AI Use Case Screening
Pre-Meeting Discovery Screener
This short questionnaire will help us to understand your organization's priorities and current thinking about AI implementation considerations to ensure that we have a productive AI discovery session. It should take about 10–15 minutes to complete. There are no right or wrong answers — the goal is simply to give us useful context so we can make the most of our time together. When finished, please click Generate Summary — this will create a PDF you can save for your own records, and will automatically share a copy of your responses with Blue Flame Research ahead of the AI Discovery Session. This information will be kept confidential and will only be used to inform our discussions and planning with you. We appreciate you taking the time to provide these insights.
Tip: To save your responses, click Save at the top of the page.
1 Basic Information
Tell us a bit about your organization.
2 Mission & Core Values
If these fields are already filled in, they were pre-populated from your organization's website by Blue Flame Research — please review and edit if anything is inaccurate or out of date.
Type a value and press Enter to add it as a tag — remove any that aren't accurate
3 Strategic Goals
What are your organization's top strategic priorities over the next 1–3 years?
Type a goal and press Enter to add it as a tag
e.g. Expand into new markets, Reduce operational costs by 20%, Improve customer retention
4 Company Culture
Select any concepts below that represent how your organization operates and what it values — or add your own.
Type a concept and press Enter to add it as a tag
⚙ Internal Pain Points
Please rank the following areas in order of importance — 1 = most pressing concern, 4 = least pressing — based on where your organization feels the most friction or encounters the greatest challenges today. You may add notes with additional details to elaborate on specific pain points or areas for improvement. Adding notes for any category is optional.
🌐 External Pain Points (Users / Clients)
Please add pain points or challenges that are known to the company about its products, based on client or user feedback, or contextual challenges that affect products and services more broadly, that the company is seeking to address. Add as many as needed.
Please provide the following information about your company's plans and expectations for implementing AI tools or systems to facilitate discovery discussions.
1 AI Implementation Expectations
What results are you hoping or expecting from AI implementation?
2 Build or Buy
Is your organization considering purchasing off-the-shelf AI solutions, building its own, or a combination? Select one.
🛒
Buy — off-the-shelf AI solutions
Procure and license existing AI products from vendors or providers
🔧
Build — develop AI solutions internally
Design and develop custom AI systems using internal resources
Combination — buy and build
Procure some solutions while developing custom components internally
3 Scope of AI Implementation
Is your organization thinking of implementing AI broadly or in a more targeted way? Select all that apply.
Broadly, across the entire organization
AI implementation intended to touch most or all parts of the business
Among specific divisions or departments
Targeted implementation within defined business units or functional areas
For narrow or targeted purposes
Focused on specific use cases, tasks, or workflows rather than broad adoption
4 Internal-Facing vs. External-Facing AI
What are your initial thoughts on the direction of AI implementation? Select one.
🌐
External-facing AI
For clients, customers, or external users — products, services, or client-facing tools
⚙️
Internal-facing AI
For internal operations, efficiencies, workflows, or employee-facing tools
↔️
Both internal and external-facing
AI initiatives intended to serve both internal teams and external stakeholders
Please outline the resource considerations that have thus far been planned for AI initiatives.
1 Budget Source
Based on current plans, where is the budget for AI investment likely to come from?
Company overhead / technology budget
Centrally funded from overall IT or infrastructure investment
Shared across divisions or teams
Budget distributed or co-contributed across business units
Other
Alternative funding structure
Undetermined
Budget source not yet decided
2 Human Resources Available for AI
What human resources are available to dedicate to AI initiatives, including piloting, implementation, governance, and ongoing oversight?
👤
Limited — Equivalent to 1 to 3 FTEs
👥
Moderate — Equivalent to 4 to 10 FTEs
🏢
Considerable — More than 10 FTEs
3 Level of AI Investment
Which of the following statements is the level at which the company is most comfortable for an initial AI investment?
Strategic priority — AI is a significant focus and hitting projected returns is critical to current strategic and innovation goals
Growth investment — AI is intended to help achieve accelerated growth, but if returns are not fully realized it will not threaten the stability of the core business
Cautious start — the company wants to ease into AI investment, starting small in scope and progressively building out investment after ROI is assessed