Envisioning Tool Envisioning Tool Dell Envisioning Tool Step 1 of 49 2% Organisation NameNumber of StaffPlease enter a number greater than or equal to 1.Number of OfficesPlease enter a number greater than or equal to 1. What percentage of your staff work in each of the following ways?Office-based working%Hybrid working%Fully-remote work%Working at customer/client sites%Specialised environments%Total0% What industries does your organisation operate in?Select all that apply Professional and business services Retail, wholesale and ecommerce Manufacturing and engineering Construction and property Technology, media and telecommunications Financial services and insurance Healthcare and social care Education and training Hospitality, leisure, travel and transport Other What Microsoft 365 licences does your organisation currently have?Microsoft 365 Business BasiclicencesMicrosoft 365 Business StandardlicencesMicrosoft 365 Business PremiumlicencesMicrosoft 365 E3licencesMicrosoft 365 E5licencesMicrosoft 365 E7licencesOffice 365 E3licencesOffice 365 E5licencesNot SureOther Who has primary responsibility for managing IT in your organisation? Business owner or senior manager Employee with IT as part of their role Dedicated internal IT employee or team Mainly internal IT, with specialist supplier support Jointly managed by internal IT and an external provider Mainly managed by an external IT provider Fully outsourced to an external IT provider Managed by a parent company or group No one has clear responsibility Not Sure Which of the following are strategic priorities for your organisation over the next 12-24 months?Select 3Select exactly 3 choices. Increase employee productivity Reduce administrative workload Improve customer satisfaction Increase revenue or sales Improve profitability Improve employee engagement and wellbeing Improve collaboration Enable more flexible/hybrid working Improve decision-making Reduce operational costs Improve compliance and governance Improve business resilience Improve service delivery Accelerate innovation Grow without significantly increasing headcount AI StrategyWhich challenges currently have the greatest impact on your organisation?Select exactly 3 choices. Staff spend too much time on administration Information is difficult to find Employees are overloaded with emails Too much time is spent in meetings Reporting takes too long Processes are largely manual Important knowledge sits with individuals Staff duplicate work unnecessarily Customer enquiries take too long to answer Difficulties maintaining consistent quality Skills shortages Difficulty scaling operations Too many disconnected systems What are your organisation’s aims for AI?Select all that apply Grow Revenue Improve customer service Reduce costs Improve Staff Productivity Improve Compliance and Security Improve Decision making What would you ultimately like AI to do for your organisation? No defined ambition: We have not identified how AI should help. Support everyday work: Draft, summarise, analyse and prepare communications. Find and use knowledge: Answer questions using trusted company information. Support departments: Provide specialist assistance for areas such as HR, finance, sales or IT. Transform processes: Complete multi-step work across applications and systems. Not Sure How widely would you like AI to be used across your organisation? No planned deployment: No specific users have been identified. Selected individuals: AI is provided to a small group of suitable users. Priority teams: AI is deployed across selected roles or departments. Organisation-wide: Most employees use AI where it adds value. Extended ecosystem: AI supports employees, customers, suppliers and partners. Not Sure Which statement best reflects your organisation’s preferred approach to responsible AI adoption? Risk-averse: We would use AI only for proven, low-risk tasks with no sensitive data and full human checking. Cautious: We would trial approved AI tools in limited, low-impact scenarios with close oversight. Balanced: We would adopt AI where benefits justify the risks, using proportionate controls and human review. Progressive: We would pursue innovative AI uses and accept managed uncertainty, provided safeguards and monitoring are in place. Pioneering: We would adopt emerging and autonomous AI capabilities early within clearly defined boundaries and formal governance. Not Sure How much responsibility would you like AI to have within business processes? Advisory only: AI provides ideas, but people complete all work. Human-directed: AI completes specific tasks when instructed. Human-reviewed: AI produces work that a person checks and approves. Exception-managed: AI completes approved workflows, with people handling exceptions. Autonomous within controls: AI manages defined processes independently within agreed safeguards. It Depends Not Sure How quickly does the organisation hope to progress towards its AI ambitions? Monitor: Review developments without committing to adoption. Explore: Investigate opportunities over the next 12–24 months. Pilot: Test priority use cases within the next 6–12 months. Scale: Expand successful use cases across the organisation within 12–18 months. Accelerate: Treat AI as an immediate strategic transformation programme. Not Sure How important will AI be within your organisation’s strategic priorities over the next three years? Not a priority: We do not expect to focus on or invest in