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Data Management & Analytics
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EXECUTION INDEX MATURITY ASSESSMENT
GOAL: Help determine key areas where companies are both thriving and barely surviving as it relates to execution of the products and services you provide. This survey provides both an Execution Index Score and an assessment of where your business is on the Execution Maturity Scale.
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INSTRUCTIONS: Please answer the questions below to the best of your ability. To save time, each answer is set to " 1 ", representing limited experience.
To what extent would you describe your business as having a data-driven culture?
WHERE:
1 = Beginner – Decisions are intuition-driven; data rarely used.
2 = Developing – Data informs choices, but access / skills lag.
3 = Advanced – Analytics routinely guides plans and improvements.
4 = Proactive – Data predicts trends and fuels innovation.
5 = Champion – Data is a core asset; culture prizes excellence and learning.
To what extent is data literacy promoted among field and office staff at all levels?
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WHERE:
1 = No training or awareness.
2 = Basic training available but rarely used.
3 = Training available and moderately used.
4 = Organization-wide training initiatives in place.
5 = Embedded data culture with advanced understanding.
How advanced are your analytics capabilities?
WHERE:
1 = Descriptive - Basic reporting.
2 = Diagnostic – Root cause analysis.
3 = Predictive – Forecasting, modeling.
4 = Prescriptive – Optimization, simulations.
5 = Cognitive – AI-driven, learning systems.
How effectively is data shared across departments, project teams, and subcontractors?
WHERE:
1 = Siloed data, no sharing.
2 = Limited ad hoc sharing.
3 = Standardized processes for some sharing.
4 = Centralized systems for easy sharing.
5 = Fully integrated and real-time access across functions.
Digital Tools & Technology Adoption
24% Complete
Integrated digital tools streamline operations, cut errors, and scale growth, giving firms a competitive edge through automated, seamless collaboration.
Does your organization use AI or machine learning in any business processes (e.g., estimating, scheduling, or safety analytics)?
WHERE:
1 = No use of AI or ML.
2 = Experimenting in isolated pilots.
3 = Limited deployment in one or two areas.
4 = Used in several key processes.
5 = Widespread, strategic use across business.
How integrated are your digital tools across departments, job sites, and workflows?
WHERE:
1 = No integration.
2 = Limited point-to-point links.
3 = Some tools are integrated with middleware.
4 = Mostly integrated through enterprise platforms.
5 = Fully integrated digital ecosystem.
How automated are your current workflows?
WHERE:
1 = Manual processes dominate.
2 = Some automation of repetitive tasks.
3 = Widespread use of basic automation tools.
4 = Advanced workflow automation across functions.
5 = End-to-end intelligent automation.
How effectively are digital tools integrated into daily operations?
WHERE:
1 = Tools are not used or create friction.
2 = Some tools adopted inconsistently.
3 = Most teams use tools daily.
4 = Tools power all workflows and/or standard work.
5 = Unified and connected tools drive productivity and innovation.
Digital Transformation & Innovation
36% Complete
"Digital transformation" is the process of using digital technologies to fundamentally change how a business operates, including its processes, culture, and customer experiences, to meet changing market and business requirements.
At what stage is your organization in its digital transformation journey?
WHERE:
1 = No strategic digital initiatives.
2 = Exploration phase with a few pilots.
3 = Partially implemented transformation plan.
4 = Well-executed transformation across business areas.
5 = Transformation complete and evolving.
How formalized is your process for identifying and adopting emerging technologies?
WHERE:
1 = No defined process.
2 = Informal, inconsistent scanning.
3 = Defined but reactive process.
4 = Structured and proactive.
5 = Institutionalized horizon scanning and adoption.
How measureable are the outcomes of your digital transformation efforts?
WHERE:
1 = No Measurement - No KPIs; outcomes anecdotal.
2 = Basic – Few metrics; tracked irregularly and loosely tied to the business.
3 = Moderate – Core KPIs tracked routinely, but coverage is incomplete.
4 = Advanced – Most initiatives have KPIs linked to business results, reviewed often.
5 = Embedded – All efforts use real-time, organization-wide KPIs.
To what degree has your organization or business adopted the use of Artificial Intelligence?
WHERE:
1 = AWARE: We know AI is important but are not formally pursuing AI / ML on any projects.
2 = ACTIVE: We've done a few prototypes but need to get them into production.
3 = OPERATIONAL: Our models are in production, but are struggling to realize full benefits.
4 = SYSTEMIC: AI is pervasive across our organization.
5 = TRANSFORMATIONAL: AI is part of our company DNA.
48% Complete
Design & Manufacturing Integration
Tight integration between design, engineering, fabrication, and field ensures product designs are producible, cost-effective, and delivered on time. It eliminates rework, shortens lead times, and aligns technical intent with execution capability.
How effectively are cross-functional teams used in projects?
WHERE:
1 = Rarely used.
2 = Used occasionally without clear structure.
3 = Used regularly with mixed success.
4 = Structured use with clear roles and results.
5 = Embedded in organizational culture with high success.
How integrated are teams (e.g., design, engineering, fabrication, field, etc.) in your organization?
WHERE:
1 = Siloed operations often sitting in separate locations.
