AI Readiness Assessment

From Scattered Tools to Strategic AI Roadmap in 30 Days

THE ENTERPRISE GAP

82% of large enterprises plan to integrate AI agents within 3 years. Meanwhile, most small and mid-sized businesses are still wondering where to start—or worse, experimenting with AI tools in isolation without a cohesive strategy.

This gap isn't about capability. It's about clarity.

THE SITUATION

A regional equipment distributor with 45 employees had the typical symptoms: a sales manager using ChatGPT for emails, an operations lead experimenting with automation tools, and an owner who kept reading about AI but couldn't connect the dots between the hype and his P&L.

"We knew AI could help us," the owner admitted. "We just didn't know what to prioritize or whether we were wasting time on the wrong things."

Sound familiar?

THE APPROACH

Rather than diving into tool recommendations, we started with a structured AI Readiness Assessment. Every employee completed a 30-minute survey designed to surface three things:

1. Current AI usage (formal and informal)

2. Time-intensive manual processes ripe for automation

3. Team comfort levels and adoption barriers

Within one week, we delivered an Implementation Roadmap that mapped their specific pain points to prioritized solutions—not generic AI advice, but a sequenced plan tied to their actual workflows.

THE TRANSFORMATION

The assessment revealed something the leadership team hadn't seen: their customer service coordinator was spending 12+ hours weekly on repetitive quote follow-ups, while their highest-value process—new customer onboarding—had zero AI touchpoints.

The 90-day implementation prioritized:

•  Week 1-4: Automated quote follow-up sequences (immediate time savings)

•  Week 5-8: AI-assisted customer onboarding documentation

•  Week 9-12: Sales team training on AI-powered prospect research

THE RESULTS

By day 90:

•  Clear AI roadmap aligned to business priorities (not tool features)

•  3-5 quick wins implemented and adopted by the team

•  Foundation for sustained AI maturity vs. one-off experiments

THE SMB ADVANTAGE

Here's what enterprise consultants won't tell you: smaller organizations can move faster. No procurement committees. No 18-month implementation cycles. No legacy system paralysis.

The same AI capabilities reshaping Fortune 500 companies are accessible to a 45-person distributor—if you know where to start.

That's the gap we close.