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Agentic Automation Maturity
Assessment for Enterprises
Question
1
of 9
What aspects of enabling Agentic Process Automation has your organization implemented?
A. Contributed externally and helped shape industry practices for autonomous workflows, multi-agent orchestration, and enterprise automation standards
B. Adopted mature automation practices including agent monitoring, fallback and failure handling, risk controls, approval workflows, and cross-functional oversight for agent-driven processes
C. Defined and partially implemented frameworks for agent risk management, monitoring, workflow auditing, and established guidelines ensuring agent behavior aligns with organizational policies
D. Defined and communicated principles, guidelines, and process-level standards for deploying agentic automation responsibly
E. Defined foundational principles for introducing agentic automation across select processes
F. No formal agentic automation guidelines are defined; traditional automation or RPA exists, but agent-level considerations have not yet been explored
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What practices enforce responsible data management and governance in your agentic automation initiatives?
A. Automated APA governance with continuous audits for data quality, bias, drift, and agent decision logs
B. Formal data strategy with defined standards for data collection, quality, lineage, and secured agent access
C. Partially implemented data governance with improving but inconsistent data quality and privacy controls
D. Basic awareness of data risks; expanding APA use with uneven data quality and limited security practices
E. Minimal governance; APA relies on uncurated data with no standardized validation or monitoring
F. No data governance framework; agents access and use data without controls or oversight
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To what extent has your organization defined a strategy and roadmap for adopting Agentic Process Automation responsibly?
A. A clear APA vision exists, positioning Agentic Automation as a strategic differentiator; the roadmap is implemented, monitored, and fully integrated with enterprise data, automation, and governance strategies
B. A vision for APA is emerging; the organization is observing industry trends and competitors while implementing selected long-term APA initiatives with defined objectives
C. General awareness exists that APA requires responsible design and oversight; the organization is exploring APA capabilities in a few strategic processes or domains
D. APA is not yet seen as a competitive differentiator, and no formal strategy or roadmap has been defined
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To what extent does your organization encourage cross-functional collaboration for designing, deploying, and governing Agentic Process Automation?
A. Cross-functional APA teams (process owners, automation architects, IT, risk, compliance, and business SMEs) work together consistently with well-defined collaboration frameworks and governance rituals
B. Cross-functional collaboration is established for major APA initiatives but not institutionalized across all business units
C. Occasional collaboration occurs between business and IT when APA projects arise, but roles and responsibilities are not standardized
D. Minimal collaboration exists; APA work is handled within siloed teams with limited cross-departmental input
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To what extent has your organization invested in a transformation strategy to scale Agentic Process Automation effectively and responsibly?
A. A comprehensive APA transformation strategy is fully funded and active, covering governance, capability building, process redesign, AI agent safety, and enterprise-wide scaling
B. A clear APA strategy exists with defined goals, investment areas, and phased implementation plans, but scaling is still in progress
C. Initial APA adoption strategy is emerging, with selective investments made for pilot use cases and foundational capabilities
D. APA is being explored opportunistically without a formal strategy or long-term investment roadmap
E. No APA strategy or investments exist beyond basic automation experiments
F. APA is not currently under consideration for strategic investment
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How effectively does your organization orchestrate cross-functional processes using intelligent or agent-driven automation?
A. End-to-end processes across functions (e.g., procurement, production, supply chain) are autonomously orchestrated using agentic systems with minimal human intervention
B. Multiple processes are partially orchestrated using intelligent automation, with agents assisting in decision-making and coordination across systems
C. Automation exists at the process level, but cross-functional orchestration still relies significantly on manual intervention and handoffs
D. Automation is limited to isolated tasks within individual systems, with no real-time coordination across functions
E. Processes are largely manual, with minimal use of automation technologies
F. There is no active effort to automate or orchestrate business processes
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What efforts has your organization taken to increase knowledge and understanding of Agentic Process Automation (APA)?
A. Comprehensive, ongoing APA training programs are in place—covering agent orchestration, governance, risk controls, and practical use cases across all departments
B. Structured APA learning initiatives exist, including workshops, internal playbooks, and guided enablement sessions for priority teams
C. Basic awareness sessions or pilot-team trainings have been conducted, but no formal enterprise-wide learning plan exists
D. Learning happens informally; employees self-educate through scattered resources without centralized guidance
E. Limited to no enablement exists; teams understand automation broadly but lack clarity on agentic concepts
F. No training or awareness initiatives for APA have been introduced
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How are APA initiatives initiated in your organization, and what role do governance and compliance play in the design process?
A. APA projects follow a formalized intake, design, and approval process with strict governance, compliance validation, risk assessment, and fallback planning embedded from day one
B. A structured initiation process exists where APA proposals are reviewed by a designated automation or governance board before development begins
C. APA projects are typically initiated by business units and reviewed for feasibility, with partial governance or compliance checks applied during design
D. Most APA initiatives are started informally by tech or innovation teams with limited governance involvement. Compliance reviews occur only when required
E. APA projects begin reactively or opportunistically with minimal oversight, and governance or compliance is rarely involved in design decisions
F. There is no standardized initiation or governance process for APA projects. Anyone can propose or build automation without formal review
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Is your organization actively monitoring automation and AI regulations, and prepared to ensure compliance for Agentic Process Automation systems?
A. Yes—we continuously monitor global AI and automation regulations, maintain updated internal governance policies, and ensure all APA systems meet compliance, auditability, and transparency standards
B. We actively track major regulatory developments (e.g., AI risk, data handling, autonomy thresholds) and have a roadmap to align APA systems with future requirements
C. We monitor regulations selectively, mainly those relevant to our industry, and compliance planning for APA is partially defined
D. Some awareness exists, but we are not consistently tracking automation/AI regulations or preparing APA-specific compliance measures
E. Minimal monitoring—compliance is handled on a case-by-case basis, and APA systems have no regulatory alignment framework yet
F. No—we do not monitor AI or automation regulations and have no APA compliance readiness
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Please submit your details to receive a comprehensive assessment report on where you are in your APA adoption journey
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