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AI Readiness Audit · Advisory

AI readiness audit, eyes open

An AI readiness audit, also called an AI readiness assessment, is an independent assessment for Australian organisations under 50 staff, mapping AI opportunities, readiness gaps and a sequenced plan you can act on. McKinsey's State of AI shows that organisations realising value from AI pair adoption with deliberate operating changes. We identify where AI can help, what has to be in place first and which investments are worth making now.

Want a rough read first? Take the free self-check for an indicative score in about five minutes.

The pressure

Three messages, all at once, no clear starting point

Vendors are selling AI features. Staff are asking why they cannot use ChatGPT for reports. Leadership wants an AI strategy without a starting point. The executive team is in the middle of all of it.

This assessment gives you the picture. It covers where AI could save time, what data and process work has to happen first, what rules and limits you need, and which investments should wait. The output is plain enough to hand to a board or funder.

Scope

The four areas we cover

Opportunity mapping

Identify high value workflows, realistic quick wins and longer opportunities based on where the team spends time.

Data and content readiness

Review where information lives, whether it is structured and accessible, and what sensitivity or access work is needed before AI can use it safely.

Platform and tooling fit

Compare relevant platforms without reseller bias, including Microsoft 365 native AI, standalone tools and build versus buy choices.

Method

How the engagement runs

The assessment is interview based and document light. It does not make changes in your environment.
  1. Kick-off

    Confirm priorities

    A short sponsor call confirms stakeholders, priorities and what success looks like.
  2. Interviews

    Talk to leadership and staff

    We interview leadership and a representative staff sample about workflows, pain points and current AI exposure.
  3. Review

    Light environment review

    We review where information lives, how it is structured and what licensing is in place, without system changes.
  4. Draft

    Draft report

    We issue opportunities, readiness gaps and a plan covering the next six to twelve months for review.
  5. Walkthrough

    Final report and plan

    Stakeholders walk through the final report, clarify findings and receive an AI usage policy outline.

Deliverable status

What you walk away with

Every assessment has a fixed price quote agreed before work starts.
Assessment output

Written readiness report

A snapshot of where you are across the four areas, with opportunities ranked by likely value and effort.
  • Snapshot assessment
  • Ranked opportunities
  • Readiness gaps
  • Six to twelve month plan
Draft for review

AI usage policy outline

A practical first draft covering acceptable use, data handling, approval and review.
  • First draft policy
  • Approval and review model
  • Staff communication points
  • Ready to adapt
Decision session

Leadership walkthrough

A leadership session to test the findings, answer questions and agree the sequence of next steps.
  • Leadership walkthrough
  • Stakeholder questions
  • Sequencing agreement
  • Optional follow on scope

Boundaries

What this engagement is not

Separate scope

An implementation project

The assessment ends with a plan. Delivery is a separate decision and scope.
Independent

A licensing reseller

We do not earn margin on Copilot, ChatGPT, Claude or other licensing.
Separate service

An AI build

Custom applications and integrations belong in an implementation engagement.
Advisory

A formal compliance audit

We identify relevant standards and readiness gaps but do not issue formal certification or compliance sign off.
Not legal advice

A legal review

We flag when specialist counsel is needed rather than providing legal opinions.

Triggers

When to call us in

Strategy ask

Board wants an AI position

Leadership needs a practical response for a board, funder or auditor.
Shadow AI

Staff are already using it

AI tools are appearing across the team and the organisation needs a shared direction.
Vendor pitch

An AI feature is in the contract

A new platform includes AI and leadership wants a grounded view of the value and risk.
Planning cycle

AI is on the roadmap

The next plan needs a sequenced programme rather than a list of ideas.
Funder question

How are you using AI?

A board, funder or insurer expects a confident answer backed by evidence.
Pocket pilots

Tried in pockets, want to go further

The organisation has tested AI in small areas and now needs a responsible path to wider adoption.

Practical details

Questions about AI Readiness Audit

What is assessed, what you receive and where advisory responsibility stops.

Start here

Want to know if you're ready? A 30 minute scoping call is the right place to start

We will tell you whether this engagement is the right fit. No pitch deck.