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AI readiness assessment

Get Your Data Ready for AI Before You Buy the Tools

Most AI projects stall on data, not technology. Files are scattered, permissions are too open and key records are out of date. We find the gaps and fix them first, so your AI investment pays off.

Get a free AI readiness assessmentWhat we check

Your free assessment covers

  • Where your data lives and who can see it
  • Overshared and sensitive files
  • Data quality in CRM and ERP
  • A prioritized fix list
400+Providers we compare
Up to 35%Savings on technology spend
1,000+Employees at our largest clients
$0For your AI assessment

What we check

What we check in an AI readiness assessment

Storage

Where files and records live: SharePoint, file servers, cloud drives, line-of-business apps.

Access and permissions

Who can see what, and which folders are shared far too widely.

Sensitive data

Where personal, financial and health data sits, and whether it is labeled.

Data quality

Duplicates, missing fields and outdated records in CRM and ERP.

Backup and retention

Whether data is protected and kept for the right length of time.

Integration

Whether systems can share data with the AI tools you plan to use.

Plain English

Why permissions matter more with AI

An AI assistant like Microsoft Copilot can find anything a user has permission to open. If a payroll folder is shared with everyone, AI will surface it the first time someone asks the right question.

Cleaning up permissions and labeling sensitive data before rollout is the single most important step in making AI safe.

How it works

From assessment to AI-ready

  1. Scan

    We use your existing tools to map data, sharing and sensitive files.

  2. Prioritize

    We rank fixes by risk and by the AI projects they unblock.

  3. Fix

    We arrange the clean-up: permissions, labels, archiving and data quality.

  4. Keep it clean

    Policies and monitoring stop the mess from coming back.

Data readiness questions we hear most

How long does an AI readiness assessment take?

Typically [2–3 weeks] for a mid-sized company, depending on the number of systems. [Confirm.]

Do we need to move our data to the cloud first?

Not necessarily. Many AI tools work with on-site data, but cloud storage usually makes permissions and search easier. We’ll advise based on your setup.

What does it cost?

The initial assessment is free. Clean-up work is quoted separately once we know the scope.

Is this the same as an AI security review?

They overlap. Data readiness focuses on your data; AI security controls focus on how AI tools are used and monitored.

Data readiness insights

Free AI readiness assessment

Get your free AI readiness assessment

No sales pitch. A clear look at what you have, what you pay and where you could do better.

  • An initial 30-minute call with an advisor, not a contact center
  • An honest read on your current contracts and tools
  • A clear next step, with no obligation

Prefer to talk now? Schedule your free assessment or call 561.614.1500.

An initial 30-minute call with an advisor, not a contact center

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