Beacon AMS AI Survey

01

Vendor & Contact

Vendor / company name*

Product name*

Primary contact name*

Title*

Email*

02

Current State

How would you describe your current AI maturity?*

Exploring / no AI features in production yet

Pilot / beta with select customers

Generally available in 1–2 areas

Generally available across most of the product

AI is core to the product strategy

Which AI features are live in production today?*

Select all that apply.

Other AI features (optional)

Primary AI models / providers in use*

e.g., OpenAI GPT-4o, Anthropic Claude, Azure OpenAI, in-house models, etc.

Build vs. buy approach*

Mostly build in-house

Mostly buy / use third-party models

Roughly balanced

It depends on the use case

03

Roadmap (Next 12 Months)

Top AI roadmap priorities for the next 12 months*

Briefly describe the 2–3 most important AI initiatives you plan to ship.

Rank these focus areas by priority (1 = highest, 4 = lowest)*

Your top 3 ranks (1, 2, 3) must each be assigned to a different category.

Member experience

Staff productivity & operational efficiency

Revenue growth

Data & insights

How is your AI investment changing over the next 12 months?*

Are you building toward MCP or agent interoperability standards?*

MCP (Model Context Protocol) and similar standards enable AI agents to interoperate across systems.

Yes

Exploring

No

Unfamiliar

04

Trust, Governance & Data

How is customer data handled when used with AI?*

Cover training, retention, and isolation between customers.

Is client data used to train models?*

Never

Opt-in only

Yes by default

Do you have a public AI / responsible-use policy?*

Yes

No

In progress

What measures are in place for bias mitigation, safety, and human-in-the-loop review?*

05

So What? (Outcomes)

Documented customer outcomes from AI features*

Time saved, revenue lift, engagement improvements, etc.

Proof points / case studies / metrics you can share*

06

Candid Market View

What's the most overhyped AI claim in the AMS market right now?*

What's the most underhyped opportunity?*

Biggest barrier to AI adoption among your AMS customers?*

07

Publication Preferences

Are you willing to participate in a follow-up briefing?*

Yes

No

Publication consent*

Yes — quote and attribute me

Yes — but please review quotes with me first

Aggregate / anonymized only

Anything else you'd like us to know? (optional)