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AI Readiness Audit | Advisory

AI readiness audit before you invest

An AI readiness audit is an independent assessment for Australian organisations under 50 staff. It maps useful opportunities, readiness gaps and the order in which the work should happen.

Describe the problem in a sentence or two. Please do not send credentials or sensitive records.

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Best fit
Australian organisations with fewer than 50 staff
Main deliverable
Readiness findings and a sequenced plan
Client effort
One sponsor plus leadership and staff interviews
Commercial model
Fixed price after scope, with no system access required
Delivery ownership
  1. Scope
  2. Review
  3. Findings
  4. Walkthrough

The accountable team stays involved from scoping through the final walkthrough. Specialist capability is added where the evidence needs it, with responsibilities agreed before work starts.

Representative sample

See the shape of the answer before you buy it

The final report is written for leadership. It ranks the work, names the readiness gaps and shows what should happen first rather than leaving you with a list of disconnected ideas.

This sample shows the report structure only. Your findings, evidence and recommendations are based on your organisation.

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.

Deliverable status

The report, policy outline and leadership session

We agree a fixed price quote for every assessment before work starts. The Pricing page explains how fixed scope advisory differs from ongoing consulting.

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

We will confirm whether the full audit fits the question you need answered. If it does not, we will say so before writing a proposal.

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

    Final report and plan

    Stakeholders review the findings, clarify responsibilities and receive the final report and AI usage policy outline.

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 but has no shared view of the current state. 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.

McKinsey's State of AI reports that organisations getting value from AI pair adoption with deliberate operating changes. The audit shows you what those changes would involve before you commit to implementation.

Choose the right starting point

Readiness, usage, DLP or privacy advisory

Whole organisationCurrent service

AI Readiness Audit

Use this when leadership needs to understand opportunities, operating gaps and the order of work.
Staff behaviour

AI Usage Review

Use this when the immediate question is which tools and data practices staff report using now.
Read about AI Usage Review
One platform

Data and Privacy Advisory

Use this when a nominated CRM or platform needs an independent review of hosting, access, retention and response.
Read about Data and Privacy Advisory

Boundaries

What this engagement is not

Separate scope

Implementation and custom builds

The assessment ends with a plan. Custom applications, integrations and other delivery are separate decisions and scopes.
Independent

A licensing reseller

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

Practical details

Questions about AI Readiness Audit

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

Yes. We use the two names for the same engagement. Some organisations ask for an AI readiness assessment, others an AI readiness audit. Either way you get the independent readiness and risk assessment, the ranked opportunities, and the sequenced plan described on this page.

Start here

Get a clear order of work before implementation

We will confirm whether the full audit fits before writing a fixed price proposal. Read the health services case study for how a review like this lands.Enquiries get a reply within one business day.