AI Readiness Scorecard
Data, systems, process and team readiness scored across 24 criteria, with the specific gaps that would block a production rollout.
Fixed scope diagnostic
The AI Transformation Audit
Four weeks. $5,000. You leave with a readiness scorecard, a ranked workflow opportunity map, an ROI model built on your own numbers and a 90 day roadmap your leadership can approve — whether or not you build it with us.
Fee credited in full against any implementation engagement started within 90 days.
Engagement at a glance
$5,000
Fixed fee, no add-ons, invoiced at kickoff.
- Duration
- 4 weeks, fixed
- Your time
- 6 to 8 hours total
- Output
- 6 deliverables + readout
- IP
- You own everything
Qualification
Who this audit is for
A strong fit if
- You run a healthcare, wellness, travel or multi-site operation between $5M and $250M in revenue.
- You have tried AI pilots or point tools and nothing reached production.
- Your team spends hours a day on calls, scheduling, quoting or manual data entry.
- Leadership wants a defensible business case before committing real budget.
- You need to know which workflows are worth automating first, and which are not.
Not the right time if
- You want a single chatbot dropped onto a website with no operational change.
- You are looking for the lowest cost vendor rather than a measurable outcome.
- No executive sponsor is available for the working sessions.
If that is where you are, start with AI strategy consulting or one of our packaged products.
What you receive
Six deliverables
Every item is a concrete artefact, not a slide. All of it is yours to keep, reuse and take to any implementation partner.
Workflow Opportunity Map
Every candidate workflow ranked by volume, cost to serve, automation feasibility and risk, so sequencing is not a guess.
ROI & Business Case Model
A working model of hours recovered, revenue captured and payback period for the top three opportunities, built on your numbers.
90-Day Implementation Roadmap
Phase by phase plan with owners, dependencies, integration work and the exact systems touched in each phase.
Compliance & Risk Review
HIPAA aware handling, data residency, access control, audit logging and human oversight requirements for each proposed agent.
Executive Readout
A 60 minute leadership session plus a board ready document you can circulate without translation.
Timeline
How the four weeks run
Week 1
Discovery & systems access
Kickoff, stakeholder interviews, read-only access to the systems in scope, baseline metrics captured.
Week 2
Workflow instrumentation
We shadow the real work: call volumes, response times, handoffs, drop-off points and manual rework.
Week 3
Modelling & feasibility
Opportunity scoring, ROI model, integration feasibility, compliance constraints and architecture options.
Week 4
Roadmap & executive readout
Final scorecard, roadmap and business case delivered live to leadership with a decision-ready recommendation.
Questions
Before you book the audit
Why is the audit paid?
Because it is real work with real output. Four weeks of senior architect and analyst time produces a document you can act on with or without us. Free assessments are sales collateral; this is a deliverable you own.
What does the $5,000 include?
All four weeks of work, every deliverable listed above, up to eight stakeholder interviews, the ROI model, and the executive readout session. There are no add-on fees.
Is the fee credited if we move forward?
Yes. The full $5,000 is credited against the first phase of any implementation engagement started within 90 days of the readout.
What do you need from our team?
One executive sponsor, one operations lead, and read-only access to the systems in scope. Expect roughly six to eight hours of your team's time across the four weeks.
Who owns the output?
You do. Full IP ownership of every deliverable. We do not train foundation models on your data, and access is revoked at the end of the engagement.
What happens if the audit says AI is not the answer?
We tell you. Several audits have concluded that process or data fixes should come first, and the roadmap reflects that. A clear no is more valuable than an expensive maybe.
Start with the diagnosis
We run a limited number of audits each month so senior people stay on every one. Tell us about your operation and we will confirm fit on the first call.