Purpose
This assessment is completed before a formal Statement of Work (SOW) is written. It provides Pixel Dust with enough information to estimate effort, define project scope, identify risks, and prepare a detailed proposal.
This is not a technical assessment. It is a business and project scoping exercise.
Company Information
Company Name:
Primary Contact:
Title:
Email:
Phone:
Company Website:
Industry:
Number of Employees:
- 1–10
- 11–25
- 26–50
- 51–100
- 101–250
- 251–500
- 500+
Number of Office Locations:
Business Overview
- Briefly describe your business.
- What products or services do you provide?
- Who are your primary customers?
- What differentiates your business from competitors?
Business Objectives
Why are you interested in an AI Knowledge Hub?
Check all that apply.
- Improve employee productivity
- Reduce time spent searching for information
- Preserve institutional knowledge
- Improve employee onboarding
- Improve customer service
- Improve internal communication
- Support business growth
- Reduce repetitive questions
- Improve documentation
- Prepare for AI adoption
- Other
Current Challenges
What are your biggest operational frustrations?
Examples:
- Employees can’t find information.
- Documentation is outdated.
- Too much tribal knowledge.
- New employees take too long to train.
- Processes vary by employee.
- Too many interruptions.
Describe your top five.
Existing Technology
Which Microsoft products do you currently use?
- Microsoft 365
- SharePoint
- Teams
- OneDrive
- Outlook
- Power BI
- Power Automate
- Business Central
- Dynamics 365
- None
- Other
Other systems:
- CRM
- ERP
- Accounting
- HRIS
- Project Management
- Other
Information Sources
Where is company knowledge currently stored?
Check all that apply.
- SharePoint
- Teams
- Network Drives
- OneDrive
- Google Drive
- Dropbox
- Word Documents
- Excel
- PDFs
- Paper Manuals
- Business Applications
- Employee Knowledge
- Other
Organization Size
Approximately how many:
- SharePoint Sites
- Teams
- Departments
- SOPs
- Policies
- Forms
- Templates
- Employees who will use AI
Departments
Select departments included in Phase One.
- Executive
- HR
- Finance
- Sales
- Marketing
- Customer Service
- Operations
- IT
- Purchasing
- Warehouse
- Production
- Other
Existing Documentation
How would you rate your documentation?
- Excellent
- Good
- Fair
- Poor
- Almost none exists
Approximately what percentage is current?
- 0–25%
- 26–50%
- 51–75%
- 76–100%
Security
Do departments currently have different document permissions?
- Yes
- No
- Unsure
Does the project include confidential information?
- HR
- Payroll
- Financial
- Legal
- Customer Data
- HIPAA
- Other
Desired Deliverables
What would you like Pixel Dust to provide?
- AI Knowledge Hub
- SharePoint Organization
- Knowledge Cleanup
- SOP Development
- Governance Framework
- Employee Training
- Microsoft Copilot Enablement
- Internal AI Assistant
- Website Chatbot
- Future AI Roadmap
- Other
Timeline
When would you like the project to begin?
Target completion date?
Are there any deadlines we should know about?
Internal Resources
Who will participate?
| Role | Name | Estimated Availability |
|---|---|---|
| Executive Sponsor | ||
| Project Manager | ||
| IT | ||
| Department Managers | ||
| Subject Matter Experts |
Budget Expectations
Have you established a budget?
- Yes
- No
- Still evaluating
Preferred engagement:
- Fixed Price
- Hourly
- Phased
- Not sure
Success Criteria
At the end of the project, how will you determine it was successful?
Examples:
- Employees find answers faster
- Reduced onboarding time
- Improved documentation
- Increased Microsoft Copilot usage
- Better consistency
- Less dependence on key employees
Future Plans
After the knowledge hub is complete, are you interested in:
- Website chatbot
- Customer support AI
- Sales assistant
- HR assistant
- Employee onboarding assistant
- Workflow automation
- Microsoft Copilot Studio
- Phone/Voice AI
- Executive reporting
- Unsure
Additional Information
Is there anything else we should know before preparing your Statement of Work?
Pixel Dust Internal Assessment (Completed by Consultant)
Project Complexity
- Low
- Medium
- High
- Enterprise
Estimated Knowledge Sources
- Small (<10)
- Medium (10–30)
- Large (30–75)
- Extensive (75+)
Estimated Cleanup Effort
- Minimal
- Moderate
- Significant
- Extensive
Estimated Duration
- 2–4 Weeks
- 1–2 Months
- 2–4 Months
- 4+ Months
Recommended Scope
- Discovery Only
- Assessment
- Full Knowledge Hub Implementation
- Multi-Phase Engagement
Primary Risks
Recommended Next Step
- Prepare Statement of Work
- Schedule Technical Discovery
- Conduct Paid Assessment
- Revise Scope Before Proposal
Outcome
This assessment provides Pixel Dust with the information required to produce a detailed Statement of Work, including project objectives, scope, assumptions, deliverables, exclusions, timeline, pricing approach, and estimated effort. It also serves as the baseline document for project planning once the engagement begins.
