AI & DATA READINESS ASSESSMENT

Separate AI signal from noise —
with a plan you can act on Monday.

In 2–4 weeks, we evaluate your data, systems, and team readiness to find the AI opportunities that are real for your business.

0–4 wk
Typical Duration
$0–25K
Investment
0–6 hrs
Your Team's Time
Scorecard + Roadmap
You'll Receive

WHAT THIS ENGAGEMENT IS

From AI uncertainty to a plan you can defend.

You want meaningful AI results, not hype. But the landscape is noisy, the vendors all promise the same thing, and your team is stretched. You need someone who can cut through the noise and tell you what’s real for your business.

You get a clear view of high-impact use cases scored against your actual data, systems, and team readiness — not theoretical possibilities from a slide deck. We map gaps, outline remediation steps, and build a 90-day enablement roadmap your team can act on immediately.

The output is designed to be actionable immediately — hand it to your engineering team or present it to your board.

Perfect for: Mid-market teams exploring AI or automation and unsure where to start. Product leaders who need a board-ready deliverable. Organizations that want quick wins and a durable long-term plan.

How We Work

How It Works

01

Align & Discover

Phase 1

Align on outcomes, constraints, and success criteria. Inventory data sources, pipelines, systems, and security posture.

Kickoff workshop with executive sponsor
Data and systems inventory
Tailored readiness framework
02

Identify & Score

Phase 2

Map pains, processes, and moments where AI can create leverage. Score each opportunity by value, feasibility, and time to impact.

Use-case workshop with 3–5 SMEs
Prioritized use-case portfolio
Value and feasibility scoring matrix
03

Assess & Safeguard

Phase 3

Evaluate architecture for scalability, reliability, and compliance fit. Draft governance policies, build-vs-buy evaluations, and risk checklist.

Architecture review against top use cases
Build vs. buy evaluation
AI governance starter pack
04

Deliver & Launch

Phase 4

Compile executive brief, readiness scorecard, and 90-day enablement roadmap. Walk leadership through findings and select a pilot.

60-min leadership playback session
Executive brief and scorecard
90-day roadmap with milestones and owners

What You Walk Away With

01
SCORECARD

Readiness Scorecard & Executive Brief

Readiness score across data quality, architecture, integration capability, and organizational readiness — with a current-state architecture diagram, risks, and modernization options. Hand it to your CEO and they’ll understand it in five minutes.

02
PORTFOLIO

Prioritized Use-Case Portfolio

AI opportunities ranked by value, feasibility, and time to impact. Based on your actual data and systems, not theoretical possibilities. Use it for strategic planning and evaluating vendor pitches.

03
GOVERNANCE

Data & Governance Report

Data quality, lineage, access, and integration gaps — plus build vs. buy evaluations, governance policies, risk checklist, and approval workflows. Everything you need in place before you move.

04
ROADMAP

90-Day Enablement Roadmap

Step-by-step plan with milestones, owners, and success metrics. Quick wins in the first weeks, durable long-term value built in. Hand it to your team Monday morning.

INVESTMENT

Scope & Investment

01What's Included at Every Level

Every engagement includes the full assessment framework: stakeholder interviews, data landscape mapping, use-case identification, readiness scoring, and a 90-day enablement roadmap. Investment ranges from $12.5K to $25K based on scope.

Core deliverables at every level: Data landscape inventory and quality assessment. Prioritized use-case portfolio scored by value, feasibility, and time-to-impact. Readiness scorecard across data quality, architecture, integration, team capacity, and organizational readiness. Gap analysis with specific remediation steps. 90-day enablement roadmap with owners and milestones. Executive presentation and walkthrough.

The scope depends on the complexity of your environment, not a tier you select from a menu. We confirm scope during a brief scoping call.

02What Drives the Investment

The difference between a $12.5K and $25K engagement comes down to three factors: the number of systems we evaluate, the breadth of stakeholders involved, and whether you need a board-ready executive package.

Data landscape complexity — 2–3 core systems is a different assessment than 8+ systems with multiple data lakes and legacy integrations. More systems means more mapping and integration analysis.

