AI Assessment Tool with Lucas Gonçalves

Where do companies actually start when it comes to “integrating AI?”

There is constant discussion about how AI is a game-changer. But successfully adopting AI on a company-wide scale requires careful planning, assessing, pivoting, and more.

And doing all this requires time that most organizations don’t have.

This is why we created a fully automated AI Assessment tool.

It’s pretty straightforward. Just complete a short questionnaire, and our AI Assessment tool will automatically generate a personalized report that details:

• Where your company currently stands regarding AI adoption readiness
• A customized roadmap your company can follow for successful AI integration.

To shed some more light on how our AI Assessment tool works and why it’s essential for businesses right now, we sat down with RP’s Director of AI & Automation, Lucas Gonçalves.

For those who may not know Lucas, he is a Marketo Champion with a strong background in computational mathematics and several years of experience working with AI and machine learning. When ChatGPT 3.5 launched in November 2022, Lucas led RP’s initiative to explore various AI use cases in Marketing Operations. Over the past few years, he’s presented at multiple MUG events, Adobe Summit, and several RP webinars.

Today, Lucas continues to pioneer practical ways that marketers can benefit from AI — with RP’s AI Assessment tool being the latest example.
 

Why is RP’s AI Assessment tool important?

Lucas: In Marketing Operations, we are continuously discussing AI use cases and how AI can boost productivity and efficiency. But these are use cases that benefit individual tasks (ie. using AI in Marketo to optimize email send times, perform email sentiment analysis, and more).

There hasn’t been a structured approach that companies can use to understand the steps they should take to achieve wider-scale AI adoption. Until now!

This AI Assessment report is the perfect starting point that will add structure and clarity to the AI adoption journey. It will help leadership teams get engaged and excited, offering a strategic-fit framework that highlights the stepping stones needed to reach their AI goals.
 

What is RP’s AI Assessment tool?

Lucas: At its core, the AI Assessment tool is built on a set of questions that have been carefully designed to help generate a report on where your company is on its AI adoption journey.

The tool uses an AI adoption framework we created that consists of 4 levels:

• Level 1: No Adoption – Individuals are using AI on their own without company approval, support, or assistance. In many cases, employees are breaking company policy by using AI.
• Level 2: Individual Adoption – The company supports the use of ChatGPT or other LLMs on an individual level for daily tasks, but no company-wide integration exists.
• Level 3: Organizational Adoption – The company has deeper, customized AI integrations that are tailored to their needs and processes.
• Level 4: Overall Adoption – The company has reached a point where several custom AI integrations are in place with minimal issues.

The generated AI Assessment report will tell you which level your company is at (in our experience, most are between levels 1 and 2 right now). But it’s not just an evaluation of your current situation. It will also give your company 3 to 5 things to focus on, with a personalized road map on how to advance adoption.
 

Is the AI Assessment report generated by AI?

Lucas: The report itself is “AI-augmented”. While AI does build most of it, human eyes are making sure the end result is useful. And to be clear, the report you receive isn’t raw AI responses that you’d get from going to ChatGPT. We are using AI models and agents that are carefully trained on RP’s perspective, with guard rails in place to make sure the information you receive is accurate, relevant, and practical.
 

How is the AI Assessment report structured?

Lucas: The report will start with an executive summary followed by a brief introduction section. Then, it will cover 5 main areas of focus, divided into 3 “foundations for AI” and 2 types of “gains” as outlined below.

3 Foundations for AI:

1. Team and Skills: Are team members comfortable with AI? Trained to use AI?
2. Data: Is your data clean, structured, and ready to be fed into AI systems?
3. Strategy: How can AI connect multiple areas such as Marketing, IT, Sales, etc?

2 Gains from AI:

1. Customer Experience Gains: Better, more relevant copy, more optimized landing pages, better outreach timing, etc.
2. Operational Efficiency Gains: Shorter time to launch new campaigns, reduced administrative overhead for projects, etc.

 
Where (and when) is the AI Assessment tool available?

Lucas: It is available right now for free here!

We’re incredibly excited for you to give our new AI Assessment tool a try.

And if you have any questions or comments for Lucas and the rest of our team, don’t hesitate to reach out to us.