Step 1
Align on goals
Kick off with a 60-minute session to define outcomes, guardrails, and decision owners.
Services
AI Readiness Audit
Pinpoint the automation pathways that deliver value without risking control.
Book Your Readiness Audit
Who this is for
- SMB leaders who need a secure runway before automating approvals or customer touchpoints.
- Ops teams responsible for finance, HR, or compliance processes where oversight matters.
- Teams that need a human-in-the-loop plan before handing work to AI helpers.
What you get
- A recorded map of workflows, data sources, and decision owners we can automate safely.
- A risk heat map that calls out control gaps, sensitive data paths, and compliance touchpoints.
- Stakeholder alignment notes, approval gates, and rollout considerations for each automation idea.
How it works
Step 2
Document the work
Map workflows, approvals, and data boundaries via interviews and workspace builds.
Step 3
Score the opportunities
Rate each automation for value, confidence, and control so you can prioritize safely.
Step 4
Deliver the playbook
Package recommendations with people, policies, and verification steps ready for handoff.
FAQ
Does the audit require me to buy automation tools?
No; we focus on your current stack and processes, then show where automation can slot in safely.
How long does the audit take?
Most audits wrap in 3–4 weeks with two touchpoints per week and a validation working session.
Will my team be involved?
Absolutely; we collaborate with operators, decision owners, and compliance partners to gather real intel.
Do you build the automations, or just document them?
The audit delivers ready-to-build recommendations. We can help implement as a follow-up engagement.
Next step
Next step
Talk through your readiness checklist
We will review sensitive workflows, approvals, and the guardrails you already have.
30–60 minute conversation to scope the audit.