A structured diagnostic that maps your AI maturity across eight dimensions: strategy, governance, data, use cases, risk, workforce, vendors, and ROI. Delivered in 2–3 weeks. Board-ready output.
AI is entering your organization through employees using ChatGPT, vendors bundling features, and software platforms you already pay for. Before you build a strategy or hire a vendor, you need an honest picture of where you stand.
Without a readiness assessment, AI investments are built on assumptions. Organizations that skip this step consistently discover governance gaps, data quality problems, and misaligned use cases after significant money is already spent.
The managing partner assumed AI adoption was limited to the technology team. The assessment revealed 65% of staff were using AI tools daily — including sharing client financial data with consumer AI platforms not covered by any data agreement.
Within 60 days of the assessment, the firm implemented an acceptable-use policy, created an approved-tools list, and launched a vendor evaluation for a compliant AI platform — avoiding a potential data breach that could have triggered regulatory reporting obligations.