AI Readiness
Assessment.

AI Strategy & Consulting
Most AI initiatives fail because organizations invest in solutions before understanding their own readiness. Our comprehensive assessment evaluates every department, every workflow, and every system — so you implement AI where it actually matters. Delivered as the Possibilities Report with a prioritized implementation roadmap.
30+ AI readiness assessments delivered across mid-market SaaS companies, professional services firms, and growing businesses. Full assessment in 4 – 12 weeks depending on scope.
The Reality

Most Organizations Score Below 40% on AI Readiness. The Gap Costs Millions.

The gap between AI ambition and AI readiness costs enterprises millions in failed implementations. Without a structured assessment, organizations buy tools nobody uses, deploy AI without data readiness, and waste budget on misaligned initiatives. Understanding where you stand is the first step toward meaningful transformation.

01

85%

of AI projects fail without proper readiness assessment

Organizations that skip structured evaluation consistently underperform on AI initiatives.

02

$4.6M

Average cost of a failed AI initiative

Failed implementations waste budget, erode team trust, and delay meaningful transformation.

03

3–4x

Higher success rate with structured assessment

Organizations that conduct readiness audits before implementing report dramatically better outcomes.

04

4–12

Weeks from kickoff to complete Possibilities Report

Timeline depends on organization size, number of departments, and complexity of existing systems.

Sound Familiar?

Signs Your Organization Needs an AI Readiness Assessment

If your teams are saying things like these, it is time for a structured evaluation rather than a technology purchase.

“We know AI is important but we do not know where to start.”

Chief Technology Officer

“Our team is stretched thin. There has to be a better way.”

Chief Operating Officer

“We have manual processes everywhere but do not know what to automate first.”

VP of Operations

“We want to adopt AI but need someone to tell us what makes sense for us.”

Chief Executive Officer

“We have tools but they do not talk to each other.”

IT Director

“Everyone is talking about AI but we do not know what applies to us.”

Chief Marketing Officer

What We Need

What We Need From You

To assess AI readiness accurately, we need visibility into your current operations, technology stack, and business goals.

01

Business Objectives

A clear picture of what you are trying to achieve — cost reduction, faster delivery, better customer experience, or new revenue streams.

02

Current Tech Stack

An overview of your platforms, tools, integrations, and data infrastructure so we can identify where AI fits naturally.

03

Team and Process Overview

Who does what, how decisions get made, and which workflows consume the most time or produce the most errors.

Full-Spectrum Analysis

Seven Departments. One Comprehensive Audit.

We evaluate processes across the entire organization — not just the obvious departments. Every team has hidden opportunities for AI.

Sales
Lead Generation · Qualification · Follow-Up · CRM Usage · Reporting
Marketing
Content Creation · Campaign Management · Automation · Analytics
Operations
Project Management · Workflows · Approvals · Documentation
Client Services
Onboarding · Communication · Delivery · Reporting
HR
Recruiting · Onboarding · Policies · Employee Questions
Finance
Invoicing · Expense Management · Reporting · Reconciliation
Leadership
Decision-Making · Data Access · Reporting · Visibility
How It Works

Six Steps From Assessment to Action

Our structured process takes 4 to 12 weeks depending on organization size, delivering actionable insights at every stage.

01

Kickoff and Planning

Week 1

Identify departments, assign key contacts from each team, schedule video calls, and request system access.

02

Department Interviews

Weeks 2 – 6

Conduct video calls with each department. Walk through processes, identify bottlenecks, review tools, and document findings.

03

System Review

Concurrent

Assess project management tools, CRM workflows, marketing automation, documentation practices, and integration gaps.

04

Analysis and Report

Weeks 7 – 8

Analyze findings across all departments, identify AI opportunities, prioritize by impact, and create the Possibilities Report.

05

Leadership Presentation

Week 9

Present findings to the leadership team, walk through each recommendation, answer questions, and deliver full documentation.

