The locator

Where are you on the ladder?

Every company is already on this ladder. If someone in the business already uses AI — even privately, even unofficially — then this is not where you start. It is where you already are. What is missing is not effort. It is structure.

Mark where each part of your business sits today. Different departments will land on different rungs — that is normal, and it is the useful finding.

Explore the levels

Seven levels — and what earns the next one

NOR-TIC · Diagnose → Define → LoopCompany ________________    Date ____________
Choose a level 1 · Fragmented

Level 1 of 7

Fragmented

It depends who’s doing it. Information lives in inboxes, spreadsheets and people’s memory. Someone already uses AI privately; there’s no rule about it.

Information is scattered across separate places.

Earns level 2

An audit: what exists, what is undefined.

Level 2 of 7

Digitised

The software exists, but everyone uses it a little differently. No one owns the process.

The software is shared. The process is not owned.

Earns level 3

Processes written down, each with an owner.

Level 3 of 7

Connected

Systems exchange data. Reports are still assembled by hand.

Systems exchange data; the report still needs a person.

Earns level 4

Clean records; data reliable enough to act on.

Level 4 of 7

Automated

Predictable work moves on its own. Someone can name exactly what runs automatically — and what breaks.

A defined route for predictable work and exceptions.

Earns level 5

Automations stable; exception rate low.

The real threshold

Above this line, AI stops proposing and starts producing work that leaves the building.

Level 5 of 7

AI-assisted

AI drafts the real work; a person approves before it ships. Someone can state the approval rule out loud.

A person approves the work before it ships.

Earns level 6

Measured accuracy and acceptance rate.

Level 6 of 7

Agent-enabled

Multi-step work runs within defined authority — with limits, logging, and a named owner.

Multi-step work stays within defined authority.

Earns level 7

Low override rate; zero unauthorised actions.

Level 7 of 7

Continuously optimised

Performance data changes the rules, and someone reviews those changes.

Performance feeds back into reviewed rule changes.

How to read it

Progression

You climb by earning it, not by waiting

You do not move up because time passed. You move up because the previous level’s numbers earned it — accuracy, exception rate, override rate.

Dependency

Your weakest layer caps your strongest

Marketing cannot run at level 5 if the information layer underneath is at level 2. There is nothing defined for the system to run on. This is usually why a previous attempt didn’t stick.

Control

Regulated claims change the line

Where what you publish carries regulatory exposure, level 5 needs a named claims-review gate with a logged approver — not a quality check, a control.

Applicable rules are jurisdiction-specific and should be confirmed with your own advisors.

Value

Most of the value sits at 3–4

Duplicate records, hand-built reports, information nobody can find, data re-typed between systems. None of it is claims-exposed. All of it is expensive.

Marked where you are? The next step is finding out why an area sits where it does — that is what the first engagement produces.

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