Most AI programmes fail on data access, process clarity or accountability rather than on
the technology. The assessment below scores all four dimensions in about ten minutes, and
it will tell you where you actually are rather than where a vendor would like you to be.
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The four dimensions
What AI consulting is
AI consulting assesses where AI will and will not pay back in your operation, then sequences
the work. A readiness assessment scores data quality, process maturity, integration surface
and governance, and produces a costed roadmap rather than a technology shortlist.
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12Point Readiness Assessment
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Four ways an AI strategy goes wrong before any code exists
None of these are technology problems, and all four are visible in a two-week assessment.
The strategy is a technology list
Twelve slides naming platforms and zero slides naming a process, an owner or a number. Nobody can disagree with it, which is precisely why it will not survive its first budget review. A strategy that cannot be argued with cannot be executed either.
Nobody can check whether it worked
The chosen first use case produces output no one is able to verify. Six months later the debate about whether it is working is unresolvable, because it always was. Verifiability is a hard filter for us, not a preference.
The sequence ignores its own dependencies
An ambitious predictive project is scheduled first, and three months in it stalls because the historical data cannot be extracted without an integration nobody scoped. Ordering the roadmap around what depends on what is most of the value of doing one.
No named owner for an automated decision
Everyone assumes somebody else has signed off on what the system decides. The gap becomes visible during the first incident, which is the worst possible moment to discover it. Settling accountability is a week of conversations and it belongs at the start. See AI governance.
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The 12-point AI readiness assessment
Twelve questions across four dimensions. Answer honestly rather than aspirationally —
the value is entirely in the low scores. Nothing is sent anywhere; the scoring runs in your
browser.
Dimension 1 · Data
1. Does the operational data for this area live in systems rather than spreadsheets?
2. Could you extract a year of history without somebody exporting it by hand?
3. Does the same customer or item resolve consistently across your systems?
Dimension 2 · Process
4. Is the target process documented, and does the document match reality?
5. Do you know its handling time and its exception rate?
6. Is there one named person who can approve a change to how it works?
Dimension 3 · Integration
7. Do the key systems expose APIs you can actually get access to?
8. Is there a non-production environment to test against?
9. Do you have somewhere you could run new workloads today?
Dimension 4 · Governance
10. Do you know which categories of data are allowed to leave your network?
11. Would a named person be accountable for a decision the system makes?
12. Is there a way to review a change and roll it back if it goes wrong?
Readiness score
0 / 24
Data0/6
Process0/6
Integration0/6
Governance0/6
Foundations first
A model project here would stall on access rather than on capability. Start with something that produces value while building the foundation: measuring one process, or connecting two systems. Process measurement is the usual entry point.
Ready for a narrow pilot
Enough is in place for one scoped project with a verifiable outcome, provided it avoids your weakest dimension. A grounded internal assistant or a single automated workflow is the usual shape. See workflow automation.
Ready to build properly
Data is reachable, the process is understood and integration is feasible. A customer-facing or write-capable system is realistic, which makes the governance dimension the one to keep watching. Agent development becomes viable here.
Ready to scale
You are past the questions this assessment is designed to catch. The useful conversation now is sequencing across a portfolio and keeping governance ahead of delivery rather than behind it.
Documents you can act on, including the ones that argue against spending money with us.
A ranked use case backlog, with the rejects included
Every candidate we gathered, scored on value, effort and verifiability, including the ones we removed and why. The rejected list gets read more than the shortlist in most steering meetings, because it settles arguments that would otherwise resurface every quarter.
Value scoring uses measured handling data where it exists and an explicit assumption where it does not, labelled as such.
A roadmap ordered by dependency
Not by ambition. If the flagship project needs an integration and a data fix, those appear before it with their own effort attached, and something smaller ships first so the programme has a result to point at.
Build versus buy, without a stake
Where a product already does the job, we say so. Our incentive to recommend a build is real and we would rather name it than pretend it does not exist.
