Integration
This looks at whether the right information moves between systems and reaches the people who need it, or whether your team has to copy, re-enter, and reconcile it by hand.
12 questions · No email required
Answer twelve questions to see where manual work, scattered tools, concentrated knowledge, or constant owner involvement may be slowing your business down. You’ll get a directional view of where to focus first.
This assessment looks at how systems, workflows, ownership, governance, and automation support day-to-day work. It focuses on the operating side of your business, not the full Strategy + Vision or Design + Experience practices.
Your result is a starting point, not a scorecard. It isn’t an audit, benchmark, or substitute for understanding your business in context.
Your answers stay in your browser. No email is required. The assessment calculates your result in your browser, and your answers aren’t submitted to Effectuate.
If you choose to discuss your result afterward, you decide what to share through the contact form.
Before you begin. Answer based on how your business works today, not how you’d like it to work. Choose the option that comes closest to your current situation. You’ll need to answer all twelve questions to see your result.
What the assessment considers
This looks at whether the right information moves between systems and reaches the people who need it, or whether your team has to copy, re-enter, and reconcile it by hand.
This looks at whether important work is understood, documented, delegated, and maintained, and whether people know what they own or still depend on a few individuals to hold the process together.
This looks at whether your tools and workflows can support the business as its needs change, or whether added complexity creates more workarounds, manual steps, and fragile connections.
This looks at whether decisions, responsibilities, evidence, and escalation paths are clear, or whether work slows down because people aren’t sure who decides or what happens next.