assets/intake.questions.json

{
  "version": "1.0",
  "note": "The questionnaire, as structure only. The question TEXT lives in seed/report.template.json -> intakeKeys and in seed/guided-forms.json, so it is never written down twice; this file says what type an answer has, which section it belongs to, which collector claims it and which measurement it derives. scripts/intake-validate.ts keeps the three in step.",
  "sections": [
    {
      "key": "org",
      "title": "About the environment",
      "order": 1
    },
    {
      "key": "goals",
      "title": "Ambitions and goals",
      "order": 2
    },
    {
      "key": "pilot",
      "title": "The pilot",
      "order": 3
    },
    {
      "key": "usecases",
      "title": "Use cases",
      "order": 4
    },
    {
      "key": "agentic",
      "title": "Agents and Cowork",
      "order": 5
    },
    {
      "key": "success",
      "title": "Success measurement",
      "order": 6
    },
    {
      "key": "choice",
      "title": "Copilot choices and data residency",
      "order": 7
    },
    {
      "key": "security",
      "title": "Security and governance",
      "order": 8
    },
    {
      "key": "network",
      "title": "Network",
      "order": 9
    },
    {
      "key": "policy",
      "title": "Policy",
      "order": 10
    },
    {
      "key": "copilotSettings",
      "title": "Copilot admin settings",
      "order": 11
    },
    {
      "key": "agentSettings",
      "title": "Agent settings",
      "order": 12
    },
    {
      "key": "modelSettings",
      "title": "Model settings",
      "order": 13
    },
    {
      "key": "dataSettings",
      "title": "Data and feedback settings",
      "order": 14
    },
    {
      "key": "dspm",
      "title": "Data security posture",
      "order": 15
    },
    {
      "key": "dlpEndpoint",
      "title": "Endpoint DLP",
      "order": 16
    }
  ],
  "questions": [
    {
      "key": "org.aiInUse",
      "section": "org",
      "type": "text"
    },
    {
      "key": "org.chatMeetingPlatform",
      "section": "org",
      "type": "text"
    },
    {
      "key": "org.licensesInUse",
      "section": "org",
      "type": "text"
    },
    {
      "key": "org.loopUsed",
      "section": "org",
      "type": "text"
    },
    {
      "key": "org.mailPlatform",
      "section": "org",
      "type": "text"
    },
    {
      "key": "org.targetGroup",
      "section": "org",
      "type": "text"
    },
    {
      "key": "org.teamsMeetingUsers",
      "section": "org",
      "type": "number"
    },
    {
      "key": "org.teamsRecordingAllowed",
      "section": "org",
      "type": "text"
    },
    {
      "key": "org.tenantType",
      "section": "org",
      "type": "text"
    },
    {
      "key": "org.unstructuredDataLocation",
      "section": "org",
      "type": "text"
    },
    {
      "key": "org.useCasesKnown",
      "section": "org",
      "type": "text"
    },
    {
      "key": "org.userCount",
      "section": "org",
      "type": "number"
    },
    {
      "key": "goals.hourlyRate",
      "section": "goals",
      "type": "number",
      "optional": true,
      "producer": "intake.goals",
      "derives": [
        "adoption.businessCase"
      ]
    },
    {
      "key": "goals.sponsor",
      "section": "goals",
      "type": "text",
      "personal": true
    },
    {
      "key": "goals.top3",
      "section": "goals",
      "type": "text"
    },
    {
      "key": "goals.trigger",
      "section": "goals",
      "type": "text"
    },
    {
      "key": "pilot.champions",
      "section": "pilot",
      "type": "text",
      "personal": true
    },
    {
      "key": "pilot.departments",
      "section": "pilot",
      "type": "text"
    },
    {
      "key": "pilot.size",
      "section": "pilot",
      "type": "number",
      "producer": "intake.goals",
      "derives": [
        "adoption.businessCase"
      ]
    },
    {
      "key": "usecases.dataAnalysis",
      "section": "usecases",
