A 3-Day Deep Dive into Your Data & Operations
Automation Readiness Audit
We don't just look at your servers. We talk to your people.
Real data problems hide in human processes—the sticky notes on monitors, the secret spreadsheets, and the manual workarounds your staff use every day. To fix this, we need to be in the room.
The 3-Step Process:
1. The Scope (30 Mins) We have a brief call to identify your key systems (CRM, Finance, Ops) and your business goals. We sign an NDA immediately.
2. The Deep Dive (The Work) We request read-only access to your core data schema (or review samples via screen-share). We map your architecture and check for security gaps.
3. The Findings (The Value) You receive a Red/Amber/Green Readiness Report. We present this on a video call, explaining exactly what you need to fix to get "Green" status.
The Output: You walk away with a clear Remediation Plan. You can choose to implement the fixes yourself, hire us to do it, or use another partner.
The 3-Day On-Site Agenda:
Day 1: The Technical Review We sit with your IT and Admin leads to map the current architecture. We identify the silos, the security risks, and the "spaghetti code" connecting your systems.
Day 2: The Stakeholder Interviews We interview key department heads (Finance, Sales, Ops). We find out where the friction is—what stops them from getting answers? What takes them 4 hours when it should take 4 minutes?
Day 3: The Gap Analysis We compare your current state against your AI goals. We identify exactly what data needs to be cleaned, integrated, or governance-locked before you can automate.
The Outcome: You receive a comprehensive Strategic Roadmap and a face-to-face presentation to the Board. You will know exactly what to fix, how long it will take, and what it will cost.
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