AI Integration Inquiry — Mission Technology Solutions

01

Company & Contact

The basics — who we're talking to and where.

Company name *

Your name *

Title / role

Email *

Phone

Industry *

Approximate employee count *

02

Current State

What's already in place, sanctioned or not.

Are employees currently using any AI tools today (ChatGPT, Copilot, Gemini, etc.), officially or unofficially? *

Yes, officially sanctioned Yes, informally / unofficially No Not sure

What business systems are currently in use? *

03

Goals & Integration

What you're trying to accomplish and where it needs to plug in.

What AI system(s) are you considering? *

Primary goals for this AI integration *

Cost / efficiency Customer service Content creation Data analysis / reporting Employee augmentation Competitive necessity Other

Which systems would you like the AI integrated with? *

Of those, which is the most important to get right first — and why?

04

Scale, Budget & Timeline

Sizing the engagement.

Users needing access / licenses *

Departments / roles involved

Approximate budget range *

Decision maker / budget approver

Desired timeline *

What's driving that timeline?

Compliance deadline, contract renewal, competitor pressure, etc. — helps us understand urgency.

05

Data & Compliance

This section determines whether we need extra safeguards before any work begins. Please answer carefully.

⚠ These answers directly affect which AI vendors are viable and whether a signed data processing agreement is required before we begin. Please be thorough — this protects you as much as it protects us.

Will this AI system touch any of the following? *

Customer PII Payment card data (PCI) Health records (PHI) Financial / accounting records Legal / contract documents HR / employee data None of the above

Regulatory requirements you're subject to *

Data residency / processing preference *

Will you require a signed Data Processing Agreement (DPA) or Business Associate Agreement (BAA) with the AI vendor? *

Yes No Not sure

06

Success

How we'll know this worked.

How will you measure success in 6 months?

Do you anticipate needing staff training / change management support? *

Yes No Not sure

Anything else we should know?