Stakeholder breadth — One department with a clear owner is faster than five business units with competing priorities. More stakeholders means more interviews and alignment work.

Executive packaging — Some clients need a working document for engineering. Others need a polished executive deck for a board presentation. The depth of the final deliverable affects scope.

Most mid-market companies with 3–5 key systems and a clear executive sponsor land in the $15K–$20K range. We’ll give you a specific number after a 30-minute scoping call.

03Optional Add-Ons

For teams that want to go deeper, we offer focused add-ons that extend the assessment into governance, vendor evaluation, or a direct pilot.

Data Governance Framework — If significant data quality or governance gaps emerge, we can extend the engagement to build a lightweight governance framework: ownership model, quality standards, and a remediation backlog.

AI Vendor / Tool Evaluation — If you’re evaluating AI platforms or vendor solutions, we incorporate a structured evaluation scored against your specific requirements.

Pilot Kickstart — Ready to act immediately? We can scope a 2–4 week pilot build directly from the assessment findings.

LOGISTICS

What we need from you

  • A business lead who owns outcomes
  • Read-only access or exports for key systems and data dictionaries
  • 3–5 SMEs for 60–90 minute interviews
  • Any existing policies, models, or vendor contracts worth reviewing

OUTCOMES

What changes when you know where to start

  1. A shared picture of where you stand and where to start
  2. Two to four quick-win opportunities that show value in weeks
  3. A focused plan to close data and process gaps that block ROI
  4. Clear guardrails to keep AI safe, secure, and compliant
  5. A confident path to a pilot your team can support
WRONG FIT

This might not be for you if...

You're looking for a one-off AI demo without intent to implement. Your organization can't provide any data access or subject-matter experts. You've already decided what to build and just need developers.

Better Starting Points

If you need builders, start with Development + Delivery. If you need to figure out what to build first, a Design Sprint or Feasibility Sprint is a better starting point.

RIGHT FIT

This is exactly right if...

You're exploring AI but want an honest assessment before committing budget. Your data lives across multiple systems and you need clarity on what's actually usable. You need a deliverable your board can understand. You want quick wins and a durable long-term plan.

What Happens Next

We scope it in a 30-minute call, send a brief engagement letter, and schedule your kickoff within the week.

LOGISTICS

Common Questions

01Do we need a data warehouse first?

No. We assess your current state and outline practical steps.

If a warehouse or data lake is needed, we'll call it out with options, timelines, and cost ranges. Many clients start AI initiatives without one.

02How much of our team's time is required?

3–6 hours total across the engagement.

A kickoff workshop, one use-case session with SMEs, and a final playback with leadership. Designed to run alongside your normal operations.

03Will you build anything in this assessment?

No. This is a strategy and enablement engagement — not a build.

If you want to move directly into a pilot, ask about the Pilot Kickstart add-on. Otherwise, the deliverables are designed to hand to your engineering team or present to your board.

04Is this only for Microsoft and Azure?

No. We’re fluent across stacks, with deep Microsoft and Azure experience.

We've assessed environments built on AWS, GCP, Azure, and hybrid setups. We meet you where you are and recommend what fits.

05What does the handoff look like?

Full deliverable package as a shareable document after the final presentation. Everything is yours.

The complete package includes the scorecard, use-case portfolio, data hygiene report, governance pack, and 90-day roadmap. No proprietary formats. Share it with anyone immediately.

06Are we committed to a longer engagement after this?

No. The deliverables are self-contained. Execute internally, bring in another firm, or continue with us.

Most clients continue because context transfer is valuable, but there's zero obligation. The assessment is standalone.

WHAT'S NEXT

Where This Leads

Data and systems are ready?

Development + Delivery

We scope a development engagement around the highest-priority use case. The roadmap becomes the execution plan.

Explore Development
Foundational work needed first?

Technical Roadmap Strategy

We help build the data infrastructure, integrations, or governance frameworks identified in the assessment.

Explore Roadmap Strategy

Get the AI answers that matter — before the budget meeting.

We'll scope it in a 30-minute call so you only pay for what you need.

Let's Get Started →Have Questions?