AI Readiness Assessment

AI Readiness
Assessment.

A complete diagnostic of where your company stands — and what to do next.

What This Is

A structured assessment that processes your company's real data — IT systems, financial records, employee workflows — and produces a clear, actionable picture of your technology posture and AI readiness.

This isn't a checklist audit or a consultant's opinion. It's an engine-driven analysis that scores your key business functions, maps your risk surface, discovers shadow IT, and identifies specific AI opportunities ranked by impact and feasibility.

Eight Deliverables

1.
Company Operating Map—How your operation actually runs, mapped across 12 business functions
2.
Function Scorecard—Each function scored on identity, data architecture, audit trail, permissions, and AI readiness
3.
Risk Surface Report—Where exposure exists: admin sprawl, access gaps, logging blind spots
4.
Shadow IT Discovery—Tools and systems running outside formal oversight
5.
Gap Analysis—Where current infrastructure falls short of modern operational requirements
6.
AI Opportunity Map—Specific, practical AI applications ranked by impact and feasibility
7.
Executive Summary—One document: where you stand, what matters, what to do next
8.
Recommendations Package—Prioritized action plan with estimated investment ranges

How It Works

We need three things from you:

  • ◆IT inventory (systems, platforms, admin portals)
  • ◆GL export or chart of accounts
  • ◆30–60 minutes of time from whoever knows the day-to-day operations

All data is processed inside a dedicated Google Cloud environment provisioned for your engagement. Nothing is stored on personal devices or shared infrastructure. When the engagement ends, you retain full ownership of your data, your environment, and your deliverables.

Timeline: 2–3 weeks from data handoff to final deliverables.

Assessment Tiers

Essential

Full 8-deliverable package, single business unit

Standard

Essential + expanded stakeholder interviews

Premium

Standard + executive presentation + 90-day roadmap

Pricing is scoped to the engagement. Reach out and we'll walk through what makes sense for your situation.

Who This Is For

Business owners, PE operating partners, and leadership teams who need a clear, data-driven picture of technology posture — particularly before making investment decisions, during post-acquisition integration, or when evaluating AI readiness across the organization.

What This Is Not

This is a diagnostic and strategy engagement. It does not include implementation, migration, ongoing support, or helpdesk. If findings point to modernization work, those are separate conversations.

Not sure where to start?

The CEO/Owner AI Intensive is a focused way to build context before committing to a full Assessment. Learn more →

The information on this page describes our general service approach and is not a guarantee of specific outcomes. All engagements are governed by separate written agreements.