Sample deliverables

What an AI Readiness Audit actually delivers

Two of the artifacts you receive from a fixed-scope, fixed-fee audit — a scored report card and a prioritized remediation roadmap. The company and figures below are illustrative, but the format is exactly what lands on your desk.

1 · The report card
Don FournierIndependent AI & Systems Consulting
Sample deliverable

AI Readiness Audit — Report Card

Illustrative sample · a growing multi-location service business · 7 systems reviewed

C+Overall
Real opportunities, no plan yet
Good tools, bought one at a time — the cost is hiding in the gaps between them. All of it is fixable.
~$140K/yrupside identified
D
Systems Integration

7 tools; the same data is re-keyed by hand across four of them.

C−
Data & Reporting

“How did we do this month?” takes a half-day of exports.

D+
Workflow Automation

Intake, invoicing and reporting are still manual.

B−
Cloud & Spend

Solid stack; ~18% of cloud spend is recoverable.

C+
Security & Access

Basics in place; gaps in offboarding and MFA.

C
AI Readiness

Clear, high-payoff use cases; no roadmap yet.

Top findings
Double data entry across CRM + billing — same client typed twice.~9 hrs/week
Cloud waste — idle instances and an oversized database.~$28K/yr
Month-end reporting rebuilt by hand from CSV exports every month.Automatable
2 · The remediation roadmap
Don FournierIndependent AI & Systems Consulting
Sample deliverable

Remediation Roadmap

The plan you walk away with — prioritized by payoff, from free quick wins to the few builds worth doing.

Action
Effort
Payoff
Phase 1 — Quick winsStart this month
Shut down idle cloud instances & right-size the database
Low
~$28K/yr
Sync CRM ↔ billing to kill the double data entry
Low
~9 hrs/week
Enforce MFA and fix the employee offboarding checklist
Low
Risk ↓
Phase 2 — Tune-ups1–2 months
Automate month-end reporting from the source systems
Medium
~1 day/mo back
Consolidate two overlapping tools onto one
Medium
Licenses ↓
Standardize and document the client-intake workflow
Medium
Faster onboarding
Phase 3 — Builds worth doingThis quarter
Client intake → CRM automation, end to end
Higher
Scales, no new hire
An AI assistant over your SOPs & documents
Higher
Answers in seconds
Sample deliverable — company, sequencing and figures are illustrative. Every engagement is fixed-scope, fixed-fee, 50% to start. Nothing is built without your written approval.

Want this for your business?

A fixed-fee audit that maps your systems, grades what's working, and hands you a plan in plain English — usually within two weeks.