Opportunity mapping
Where the team spends time on tasks AI could realistically help with. Highest-value workflows. Quick wins versus longer plays. Sector-specific opportunities (support notes, intake, compliance documentation).
Service · AI Readiness Audit · Advisory
AI readiness audit. Eyes open.
McKinsey's State of AI shows the organisations getting real value from AI are the ones with a clear plan, not the ones reacting to vendor pitches. We map where AI could actually help your team, what has to be in place first, and which investments are worth making now.
4wks
typical engagement length
Fixed
price, scoped upfront
0
vendor reseller margin
<50
staff is our sweet spot
01The pressure
Three messages, all at once. No clear starting point.
Vendors are selling AI features. Staff are asking why they can't use ChatGPT for reports. Leadership wants an "AI strategy" without a starting point. The exec is in the middle of all of it.
This audit gives you the picture. Where AI would actually save your team time. What data and process work has to happen first. What policies, licences and guardrails need to exist. Which AI investments are worth making now and which are not. In a few weeks, in plain language, in a report you can hand to a board or funder.
What leadership is being askedcommon
- ?What is our AI strategy? From the board, a funder, or the senior leadership team.
- ?Can I use ChatGPT for this? From staff already starting to experiment with AI tools.
- ?Should we buy this AI feature? From a vendor pitch you can't easily evaluate.
- ?Are we ready for AI? From inside the executive team, often without an answer.
02Scope
The four areas we cover.
Data and content readiness
Is your data structured, accessible and clean enough for AI to use. Where information lives (file shares, SharePoint, CRM, email, paper). Sensitivity classifications and access controls. What needs cleaning up before AI gives useful results.
Governance and policy readiness
Whether your AI usage policy matches what is actually possible today. The licensing position that makes sense (Microsoft 365 Copilot, ChatGPT Enterprise, Claude for Business). How tool use will be approved and reviewed. Alignment with privacy, security and HR policies.
Platform and tooling fit
A practical comparison of the AI platforms relevant to your size and sector. Where Microsoft 365 native AI fits versus standalone tools. Build versus buy versus adopt. Integration with your existing systems.
03Method
How the engagement runs.
01 · kick-off
Confirm priorities
Short call with the project sponsor to confirm priorities, stakeholders and what success looks like.
02 · interviews
Talk to leadership and staff
Short interviews with leadership and a sample of staff to understand workflows, pain points and current AI exposure.
03 · review
Light environment review
A look at where information lives, how it is structured and what licensing is in place. No system changes.
04 · draft
Draft report
Opportunities, readiness gaps and a sequenced plan over the next 6 to 12 months. Issued for your review.
05 · walkthrough
Final report and plan
Walkthrough session with stakeholders. Final report incorporating any clarifications. AI usage policy outline included.
We work with Australian organisations under around 50 staff. Engagement runs over a few weeks of elapsed time. No system access required during the audit.
04Deliverables
What you walk away with.
Written readiness report
Where you are today across each of the four areas, opportunities ranked by likely value and effort, readiness gaps, and a sequenced plan covering the next 6 to 12 months.
- ✓Current-state assessment
- ✓Ranked opportunities
- ✓Readiness gaps
- ✓6 to 12 month plan
AI usage policy outline
A practical first draft you can adapt for your organisation. Covers acceptable use, data handling, approval and review.
- ✓First-draft policy
- ✓Approval and review model
- ✓Staff communication points
- ✓Ready to adapt
Leadership walkthrough
A session with the leadership team to step through the report, answer questions, and agree the direction and sequencing of the next steps.
- ✓Leadership walkthrough
- ✓Stakeholder Q&A
- ✓Sequencing agreement
- ✓Optional follow-on scope
▸ every engagement comes with a fixed price quote, agreed before work starts.
05Boundaries
What this engagement is not.
Not in scope
An implementation project
We give you the plan. Implementation is a separate scope.
Not in scope
A licensing reseller
We do not earn margin on Copilot, ChatGPT or anyone else.
Not in scope
An AI build
Custom builds are a separate engagement (see App Development).
Not in scope
A formal compliance audit
This is advisory. We point at the right standards and where you sit against them.
Not in scope
A legal review
We are not lawyers. We will tell you where to get one if you need one.
06Triggers
When to call us in.
Strategy ask
Board wants an AI position
Leadership has been asked for an AI strategy or position by a board, funder or auditor and needs a practical answer.
Shadow AI
Staff are already using it
Tools are appearing in pockets across the team and the executive wants to get out in front of it before someone makes the decision for them.
Vendor pitch
An AI feature is in the contract
A new platform is being evaluated and AI features are part of the pitch. You want a grounded view of what is real.
Planning cycle
AI is on the roadmap
A planning cycle is coming up and AI needs to be on the roadmap. You want a sequenced plan, not a wish list.
Funder question
How are you using AI?
A board, funder or insurer has asked how the organisation is approaching AI. You need a confident answer.
Pocket pilots
Tried in pockets, want to go further
The organisation has tried AI in small pockets and now wants to take it more seriously across the team.
07Related
Related advisory services.
Service
AI Usage Review
Find out what AI tools your team is actually using before you write the policy.
→ServiceData and Privacy Advisory
Independent review of where your data lives, who can reach it and what happens if something goes wrong.
→ServiceAI Training
Hands-on workshops once the readiness work is done and you are ready to lift the team.
→08FAQ
Frequently asked questions.
A few weeks of elapsed time, depending on stakeholder availability. The interviews and review are spread across that window so they fit around your team. We confirm the schedule at kick-off so you know what to expect.
No. The audit is interview-based and document-light. We do not make changes in your environment. If you want a deeper technical look at a specific platform, that is the Data and Privacy Advisory engagement.
No. We are vendor-neutral. We do not earn margin on Microsoft 365 Copilot, ChatGPT Enterprise, Claude for Business or any other licensing. The recommendation we make is the one we think is right for your organisation.
Yes. The report is written in plain language for leadership, not for technical specialists. Every finding has a recommended next step and an owner. It is designed to be handed to a board, a funder or your senior leadership team.
That is a separate scope. The audit ends in a sequenced plan. You can take that plan to your existing IT provider, an internal team, or come back to us. We do offer implementation services but the audit is independent of that decision.
Yes. We work with not-for-profits, allied health, disability and aged care providers regularly. The data sensitivity in those sectors makes a structured readiness picture more important, not less.
Want to know if you're ready? A 30 minute scoping call is the right place to start.
Book a 30 min Scoping Call →
▸ we will tell you whether this engagement is the right fit. No pitch deck.