SERFD.AI
SERFD.AI — a framework for assessing business process readiness for AI implementation.
S - Standardization, E - Engagement, R - Risk, F - Frequency, D - Digitization, AI - AI-match and Business value.
Select (or add) processes relevant to your business for subsequent assessment using the SERFD.AI framework. Score each process from 1 to 5 for each category below, where 1 represents the lowest readiness level and 5 represents the highest readiness level.
If there are too many processes, select top 3–7 by asking yourself one question: "If AI from tomorrow perfectly performed one process — what would bring the greatest benefit to the business?"
Standardization
How well the process is described, formalized, and transferable. Rate from 1 (verbal only) to 5 (fully formalized and scalable).
- 1Process is not described, no instructions, only verbal.
- 2There are fragmentary notes, minimal structure.
- 3Process is described, basic templates and instructions exist.
- 4Full instructions, standards and regulations are adopted.
- 5Formalized and structured, easy to scale and transfer.
Engagement
How ready and interested the team is in AI implementation. Rate from 1 (resistant to change) to 5 (actively engaged and supportive).
- 1Team resists, not ready for changes.
- 2Distrust, passive attitude, minimal interaction.
- 3Moderate interest present, individual initiatives.
- 4Most participate, express support and initiative.
- 5Active engagement of all, initiative and support for changes.
Risk
How resilient the process is to errors and how easy it is to detect and fix them. Rate from 1 (errors unacceptable, high correction costs) to 5 (high automatic error handling, resilient to failures).
- 1Errors are unacceptable, high costs for corrections.
- 2Errors require significant resources to fix.
- 3Individual errors are allowed, moderate costs for their correction.
- 4Most errors are not critical, quickly fixed.
- 5High automatic error handling, process is resilient to failures.
Frequency
How many resources go into process execution and how often it repeats. Rate from 1 (rare, few resources) to 5 (very frequent, resource-intensive).
- 1Process is rare, requires few resources.
- 2Repeats irregularly, moderate labor costs.
- 3Regular, resources distributed evenly.
- 4Frequently repeats, requires significant resources.
- 5Process is very frequent and resource-intensive.
Digitization
How well the process is already implemented in a digital environment. Rate from 1 (minimal digitization) to 5 (full digital integration with automatic triggers).
- 1Minimal level of digitization, documents in Word/Excel.
- 2Part of the process is automated in separate systems.
- 3IT tools are integrated, part of operations are automated.
- 4Most processes are implemented through CRM/API.
- 5Full digital integration, automatic triggers and data exchange.
AI-match
How easy it is to cover the process with ready-made AI solutions. Rate from 1 (no clear automation path) to 5 (many ready services, easily implemented).
- 1No clear way to automate with AI. Not researched.
- 2There are ideas, but little practice, solutions, or unclear how to implement.
- 3Partial solutions exist, but complex integration.
- 4Ready solutions available, similar cases, moderate labor costs.
- 5Many ready services, automation easily implemented and market-tested.
Business Value
How much automating this process will benefit the business. Rate from 1 (secondary process, minimal benefit) to 5 (critically important, directly affects results).
- 1Secondary process, automation doesn't provide substantial benefit.
- 2Minimal benefit, effect appears locally.
- 3Provides tangible effect on part of operations/directions.
- 4Significantly improves efficiency of core processes.
- 5Critically important for business, automation directly affects results.