What do I get from the assessment?

A prioritized roadmap with 3-5 near-term automations, data/PII guardrails, cost ranges, and an implementation timeline.

How long does it take?

Most assessments are completed in 10-14 days, including stakeholder sessions and a readout.

Will it slow my team down?

No. We use short, structured interviews and existing metrics; the process is designed to be lightweight.

Do you check data and security?

Yes. We review data sources, access, privacy, and compliance needs, and include a guardrail plan.

What Is an AI Readiness Assessment (and Does Your Business Need One?)

Why an AI readiness assessment matters

Buying AI tools without a plan leads to shelfware, shadow IT, and inconsistent outcomes. A readiness assessment gives you a map: what to automate first, which data is trustworthy, and how to protect customers and IP.

What we assess

Processes: Where time and money are burned—support, lead ops, reporting, onboarding.

Data: Sources, quality, access, PII/PHI sensitivity, and integration paths.

People: Who owns the workflow, change appetite, and training needs.

Systems: CRMs, ERPs, ticketing, warehouses, and automation tools in play.

Security: Compliance constraints, audit requirements, and guardrail options.

ROI: Time saved, revenue lift, and payback windows by opportunity.

Deliverables you walk away with

A prioritized roadmap with 3–5 automations to ship in 30–90 days.
Risk and guardrail plan covering data access, PII, approvals, and logging.
Architecture options (build vs buy) with cost/time estimates.
Success metrics, owners, and a 14-day pilot plan for the top use case.

How the assessment works (10–14 days)

Kickoff (Day 1): Goals, constraints, stakeholders, and access.
Discovery (Days 2–6): Interviews, process tracing, data checks, and risk review.
Model the value (Days 7–9): Time/revenue math, guardrails, and stack options.
Readout (Days 10–14): Roadmap, pilot plan, and executive briefing.

Signals you’re ready

Repetitive, rules-based work in support, sales ops, finance, or operations.
Data is accessible (even if messy) and systems have APIs or export paths.
Leadership wants measurable outcomes, not “AI experiments.”
Security/compliance is a consideration but not a blocker with guardrails.

Signals to pause or prep first

No clear owner for the target process.
Data is locked away without APIs/exports or has unknown quality.
No agreement on success metrics or budget guardrails.

If you can’t measure the process today, start by instrumenting it. We’ll help set baselines before automating.

Security and compliance

We map data flows, classify sensitivity, and recommend controls: private deployments, retrieval-only bots, PII scrubbing, audit logging, and access scoping. We avoid sending sensitive data to public LLMs.

What happens after the assessment

Pilot kickoff for the top use case (often in two weeks).
Implementation sprints with weekly demos.
Runbooks, SLAs, and training for the owning team.

Ready to see if you’re ready?

If you want to move fast without breaking things, start with a lightweight assessment. It gives you proof points, cost clarity, and a path to launch safely.

Book my assessment See more Zyphh playbooks

FAQ

How much time from my team?

Typically 3–5 hours across stakeholders. We run structured sessions to minimize disruption.

Do you include change management?

Yes, we identify owners, training needs, and comms to make adoption stick.

What if we’re not ready?

You still get a prep plan: data cleanup, instrumentation, and security steps to become ready.

Can we start with one use case?

Absolutely. We often pilot one process to show value before scaling.