06

Implementation Roadmap

Week 10+

Provide a phased implementation plan with detailed quotes for each recommended AI solution, timelines, and expected ROI.

What You Receive

The Possibilities Report

A comprehensive document that covers every finding, every opportunity, and every recommendation — ranked by impact and effort. This is your roadmap to AI implementation.

Executive Summary
High-level findings and top recommendations for leadership review.
Department Analysis
Current state, pain points, and opportunities for each team assessed across all seven departments.
AI Opportunities
Specific recommendations with expected benefits and implementation scope for each identified opportunity.
Priority Ranking
Which opportunities to pursue first based on impact, effort, and cost — so you start with the highest ROI.
Technology Recommendations
Which AI solutions fit each opportunity and how they integrate with existing systems.
Also Included
Leadership presentation · Process documentation · System inventory · Integration map
What Comes Next

AI Solutions We Typically Recommend

Based on audit findings, we identify which of these solutions address each department’s specific challenges — and in what order.

01

AI Workflow Automation

Automate repetitive tasks, data entry, notification routing, and approval chains across departments. The most commonly recommended solution.

Most Recommended
02

AI Knowledge Base

Centralize scattered documentation and eliminate the same questions being asked repeatedly across teams. High impact, fast deployment.

Quick Win
03

Custom AI Agents

Intelligent automation for specific tasks like lead scoring, content drafting, research, and data analysis. Advanced but transformative.

Advanced
04

Ai-powered Dashboards

Consolidate data from multiple systems into unified reporting with AI-generated insights and anomaly detection.

Data & Reporting
05

Legacy System Integration

Add AI capabilities to existing software without replacing systems your teams already rely on. Infrastructure-level improvement.

Infrastructure
06

Custom Chatbot

Intelligent customer support, FAQ handling, and lead qualification available around the clock. Customer-facing AI that works immediately.

Customer-Facing
The Outcome

What Becomes Possible After Implementation

Organizations that complete the audit and implement recommendations typically see measurable improvements within 90 days.

Lead Generation
Win more clients with AI-powered lead generation and intelligent follow-up sequences.
Team Capacity
Deliver more output without burning out the team by automating repetitive manual work.
Response Speed
Respond faster to clients and prospects with AI-assisted communication and routing.
Reporting
Report smarter, not harder — unified dashboards with AI-generated insights replace manual spreadsheets.
Scalability
Scale operations without proportional headcount growth by leveraging AI for high-volume, repetitive tasks.
Margins
Grow margins by reducing manual labor and redirecting team capacity toward higher-value work.
New Services
Offer new services powered by AI — creating revenue streams that did not exist before the assessment.
Pricing

Custom Scoped to Your Organization

Every organization has a different starting point. We scope the audit based on complexity, team size, and the number of workflows to evaluate.

Team Size
Number of departments and team members included in the assessment scope.
Process Complexity
How many workflows, approval chains, and cross-department handoffs need evaluation.
System Landscape
Number of platforms, tools, and integrations that need review and compatibility analysis.
Assessment Depth
Whether you need a focused department audit or full-spectrum organizational analysis.

In Practice

Real Assessments. Real Roadmaps.

Every AI readiness assessment starts with the same question: where will AI create the most value for the least disruption? Here are three answers.

Regional Bank — Operations Assessment

The problem: A regional bank with 14 branches knew AI could improve operations but did not know where to start. Every vendor pitched a different solution — chatbots, fraud detection, document processing, credit scoring. The CTO needed an objective assessment before committing budget.

What we assessed: Evaluated 8 departments across 42 processes. Scored each for AI readiness based on data availability, process standardization, and potential ROI. Identified document processing in the mortgage department as the highest-impact, lowest-risk starting point — high volume, structured data, clear success metrics.

The outcome: The bank implemented mortgage document processing AI first, reducing processing time by 60%. The clear ROI from the first project unlocked budget for two additional AI initiatives. The assessment roadmap guided AI investments for the next 18 months — with measurable milestones at each stage.

