The assessment evaluates KPI architecture, dashboard maturity, data readiness, governance, ownership, escalation, action workflow, Weighted Performance Index readiness, AI Insights readiness, and the time/cost burden of current reporting.
What the Assessment Evaluates
The assessment identifies where performance visibility is helping leaders act — and where disconnected KPI definitions, manual work, missing thresholds, or unclear ownership are slowing decisions.
Hierarchy, definitions, owner clarity, source systems, and threshold logic.
Coverage across PSQDCI + Client/Customer, Patient First, Strategy/Innovation, Quality, Operations, PMO, and people measures.
Manual reporting burden, interpretation time, meeting effectiveness, and cost of delayed escalation.
Weighted Performance Index design, trend availability, AI Insights readiness, and action workflow maturity.
The Model
The same 5-level Capability Maturity Model used across I²nnovate's broader platform, scoped specifically to your dashboard and KPI environment — how data moves, how tiers connect, and how much of the work is still manual.
Key measures live in spreadsheets, scattered files, and individual inboxes. Reporting is reactive, inconsistent, and consumes significant manual effort every week.
Individual departments have their own reports and trackers, but there is no enterprise view. Tiers don't connect — Tier 1 data doesn't roll up into Tier 3.
A common KPI library, definitions, and weighting exist across the organization. Dashboards follow a consistent template, but updates still require manual refresh.
Tier 1 through Tier 4 are electronically connected with real-time or daily-refreshed data. Every metric is weighted, trended, and drillable to root cause.
AI-generated insights, automated narrative summaries, and Recover-to-Plan actions are embedded directly in the dashboard. The team spends its time acting, not reporting.
What Gets Scored
Each PSQDCI + Client/Customer pillar is scored independently on the 5-level model, then rolled up into an overall maturity score — giving you both the big picture and a clear view of which pillar to tackle first.
The Process
The maturity assessment is fast, structured, and produces a quantitative output that drives immediate prioritization. A single-pillar assessment (e.g., Quality only) typically completes toward the front of this range; a full PSQDCI + Client/Customer assessment runs toward the back.
Structured interviews with key functional leaders, review of existing reports/trackers, and a walkthrough of your current Tier 1–4 review structure (if one exists).
Quantitative scoring across each PSQDCI + Client/Customer pillar using the 5-level model. Gap analysis against the target "Connected, Drillable, AI-Enabled" state.
Prioritized roadmap mapped to the 4-phase model (Assess, Design, Build & Validate, Launch & Sustain) — sequencing, expected outcomes, and resourcing.
Leadership presentation of maturity scores by pillar, the illustrative cost-of-manual-reporting estimate for your organization, and recommended next steps.
The assessment is the first step of Phase 1 — and the fastest way to know exactly where the time and cost are going today.
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