AI READINESS ASSESSMENT & AI ROADMAP
Discover where AI can deliver value for your business
You know AI matters. But where do you start and how do you ensure it pays off? Our AI Readiness Assessment helps you define priorities, evaluate opportunities, and build a practical roadmap in just 2–3 weeks.



What is the AI Readiness Assessment?
This is an executive-level, AI strategy and consulting engagement that’s designed to help you identify opportunities for AI integration.
- Understand where AI creates the most value for your business
- Assess your data, systems, and teams’ preparedness
- Evaluate what it takes to scale AI responsibly
No vague recommendations. No one-size-fits-all strategies. Only an AI plan you can execute.
What to expect
In 2-3 weeks, by the end of the assessment, you’ll know exactly how—and where—to integrate AI into your operations
Executive alignment and strategy
Through guided AI workshops, training, and tools, we align leadership around priorities
Data & AI maturity score
Get a clear view of where you stand and what needs to improve
High-value AI use cases
We identify 3–5 practical AI opportunities tailored to your business
Business cases with ROI potential
Each use case includes value drivers, risks, and investment considerations
Actionable AI roadmap
Create a prioritized, step-by-step plan for secure, scalable adoption
How the AI Readiness Assessment works

Discovery workshop
We meet with executives and business leaders to understand goals and challenges

Current-state assessment
We evaluate your AI readiness, data maturity, and technology foundation

Opportunity identification
We only surface the highest-impact, most achievable use cases

Roadmap delivery
We work with you to create an actionable plan with clear next steps
EPIC Insurance Brokers
“We realized we had a massive store of unstructured data that was being underutilized, and we engaged with OZ and got a deployable AI tool in a remarkably short time.”
— Patrick Gallagher,
Chief Growth Officer, Risk Management
Partner with 2% of the world's Microsoft MVPs

Jason Milgram
Chief Technology Officer
and 15-time Microsoft MVP

Pablo Piovano
Director of AI
and 5-time Microsoft MVP

Chris Pietschmann
Senior Manager, Cloud Operations and 14-time Dual MVP, Developer Technologies and Microsoft Azure

Khawar Habib
Manager, Innovation Center
and Microsoft MVP, Microsoft Foundry AI

Jonathan Castillo
Senior AI Consultant
and Microsoft MVP, Microsoft Foundry AI

Carlos Solis
Senior Consultant
and 3-time Dual MVP, Security and Microsoft Azure
Frequently asked questions
What is an AI Readiness Assessment?
An AI Readiness Assessment evaluates if your organization is prepared to adopt and scale artificial intelligence. It reviews your data, technology, processes, and leadership alignment to determine where AI can deliver the most value and how you can create a practical AI strategy and roadmap
Why does my organization need an AI Readiness Assessment?
Many organizations want to invest in AI but struggle with where to start or how to prioritize initiatives. An AI readiness assessment helps identify high-impact opportunities, evaluate risks, and create a clear AI adoption strategy to move from experimentation to execution.
What does an AI Readiness Assessment evaluate?
A comprehensive AI Readiness Assessment evaluates several key areas such as data quality and availability, technology infrastructure and systems, organizational skills and AI talent, governance and security, and leadership alignment and strategy. These factors determine how successfully your organization can implement and scale AI solutions.
How long does an AI Readiness Assessment take?
Most organizations complete the assessment in 2–3 weeks. During this time, consultants conduct discovery workshops, analyze your current environment, identify AI use cases, and deliver an actionable AI roadmap with prioritized next steps.
What are the key outcomes of an AI Readiness Assessment?
At the end of the AI Readiness Assessment, you will receive a data and AI maturity score, high-value AI use cases, an AI implementation roadmap, and strategic recommendations for responsible AI adoption. These insights will help you build a scalable AI transformation strategy.
How is an AI Readiness Assessment different from AI consulting?
An AI Readiness Assessment is typically the first phase of AI consulting. It focuses on evaluating your organization’s readiness and identifying opportunities.
What types of AI use cases can be identified in the assessment?
The AI Readiness Assessment identifies use cases based on your industry, data, and operations as well as business value and feasibility. Common examples include Intelligent Document Processing, predictive analytics, customer service automation, AI-powered decision support, process automation and optimization.
Who should participate in an AI Readiness Assessment?
Executive alignment between C-suite leaders, IT and data teams, operations leaders and business unit heads ensures your AI strategy and roadmap support broader business objectives.
How does an AI roadmap help with AI adoption?
An AI roadmap outlines a structured plan for implementing artificial intelligence across the organization. It prioritizes projects based on ROI, technical feasibility, and strategic impact, enabling you to move from isolated experiments to scalable AI adoption and transformation.
What happens after the AI Readiness Assessment?
After completing the AI Readiness Assessment, you will move into the next phase of AI implementation, which may include proof-of-concept development, data modernization, AI model deployment, and governance and security frameworks. The roadmap ensures AI initiatives are implemented securely, responsibly, and at scale.