2 = Periodic communication only.
3 = Basic coordination through shared meetings.
4 = Collaborative planning and execution.
5 = Fully integrated product development lifecycle.
Does your organization use BIM (Building Information Modeling) or PLM / PDM (Product Lifecycle / Data Management) systems (e.g., SketchUp, 3DX, Teamcenter, Windchill, etc.)?
WHERE:
1 = No BIM / PDM / PLM system in place.
2 = BIM / PDM / PLM considered but not implemented.
3 = Basic BIM / PDM / PLM used for documentation.
4 = Integrated BIM / PDM / PLM supports key workflows.
5 = Fully integrated BIM / PDM / PLM across the product lifecycle and departments.
How effectively does your organization manage the transition from design to production?
WHERE:
1 = High rework and late-stage changes.
2 = Some planning with frequent issues.
3 = Documented process with some coordination.
4 = Efficient handoff with minor issues.
5 = Seamless transition with high confidence and FTY (First Time Yield).
Operational Excellence
59% Complete
Operational excellence creates a culture of accountability, clarity, and performance by establishing rhythms, goals, and alignment across teams. It is the backbone of execution discipline, translating strategy into day-to-day action.
How consistently is accountability enforced across teams?
WHERE:
1 = No accountability systems.
2 = Inconsistent enforcement.
3 = Basic reviews and metrics in place.
4 = Structured accountability across levels.
5 = Strong culture of ownership and results tied to business goals.
How well established are your operating rhythms (e.g., daily/weekly reviews)?
WHERE:
1 = No set cadence or reviews.
2 = Occasional meetings with little structure.
3 = Defined rhythms for some teams.
4 = Regularly followed rhythms across teams.
5 = Structured, efficient, and optimized rhythm organization-wide.
How clear are your organization's goals and objectives?
WHERE:
1 = Unclear or not documented.
2 = Documented but not communicated.
3 = Communicated but not aligned.
4 = Aligned at department levels.
5 = Fully aligned and cascaded.
How well are long-term goals connected to short-term objectives?
WHERE:
1 = No connection or awareness
2 = Some connection identified
3 = Mapped but inconsistently followed
4 = Routinely reviewed and tracked
5 = Fully aligned and strategic
Process Efficiency & Optimization
70% Complete
Optimized processes reduce waste, improve quality, and increase speed—all critical for delivering value efficiently. Execution falters when processes are inconsistent or overly complex, making continuous improvement essential.
How often do you review and improve core operational processes?
WHERE:
1 = Never or only during major issues.
2 = Occasionally, usually reactively.
3 = Annually or during scheduled reviews.
4 = Quarterly reviews with action follow-ups.
5 = Ongoing reviews with a culture of continuous improvement.
How well are your processes documented and standardized?
WHERE:
1 = No documentation exists.
2 = Some documentation but not standardized.
3 = Most key processes are documented.
4 = Standardized and accessible documentation.
5 = Documentation maintained and continuously improved / enforced.
How effective is your organization's use of data analytics for process optimization?
WHERE:
1 = No analytics used for process decisions.
2 = Basic metrics are collected and reviewed.
3 = Process-level data used to drive improvements.
4 = Predictive analytics drive proactive improvements.
5 = Real-time analytics optimize processes automatically.
To what extent has your organization implemented LEAN principles?
WHERE:
1 = No lean practices in place
2 = Awareness exists, with ad hoc application
3 = Key lean tools applied to some areas
4 = Organization-wide application of lean practices
5 = Lean culture fully embedded and evolving
Program Management Excellence
81% Complete
Strong program management aligns scope, schedule, and cost while proactively managing risks and requirements. It ensures that complex initiatives are delivered on time and with quality, maintaining customer trust and profitability.
How effective is your approach to RISK MANAGEMENT in programs?
WHERE:
1 = No formal risk management process.
2 = Risks tracked informally and inconsistently.
3 = Formal process with periodic reviews.
4 = Risks actively managed with mitigation plans.
5 = Proactive and predictive risk management culture.
How effective is your organization's REQUIREMENTS MANAGEMENT process?
WHERE:
1 = Requirements poorly captured or tracked.
2 = Basic documentation with weak traceability.
3 = Clear traceability through standard tools.
4 = Proactive validation and alignment to goals.
5 = Real-time traceability, updates, and change control.
How well does your organization manage project planning and schedules?
WHERE:
1 = Plans are often incomplete or inaccurate.
2 = Basic schedules created but rarely followed.
3 = Detailed plans with moderate tracking.
4 = Integrated schedules with routine tracking.
5 = Highly reliable, predictive planning and performance.
To what extent does your organization deliver programs on cost and quality?
WHERE:
1 = Frequently over budget or underperforming.
2 = Occasionally meet expectations.
3 = Most programs meet targets with minor deviations.
4 = Consistently meet cost, schedule, and quality goals.
5 = Exceed expectations with industry-leading results.
Final Questions
Please describe ONE THING related to execution that your organization / business is doing WELL.
Please describe ONE THING related to execution that your organization / business needs to WORK ON immediately.
How likely are you to recommend your business as a great place to work to a friend or colleague?
Not at all likely
Extremely likely