Self-Assessment · 5–10 minutes · instant result

The 4 Levels of AI — Where Does Your Organisation Really Stand?

Rate how far AI has really got in each part of your business, then check the eight foundations that decide whether it pays off or puts your data at risk. Your result appears on screen as soon as you finish. Only your name and email are required.

Updated October 2026 for AI agents, data exposure and measurable value. How it's built

Step 1 of 6Rate your functions
Rate Every Function You Own
Pick the highest level that is true today, not the one that's planned. If you don't know, choose "Not sure". That tells us something too.
Level 0
None yet
No AI use in this function that you know of.
Level 1
Chat
People ask AI to draft, summarise or search. Results depend on the person.
Level 2
Automate
A recurring task runs the same way every time, with AI in it and a named owner.
Level 3
Delegate
An agent or tool you built does multi-step work in your systems. A person approves or spot-checks it.
Level 4
Operate
It's how the function runs: shared, permission-controlled, owned and measured.

The evidence test: could you show it to me on a screen-share tomorrow? If not, choose the level below.

The Eight Foundations
These decide whether your AI use turns into value or into a data leak. Answer for the business as a whole. "Partly" is an honest answer, and so is "Not sure".
Your Company Profile Optional
This helps me scope the right conversation before we talk. Your licence also decides what can be checked from inside your Microsoft 365 tenant.
Look Deeper Optional
From your ratings, these are your two weakest or least visible areas. A couple of honest lines here means we can skip the small talk on the call.
Context For Our Call Optional but recommended
The most common reason these calls run long is missing context. A few answers here save us both time.
Your Details
Only your name and email are required. Your answers come to me, so the call starts where you actually are instead of with a generic pitch.
Your result is built from steps 1 and 2. Everything except your name and email is optional.
How this assessment is built, and its limits

Version 2, October 2026. The first version measured how sophisticated your AI tools were (Chat, Automate, Build, Shared apps). Current research and Microsoft's own adoption guidance measure more than tool use. They look at whether the controls and the measurement are in place too. So this version changes three things:

  • Levels are evidence-based and run from zero. Level 0 and "Not sure" are now options, and Level 3 is about delegating multi-step work to agents rather than just building apps. Each level asks for something you could show.
  • A second axis: eight foundations. Visibility, rules, data access, human oversight, agent control, measurement, skills and ownership.
  • An instant result. You get a profile, your weakest areas and your biggest gaps on screen as soon as you finish.

The evidence behind the foundations:

  • McKinsey, The state of AI in 2026 (August 2026, 1,719 respondents): 37% attribute any EBIT impact to AI. The roughly 6% of "high performers" are twice as likely to have defined processes for measuring AI's impact, and nearly three-quarters of them have fundamentally redesigned workflows.
  • MIT CISR Enterprise AI Maturity Model (survey of 721 companies): most enterprises studied were in the first two of four stages, and their financial performance was below their industry average. Firms in stages three and four performed well above it.
  • Microsoft Work Trend Index 2026 (20,000 AI users in 10 countries): organisational factors (culture, managers and talent practices) accounted for 67% of reported AI impact, and individual effort for 32%. These are associations, not proof of cause and effect.
  • Microsoft's agentic AI adoption maturity model assesses strategy, process and value, governance and security, technology and data, and culture together, not tool use alone.
  • The NIST AI Risk Management Framework (Govern, Map, Measure, Manage), and POPIA section 71, which restricts decisions with legal or substantial effects on a person that rest solely on automated profiling. South Africa's Draft National AI Policy proposes risk-based oversight. Public comment closed on 10 June 2026, and it is not yet law.

Its limits. This is a self-assessment, not an audit, and it does not compare you with other companies. People rate themselves generously. A peer-reviewed study found that people using AI overestimated their own performance, and that those with more AI knowledge assessed themselves less accurately (Fernandes et al., 2026, Computers in Human Behavior). That is why every level asks for evidence and why "Not sure" counts as a gap. Treat a high score as a claim to check, not a conclusion.

AZ-305 · Azure Solutions Architect Expert AZ-104 · Azure Administrator Associate Microsoft Certified Trainer (MCT)

"Built It. Ran It. Now I'll Teach You to Master It." — Gustav Bam