Inspect the current setup
We inventory your sources, systems, process instructions and access arrangements. Representative records and conversations with the team reveal how the work happens and where the proposed system would need help.
A readiness report, a scorecard and a prioritized list of fixes. You learn which data, process, connection and permission gaps stand between your company and a useful first AI project, with the evidence attached.
Scope & pricingReadiness report
Approval rules are not written down.
The required action has no connection.
Access decisions have no named owner.
Why it helps
An AI agent is software that can carry out tasks in connected tools. To do useful work, it needs readable information, a process to follow and permission to take the right actions. A demonstration can look convincing while one of those essentials is missing in your business.
We review what your intended workflow would actually depend on. The report distinguishes usable foundations from gaps that need attention and explains what each fix enables. Your team can see what to prepare first, who needs to be involved and which findings should shape the scope of the build.
How we deliver it
We inventory your sources, systems, process instructions and access arrangements. Representative records and conversations with the team reveal how the work happens and where the proposed system would need help.
We assess readiness across data, process, tools and permissions. Findings link back to the evidence reviewed, so your technical and operating teams can understand the reason behind each part of the score.
We rank the actions by the work they enable, their expected effort and their dependencies. You receive the score breakdown, evidence file and an ordered list of improvements to discuss with owners.
For leadership and operations teams at 20–200 person companies.
Useful before connecting agents to internal systems.
A 0–100 score with a breakdown by category.
Findings linked to the sources and systems reviewed.
Actions with estimated effort and dependencies.