AI Readiness Assessment
NZ$4,500 + GST
A structured 2-week audit of your workflows, technology stack, governance posture, and AI readiness. Produces a prioritised implementation roadmap — not a strategy document, a practical brief for what to automate, in what order, with what tools, at what cost.
At a glance
Book this serviceWhat you get.
- 1
Stakeholder interviews
2–3 interviews with key staff (60 minutes each) covering current workflows, pain points, technology use, and priorities. Conducted at the start of the assessment to ground every subsequent recommendation in how the firm actually operates.
- 2
Workflow audit
Audit of 3–5 priority processes — mapped end-to-end, with time estimates, error rates, and automation feasibility for each. Focuses on the workflows most likely to deliver measurable ROI from automation.
- 3
Technology stack and integration feasibility review
Assessment of the firm's existing systems — Xero, Microsoft 365, SharePoint, project management tools, CRM — and which integration paths are feasible, which require workarounds, and which are not viable with current systems.
- 4
AI governance gap analysis
A review of the firm's current AI governance posture — what policies exist, what staff are doing in practice, where the gaps are, and what a minimum-viable governance framework needs to cover.
- 5
Prioritised implementation roadmap
A 15–20 page written report ranking recommendations by ROI, feasibility, and risk. Includes a cost-benefit analysis for the top 3 recommended automations with specific tool recommendations, estimated build cost, and projected time savings.
- 6
Leadership presentation
A 60-minute presentation of findings to the firm's leadership team. Designed to create alignment and approval for the recommended next steps. The roadmap is structured so it can be tabled at a partner or board meeting without additional preparation.
What this is not.
- — A generic AI maturity assessment pulled from a template. Every assessment is built around the firm's actual systems, workflows, and technology stack.
- — A sales funnel disguised as an audit. The roadmap recommends what makes sense for the firm — not what AIpex most wants to build.
- — An open-ended consulting engagement. The scope is fixed: 2 weeks, defined deliverables, one leadership presentation. It ends with a clear brief, not an ongoing retainer.
- — A prerequisite for a Workflow Integration Sprint. Firms with a clear brief and director approval can proceed directly to a sprint. The assessment is for firms that want a scoped, evidence-based starting point.
Who this is for.
The AI Readiness Assessment is designed for managing partners and operations managers who have already concluded that AI matters for their firm but are not yet sure which workflows to target or in what order.
It is the right starting point for the managing partner who has done the Executive AI Briefing and knows the firm needs to act, but needs a scoped, evidence-based brief before taking an implementation budget to the partners. It is equally suited to the operations manager who has director approval for an integration project but wants to ensure the right workflows are prioritised before committing to a build.
The assessment bridges both the training and integration service lines. For firms that have not done any training, it surfaces the governance gaps that need addressing alongside the automation opportunities. For firms that have completed a capability programme, it converts the identified opportunities into a costed, prioritised brief ready for implementation.
Questions about the AI Readiness Assessment.
What managing partners and operations managers ask before committing.
Ready to scope your AI implementation?
The first conversation is focused on your firm. Not a sales pitch.