AI Readiness Audit
A 2-week structured assessment of your operations that identifies the business processes most likely to benefit from AI and automation — and delivers a prioritized roadmap with directional ROI estimates based on current workflows and assumptions.
We work with your team over a focused 2-week audit period, then deliver a strategic document that becomes your AI roadmap for the next 12 months.
Process Mapping
We document every major workflow across your sales, operations, finance, and support functions — identifying every manual step, tool handoff, and time cost.
Bottleneck Analysis
We identify where manual work, slow handoffs, or data silos are likely costing you the most time — estimated in hours per week and approximate cost impact based on the information you provide.
Tool Landscape Review
We audit your current tech stack, identify integration opportunities, flag redundant tools, and assess which systems are automation-ready today.
ROI-Ranked Opportunities
We score every automation opportunity on implementation complexity vs. value — giving you a ranked list of quick wins and high-impact projects.
Technical Architecture Recommendation
We recommend categories of tools, platforms, and implementation approaches that fit your stack, budget, and internal capability — guiding your vendor and build decisions without overprescribing at the scoping stage.
12-Month AI Roadmap
A phased implementation plan: which automations to build first, what to expect each quarter, and how to scale AI across your organization responsibly.
Stakeholder Interviews
Up to 3 interviews with department heads or key team members to understand how work actually gets done — not just how it's supposed to get done.
Workflow Documentation
We review your tools, documentation, and up to 5 key workflows in detail — mapping each step, handoff, and time cost based on what you share with us.
Opportunity Scoring
We score automation opportunities using our ROI framework: estimated time saved × frequency × implementation effort = priority rank.
Roadmap Delivery
We deliver the written audit report and walk your team through the findings in a 60-minute review call, with time for questions.
A Strategic Report with Prioritized Findings, Recommendations, and Next Steps
Every AI Readiness Audit produces a comprehensive report that your leadership team can use to make confident, data-backed investment decisions on AI.
- Executive summary with top automation opportunities
- Workflow documentation for each reviewed process (up to 5)
- Estimated ROI ranges for each recommended automation
- Tool landscape review and recommended implementation categories
- Phased 12-month implementation roadmap
- Indicative budget ranges for each initiative
- Risk considerations and data readiness notes
Note: All estimates and projections in the audit are based on the information, workflows, and data you share with us during the engagement. Actual results will depend on implementation quality, data accuracy, and your team's adoption of the recommendations.
AI Readiness Audit — Frequently Asked Questions
An AI Readiness Audit is a structured assessment of your business operations to identify the highest-ROI automation and AI opportunities. We map your current workflows, data systems, and team capacity, then deliver a prioritized roadmap of what to automate first and why.
The audit takes approximately 2 weeks from kickoff to delivery. It includes a 90-minute discovery session, workflow mapping, tool inventory, and a written report with scored recommendations.
You receive a written AI Readiness Report with: a scored list of automation opportunities ranked by ROI and effort, estimated time savings per workflow, recommended tools and implementation approach, and a phased roadmap with suggested timelines.
The audit is ideal for businesses with 5–100 employees that are doing significant manual work in areas like lead management, customer support, invoicing, reporting, or HR — and want a clear, validated plan before investing in development.
No. The audit deliverable is yours to keep and implement however you choose. Many clients hire us to execute the roadmap, but there is no obligation. The audit stands on its own as a planning tool.
The AI Readiness Audit is priced at $499 CAD. If you proceed to a development project within 30 days, the audit fee is credited toward your project cost.
Know Exactly Where to Start
Most businesses have significant automation opportunities they haven't yet acted on — not because AI doesn't apply, but because they lack a structured starting point. Our audit helps you decide where to start with the clearest near-term value.