AI Readiness Assessment
Find what must change before an agent belongs in your workflow. Review the data, ownership, controls and operational dependencies together.
Find what must be ready before the use case advances
- Workflow suitability
- Examine task structure and consequences of error.
- Data access
- Identify permissions and integration prerequisites.
- Human supervision
- Name who receives exceptions and can intervene.
- Capability gap
- Connect missing skills or controls to a next decision.
Decision and fit
Find what must be ready before the use case advances
Compare the engagement with the decision you face
- A question worth resolving
- Find what must be ready before the use case advances.
- An accountable participant
- Business and technology sponsors deciding whether a particular workflow is ready for an agent pilot.
- Inspectable source material
- The relevant owners can make workflow evidence and agreed inputs available for examination.
- A scope mismatch
- The request is a formal audit opinion or a readiness certification.
The engagement
Find what must change before an agent belongs in your workflow. Review the data, ownership, controls and operational dependencies together. A focused assessment of a candidate workflow, combining stakeholder interviews, evidence review and a decision workshop.
The decision at stake
A promising use case has moved ahead of the organisation’s ability to supervise and support it.
Suitable situations
- Business and technology sponsors deciding whether a particular workflow is ready for an agent pilot.
Less suitable situations
- The request is a formal audit opinion or a readiness certification.
Worked situation
Follow one situation through to a bounded next decision
Illustrative working situation
Illustrative scenario
- Starting condition
The proposed agent depends on data its team cannot access.
- Question to examine
Check the access dependency with the operational owner.
- Possible next action
Sequence the prerequisite before the bounded next step.
Engagement boundary
Agree the work and its boundaries together
The engagement boundary
- Workflow suitability
- Review workflow suitability, data access and operational dependencies.
- Data access
- The inputs, authorised access and client participants are confirmed before scheduling.
- Readiness sponsor
- Retains organisational decisions and risk acceptance.
- Additional implementation
- The assessment does not implement a pilot or approve its investment. A blueprint, engineering project or targeted prerequisite work can follow only after the sponsor selects a next step.
What the work covers
- Review workflow suitability, data access and operational dependencies.
- Identify accountable owners, oversight requirements and capability gaps.
- Sequence prerequisites for a bounded next step.
Scope boundaries
- Formal certification, legal conclusions and guarantees of safe or compliant behaviour.
- Implementation or ongoing operation beyond the agreed scope.
- The assessment does not implement a pilot or approve its investment. A blueprint, engineering project or targeted prerequisite work can follow only after the sponsor selects a next step.
Working sequence
How the work moves from question to handover
What each stage should leave your team with
- Walk the existing workflow
The current task, exceptions and human handoffs.
- Inspect the prerequisites
Evidence for data, integration, ownership and controls.
- Separate blockers from improvements
Blockers separated from later improvements.
- Agree a next-step decision
An explicit proceed, narrow or defer decision.
How the work proceeds
- Walk the existing workflow. Describe the task, users, exceptions and current handoffs before considering an agent design.
- Inspect the prerequisites. Review available data, integration access, decision ownership, oversight and evaluation capability against actual artefacts.
- Separate blockers from improvements. Distinguish conditions that prevent a safe pilot from changes that could be sequenced after a bounded start.
- Agree a next-step decision. Facilitate a sponsor workshop and hand over the gap assessment, ownership map and ordered prerequisites.
Decision artefacts
Leave a record the next owner can use
Readiness gap
Illustrative working format
- Subject and version
- Identify the workflow, configuration or proposal examined.
- Workflow suitability
- Record the relevant requirement and supporting material.
- Human supervision
- State the observation, supporting evidence and remaining uncertainty.
- Readiness sponsor
- Record the next decision, follow-up and unresolved question.
What the work can produce
- Readiness gap assessment
- Workflow and ownership map
- Sequenced prerequisites
Working together
Your team and our team need a clear working agreement
Who contributes and who decides
- Client sponsor
- Confirms the decision, priorities and people needed to resolve it.
- Client technical or process owner
- Provides the agreed evidence, access and review of findings or deliverables.
- Softlander delivery lead
- Coordinates the agreed activities, review points, handover and open actions.
- Authorised decision-maker
- Accepts deliverables against the agreed criteria and separately decides operational or business action.
What the work depends on
- A sponsor and process owner bring current workflow steps, exception examples, system/data access constraints and the people who would approve or operate the pilot. Security and data owners resolve access questions before recommendations are finalised.
Engagement availability
The start date, named delivery roles, review points and fee basis are agreed after confirming the inputs and scope. Duration depends on evidence access, system complexity and the time your decision-makers need to review the work.
Engagement and handover
Agree the delivery model and what completion means
A clear agreement from scope to ownership
- Scoped work
- Review workflow suitability, data access and operational dependencies.
- Indicative handover
- Readiness gap assessment; Workflow and ownership map
- Review and acceptance
- Review the agreed deliverables and record any open items, owners and conditions.
- Ongoing work
- Assign maintenance and operational ownership; agree additional scope and coverage explicitly.
A focused assessment of a candidate workflow, combining stakeholder interviews, evidence review and a decision workshop.
The team receives a readiness assessment that separates demonstrated prerequisites from missing evidence, identifies blockers and assigns owners to the next actions. The sponsor can choose to proceed, narrow the candidate or defer it with explicit reasons.
The assessment does not implement a pilot or approve its investment. A blueprint, engineering project or targeted prerequisite work can follow only after the sponsor selects a next step.