AI enablement · Readiness

Find the one AI workflow that is genuinely ready to pilot

If you have a list of AI ideas, a strategy deck and limited access, budget and ownership, commission a readiness investigation. I examine each candidate workflow in your organisation against data access, an accountable owner and a measurable baseline, then give you an evidence-backed shortlist, an access dependency map and a pilot brief your sponsor can fund or decline.

This is a good fit if…

  • An AI strategy or opportunity list exists, but nothing has changed in daily work.
  • You have more candidate ideas than budget, and need to choose on evidence rather than enthusiasm.
  • Data access, security review or ownership questions keep stalling ideas, and you want them mapped before you commit.
  • A sponsor needs a pilot brief with scope, measures and dependencies they can approve or reject.

Look elsewhere if…

  • You want a quick, free view of your organisation's readiness. Use the self-serve AI readiness assessment instead.
  • Pilots are already running without owners. Use AI programme rescue.
  • Tools are rolled out but unused. Use adoption rescue.

What you get

Evidence-backed shortlist, access dependency map and funded pilot brief

  • Every candidate idea assessed against the same readiness tests, with evidence.
  • A shortlist of two or three workflows that are ready, and a clear reason for each idea that is not.
  • An access dependency map: which systems, approvals and people each shortlisted workflow needs.
  • A pilot brief for the top candidate with scope, owner, baseline, measures, risks and stop criteria.

How it runs

  1. 01

    Collect candidates

    I gather the ideas from your strategy material, sponsor and team leads, and frame each as a specific workflow with a user team and an output.

  2. 02

    Investigate in context

    For each candidate I talk to the people who do the work, look at the actual inputs and outputs, and check data access with IT and data protection.

  3. 03

    Score and map

    Each candidate is tested for owner, data route, baseline, review requirement and value. Dependencies are mapped across the shortlist.

  4. 04

    Write the pilot brief

    The top candidate becomes a pilot brief with scope, measures and stop criteria. The sponsor decides whether to fund it.

What needs to be in place

  • A sponsor with authority to approve or decline a pilot.
  • The existing strategy, opportunity list or ideas, however rough.
  • Access to team leads and practitioners for each candidate workflow.
  • A contact in IT and in data protection or security for the access review.

Not included

  • Regulatory, legal or compliance certification of any kind.
  • Running the pilot. That is a separate, scoped enablement pilot if you choose to fund it.
  • Market research, competitor benchmarking or vendor selection by feature list.
  • Enterprise-wide maturity scoring for board reporting.

When the strategy is finished and nothing has changed

Many organisations now have an AI strategy or an opportunity list. It names a dozen promising uses: summarising contracts, drafting customer replies, forecasting demand, answering policy questions. A few months on, daily work looks the same. The list was not wrong. It simply never asked the questions that decide whether an idea can actually be piloted next month: who owns it, can the tool reach the data, what does “better” mean, and who has to approve it.

This engagement asks those questions about your specific ideas, inside your organisation, and gives a sponsor something concrete to fund or decline.

Commissioned investigation, not a questionnaire

There are two ways to look at readiness on this site, and they are different purchases.

The free AI readiness assessment is a self-serve tool. You answer questions about your organisation and get an indicative view on the page, without giving an email address. It is a good first step, and many people need nothing more.

This page is a commissioned investigation. I examine named workflows in your organisation: I talk to the people who do the work, look at real inputs and outputs, and check data routes with your IT and data protection teams. The output is evidence about your workflows, not a general score. Neither is an audit or a certification.

What the investigation tests

Each candidate is framed as a specific workflow (“first-draft responses to supplier queries in procurement”, not “AI for procurement”) and tested against the same questions:

  • Owner. Is there a named person who will run the workflow in daily work and be accountable for its output?
  • Data route. Can an approved tool reach the inputs the work needs, within your data policy, without copying information somewhere it should not be? What approvals are outstanding?
  • Baseline. Can we measure how the work performs today, in time, quality or rework, so improvement can be shown?
  • Review requirement. Who must check the output, and is that reviewer available and willing?
  • Value and volume. Does the work recur often enough, and matter enough, to justify the change?

Ideas that fail a test are not discarded. The report records what would make them ready, so they can come back later.

