Integration Readiness Assessment

Two audiences. One tool. Platform operators use it to design inclusive integration architecture. Individual institutions use it to understand their current digital capability and chart a path to improvement.

Seven dimensions across two categories. Six capability dimensions determine your pathway classification. One sustainability dimension produces an advisory indicator about your financial readiness. No technical expertise required.

Before we begin, what best describes your situation?

We are involved in a multi-stakeholder integration project This includes institutions being integrated into a shared system, platform operators assessing institutions they need to connect, and project teams mapping an ecosystem. If a national or shared system is involved, choose this route.

We are assessing our digital capability independently We want to understand where we stand digitally and what to improve — whether we plan to connect to an external system in future or simply want to run our own operations better. No integration project required.

Your Organisation

Systems Infrastructure

System Accessibility

Digital Literacy

Data Management

Vendor & Governance

Financial Sustainability Advisory

Your responses are anonymous. We collect only aggregated, anonymised data for framework improvement.

Dimension 1

Tell us about your organisation.

This helps us contextualise your results and makes the pathway recommendation more relevant to your sector and context.

Organisation name (optional)

Location (start typing your city)

Sector *

Organisation type *

Please select your sector and organisation type before continuing.

Dimension 2

What systems does your organisation currently use?

Think about the main system your organisation uses day-to-day. This tells us what technology foundation you are working with.

How does your organisation primarily manage its data and operations? Select the option that best describes your main system.

Cloud-based or web-based software system

A system accessible from any internet-connected device, hosted online by a vendor or your IT team.

Locally installed software on office computers or servers

A system that runs on your organisation's own computers or servers, accessible only from within the office network.

Spreadsheets such as Excel or Google Sheets

Most data is managed in spreadsheet files, with no dedicated database or management system.

Paper-based records or no formal system

Most information is recorded on paper, or there is no consistent system for managing organisational data.

Please select an option before continuing.

Dimension 3

How do staff access your main system?

Think about where your system actually lives and who can reach it. This is one of the most revealing questions about your digital capability.

How do staff at your organisation access the main system you described? Choose the option that best matches your situation.

From anywhere with an internet connection

Staff can log in from home, a different office, or a mobile device. The system is accessible online from any location.

Only from within the office or on the office network

Staff must be physically in the office or connected to the office network to use the system. Not accessible externally.

Only on specific computers in the office

The system or files are stored on particular computers. Staff must use those specific machines to access data.

No digital system to access

Data is on paper or the system is currently not functioning. There is nothing to log into.

Please select an option before continuing.

Dimension 4

How capable is your team with digital tools?

Think about the general digital capability of the staff who manage your organisation's data. Not the most technically skilled person — the typical data staff member.

How would you describe the typical digital capability of your data management staff? Be honest. This shapes the support you will need.

Advanced. We have dedicated IT staff or developers.

The organisation has people who can configure systems, write scripts, manage databases, or develop software integrations.

Intermediate. Staff can operate systems and manage data independently.

Staff are comfortable with software, can troubleshoot basic issues, and manage data with some training.

Basic. Staff can use computers and common applications like Excel.

Staff can do standard tasks but need guidance for anything beyond familiar tools. Limited confidence with new systems.

Minimal. Most staff have limited experience with digital tools.

Digital literacy is low across the organisation. Significant training would be needed before any digital system could be used independently.

Please select an option before continuing.

Dimension 5

How does your organisation manage and share data?

Think about how your organisation currently handles its data — how it is collected, stored, and shared when needed.

How does your organisation currently collect and store its main data? Choose the closest match.

Structured database with consistent standards and validation rules

Data is collected in a structured system with defined fields, validation, and regular quality checks.

Spreadsheets with some structure but inconsistent standards

Data is in spreadsheets but formatting and completeness varies. Some fields are standard, others are not.

Mix of digital and paper with no consistent standards

Some data is digital, some is on paper. There are no common formats or validation processes across the organisation.

Primarily paper-based or very limited digital records

Most records are on paper. Digital records are minimal or not systematically maintained.

How does your organisation currently share data with external bodies? Choose the closest match.

Automated electronic transfer or API connection

Data flows automatically between systems with little or no manual intervention.

Email with Excel or CSV attachments

Staff export data to a file and email it to the receiving organisation on a regular schedule.

Physical delivery of printed reports or forms

Data is shared on paper, either by hand or by post.

We do not currently share data with external bodies

There is no established process for sharing data externally at this time.

Please answer both questions before continuing.

Dimension 6

Who supports your technology and how is data quality managed?

These questions help us understand whether your digital capability is built on solid foundations or depends on individual effort. The answers shape the sustainability of any digital improvement.

Who maintains and supports your main technology system? Choose the closest match.

Our own internal IT team manages and maintains the system

The organisation has in-house technical capacity to manage, update, and troubleshoot the system.

An external vendor or contractor with an active support agreement

A third party maintains the system. Support is available and the relationship is active and functional.

An external vendor but support is limited or unreliable

A vendor built the system but response times are slow, documentation is missing, or the relationship is strained.

No active support. The system runs without maintenance or has failed.

Nobody is currently maintaining the system, or the system is not functioning.

Does your organisation have formal processes for data quality? Choose the closest match.

Yes. We have documented data quality procedures and designated data stewards.

There are formal rules for how data is validated, who is responsible, and how errors are corrected.

Informal practices. Some staff check data quality but nothing is documented.

Quality depends on individuals rather than processes. There are no formal procedures or assigned responsibilities.

Limited. Data quality is checked occasionally but not consistently.

Quality checks happen sometimes, usually before a report is due, but there is no regular process.

No data quality processes exist.

Data is collected and used without any validation or quality checking procedures.

Please answer both questions before continuing.

Dimension 7 — Financial Sustainability

Can your organisation fund its digital capability?

This dimension does not affect your pathway classification. It produces an advisory indicator about your organisation's financial readiness to invest in and sustain digital capability.

Your answer here will not change your pathway result. It will appear as an advisory indicator alongside your results to signal what financial support may be needed.

Does your organisation have or can it source the funds needed to set up and sustain its digital capability? Choose the closest match.

● Budget already allocated

The organisation has an approved technology budget that covers digital setup and ongoing maintenance without requiring additional approval.

● No current budget but we can source funding

No funds currently allocated but there is a clear mechanism to secure them — through a grant, donor funding, government allocation, or an upcoming budget cycle.

● Uncertain. No clear pathway to funding.

We know digital improvement has a cost but have no current budget and no clear mechanism to source funds. Dependent on external support or decisions outside our control.

● No budget and no realistic prospect of independent funding

We cannot fund digital improvements independently. Any progress depends on costs being fully covered by an external party or development partner.

Please select an option before seeing your results.

Assessment Report

Capability Bridging Framework

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Level 3

Your Integration Readiness Result

Structured Data Pathway

Your organisation is best placed for structured template-based data submissions.

Assessment Dimensions

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Financial Sustainability — Advisory

Funding Uncertain

✅ Recommended Next Steps

Not sure where to start?

Whether you are part of an integration project or assessing independently, we can help you understand your results and take the right next step.

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