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3-minute self-assessment

How well is your system working for the people who use it?

Twelve questions for businesses, small business programmes and teams building for SMMEs. Answer for the system you’re most concerned about. You’ll get a score and your three biggest gaps straight away. It runs in your browser, so your answers stay on your device.

01 · RequirementsAre the requirements for your system written down, agreed and kept up to date?
02 · Users and journeysDo you know every group that uses the system (customers, staff, partners, funders) and what each needs to get done?
03 · Devices and accessDoes the system work well on the devices and connections your users actually have, whether that is a phone, a laptop or a shared office computer?
04 · ChannelsCan people do key tasks (apply, report, get updates) on channels they already use, such as email or chat?
05 · Single source of truthIs each type of record (a business, an application, a payment) held in one place, rather than copied across spreadsheets and chats?
06 · Manual workAre routine steps (reminders, checks, data entry, status updates) handled by the system rather than by staff?
07 · ReportingCan you produce a funder, investor or board report in under a day, without rebuilding figures by hand?
08 · Decision recordsFor approvals, payments and eligibility decisions, is it recorded who decided, what they decided, why and when?
09 · Consent and POPIADo people know what data you collect and why, and can you act quickly when someone withdraws consent?
10 · AI and automated decisionsWhere AI or automated scoring affects a person (eligibility, credit, payments), can someone on your team review the decision and explain how it was reached? If you use none, answer Yes.
11 · Regulatory changeDo you know which laws, regulator rules and funder terms your system must meet, who watches for changes, and whether the system can adapt without a rebuild?
12 · Feedback and changeDo you regularly collect feedback from users and ship improvements, with changes recorded?