AI Readiness Assessment & Roadmap

Who it's for: Leaders who know AI is important but don't know where to start.

What we do:

  • Interview key stakeholders and team leads to understand current workflows and pain points
  • Review current tools, data flows, and processes to identify AI opportunities
  • Assess organizational readiness including technical infrastructure, data quality, and team capabilities
  • Identify 3–5 high-value use cases that align with your strategic priorities
  • Evaluate risks including privacy, compliance, and vendor dependencies
  • Create a prioritized 90-day action plan with clear milestones and success metrics

This isn't a generic "AI strategy" deck. It's a concrete roadmap tailored to your organization's reality—with specific use cases, clear priorities, and actionable next steps.

Deliverables:

  • AI readiness report with findings and recommendations
  • 90-day action plan with prioritized initiatives
  • Tool recommendations and vendor evaluation criteria
  • Risk assessment and mitigation strategies
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Team Training & AI Playbooks

Who it's for: Teams ready to adopt AI but need clear guidance on what to do (and what not to do).

What we do:

  • Conduct role-specific workshops tailored to real workflows (not generic AI overviews)
  • Design custom AI playbooks with approved tools, role-specific prompts, and clear guardrails
  • Provide hands-on training with tools your team will actually use in their daily work
  • Create starter prompt libraries organized by role and use case
  • Establish approval workflows and escalation paths for AI usage
  • Record training sessions for onboarding new team members

Your team will know exactly what AI tools they can use, how to use them effectively, and when to ask for help. No more scattered experiments or confusion about what's allowed.

Deliverables:

  • Training recordings and presentation materials
  • Role-specific AI playbooks with prompts and workflows
  • Starter prompt library organized by use case
  • Tool approval matrix and usage guidelines
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AI Pilot Projects & Internal Tools

Who it's for: Organizations ready to test AI with a real project and measure actual results.

What we do:

  • Design a pilot project focused on a specific, measurable use case
  • Build or configure an AI solution tailored to your workflows and data
  • Test with real users and real data in a controlled environment
  • Measure time saved, quality improvements, and user satisfaction
  • Document lessons learned and recommendations for scaling
  • Train your team to maintain and iterate on the solution independently

This is proof that AI works for your organization—with numbers to back it up. You'll have a working solution, measurable results, and a clear path to scale what works.

Deliverables:

  • Pilot design document with success criteria
  • Implemented AI solution or configured tool
  • Pilot report with metrics and user feedback
  • Scaling recommendations and next steps
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AI Governance, Risk & Policy

Who it's for: Leadership teams who need confidence that AI usage is responsible, compliant, and manageable.

What we do:

  • Draft AI use policies covering data privacy, security, and acceptable use
  • Create vendor evaluation checklists for assessing AI tools and services
  • Establish approval workflows for new AI tools and use cases
  • Build governance guidelines for responsible AI usage and risk management
  • Develop incident response procedures for AI-related issues
  • Create training materials to communicate policies to all staff

Leadership gets confidence that AI is being used responsibly. Teams get clarity on what's allowed and what's not. Risk gets managed proactively instead of reactively.

Deliverables:

  • AI use policy draft ready for legal review
  • Vendor evaluation checklist and criteria
  • Governance guidelines and approval workflows
  • Risk assessment framework and mitigation strategies
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Ready to get started?

Whether you need a roadmap, training, a pilot project, or governance framework—or all of the above—let's talk about what makes sense for your organization.