AI Readiness Checklist

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FREE CHECKLIST · 15 MINUTES · FOR OPERATIONS & IT LEADERS

Don’t fund an AI pilot until you can answer these 10 questions.

Most AI pilots don’t fail because of the model. They stall on data access, ownership, security sign-off, or a rollout nobody funded. Score yours in 15 minutes.
  • Know whether to start, fix a few gaps first, or wait
  • See what “ready” looks like next to the red flag that usually stops a project
  • Leave with your top 3 next actions, not a generic report
10 questions  ·  Scored out of 20  ·  HIPAA-aware  ·  No sales call

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12+ years    ·    120+ projects delivered    ·    Amazon · Microsoft · Snowflake partner    ·    Boca Raton, FL
WHY PILOTS STALL

The pilot worked. The rollout didn’t.

A promising demo, a happy steering committee, then six months of nothing. The cause is almost never the technology. It’s a gap that was visible on day one, if anyone had looked.

Data nobody can reach

The process lives in PDFs, inboxes and personal spreadsheets, and nobody knows who can grant access.

No accountable owner

The project belongs to “IT” or “innovation”, and operations was never in the room.

Pilot funded, rollout not

The demo gets budget. Getting it into production and into daily use doesn’t.

WHAT'S INSIDE

10 questions. One score. Three next actions.

Each point shows what “ready” looks like and the red flag to watch for. Do it with your operations lead and IT lead in the same room.
  • 1.  Business case
  • 2.  One high-value use case
  • 3.  Data access
  • 4.  Systems & integration
  • 5.  Security & compliance
  • 6.  Ownership
  • 7.  Adoption plan
  • 8.  Pilot success criteria
  • 9.  Budget & timeline
  • 10.  Build, buy or partner
YOUR RESULT

Know exactly where you stand.

17–20
Ready to pilot
Lock the success criteria and start. Your risk is scope creep, not readiness.
12–16
Nearly ready
Close the 2–3 gaps first, usually data, ownership or security. Then go.
6–11
Prepare first
A pilot now would likely stall. Spend 4–6 weeks on the basics, then re-score.
0–5
Not yet
Start with a short discovery: one process, one metric, one owner.
WHO IT'S FOR

Built for the people who own the outcome.

COOs & Heads of Operations
Deciding which process to automate first
CTOs, CIOs & IT leaders
Aligning business, data and security before a build
Innovation & transformation leads
Asked for “an AI strategy” and need something concrete
Healthcare operations teams
Weighing AI against compliance and clinical workflow
FAQ

Quick answers

About 15 minutes. Do it with your operations and IT leads together. If they score a point differently, that disagreement is itself a finding.

No. The 10 questions apply to any mid-market operation. Healthcare teams will find the security and compliance point especially relevant.

No. You get the checklist immediately. The strategy session is optional.

That’s useful. The guide tells you what to fix first, and most gaps close in 4–6 weeks.

No. The checklist is a self-scored PDF. Nothing you write in it is sent to us.

Find the gaps before they cost you a pilot.

Free, instant, and takes 15 minutes.
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