Manufacturing — Plant Operations

The problem: A manufacturing company with 3 plants and 800 employees had leadership pressure to “adopt AI” but no clarity on which processes would benefit. The operations team was skeptical — they had seen failed technology rollouts before and did not want another system nobody used.

What we assessed: Conducted on-site evaluations at all 3 plants. Mapped 56 operational processes. Found that predictive maintenance for CNC machines had the best combination of available sensor data, clear downtime costs ($4,800 per incident), and straightforward implementation. Quality inspection ranked second.

The outcome: Predictive maintenance was implemented in 10 weeks. Unplanned downtime decreased 40% within 6 months. The operations team — initially skeptical — became the strongest advocates for the quality inspection phase. The assessment gave leadership a defensible, data-backed AI strategy instead of vendor-driven impulse purchases.

Professional Services — Firm-wide Assessment

The problem: A 200-person consulting firm wanted to use AI across the organization — proposal writing, research, client reporting, knowledge management, and billing. Partners disagreed on priorities. Some wanted AI writing tools immediately. Others wanted knowledge management first. Nobody had data to settle the debate.

What we assessed: Interviewed 30 team members across 6 departments. Quantified time spent on each process. Found that proposal generation consumed 2,400 hours per year firm-wide, with a 28% win rate. Knowledge management inefficiency cost an estimated 1,800 hours per year in duplicate research. Proposal AI had faster ROI; knowledge base had larger long-term impact.

The outcome: The firm implemented proposal AI first (6-week project), followed by a knowledge base (12-week project). Proposal turnaround time dropped from 5 days to 1 day. Win rate increased to 34% with more consistent, data-backed proposals. The phased roadmap prevented the “do everything at once” approach that had derailed previous technology investments.

Find Out Where AI Fits Your Business

Stop guessing. Get a structured assessment that evaluates every department, every process, and every system — with specific, prioritized recommendations.

  • Free discovery call to scope the assessment
  • Proposal with timeline and investment within 48 hours
  • Kickoff within 1 – 2 weeks of agreement

FAQ.

The timeline depends on organization size and the number of departments included. A focused assessment for a smaller organization typically completes in 4 to 6 weeks. Larger enterprises with multiple departments and complex systems may require 8 to 12 weeks for a thorough evaluation.
We assess seven core areas: Sales, Marketing, Operations, Client Services, HR, Finance, and Leadership. Each department receives dedicated interview time and a tailored evaluation of their current processes, tools, and pain points. We can also include additional specialized departments based on your organizational structure.
The Possibilities Report is the primary deliverable from the audit. It includes an executive summary, department-by-department analysis, specific AI opportunities ranked by impact and effort, and detailed technology recommendations. It tells you exactly where AI fits and what to prioritize first.
No. The audit is a standalone service. You receive the Possibilities Report and can decide independently what to pursue and when. If you choose to move forward with implementation, we provide detailed quotes and phased timelines — but there is no obligation to do so.
We request read-only access to relevant tools and platforms — project management systems, CRM, marketing automation, and documentation platforms. This allows us to evaluate how tools are actually being used, identify integration gaps, and make informed recommendations rather than relying solely on interview feedback.
We ask each included department to designate one or two team members who understand the current processes well. Each person participates in a video interview that typically lasts 45 to 60 minutes. Beyond that, the heavy lifting is on our side — analysis, documentation, and report creation happen independently.
Yes. The Possibilities Report includes expected benefits for each recommendation, including estimated time savings, efficiency gains, and cost reduction potential. This gives leadership the data they need to make informed investment decisions before committing to any AI implementation.
After we present findings to your leadership team, you can move directly into implementation using our phased roadmap. We also recommend a follow-up audit at the 6-month or 12-month mark to evaluate how implemented solutions are performing and identify new opportunities as your organization evolves.