AI & Data Readiness Assessment
The only required starting point. Tells you where you stand, what you can safely act on right now, and what carries risk if you proceed without it. Every other engagement is more effective — and more honest — when it starts here.
$22,500
This is not a gate. Organizations routinely begin transformation work alongside remediation. What the assessment gives you is clarity — you choose what to act on, with your eyes open.
8
Scored dimensions across AI and Data readiness
2
Weeks from kickoff to scored output and readout
4
Confidence tiers — Known, Benchmarked, Inferred, Missing
1
Live executive readout with leadership team
Who this is for
Leaders evaluating automation, AI, or agentic initiatives who need to understand where they actually stand before committing resources. Also the right starting point for any CX transformation initiative — strategy built on assumed readiness is the most common reason transformations fail.
What this engagement solves
AI initiatives rarely fail because the technology doesn't work. They fail when AI is introduced into environments that are not prepared to support it — fragmented data, undefined governance, and operating models that were never designed for automation. This assessment surfaces those gaps before they become expensive surprises.
This IS the CatalystOS™ assessment
The AI & Data Readiness Assessment runs the full CatalystOS™ assessment workflow — structured intake, scoring across 8 dimensions, gap identification, and remediation plan generation. The scored output and remediation plan are CatalystOS™ outputs, not manually assembled slide decks.
What you don't get at this stage is the full playbook. That requires reaching readiness thresholds. But you get a conditional preview — showing what the playbook would contain and what ROI range is within reach.
How the engagement runs
1. Structured Intake
CatalystOS™ structured intake collects your organizational context — technology stack, data environment, operating model, and AI history. Async, efficient, no lengthy questionnaires.
2. Stakeholder Interviews & Data Review
Working sessions with your CX, IT, and operations stakeholders. We review reporting, data sources, and existing tool usage to validate and enrich the intake inputs.
3. CatalystOS™ Scoring & Remediation Plan
CatalystOS™ scores your organization across all 8 dimensions, identifies blocking gaps, and generates a prioritized remediation plan with tracks, timelines, and impact projections.
4. Executive Readout
A live debrief with your leadership team. We walk through the scored output, the remediation plan, and — critically — what you can safely act on right now versus what carries known risk.
What you receive
- CatalystOS™ scored output across all 8 readiness dimensions
- Identification of blocking gaps vs. manageable risk
- Prioritized remediation plan with tracks, timelines, and ownership
- Conditional playbook preview — ROI range and strategic themes
- Executive-ready presentation of findings
- Live readout with your leadership team included
Path from here
The assessment output directly informs which transformation paths are viable — strategy, operating model, remediation, or AI delivery. You choose what to act on based on what the data supports, not what we recommend upfront.
Start with a 30-minute conversation.
We'll tell you which engagement fits your situation — and if the answer is none of them right now, we'll tell you that too. No pitch. No pressure.