AI Readiness Assessment & Opportunity Audit
Get a clear picture of where AI fits in your business today. Then ship the right things in the right order.
Teams that feel the pressure to “do something with AI,” but want signal before they spend. Founders, product leads, ops leaders, and data owners who need a plan that holds up under real constraints.
What you’ll walk away with
01
Readiness scorecard across people, data, process, and risk
A clear, red-amber-green view of where you stand. It highlights strengths, gaps, and blockers across teams, workflows, and systems. You’ll see what to fix first and what can wait. Easy to share with leadership without a long deck.
02
Opportunity matrix ranked by value, effort, and risk
A side-by-side ranking that surfaces quick wins vs big bets. Each line shows expected impact, complexity, and risk notes. Assumptions are documented so decisions hold up in review. Use it to pick the first pilots and park the rest.
03
Data and systems snapshot outlining what’s usable now, what needs work, and what to ignore for now
An inventory of sources, access paths, and formats with simple quality and sensitivity notes. We flag PII, retention rules, and gaps. You’ll see what can power AI today, what needs cleanup, and what to skip. It keeps you from chasing tools your data can’t support.
04
Risk checklist for privacy, security, and safety
Plain-language rules for prompts, logging, retention, and human review. We align with your policies and any industry rules. Vendor and model use is spelled out with do’s and don’ts. It keeps projects moving while staying safe.
05
90-day pilot plan with milestones, owners, and success metrics
A practical timeline with who does what and when. It includes dependencies, test steps, rollout, and rollback. Success is defined upfront, i.e., the metric that proves value. Clear enough to start next week.
06
Build vs buy guidance with a short vendor shortlist
A concise comparison of cost, time, integration, data residency, and control. You get a recommendation plus a vetted shortlist. Each option includes notes and questions to take into vendor calls. The goal is a decision you can defend.
07
Budget and timeline ranges
Useful ranges, not guesses: S-M-L for cost and time per use case. Tied back to the matrix so trade-offs are obvious. Enough to plan a quarter and request funding. When you’re ready, we turn ranges into estimates.
Week 0: Kickoff
We align on goals, constraints, and success criteria. You share a shortlist of workflows to investigate. I share a lightweight input checklist so we start fast, not from scratch.
Week 1: Discovery
Interviews with a cross‑section of stakeholders. Process walkthroughs. Shadowing real tasks. I look for bottlenecks, handoffs, compliance concerns, and spots where small wins compound.
Week 2: Data and systems review
We sample data and metadata. I map sources, access paths, retention, and quality. We note what’s PII, what’s noisy, and what’s missing. If something is off limits, it stays off limits.
Week 3: Opportunity mapping
Each candidate use case gets a quick model of value, complexity, and risk. We size build vs buy. We assess change impact on teams, not just tech. The matrix starts to sort itself.
Week 4: Readout and plan
We review the scorecard, the short list, and the pilot plan. You leave with a clear path for the next 90 days and a backlog you can chip away at quarter by quarter.
Discovery Inputs
- Stakeholder interviews and process maps
- System inventory and data lineage snapshot
- Risk and compliance inputs i.e., policy, retention, SOC posture
Analysis artifacts
- Readiness scorecard with red/amber/green flags
- Opportunity matrix and quick feasibility notes
- Simple reference architecture sketches for top use cases
- Risk and guardrails checklist tailored to your context
Decision tools
- Pilot plan with milestones, owners, and a success measure per use case
- Build vs buy notes with a short vendor list
- Budget and timeline ranges that leadership can approve
Sample opportunities we often surface
- Customer support triage i.e., intent routing, summarization, suggested replies
- Knowledge retrieval across docs, tickets, and wikis
- Back‑office workflows like claims triage, invoice coding, or policy checks
- Data quality helpers i.e., classification, validation, and deduping
- Sales enablement i.e., account research and call summaries
You might expect the first win to be in support. Sometimes it is. Last quarter a client thought so too, but the audit showed a bigger gain in claims triage. Their cycle time dropped and error reviews shrank. That changed the roadmap in a week.
Want a clear, no‑nonsense plan for the next 90 days?
Book the AI Readiness Assessment & Opportunity Audit.