77% of organizations rate their data as 'average, poor, or very poor' for AI readiness — and most don't know which specific issue is the biggest blocker. This 30-minute audit surfaces your #1 barrier so the next investment is targeted.

What's inside

Four-system audit (CRM/Customer, Financial/Accounting, Documents/Knowledge, Operations/Process) covering completeness, accuracy, and accessibility issues. Severity rating and top-issue identification per section.

How to use it

  1. Walk through every item in order — skipping ahead usually means missing the prerequisite that makes a later item work.
  2. Score honestly. The point of a checklist is to surface gaps, not to feel good about what's already done.
  3. Run it again in 90 days. Checklists are a baseline; the value is in the delta between runs.