Turn Insight into Action
At AWB Associates, we believe that every improvement begins with understanding.
Our proprietary online maturity assessments help organizations quickly evaluate where they stand—and identify the most effective next steps for growth.
Each assessment is structured around a 1–5 maturity scale, allowing leaders to measure their organization’s performance, process strength, and readiness for change in a matter of minutes.
The results produce a customized action plan that highlights strengths, uncovers improvement opportunities, and recommends targeted initiatives to move your organization forward.
How It Works
- Select an Assessment
Choose the area you’d like to evaluate—finance, leadership, process improvement, AI readiness, or another key business domain. - Answer Guided Questions
Each assessment contains 20–40 structured questions, rated on a 1–5 scale:- 1 = Ad-hoc or undefined
- 2 = Emerging
- 3 = Defined and repeatable
- 4 = Managed and measured
- 5 = Optimized and continuously improving
- Receive Your Maturity Score
Once submitted, our system calculates your overall maturity level along with category-specific insights. The scoring engine leverages our internal performance framework built on Lean Six Sigma, project management, and AI analytics. - Get Personalized Recommendations
Instantly receive a customized roadmap outlining your recommended next steps—process upgrades, automation opportunities, training focus areas, or financial improvements. - Optional Consultation
Schedule a strategy session with an AWB advisor to interpret your results and design a targeted improvement plan tailored to your business.
Why Our Assessments Are Different
- Data-Driven & Diagnostic – Built on proven maturity-model logic used in enterprise performance systems.
- Action-Oriented – Every score maps to practical, sequenced improvement steps.
- AI-Enhanced Analytics – Intelligent pattern recognition identifies the highest-value actions for your organization.
- Comprehensive Coverage – From finance to operations to leadership, each tool evaluates the systems that drive business performance.
Self-Service & Confidential – Accessible online, easy to complete, and secure—your data remains private at all times.
Available Assessments
Each assessment includes category scoring, maturity interpretation, and a set of tailored recommendations.
| Category | Purpose | Primary Focus Areas |
|---|---|---|
| AI Mastery Assessment | Evaluate how effectively your organization understands, adopts, and applies AI. | Strategy · Integration · Training · Ethical Use |
| Continuous Improvement Maturity | Measure process discipline and improvement in culture. | Lean · Six Sigma · Metrics · Governance |
| Contract Management | Assess how well contracts are created, tracked, and executed. | Lifecycle · Compliance · Renewal · Risk |
| Email Productivity | Identify communication bottlenecks and automation potential. | Inbox Mgmt · Templates · AI Assistants |
| Fractional CFO Readiness | Determine if your business is financially structured for fractional leadership. | Reporting · Forecasting · Cash Flow · Controls |
| Fractional COO Readiness | Evaluate operational maturity and process scalability. | Workflow · Delegation · KPIs · Accountability |
| Grants Management | Assess capability to identify, apply for, and manage grants. | Sourcing · Compliance · Tracking · Reporting |
| Leadership Training | Measure leadership effectiveness and readiness for development. | Communication · Decision Making · Culture |
| Profit Stacking | Evaluate multiple profit levers across pricing, cost, and workflow. | Margin · Process · Efficiency · Innovation |
| Revenue Growth | Identify growth constraints and opportunity channels. | Sales · Marketing · Retention · Partnerships |
| SOP Maturity | Measure how standardized and well-documented your procedures are. | Documentation · Compliance · Training |
| Tax Strategy | Assess tax planning and coordination practices. | Entity Structure · Timing · Compliance · Savings |
| Time Tracking Maturity | Evaluate how accurately and efficiently time is captured and managed. | Utilization · Reporting · Automation · Billing |
Interpreting Your Maturity Score
| Level | Description | Next Steps |
|---|---|---|
| 1 – Ad-Hoc | Processes are informal, inconsistent, and reactive. | Establish structure, define basic workflows, and assign ownership. |
| 2 – Emerging | Some processes exist but lack documentation or consistency. | Develop SOPs, define KPIs, and introduce accountability systems. |
| 3 – Defined | Clear processes and some automation in place. | Enhance measurement, standardize tools, and expand reporting. |
| 4 – Managed | Processes are measured, integrated, and regularly reviewed. | Optimize automation, reduce variation, and implement AI support. |
| 5 – Optimized | Continuous improvement of culture embedded throughout the organization. | Sustain innovation, share best practices, and scale success models. |
Your Results: Immediate, Actionable, and Impactful
After completing any assessment, you’ll receive:
- A detailed score summary across categories
- A graphical dashboard showing strengths and gaps.
- A tailored improvement roadmap with 3-phase recommendations (short-, mid-, and long-term)
- The option to connect directly with an AWB advisor for interpretation and implementation support.
→ Take an Assessment Now | → Book a Strategy Session
Integration With AWB Solutions
Each assessment links seamlessly to AWB’s broader suite of services and proprietary Power Platform tools.
For example:
- Low AI Mastery scores map directly to our AI Strategy & Implementation Consulting services.
- Moderate Time Tracking results connect with the AWB Time Management App.
- Early-stage SOP Maturity results trigger a Process Improvement Plan and PMO support.
Your assessment results become the starting point of a customized improvement journey—supported by the same frameworks and experts who designed the tools.
Get Started
Take the first step toward a smarter, more scalable business.
Select your assessment, answer a few focused questions, and receive personalized recommendations in minutes.→ Start My Assessment
→ Contact AWB Associates for a Guided Review