AI. Low priority: We will monitor AI and consider opportunities when they arise. Moderate priority: AI will support selected business priorities and targeted initiatives. High priority: AI will receive significant leadership attention, investment and resource Core priority: AI will be central to our strategy and shape how the organisation operates and grows. Not Sure AI ReadinessWhich AI tools are currently used in your organisation? Microsoft Copilot (Free) Microsoft 365 Copilot (Premium) Gemini Claude ChatGPT Free ChatGPT Plus Perplexity How frequently do employees typically use AI?Estimate the percentage of employees in each category. The total should add up to 100%.Never%Rarely%Monthly%Weekly%Daily%Multiple times a day%Total0% Which statement best describes how your organisation governs AI use and controls the use of company data in AI tools? Unmanaged: No rules exist; employees may enter company data into any AI tool. Informal: Employees receive general advice, but permitted tools and data are unclear. Defined: A basic policy identifies approved tools and restricts sensitive data, but application is inconsistent. Controlled: An organisation-wide policy defines approved tools, permitted data and user responsibilities, supported by training and monitoring. Comprehensive: A regularly reviewed governance framework uses data classification, technical controls and risk-based approval for AI use. Rate the following concerns about AI usage [0 (not at all) to 5 (critical)]012345Not at allCriticalData securityRate 0 out of 5Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5Accuracy/hallucinationsRate 0 out of 5Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5ComplianceRate 0 out of 5Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5Intellectual propertyRate 0 out of 5Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5Staff resistanceRate 0 out of 5Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5Skills gapsRate 0 out of 5Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5CostRate 0 out of 5Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5GovernanceRate 0 out of 5Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5BiasRate 0 out of 5Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5 Where do staff lose the most time today?Select all that apply Searching for files, documents or information Managing email Attending meetings and writing up notes and actions Creating reports Data entry between systems Producing proposals and quotations Customer support enquiries Gathering information from multiple sources Where are most of your organisation’s documents located?Select all that apply OneDrive Sharepoint Teams Document Management System Line of Business Application Shared Network Drives How does your organisation classify and label sensitive information? Not classified: Sensitive information is not formally identified or labelled. Informal: Staff identify sensitive information using personal judgement. Partly implemented: Sensitivity labels exist but are applied manually or inconsistently. Consistent: Standard sensitivity labels are applied consistently across the organisation. Automated and controlled: Labels are recommended or applied automatically and control access, sharing and encryption. Not Sure How effectively does your organisation manage the lifecycle of business information, including what should be retained, archived or deleted? Unmanaged: No organisation- wide requirements have been defined. Informal: Individual teams make their own decisions. Partly managed: Requirements exist for some important or sensitive information. Consistent: Documented policies are applied across key information locations. Proactive: Retention, archiving and deletion are automated, monitored and regularly reviewed. Not Sure How is responsibility assigned for managing information? Unassigned: No one has clear responsibility for business information. Informal: Responsibility is assumed by individuals but not documented. Partly assigned: Owners are identified for some important information. Clearly assigned: Owners and their responsibilities are formally documented across key information areas. Actively governed: Owners regularly review information quality, classification, access, retention and compliance. Not Sure How prepared is your organisation to support employees after launching an AI solution? No support planned: Users would be expected to learn and resolve issues themselves. Informal support: Users could seek help from knowledgeable colleagues. Basic support: Introductory training and limited guidance would be provided. Structured support: Users would receive training, guidance, communications and access to named support. Continuous enablement: Support, training and guidance would be regularly improved using user needs and feedback. Not Sure How would your organisation monitor adoption and value after launching an AI solution? No monitoring: Usage or outcomes would not be tracked. Informal feedback: Success would be judged through anecdotal feedback. Basic monitoring: Usage and user feedback would be reviewed occasionally. Defined measures: Adoption, satisfaction and agreed business outcomes would be monitored regularly. Continuous improvement: Insights would be used to improve the solution, training and wider rollout. Not Sure How prepared is your organisation to support employees after launching an AI solution? No support planned: Users would be expected to learn