AI Readiness Assessment
An assessment that tells you where AI fits in your organization, what's risky, and exactly what to do first.
Pricing shared on our call · Scope and timeline agreed together
Book a 20-min call to get startedWhy start here
Your team is experimenting with AI. Your board or leadership is asking for a plan. Vendors are pitching. The assessment cuts through the noise with a clear, independent view of where you stand — and a roadmap you can act on, whether or not you work with us afterward.
What we assess
- Strategy: business goals, current AI initiatives, and where AI could make a measurable difference
- Data: availability, quality, access, and sensitivity of the data AI would rely on
- Process: the workflows with the highest automation and AI-assist potential
- Governance & risk: policies, regulatory obligations, vendor/model risk, human review, and auditability
- People: skills, ownership, change readiness, and how staff are using AI today
How it works
| Step | What happens | When |
|---|---|---|
| 1. Kickoff | Session with your sponsor; agree scope, stakeholders, and goals; request existing documents | At kickoff |
| 2. Discover | Stakeholder interviews, workflow walkthroughs, review of tools, data and policies | During discovery |
| 3. Analyze | Score readiness across five areas; identify and size opportunities; flag risks | After discovery |
| 4. Readout | Executive readout with your leadership team; Q&A; agree next steps | At the conclusion |
What you get
- AI readiness scorecard across strategy, data, process, governance, and people
- Prioritized list of AI opportunities with estimated effort, value drivers, and risk
- Governance gap summary and recommended guardrails (policy, review points, audit trail)
- 90-day roadmap with owners, sequencing, and decision points
- Executive readout presentation suitable for leadership or board
Who it's for
- Banks, credit unions, and fintech firms that need AI to be governed and examiner-ready
- Mid-sized companies (50–1,000 employees) moving from scattered pilots to a real program
- Utah businesses that want an honest view of where AI pays off
What it's not
- Not a sales pitch for a particular tool or vendor
- Not a 100-page report nobody reads — it's a focused plan you can act on
- Not a commitment to further work
FAQ
How much does it cost?
Pricing shared on our call. We agree the scope and fee before work begins.
How much of our time does it take?
We agree sponsor and stakeholder involvement during scoping.
Do you need access to our systems or data?
Usually not. We work from interviews, walkthroughs, and documentation. If we review sample data, we follow your security requirements.
Can you help us implement the roadmap?
Yes — many clients continue into design and delivery with us, but there's no obligation.
Do you work outside Utah?
Let's discuss your location and preferred working arrangements on our call.
Get a clear AI plan and practical next steps.
Book a 20-min callor call/text 801-403-1800