Find out what stands between you and AI.
Six areas scored on a published scale. Every AI idea on your list, ranked. A roadmap your team can carry out, with us or without us.
It's rarely the AI.
AI projects stall on data no one can reach, rules no one wrote down, and people with no spare hours. Start with a straight account of where you stand.
Six areas. The same questions every time.
So next year's score can be compared with this one.
- 01
Your data
Where does it live, who owns it, and what can reach it?
- 02
How your systems connect
What talks to what, and what do your contracts allow?
- 03
Rules and oversight for AI
What may staff, vendors, and AI agents do, and who answers for it?
- 04
AI already in use
What's running today: approved, built into a vendor's product, or neither?
- 05
Security and access
How do AI tools and agents get to your data, and would that hold up in an audit?
- 06
People and capacity
Who runs it, who covers for them, and how much change can your team take on?
- 1Not in place
- 2Started
- 3Written down
- 4In use and checked
- 5Ready to build on
Every AI idea, ranked.
Staff, leadership, and vendors all bring ideas. Each one gets the same four questions.
- 01
What it returns
Hours back for your people, and where it shows in your numbers.
- 02
What it needs
Data and systems that can support it. Your six scores answer this.
- 03
What could go wrong
Who would notice, and who would answer for it.
- 04
What it takes
Your team's time, and when they have it.
The result is an order your board can follow, with a reason for each place, and a call on every idea: build it, buy it, or ask your current vendor.
Three weeks, start to readout.
Larger organizations take longer. We agree the length with the fee.
- Before week 1
Reading
We read what you have: systems, contracts, plans, and policies. Anything missing is a finding, not a problem.
- Week 1
Listening
A session with your leadership team to agree the goals, the limits, and the ideas on the table. Then interviews across the business.
- Week 2
Scoring and ranking
Systems, data flows, contracts, AI in use, and policies, scored with the evidence attached. Every idea through the four questions.
- Week 3
The readout
A draft for your factual check, then a second leadership session to agree the order. You see every finding before the room does.
Scores, a ranked list, a roadmap, and a page for your board.
Fixed fee, agreed before we start · Usually three weeks · No software to buy
- Six scores, with the evidence behind each
- Your AI ideas, ranked, each marked build, buy, or ask your vendor
- A map of your systems and contracts, with renewal dates and costs
- An inventory of the AI in use, ready to keep current
- A starting draft of rules for AI, if you don't have one yet, for your counsel to adapt
- A roadmap for the next 12 to 24 months: what first, what it costs, what it returns
- A written findings report
- A one-page summary for your board, and one presentation to your board, in person or by video
- Two leadership sessions, on site or by video
You keep everything we deliver, whatever you decide next.
The plan is yours, whoever carries it out.
Your team, your vendors, us, or any mix of the three. The fee is the same whichever you choose.
- Your team
Run it yourselves
The roadmap is written for your people to carry out.
- Your vendors
Hand it to them
Ideas marked “ask your vendor” go to the vendors you already use.
- With us
A project
Scoped from the findings, so there's no second discovery. After launch, we can keep it running.
The plan is vendor-neutral. Where one of our services, or a product we build or resell, is an answer, we label it ours and list an option we have no stake in. Ask, and we'll leave ours out entirely.
We've done the work these plans call for.
Most plans call for the same kinds of work: connecting systems, bringing data together, building AI agents, and automating workflows.
“They are knowledgeable on all aspects of building and maintaining a data warehouse, integrating with external systems and creating customer reports. Their ability to execute effectively, respond quickly and think through potential challenges kept our project on time and on budget.”
What people ask first.
- We haven't started with AI yet. Is the assessment for us?
Yes. It's most useful before your first AI project, to show you where to start.
- We've already started some AI projects, and we have a list of ideas. Is the assessment still useful?
Yes. The AI already in use is one of the six areas we score, and ranking your list, vendors' proposals included, is part of the work.
- What access do you need?
Time with your people, and read-only access to documents, under an NDA. We install nothing.
- Can you work on site?
Yes, or by video. Travel is at cost, agreed in advance.
- We're regulated. Will you ask for our exam reports?
No. We never ask for exam reports or other confidential supervisory information.
- Will it clear our vendor review?
It's built to: a fixed scope, read-only access, and a SOC 2 audit, with the report available under NDA.
- Is this legal or compliance advice?
No. It's an engineering assessment. Your counsel decides what the findings mean.
Ask about the assessment.
We'll tell you whether it's the right first step, and if it isn't, what is. We reply within one business day.