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AI Readiness Assessment

Before You Invest Another Dollar in AI, Know Where You Actually Stand

Most companies overestimate their AI readiness and underestimate the gaps. Our assessment gives you a clear, honest picture across five dimensions, with a prioritized roadmap for what to do next and what to build first.

His ability to combine strategic thinking with a deep understanding of customer needs has been instrumental. He is a lifelong learner who actively seeks out new trends and best practices.

Carl Pottkotter, VP of Technology, Harrow

An AI readiness assessment is a structured evaluation of an organization's data infrastructure, team capabilities, technology stack, and strategic alignment to determine where AI can deliver measurable business impact and what gaps must be addressed first.

Haney Strategy

Why This Matters

96% of companies are stuck in pilots or planning. Only 1% consider their AI deployments mature. 95% of AI pilots fail to deliver measurable business value. The #1 reason: starting with technology before understanding readiness. For a deeper look at the signals that separate ready companies from the rest, read Is Your Company Ready for AI?

Companies are spending real money on AI tools they're not ready to use effectively. An assessment prevents wasted investment and focuses resources on what will actually move the needle. Think of it as the blueprint before the build, whether that leads to a focused AI strategy engagement or a full fractional CMTO relationship.

What We Evaluate

Five Dimensions of AI Readiness

01

Data Readiness

Is your data accessible, clean, integrated, and structured for AI? Only 9% of companies report all data available and usable. We evaluate data quality, accessibility, integration across systems, and readiness for AI applications.

02

Infrastructure & Technology

Does your current tech stack support AI integration? Where are the bottlenecks? We assess existing systems, identify integration points and limitations, and determine what needs to change before implementation can succeed.

03

People & Skills

Does your team have the capability to adopt, use, and maintain AI tools? 58% of mid-market companies cite skills gaps as their top barrier. We assess current capabilities, identify training needs, and determine whether to build, hire, or engage fractional expertise.

04

Process & Workflow

Are your current workflows designed for AI augmentation? Research shows workflow redesign has the biggest effect on EBIT impact from AI. We map where AI fits naturally, where processes need to change, and where the highest-impact automation opportunities are.

05

Governance & Risk

Do you have policies for responsible AI use, data privacy, and compliance? Only 1 in 5 companies has a mature governance model. We assess your current framework and identify what you need in place before scaling AI.

What You Get

01

Comprehensive maturity score across all five dimensions with visual scoring

02

Benchmarking against industry peers

03

Prioritized list of high-impact, achievable AI use cases specific to your business

04

Gap analysis with specific, actionable remediation recommendations

05

Build-vs-buy analysis for key technology needs

06

Phased implementation roadmap with estimated timeline, investment ranges, and expected ROI

07

90-minute executive presentation designed for leadership and board alignment

08

Comprehensive written report for internal use and business case building

How It Works

Week 1

Discovery

Kickoff meeting, stakeholder interviews (leadership, marketing, sales, IT, operations), data and infrastructure review, current tool and vendor audit.

Week 2

Analysis

Deep analysis, maturity scoring, use case identification and prioritization, gap analysis, ROI modeling.

Week 3

Delivery

Report development, roadmap creation, executive presentation preparation. 90-minute executive presentation with Q&A, comprehensive written report, and 30-day follow-up call.

The Engagement

This is a fixed-fee engagement. Most mid-market assessments are completed within 2-3 weeks. The investment pays for itself by preventing one bad AI purchase decision or one failed pilot. See our pricing page for full details on what drives the investment.

Need a faster read? Ask about our Quick-Start Diagnostic: a focused one-week engagement for companies that want directional clarity before committing to a full assessment. Starts at $7,500.

What Happens Next

What Happens After the Assessment

Some companies take the assessment and roadmap and execute internally. That's a great outcome.

Others want hands-on help building what the roadmap recommends. That's where our AI Strategy & Implementation and Fractional CMTO services come in.

Either way, you'll have a clear, honest picture of where you stand and a practical plan for what to do next. No pressure, no bait-and-switch.

Questions Buyers Are Asking

What is an AI readiness assessment?

An AI readiness assessment is a structured evaluation that measures your organization's ability to successfully adopt and deploy artificial intelligence. It is not a technology audit. It is a business readiness diagnostic that tells you whether your company can actually extract value from AI investments, or whether you are about to waste money on tools you are not ready to use.