      "type": "text"
    },
    {
      "key": "usecases.departmentSpecific",
      "section": "usecases",
      "type": "text"
    },
    {
      "key": "usecases.drafting",
      "section": "usecases",
      "type": "text"
    },
    {
      "key": "usecases.meetings",
      "section": "usecases",
      "type": "text"
    },
    {
      "key": "usecases.presentations",
      "section": "usecases",
      "type": "text"
    },
    {
      "key": "usecases.search",
      "section": "usecases",
      "type": "text"
    },
    {
      "key": "agentic.agent365Known",
      "section": "agentic",
      "type": "text"
    },
    {
      "key": "agentic.ambition",
      "section": "agentic",
      "type": "choice",
      "options": [
        "none",
        "exploring",
        "concrete"
      ],
      "producer": "intake.agentic",
      "derives": [
        "intake.agentAmbition"
      ]
    },
    {
      "key": "agentic.coworkInterest",
      "section": "agentic",
      "type": "text",
      "producer": "intake.copilotChoices",
      "derives": [
        "intake.coworkInterest"
      ]
    },
    {
      "key": "agentic.coworkSkills",
      "section": "agentic",
      "type": "text"
    },
    {
      "key": "agentic.processes",
      "section": "agentic",
      "type": "text"
    },
    {
      "key": "success.adoptionTarget",
      "section": "success",
      "type": "number"
    },
    {
      "key": "success.metrics",
      "section": "success",
      "type": "text"
    },
    {
      "key": "choice.aiAdministrator",
      "section": "choice",
      "type": "text",
      "personal": true
    },
    {
      "key": "choice.dataResidency",
      "section": "choice",
      "type": "choice",
      "options": [
        "none",
        "eudb",
        "inCountry",
        "undecided"
      ],
      "producer": "intake.copilotChoices",
      "derives": [
        "intake.dataResidency"
      ]
    },
    {
      "key": "choice.flexRouting",
      "section": "choice",
      "type": "text"
    },
    {
      "key": "choice.nonEudbModelsAllowed",
      "section": "choice",
      "type": "choice",
      "options": [
        "no",
        "scenarios",
        "orgWide",
        "undecided"
      ],
      "producer": "intake.copilotChoices",
      "derives": [
        "intake.nonEudbModelsAllowed"
      ]
    },
    {
      "key": "choice.variant",
      "section": "choice",
      "type": "choice",
      "options": [
        "chat",
        "m365copilot",
        "agents",
        "cowork"
      ]
    },
    {
      "key": "security.authorizationModel",
      "section": "security",
      "type": "text"
    },
    {
      "key": "security.byodControl",
      "section": "security",
      "type": "text"
    },
    {
      "key": "security.contentLevelSharingLimits",
      "section": "security",
      "type": "text"
    },
    {
      "key": "security.documentProtection",
      "section": "security",
      "type": "text"
    },
    {
      "key": "security.encryption",
      "section": "security",
      "type": "text"
    },
    {
      "key": "security.governanceContact",
      "section": "security",
      "type": "text",
      "personal": true
    },
    {
      "key": "security.inactiveDataControl",
      "section": "security",
      "type": "text"
    },
    {
      "key": "security.policiesExist",
      "section": "security",
      "type": "text"
    },
    {
      "key": "security.residencyObligations",
      "section": "security",
      "type": "text"
    },
    {
      "key": "security.sensitivityLabelsUsed",
      "section": "security",
      "type": "text"
    },
    {
      "key": "security.sharingSettingsKnown",
      "section": "security",
      "type": "text"
    },
    {
      "key": "network.copilotEndpointsConfirmed",
      "section": "network",
      "type": "boolean",
      "form": "network",
      "producer": "manual.network"
    },
    {
      "key": "copilot.settings.blockAccessToOpenFiles",