and resolve issues themselves. Informal support: Users could seek help from knowledgeable colleagues. Basic support: Introductory training and limited guidance would be provided. Structured support: Users would receive training, guidance, communications and access to named support. Continuous enablement: Support, training and guidance would be regularly improved using user needs and feedback. Not Sure DevicesHow old are the computers across the organisation? (Estimate the percentage for each)0-1 Years%1-2 Years%2-3 Years%3-4 Years%4+ Years%Total0% What is the typical buy/lease cycle for refreshing computers? We don’t have one 0-1 years 1-2 years 2-3 years 3-4 years 4+ years As needed when devices fail How often do staff report their computers are struggling?012345Not oftenVery OftenSlowdowns when running multiple apps simultaneouslyRate 0 out of 5Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5Loud fan noise and/or overheatingRate 0 out of 5Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5Wait times with large filesRate 0 out of 5Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5Lag/freezing during video callsRate 0 out of 5Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5Poor battery lifeRate 0 out of 5Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5OtherRate 0 out of 5Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5 How important are the following capabilities when selecting computers for your organisation?012345Not ImportantVery ImportantPerformance for demanding tasksRate 0 out of 5Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5Built-in securityRate 0 out of 5Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5ReliabilityRate 0 out of 5Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5Long usable life and overall valueRate 0 out of 5Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5RepairabilityRate 0 out of 5Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5PortabilityRate 0 out of 5Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5All-day battery lifeRate 0 out of 5Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5High-quality online meetingsRate 0 out of 5Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5 How frequently do employees need to work with limited or no internet connectivity? Never: Employees consistently have reliable internet access. Rarely: Connectivity problems affect work only in exceptional circumstances. Occasionally: Some employees experience limited connectivity when travelling or working remotely. Frequently: Limited connectivity regularly affects employees’ ability to work. Routinely: A significant proportion of work must be completed offline or with unreliable connectivity. Not Sure How important is the ability to process sensitive information using AI without sending it to a cloud- based service? Not relevant: We do not expect AI to process sensitive information. Low importance: Cloud processing is generally acceptable. Some importance: Local processing would benefit selected tasks or users. High importance: Sensitive work frequently requires local processing. Essential: Policy, contractual or regulatory requirements make local processing necessary. Not Sure How important are fast AI responses when employees are completing tasks? Not important: A short delay would not affect work. Slightly important: Faster responses would be convenient. Beneficial: Faster responses would improve selected activities. Important: Delays would regularly reduce productivity or interrupt workflows. Essential: Real-time responses are necessary for time-critical work. Not Sure Which statement best describes your organisation’s plans to adopt Copilot+ PCs and/or other AI-enabled computers? Not considering: We do not currently understand the benefits or have plans to adopt them. Monitoring: We are learning about them but do not expect to invest yet. Refresh-led: We will consider them when existing computers are replaced. Needs-led: We will invest for roles where benefits and return on investment are clear. Proactive: We will prioritise AI- enabled computers to improve performance, security and competitiveness. Not Sure Which groups in your organisation would benefit most from an upgraded, AI-ready device?Select all that apply Business Leaders & Managers: Frequent high-level meetings, continuous decision-making, strategic planning, requiring seamless video conferencing, automated meeting summaries, and fast document synthesis. Heavy Multitaskers & Coordinators: Managing multiple complex applications, large spreadsheets, cross-team workflows, and dense data simultaneously. Sales & Client-Facing Teams: Frequently on the move, requiring all-day battery life, offline access to sales collateral, and quick AI assistance during or right after client interactions. Content Creators & Marketing: Heavy design, video editing, local image generation, and digital media processing. Data Analysts & Finance: Large financial models, heavy local computations, and complex data visualization. Field / Frontline Staff: Require portable, highly durable devices with strong offline capabilities. All Employees Unsure / Need guidance ProductivityWhich activities could staff use AI to improve their productivity? Emails and other communications Creating and drafting documents Building customer proposals Creating presentations Preparing for and following up meetings Locating information Entering data into different systems How do staff