The assessment evaluates five dimensions: Data (is your data accessible, clean, and structured for AI?), Infrastructure (can your tech stack support AI integration?), People (does your team have the skills to adopt and maintain AI tools?), Process (are your workflows designed for AI augmentation?), and Governance (do you have policies for responsible AI use and compliance?).

The deliverable is a scored maturity assessment with benchmarking against industry peers, a prioritized list of high-impact use cases specific to your business, gap analysis with remediation recommendations, and a phased implementation roadmap. Key participants include leadership, marketing, sales, IT, and operations. The assessment requires 5 to 8 hours of leadership interview time spread across 6 to 10 stakeholders.

How long does an AI readiness assessment take?

A standard AI readiness assessment takes 4 to 6 weeks from kickoff to executive presentation. Week 1 is discovery: kickoff meeting, stakeholder interviews across leadership, marketing, sales, IT, and operations, data and infrastructure review, and current tool and vendor audit. Week 2 is deep analysis: maturity scoring, use case identification and prioritization, gap analysis, and ROI modeling.

Weeks 3 through 4 are delivery: report development, roadmap creation, and executive presentation preparation. The engagement concludes with a 90-minute executive presentation with Q&A, a comprehensive written report, and a 30-day follow-up call to address questions that emerge as leadership processes the findings.

Your team's time commitment is modest. Each stakeholder interview takes 45 to 60 minutes. Most companies involve 6 to 10 people, so total internal time investment is 5 to 8 hours of leadership time. The rest is our work. For companies that want faster directional clarity before committing to a full assessment, we offer a Quick-Start Diagnostic: a focused one-week engagement starting at $7,500.

What happens after an AI readiness assessment?

After the assessment, you have a clear, honest picture of where your organization stands and a practical roadmap for what to do next. The assessment report includes scored results across all five dimensions, benchmarked against industry peers, so you know not just where you are but how you compare.

What happens next depends on your score and your internal capabilities. Companies with strong internal teams sometimes take the roadmap and execute independently. That is a great outcome. The assessment paid for itself by preventing wasted investment and focusing resources on the right priorities.

Companies that need hands-on help building what the roadmap recommends typically move into an AI Strategy & Implementation engagement or a full Fractional CMTO relationship. The assessment becomes the foundation for the engagement, eliminating the discovery phase because we already know your business, your gaps, and your priorities. Either path forward starts with the same honest conversation about what is real and what is next.

Common Questions

How long does the assessment take?

Most mid-market assessments are completed within 2-3 weeks from kickoff to executive presentation.

Who needs to be involved?

We interview stakeholders across leadership, marketing, sales, IT, and operations. Typically 6-10 people depending on company size. Each interview takes 45-60 minutes.

What happens after the assessment?

Some companies take the roadmap and execute internally. Others want hands-on help building what the roadmap recommends. That's where our AI Strategy & Implementation and Fractional CMTO services come in. Either way, you'll have a clear picture and a practical plan.

What is an AI readiness assessment?

A structured evaluation across five dimensions: Data, Infrastructure, People, Process, and Governance. It measures where your organization actually stands before investing in AI implementation.

How long does an AI readiness assessment take?

4 to 6 weeks from kickoff to executive presentation. Your leadership team invests 5 to 8 hours total in interviews. The rest is our analysis and deliverable development.

What happens after an AI readiness assessment?

You receive a scored maturity assessment, prioritized use case map, and phased implementation roadmap. Next steps depend on your score and internal capabilities.

What People Say

19 recommendations shown

Trusted By Leaders Like You

Billy Turner

Jim is one of the most forward-thinking marketing leaders I've ever worked with, combining deep marketing expertise, strong technical skills, and sharp business acumen. He has a unique ability to see the bigger picture and align strategies to deliver results that truly make an impact.

Billy Turner

SVP, Managed Services at Secur-Serv

Frank Borovsky

Jim is the perfect mix of sales and marketing with a solid handle on the business. Outgoing and gregarious, diplomatic and sincere. Practical and insightful, in the office, he's the sounding board you need before launching any initiative in the field. Sterling.

Frank Borovsky

Principal, Digital Consulting & Advisory Services

Peter Wolschrijn

If you want to get things done right, give Jim a call. He is the very effective engine that makes things happen in a very involved way.

Peter Wolschrijn

Marketing Technology Architect, Lowe's Companies

Every successful AI initiative starts with an honest assessment.

Let's have that conversation.

Try the AI Readiness Assessment