AI Readiness Assessment
Bussines Type
Key Results
The assessment aligned the entire leadership team around a unified AI vision and produced a clear, actionable roadmap that turned scattered enthusiasm into measurable business impact.
Executive Project Summary
A leading direct selling healthcare company partnered with us to explore how AI could enhance their operations and customer experience. While internal excitement around AI was high, attempts to implement tools like ChatGPT had little impact. Our AI Readiness Assessment uncovered deep misalignments, clarified the role AI could play in their strategy - and not - and resulted in a prioritised roadmap for adoption.
The Problem
The client is an established direct selling business that produces and distributes its own health and wellness products through a field-based agent network.
With increasing interest in AI across the organisation, the leadership team wanted to understand how to move beyond ad hoc tool experimentation and towards a more coherent plan that better aligned with their growth ambitions and operational needs.
Despite high enthusiasm, there was no shared vision for AI across departments:
- Over 60% of leadership saw AI as a tool to automate and optimise existing operations.
- 40% believed AI should be used to reimagine the business model and customer experience.
- Internal champions felt isolated and unsupported, unsure where to start or how to demonstrate value.
- Previous AI initiatives had failed to gain traction due to poor adoption and unclear business cases.
This created confusion, stalled progress and growing fatigue around the AI conversation.
The Solution
We delivered a structured AI Readiness Assessment, including:
- Leadership alignment workshops to define the organisations perspective on AI.
- Strategy mapping to connect AI potential to company goals and strategy.
- Capability audits to assess data, tech stack, team capabilities and risks.
- A prioritised roadmap of use cases matched to value, feasibility and adoption readiness.
- Clear guidance on governance, success metrics and change management.
Most importantly, we co-designed the future-state vision with the leadership team, building shared ownership and internal momentum.
The Results
This project transformed vague interest into structured action. It gave the company:
- Confidence in their AI direction
- A clear, costed roadmap that aligned to the core business strategy
- Tangible proof that AI can unlock real business value-fast
Our collaborative approach turned the leadership team into AI advocates, laying the foundations for reinvigorated growth.
- Unified AI Vision was created and endorsed by the leadership team, including a living AI manifesto for the whole business.
- Shadow AI inventory completed - identifying 18+ informal AI tools in use across departments.
- AI Use Policy implemented - guiding responsible use of tools like ChatGPT and third-party APIs across the organisation.
- Standard Operating Procedures (SOPs) created for secure AI tool usage (especially for marketing and customer success).
- AI Opportunity Map produced, linking potential use cases to measurable KPIs (e.g. NPS, onboarding time, churn).
- MVP pipeline of AI projects agreed with a staged investment approach.
- Internal AI Champions formally recognised with defined roles in pilots and education.
- Two high-impact AI solutions deployed (customer insight automation + agent onboarding assistant).
"Incredibly gifted and insightful! So glad that we met Dan and his team in 2024. What amazes us most is their depth of knowledge across so many areas. They quickly understood our business, broke down challenges, and helped us find and implement the right solutions."
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