currently capture and follow up information from meetings? Inconsistent: Notes, decisions and actions are often not captured. Manual notes: Participants type their own notes and circulate actions manually. Recorded or transcribed: Meetings may be recorded or transcribed, but staff create summaries and actions manually. AI-assisted summaries: AI produces meeting summaries, decisions and suggested actions for review. Embedded follow-up: AI-generated summaries and actions are routinely reviewed, shared and incorporated into subsequent work. Not applicable / Not sure How do staff currently create documents, reports and customer proposals? From scratch: Staff usually begin with a blank document. Manual reuse: Staff copy and adapt content from previous documents. Template-based: Standard templates and shared content are used, but drafting remains manual. AI-assisted drafting: AI is used to create, summarise, rewrite or improve content using supplied reference material. Embedded: AI routinely creates structured first drafts using relevant organisational content, with staff reviewing and refining them. Not applicable / Not sure How do staff currently create presentations from existing information? From scratch: Presentations are manually planned and created. Manual reuse: Staff copy slides and content from previous presentations. Structured manual process: Templates are used, but staff manually summarise and organise source material. AI-assisted creation: AI creates outlines, draft slides or summaries from prompts and documents. Embedded: AI routinely produces and refines presentation drafts from relevant source material, with staff checking accuracy and messaging. Not applicable / Not sure How do staff currently analyse and explain information in spreadsheets? Limited: Data is recorded but receives little analysis. Manual: Staff use manually created formulas, filters and charts. Advanced manual tools: Templates, pivot tables and repeatable analysis methods are used. AI-assisted analysis: AI helps create formulas, identify trends, generate charts or explain results. Embedded: AI is routinely used to explore data and prepare insights, with staff validating the analysis. Not applicable / Not sure How do staff currently find and combine information from emails, meetings and documents? Reliant on people: Staff mainly ask colleagues where information is located. Manual search: Staff search individual applications and locations separately. Manual consolidation: Staff can find information but must combine and summarise it themselves. AI-assisted: Some staff ask AI to find and summarise information from approved organisational sources. Embedded: Staff routinely use AI to bring together relevant information across their work, check sources and create usable outputs. Not applicable / Not sure AutomationIf an AI agent could securely use your organisation’s information and approved systems to complete work—not just provide advice— which outcome would create the greatest value?AI agents go beyond answering questions. They can securely access approved business information and systems to complete tasks, automate processes, and coordinate work on behalf of employees. Free staff from repetitive administrative work Respond to customers or employees faster Reduce errors and improve consistency Coordinate work across people and systems Monitor progress and take timely follow-up action Enable growth without equivalent increases in headcount No clear opportunity identified Not sure Which teams repeatedly answer the same questions?Select all that apply IT HR Finance Finance Sales Operations Customer Service Legal Leadership None How are repetitive questions currently handled? Individually: Staff ask colleagues and receive manually written answers. Informally: Staff reuse previous emails or documents where possible. Self-service content: FAQs, guidance or knowledge pages are available. Search-assisted: Staff use central search or existing AI tools to find answers. Agent-assisted: A dedicated assistant provides answers from approved information. Not sure Which activities regularly involve copying information between systems?Select all that apply Customer records Finance HR Reporting Project tracking Sales How much time do staff spend copying, re-entering or reconciling information between applications? None: Information moves automatically or remains in one system. Limited: Manual transfer is occasional and straightforward. Moderate: Selected teams transfer information every week. Significant: Several teams copy or reconcile information every day. Extensive: Repeated data entry creates substantial effort, delays and errors. Not sure How are processes involving several people, applications or stages currently coordinated? Efficient: The process is already integrated and easy to track. Simple: Staff coordinate a small number of steps manually. Fragmented: Some steps are digital, but hand-offs require manual coordination. Difficult: Staff regularly switch applications, send updates and track progress manually. Highly complex: Numerous hand- offs and disconnected systems regularly cause delays or failures. Not sure What operating system do your computers run?Windows 10%Windows 11%MacOS%ChromeOS%Other%Total0% What system do you use to manage your Windows devices? Microsoft Intune Another device-management platform Active Directory and Group Policy Staff manage their own devices A mixture of these approaches Not Sure