AI Readiness Audit for Your Organization

A comprehensive assessment of your organization's readiness to adopt and benefit from AI technologies.

Getting started

We begin with an executive briefing to align on audit goals, then map stakeholders across departments, customize the assessment framework to your industry, and define exactly what documentation and access we need.

What's included

Data infrastructure, quality, and governance assessment

Technology stack and cloud readiness evaluation

Process maturity scoring with AI opportunity tagging

Team skills and AI literacy gap analysis

Organizational culture and change readiness survey

Composite AI readiness score with phased implementation roadmap

How we deliver

A structured, phase-gated process. Every phase includes formal sign-off before proceeding to the next.

01

Scoping & Stakeholder Alignment

3–5 days

We align with leadership on audit goals, identify all participating departments, and customize the assessment framework for your industry and size.

What we do

  • Executive briefing on audit goals, scope, and expected outcomes
  • Stakeholder identification across departments
  • Assessment framework customization for your industry
  • Data collection plan defining required documentation and access
  • Internal kickoff communication to prepare participants

What you get

  • Audit charter with scope, objectives, and timeline
  • Itemized data request list
  • Stakeholder interview schedule
02

Data & Infrastructure Assessment

3–5 days

We inventory all data sources, evaluate compute and cloud readiness, scan for compliance gaps, and catalogue your tools with AI compatibility notes.

What we do

  • Data landscape mapping with quality scores per source
  • Infrastructure review (compute, cloud, API, integration maturity)
  • Security and compliance scan against relevant regulations
  • Full tool and platform inventory with AI-readiness ratings

What you get

  • Data landscape report with visual map
  • Infrastructure scorecard across key dimensions
  • Compliance gap analysis with remediation recommendations
  • Technology inventory with AI-readiness ratings
03

Process & People Assessment

4–6 days

We evaluate your key business processes for automation potential, audit team skills, survey organizational culture, and conduct stakeholder interviews.

What we do

  • Process maturity evaluation with AI augmentation opportunities
  • Skills and capability audit (AI/ML literacy, data skills)
  • Culture and change readiness survey
  • Deep-dive stakeholder interviews with department leads

What you get

  • Process maturity matrix with AI opportunity tags
  • Skills gap analysis with training recommendations
  • Culture readiness report with change management recommendations
  • Interview insights summary with themes and patterns
04

Scoring, Reporting & Roadmap

3–5 days

We calculate your composite AI readiness score, identify the top use cases, build a phased roadmap, and present everything to leadership.

What we do

  • Composite readiness scoring across all dimensions
  • Top 5-10 AI use case identification ranked by impact and feasibility
  • Phased implementation roadmap with quick wins and strategic initiatives
  • Executive presentation with findings, scores, and Q&A

What you get

  • AI readiness scorecard with dimension-by-dimension scores
  • Ranked opportunity matrix with effort/impact analysis
  • Phased implementation roadmap with estimated investment
  • Executive summary presentation for leadership
  • Comprehensive audit report with appendices

Frequently Asked Questions

We evaluate five key dimensions: data infrastructure (quality, accessibility, governance), technology stack (cloud readiness, APIs, integrations), process maturity (automation potential), team capabilities (AI literacy, skills gaps), and organizational culture (change readiness, leadership buy-in).

Typically 2-3 weeks end-to-end. This includes stakeholder alignment, data and infrastructure assessment, process and people evaluation, and the final scoring, roadmap, and executive presentation.

A composite AI readiness score across each dimension, a ranked opportunity matrix of AI use cases, a phased implementation roadmap with estimated investment, and a comprehensive audit report with executive presentation.

Not at all. The audit is designed to meet you where you are. Many of our clients have little to no AI experience — that's exactly why the readiness audit is valuable. It gives you a clear, honest baseline and a practical roadmap.

You can move directly into any of our implementation services — process automation, custom AI agents, or a full transformation program. The audit roadmap tells you exactly where to start for maximum impact.

See It in Action

Real-world examples of how businesses use this service to drive results.

View all use cases
Productivity

AI No-Code Internal Tool Building: Your Team Can Build the Software They Need Without Writing a Line of Code

Non-technical staff can now describe the tool they need and have AI generate a functional web application. The no-code AI market is projected to reach $37.96B by 2033 — and SMBs are leading the adoption.

Read use case
Operations

AI Document Processing and Data Extraction: Stop Drowning in Paperwork

Businesses lose thousands of hours each year manually processing invoices, contracts, and applications. AI document processing extracts data, cross-checks rules, and routes work automatically — cutting processing times by 50% or more.

Read use case
Operations

AI Accounts Payable and Expense Management Automation

Manual invoice processing is slow, error-prone, and expensive. AI extracts data from invoices in any format, matches to POs, routes for approval, and flags duplicates — reducing processing time 60-80% and eliminating duplicate payments.

Read use case
Productivity

AI Meeting Management and Task Extraction: Never Lose an Action Item Again

Important action items get buried in meeting notes, follow-ups slip through the cracks, and decisions are forgotten by next week. AI meeting management captures every commitment and turns it into a tracked task automatically.

Read use case
Professional Services

AI-Automated Bookkeeping & Tax Prep: How Accounting Firms Are Doing More with Less

With 95% of accountants citing talent shortages, AI is becoming the hiring solution the industry didn't know it needed. Here's how automated bookkeeping and tax prep are transforming small firms.

Read use case
Operations

AI-Powered HR Onboarding: How Small Businesses Can Scale Their Teams Without Scaling Their HR Department

When your entire HR department is one overwhelmed person, onboarding new hires feels impossible. AI agents are changing that by automating paperwork, answering policy questions, and building personalized learning paths.

Read use case

Ready to Get Started with AI Readiness Audit?

Book a free consultation to discuss your needs and see how we can help.