Stage 02 of 04 · AI readiness assessment
Prepare
assess readiness.
Know what has to be in place before a pilot. A readiness assessment, usage guidelines drafted with you, and a recommendation for the first pilot.
The problem
Unclear whether people, processes, data and accounts are ready for a pilot.
What happens
How the prepare stage runs
A review of skills and confidence
Mapping where work would change
What data can and cannot be shared, and which accounts to use
How the readiness check works
Gaps become an actionable readiness plan.
The chosen opportunity is checked against people, process, data and access. Each gap becomes an action with an owner, so the pilot starts on solid ground.
Opportunity
Proposal first drafts
- Sales team, six people
- Uses client documents
- Weekly volume: high
Readiness checks
- People: training planned (Checked)
- Process: review step agreed (Checked)
- Data: client info in scope (Action needed)
- Access: move to work accounts (Action needed)
Readiness plan
- Move to work accounts · IT · 2 wks
- Client-data rule · Legal · 1 wk
- Foundations training · Sales lead
- Pilot starts when 1–2 are done
Illustrative example A prepared demonstration of the workflow you learn. It is not live AI output, and the names and figures are examples.
What you receive
A readiness assessment, usage guidelines drafted with you, and a recommendation for the first pilot.
| Area | Status | Action |
|---|---|---|
| People | Mixed confidence | Foundations training for pilot group |
| Process | Documented | Agree review step |
| Data | Customer data in scope | Use work accounts only |
| Access | Personal accounts in use | Move to managed accounts |
Engagement
How we get started.
- 01
Conversation
Tell us about your organisation, the work involved and what you want to achieve.
- 02
Proposal
We suggest a scope, timing and price for you to consider.
- 03
Work begins
Nothing starts until you have agreed the proposal.