AI Readiness Assessment
Know where AI fits before you spend on it.
A scoped assessment that shows which processes AI can improve, what your data needs first, and what to do next. You leave in about two weeks with a prioritized roadmap and a clear view of the first step worth taking.
Built for owners, CFOs and leadership teams at mid-market organizations in any industry.
Three things we hear from leaders.
I know AI can be valuable. I just don't know where to start.
Start with one decision. The assessment names it.
Enough about AI. My team needs solutions to real problems.
Tell us your problems. We match tools to them, and sometimes the answer is a better process.
I love AI, but I need to convince my leadership.
Get them evidence. The report gives your leadership team facts to decide with.
The pattern shows up in the data too. In the 2026 RSM Middle Market AI Survey, 86% of executives said AI is part of their operations, and only 36% had it fully embedded in core processes. Data quality was the most-cited barrier, at 34%. Source: RSM
What the assessment includes.
Three parts in one engagement, beginning with a 60-minute consult with a senior AI strategist.
01
Discovery discussion
A 60-minute consult with a senior AI strategist. We learn your business functions, gaps and goals.
02
Data-level assessment
We review your data systems, tools and workflows, and identify where automation, augmentation and better insight pay off.
03
Actionable roadmap
You receive a report with findings and recommendations, with opportunities prioritized and clear next steps.
How it starts.
Each assessment is agreed with you before work begins.
01
Request an assessment
Tell us about your business with the short form, or book a conversation.
02
Confirm the scope
In a short call we confirm fit, who should take part, and what the assessment will cover.
03
Agree and begin
We send a simple agreement. Once it is signed, we schedule your discovery session. The assessment takes about two weeks from kickoff.
Questions it answers.
- Which processes can be improved or automated with AI?
- How will AI affect accuracy, efficiency and compliance?
- What are the risks and challenges of adopting it?
- How will it affect your employees and client relationships?
- Which AI tools and providers fit your needs?
Who should join.
- The managing partner or senior executive who sets direction
- Your IT lead, who will carry the integration
- The operations officer, who owns the workflows
- A legal or compliance lead, for regulatory questions
- Key practitioners who use the processes every day
Where it can lead.
The assessment stands on its own. If you want to go further, the next step is small and fixed in scope.
Step 1 · Assess
Understand the environment
A two-week current-state and AI readiness review of your data, processes and governance, ending in a prioritized roadmap.
AI Readiness Assessment, starting at $1,999
Step 2 · Prove
One process, real numbers
We build one narrow automation or analysis and measure hours removed and errors reduced. The test is whether a business outcome changed.
Fixed price, quoted after the assessment
Step 3 · Scale
From one win to a roadmap
A sequenced 12 to 24 month plan, with ongoing support from the team that built the first win.
Monthly support, scoped to you
Common questions.
How long does it take?
About two weeks from kickoff.
How do I get started?
Request an assessment or book a conversation. After a short call to confirm scope, we send an agreement, and the work begins once it is signed.
What does it cost?
The assessment starts at $1,999, and the final fee is confirmed in writing before work begins. The Prove and Scale steps are quoted separately after your report, so you decide with full information.
Am I committing to more work?
No. The assessment has no commitment beyond itself, and the report is yours to use with or without us.
What do I receive at the end?
A written report with findings and recommendations, with opportunities prioritized and clear next steps.
Is this only for companies that already use AI?
No. It also suits organizations that have not started. The assessment shows where AI helps, where a process fix helps more, and what your data needs first.
Bring us a decision that matters.
Request an assessment, or book a short conversation first.