Review of what you are already building
A second opinion on an in-flight initiative: evaluation approach, security posture, provider lock-in and whether the success criteria are measurable at all.
An operating model
Who decides, who reviews, who is accountable when an automated decision is wrong. Designed with our IT advisory practice.
Engagement sequence
How an AI strategy consulting engagement runs
Two to four weeks for a defined business area, feeding directly into the delivery sequence used across the AI and automation practice.
1
Score readiness across four dimensions
The same twelve points as the assessment above, but evidenced rather than self-reported: we look at the systems, try the exports, and read the process documentation against what people actually do. The weakest dimension usually determines what a first project can realistically be.
2
Gather candidates from the people doing the work
Workshops with operators, not only with leadership. The highest-value candidates are routinely invisible from the top of an organisation chart, because the people absorbing the cost stopped mentioning it years ago.
3
Rank on measured value against honest effort
Value, effort, and whether the result can be verified. That third filter removes more candidates than the first two combined, and removing them early is the point. Process measurement supplies the numbers where they exist.
4
Sequence around dependencies
Foundational items land before the things that need them, and something defensible ships within the first quarter. A roadmap where nothing completes for nine months is a roadmap that gets cancelled in month seven.
5
Define accountability before the first build
Who owns each automated decision, what gets logged, how a change is reviewed and rolled back. A week of conversations at the start, against a genuinely difficult retrofit later. Covered fully under AI governance and compliance.
What a realistic AI roadmap looks like
Four phases. Most organisations we meet want to start at Phase 2 and are actually at Phase 0, which is a solvable problem if it is named early.
Phase 0 — Ground
Measure one process properly, get one data extract working reliably, and name who owns an automated decision. None of this is AI, and skipping it is the single most reliable predictor of a stalled programme.
Frequently this phase produces enough value on its own to fund the next, because measurement usually finds a deletable step.
Typical duration
Four to eight weeks
Exit when
You can measure a process and reach its data on demand
Phase 1 — Prove
One scoped build with a verifiable outcome and an agreed success threshold written down beforehand. Usually a grounded internal assistant, a document extraction pipeline, or a single automated workflow.
It hit the threshold you agreed, measured the same way
Phase 2 — Operate
The proven system becomes something your team runs: monitoring, alerting, a change process, an evaluation suite in CI and a named owner. This phase creates no new capability and it is the one that decides whether Phase 1 survives.
Second and third use cases start here, reusing the platform rather than rebuilding it.
Typical duration
A quarter, overlapping the next build
Exit when
Your team can operate it without us
Phase 3 — Scale
A portfolio rather than a project. Shared retrieval and orchestration infrastructure, a model register, an intake process for new requests, and governance that runs ahead of delivery instead of chasing it.
The failure mode here is drift: a dozen systems nobody has reviewed since launch. Governance stops being optional at this point.
Typical duration
Ongoing
Watch for
Systems in production that nobody has re-evaluated
What should your first project be?
Pick the constraint that bites hardest. The recommendation is deliberately narrow, because a first project that is broad is a first project that gets argued about.
Start with
One reliable integration, then a forecast
Scattered data is not a reason to wait, it is a reason to narrow. Connect the two systems that matter most for one decision, prove the extract runs unattended, then build something that uses it.
Two to three weeks of process mining will change which project you fund, and it produces a document that keeps its value regardless of what you decide afterwards. It is also the cheapest thing on this page.
High repetitive volume is the easiest first win to defend, because the before and after are both countable. Whether it is questions or paperwork decides which of two builds you want.
A nervous compliance function is usually right, and arguing with it wastes a quarter. Build the control mapping first, then run a pilot on internal users where a mistake is embarrassing rather than reportable.
Compare the plan most AI projects start with against how the effort distributes in the ones that reach production.
Model and prompt workmost of it
Data preparationsome
Integrationa little
Governance and operationslater
This is the shape of almost every AI plan we are asked to review. It is not unreasonable on its face, and it is wrong in a specific way that only becomes visible in month three.
