AI Opportunity & Readiness Assessment

Discuss this service

When this is the right starting point

  • Leadership needs to choose between competing AI ideas.
  • Teams spend time searching, classifying or extracting information.
  • You need to understand data access, quality and operational risks before a pilot.

What you receive

  • A prioritized opportunity register linked to business processes, owners and intended outcomes.
  • A readiness assessment covering knowledge sources, access, data quality and constraints.
  • A comparison of AI, rules-based automation and existing tools, with assumptions made explicit.
  • A recommended pilot brief: scope, evaluation dataset, success criteria, human oversight and cost drivers.

How the engagement works

  1. Frame the decision with the business sponsor and process owners. Establish the current baseline and what a useful improvement would look like.
  2. Review representative workflows and approved data samples with the technical team. Identify risks, missing evidence and non-AI alternatives.
  3. Compare value, feasibility and risk. Present the prioritized opportunities and a go, investigate further or no-go recommendation.

A recommendation is a decision, not a commitment to build

You can proceed with UP2DATE, use the agreed deliverables with your own team, or stop after the engagement. We may recommend configuration, an existing product, a smaller intervention or no new software. Implementation is proposed separately when the evidence supports it.

BRD: 85% of banking questions auto-resolved, 24/7AI Automation
Case study

BRD: 85% of banking questions auto-resolved, 24/7

A GPT-4 banking assistant trained on 50,000+ real conversations — 24/7, sub-2-second answers in natural Romanian, with smart handoff to human agents.

85%
auto-resolution
96%
customer satisfaction
<2s
response time
Read the case study
FAQ

Frequently asked questions

Does the assessment include a working AI pilot?

No. It produces the evidence and scope needed to decide whether a pilot is justified. A proof of concept or production implementation is scoped and priced separately.

What if our data is not ready?

The recommendation identifies the gaps and the work needed to address them. It may prioritize data preparation, access control or simpler automation before AI.

Do we need to choose a model first?

No. We start with the task, quality requirements and constraints. Model and hosting choices follow those requirements, rather than determining them.

Discuss this service

The initial 30-minute conversation is free. Detailed analysis, architecture and a delivery roadmap are separate, scoped engagements.

Request an initial conversation

A free 30-minute conversation to understand the situation and agree a next step. Detailed analysis is scoped separately.

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