy / Utilities
Financial Services / Banking / Insurance
Government / Public Sector
Healthcare / Life Sciences
Hospitality / Leisure / Travel
Legal Services
Manufacturing / Engineering
Marketing / Advertising / Communications
Media / Publishing / Entertainment
Non-Profit / Charity
Professional Services / Consulting
Recruitment / Staffing
Retail / eCommerce
Technology / Software / SaaS
Telecommunications
Transport / Logistics / Supply Chain
Wholesale / Distribution
Other

Section 2

Investment & Baseline

Assess whether AI investments begin with clear baselines, defined costs, business cases and expected benefits.
We establish a clear baseline before measuring the impact of AI initiatives.
Strongly Disagree
Disagree
Agree
Strongly Agree
We understand the full cost of significant AI investments, including technology, implementation, integration and change.
Strongly Disagree
Disagree
Agree
Strongly Agree
AI investment decisions are supported by a defined business case.
Strongly Disagree
Disagree
Agree
Strongly Agree
Expected benefits are documented before significant AI initiatives begin.
Strongly Disagree
Disagree
Agree
Strongly Agree

Section 3

Adoption & Usage

Assess whether meaningful AI adoption and workflow integration are being measured and actively managed.
We measure whether employees actually adopt AI solutions after deployment.
Strongly Disagree
Disagree
Agree
Strongly Agree
We understand whether AI is becoming integrated into everyday workflows.
Strongly Disagree
Disagree
Agree
Strongly Agree
Low adoption is identified and addressed rather than treated as a technology issue alone.
Strongly Disagree
Disagree
Agree
Strongly Agree
We distinguish between access to AI tools and meaningful business adoption.
Strongly Disagree
Disagree
Agree
Strongly Agree

Section 4

Business Outcomes

Assess whether AI initiatives are linked to measurable commercial, operational and customer outcomes.
AI initiatives are linked to clearly defined business outcomes.
Strongly Disagree
Disagree
Agree
Strongly Agree
We track outcomes such as revenue, cost reduction, productivity, capacity, customer experience or risk reduction.
Strongly Disagree
Disagree
Agree
Strongly Agree
We track outcomes such as revenue, cost reduction, productivity, capacity, customer experience or risk reduction.
Strongly Disagree
Disagree
Agree
Strongly Agree
Business owners are accountable for delivering the expected outcomes from AI investments.
Strongly Disagree
Disagree
Agree
Strongly Agree
We compare actual performance against the original business case.
Strongly Disagree
Disagree
Agree
Strongly Agree

Section 5

Value Realisation

Assess whether expected benefits are tracked after deployment and translated into measurable business value.
Productivity gains from AI are translated into measurable organisational benefit.
Strongly Disagree
Disagree
Agree
Strongly Agree
We can explain how time or capacity released through AI is being used or monetised.
Strongly Disagree
Disagree
Agree
Strongly Agree
Expected benefits continue to be tracked after AI solutions are deployed.
Strongly Disagree
Disagree
Agree
Strongly Agree
Underperforming AI initiatives are challenged, redesigned or stopped.
Strongly Disagree
Disagree
Agree
Strongly Agree

Section 6

ROI & Portfolio Decisions

Assess whether ROI data is used to challenge underperforming initiatives and guide future AI investment decisions.
We can calculate or estimate ROI for significant AI initiatives.
Strongly Disagree
Disagree
Agree
Strongly Agree
Leadership has visibility of which AI investments are creating the greatest value.
Strongly Disagree
Disagree
Agree
Strongly Agree
ROI and benefits realisation influence future AI investment priorities.
Strongly Disagree
Disagree
Agree
Strongly Agree
We can identify AI initiatives that are consuming investment without creating sufficient value.
Strongly Disagree
Disagree
Agree
Strongly Agree
Would you like a complimentary Executive AI Strategy Review to discuss your results?
Yes – I’d like to book a strategy session
Maybe – send me more information
No – not at this time

What Happens Next?

 

Once you complete the assessment, your responses will be reviewed across the five AI Value & ROI dimensions.

You’ll receive a personalised summary highlighting:

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  • your overall AI Value & ROI Score

  • where investment and baseline measurement are strongest

  • adoption and usage gaps

  • where AI is or isn’t translating into measurable business outcomes

  • benefits realisation weaknesses

  • ROI and portfolio decision-making gaps

  • recommended priority actions

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Your results are designed to give you a practical starting point for improving AI value realisation, strengthening investment decisions and increasing return on AI initiatives.

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Where deeper support is required, Stratify can help translate the findings into a focused value diagnostic, benefits realisation plan or wider AI investment roadmap.

Stratify Advisory logo → Stratify Advisory AI strategy and business transformation consultancy

  Contact us for more information

Have a question or want to discuss a specific challenge?

Send us a message and we’ll get back to you.

Contact: info@stratifyadvisory.co.uk

Location: London, London EC2A 3JF, GB

 

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