Model and prompt workthe smallest part
Data preparationsubstantial
Integrationsubstantial
Governance and operationsnot optional
Proportions from our own delivery experience rather than a published study. The exact split varies, but the direction does not: the model is the smallest line, and governance is never the last one. Planning to the first shape is how projects run out of budget with a working prototype and nothing in production.
What assessments typically find
Four patterns that recur by sector. Profiles are anonymised.
Professional services: strong data, no process owner
Documents and history are usually in good shape, and the blocker is that no single person can approve a change to how work gets done. The first project has to be one where a partner will personally own the output.
Processes are well understood and often already documented to a standard. The constraint is an ERP module with no interface, which usually makes integration or a robot bridge the first line in the plan rather than a model.
Financial services: governance leads, so scope narrows
Accountability structures already exist, which is an advantage. The assessment usually recommends an internal-facing first project so the control framework can be exercised before anything reaches a customer.
Small teams absorbing large repetitive volumes, with limited platform capacity. The right answer is almost always the narrowest possible project on hosted infrastructure, and the assessment says so rather than proposing a programme.
All three are sold as AI consulting. They differ in who writes the recommendation and what happens if it is wrong.
Comparison of strategy-only consultancies, vendor-aligned advisors and delivery-capable consultants across five criteria.
Criterion
Strategy-only firm
Vendor-aligned advisor
Consultant who also delivers
Knows what the build costs
Estimates from benchmarks
Estimates from their product
From having built it
Incentive on the recommendation
Neutral, but no accountability
Points at their platform
Points at a build, which we name openly
Carries the risk if wrong
No
Partly, through the licence
Yes, if we deliver it
Output
A strategy document
An implementation plan for one product
A ranked backlog and a sequenced roadmap
Best when
The question is organisational
You have already chosen the platform
You need to know what is actually feasible
The honest caveat about our own column is in row two: we build things, so we have an interest in recommending a build. The mitigation is that we publish the rejects alongside the shortlist and hand you a roadmap you can take elsewhere. Broader technology strategy sits with our IT consulting and advisory practice.
The ten that come up in almost every first conversation.
A readiness assessment across data, process, integration and governance, a shortlist of use cases ranked on measured value against honest effort, and a sequenced roadmap with the dependencies made explicit. The output is a document you can act on, including the option of acting on it without us.
A structured scoring of the four things that decide whether AI works in your organisation: whether your data is reachable and consistent, whether your processes are understood, whether your systems can be integrated, and whether anyone is accountable for automated decisions.
We execute an SOW and begin within 24 to 48 hours. A readiness assessment and roadmap for a defined business area typically takes two to four weeks depending on how many systems are involved and how quickly the right people can be in a room.
Frequently, and it is the most valuable thing we do. A deterministic workflow instead of an agent, a fixed report instead of a model, or deleting a process step rather than automating it. We would rather lose the build than deliver something that quietly fails eighteen months in.
Usually not for a first project. A scoped use case needs the data it needs, not all of it. Where a warehouse genuinely is the blocker the assessment will say so plainly, because discovering that mid-build is considerably more expensive than discovering it beforehand.
Measured value against honest effort, filtered by whether the result is verifiable. A use case nobody can check is not a first project regardless of how impressive it sounds. The first build should be defensible in a steering meeting, because that is what funds the second.
Yes, and most of our consulting work is shaped that way. We are frequently brought in to assess something a client is already building, or to help an internal team make a build-versus-buy call without a vendor's incentive attached to the answer.
Then you have saved a build budget and gained a specific list of what to fix first. Not-ready almost never means wait; it usually means a narrower first project than the one being discussed, with the foundational work running alongside it rather than before it.
This page covers AI and automation specifically. Broader technology strategy, vendor selection, architecture and modernisation sit with our IT consulting and advisory practice, and the two teams work together where an AI roadmap depends on a platform decision.
Yes. Everything produced during a consulting engagement is yours, including the assessment scoring, the ranked use case backlog and the roadmap. You are free to take it to another supplier, and some clients do.