      "section": "copilotSettings",
      "type": "boolean",
      "form": "copilotSettings",
      "producer": "manual.copilotSettings",
      "optional": true
    },
    {
      "key": "copilot.settings.chatPinned",
      "section": "copilotSettings",
      "type": "boolean",
      "form": "copilotSettings",
      "producer": "manual.copilotSettings",
      "aliasFor": [
        "copilotSettings.chatPinned"
      ]
    },
    {
      "key": "copilot.settings.imageGeneration",
      "section": "copilotSettings",
      "type": "boolean",
      "form": "copilotSettings",
      "producer": "manual.copilotSettings",
      "optional": true
    },
    {
      "key": "copilot.settings.webSearch",
      "section": "copilotSettings",
      "type": "boolean",
      "form": "copilotSettings",
      "producer": "manual.copilotSettings",
      "aliasFor": [
        "copilotSettings.webSearch"
      ]
    },
    {
      "key": "copilotSettings.loopEnabled",
      "section": "copilotSettings",
      "type": "text"
    },
    {
      "key": "policy.aiUsagePolicyExists",
      "section": "copilotSettings",
      "type": "boolean",
      "form": "aiPolicy",
      "producer": "manual.aiPolicy"
    },
    {
      "key": "copilot.settings.agentsAvailability",
      "section": "agentSettings",
      "type": "choice",
      "form": "agentSettings",
      "producer": "manual.agentSettings",
      "options": [
        "everyone",
        "groups",
        "nobody"
      ]
    },
    {
      "key": "copilot.settings.copilotStudioTrialAllowed",
      "section": "agentSettings",
      "type": "boolean",
      "form": "agentSettings",
      "producer": "manual.agentSettings"
    },
    {
      "key": "copilot.settings.makerCanCreateAgents",
      "section": "agentSettings",
      "type": "boolean",
      "form": "agentSettings",
      "producer": "manual.agentSettings"
    },
    {
      "key": "copilot.settings.anthropicModelsEnabled",
      "section": "modelSettings",
      "type": "boolean",
      "form": "modelSettings",
      "producer": "manual.modelSettings"
    },
    {
      "key": "copilot.settings.flexRouting",
      "section": "modelSettings",
      "type": "boolean",
      "form": "modelSettings",
      "producer": "manual.modelSettings",
      "optional": true
    },
    {
      "key": "copilot.settings.frontierEnabled",
      "section": "modelSettings",
      "type": "boolean",
      "form": "modelSettings",
      "producer": "manual.modelSettings"
    },
    {
      "key": "copilot.settings.diagnosticLogsEnabled",
      "section": "dataSettings",
      "type": "boolean",
      "form": "dataSettings",
      "producer": "manual.dataSettings"
    },
    {
      "key": "copilot.settings.feedbackContentIncluded",
      "section": "dataSettings",
      "type": "boolean",
      "form": "dataSettings",
      "producer": "manual.dataSettings",
      "optional": true
    },
    {
      "key": "copilot.settings.feedbackEnabled",
      "section": "dataSettings",
      "type": "boolean",
      "form": "dataSettings",
      "producer": "manual.dataSettings"
    },
    {
      "key": "copilot.settings.purviewDefaultsEnabled",
      "section": "dataSettings",
      "type": "boolean",
      "form": "dataSettings",
      "producer": "manual.dataSettings"
    },
    {
      "key": "dspm.enabled",
      "section": "dspm",
      "type": "boolean",
      "form": "dspm",
      "producer": "manual.dspm"
    },
    {
      "key": "dlp.endpoint.aiSitesRestricted",
      "section": "dlpEndpoint",
      "type": "boolean",
      "form": "dlpEndpoint",
      "producer": "manual.dlpEndpoint"
    },
    {
      "key": "dlp.endpoint.blockedAiDomainCount",
      "section": "dlpEndpoint",
      "type": "number",
      "form": "dlpEndpoint",
      "producer": "manual.dlpEndpoint",
      "optional": true
    },
    {
      "key": "dlp.endpoint.enforced",
      "section": "dlpEndpoint",
      "type": "boolean",
      "form": "dlpEndpoint",
      "producer": "manual.dlpEndpoint"
    }
  ]
}