The signature deliverable, illustrated

You receive an evidence-backed shortlist, access dependency map and funded pilot brief. Illustrative extract from a shortlist:

Candidate workflowOwnerData routeBaselineReviewerVerdict
Supplier query first drafts (procurement)Procurement lead, confirmedShared mailbox export approved for pilot3 weeks of logged queriesSenior buyerReady: pilot brief written
Policy Q&A for staff (HR)HR operations managerPolicy library in document store; permissions need reviewTicket volumes availableHR policy ownerReady after permission review
Demand forecast commentary (operations)Not identifiedWarehouse access request pendingNoneUnclearNot ready: needs owner and data access

Illustrative example. It shows the format, not a client’s assessment.

The access dependency map shows, for each shortlisted workflow, the systems, approvals and people involved and which are outstanding. The pilot brief for the top candidate sets out scope, owner, user team, baseline method, measures, review points, data rules, risks and stop criteria, written so a sponsor can approve it and any competent team could run it.

How acceptance is judged

The sponsor accepts the investigation when every candidate has been assessed against the same tests with recorded evidence, the dependency map has been checked by IT and data protection, and the pilot brief is complete enough to fund or decline without further work. A conclusion that nothing is ready yet, with the reasons, is an acceptable result.

Ownership and handover

The sponsor owns the shortlist and the funding decision. The named workflow owner owns the pilot brief. If you fund the pilot, you can run it internally, use the free pilot scorecard to judge it, or commission it as an AI enablement pilot. If the main blocker is data or integration rather than ownership, see make data and integrations ready for AI.

Questions buyers ask

How is this different from your free readiness assessment?

The free assessment is a self-serve tool. You answer questions and get a useful indicative view in a few minutes, with no email required. This is a commissioned investigation: I examine specific workflows inside your organisation, talk to the people involved and check data access with IT. Use the free tool first if you are unsure.

Is this an audit or certification?

No. It is an investigation that tells you which workflow is ready to pilot and what it depends on. It does not certify compliance with any regulation or standard, and should not be presented as doing so. Where regulation applies, your compliance team remains the authority.

What if none of our ideas are ready?

Then the report says so, and names what would make the strongest candidate ready: usually an owner, a data-access approval or a baseline. That is a useful result, and cheaper than discovering it halfway through a funded pilot.

Will you recommend tools?

Only where the choice affects readiness, for example if a workflow needs content a tool cannot reach. I have no vendor relationships. If tool choice is the main question, the tool rollout service runs a fair comparison. Tool preference rarely decides readiness; owners and data routes usually do.

Can you run the pilot afterwards?

Yes, if you choose to, as a separately scoped enablement pilot. The brief is written so that anyone competent could run it, including your own team. There is no obligation to continue with me, and the investigation is priced as a fixed-scope diagnostic on its own.

Related engagements

AI enablement · Adoption rescue

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We bought AI tools and ran training, but staff have not changed how they work. What should we fix before buying more licences?

You get:Adoption-friction diagnosis, one redesigned workflow and a repeat-use measurement plan

AI enablement · Champions

AI champions

We need internal champions who can teach colleagues and maintain workflows after an external consultant leaves. How should the programme work?

You get:Champion selection rubric, teach-back exercises, escalation map and maintained workflow library

Free tool · Enablement

Readiness self-assessment

Which two workflows should our company pilot first, given limited data access and no dedicated AI team?

You get:Transparent self-assessment with optional paid diagnostic

Free scorecard · Enablement

Pilot scorecard

Our pilot looks promising, but what evidence should determine whether to expand, revise or stop it?

You get:Decision worksheet covering task quality, usage, risk, operating effort and ownership

AI delivery · Data foundations

AI data readiness

The model works in a demo but our real data is fragmented and access is unclear. What foundations are missing?

You get:Source inventory, ownership and permission map, freshness checks and ingestion plan

AI enablement · Fractional lead

Fractional enablement lead

Who can own adoption a few days a month while our internal team develops the skills and operating routines?

You get:Named ownership plan, adoption backlog, sponsor reviews and internal succession plan

Further reading

Scope a readiness investigation

A short, non-confidential description is enough to start. I read every brief personally and reply within two business days, including when the answer is that I am not the right fit.

Step 1 of 2 · The basics