Discovery & stakeholder interviews — leadership plus 3-5 key functional leads, structured working sessions (not a questionnaire)
Data & systems mapping — inventory of where data lives, how it flows between systems, and where it breaks down or loses integrity
Process documentation — the core operational workflows relevant to where AI could realistically apply, documented end-to-end
Gap analysis — data quality issues, process inconsistencies, undocumented tribal knowledge, and owner/key-person dependencies
AI Readiness Scorecard — a rated framework across Data, Process, People/Governance, and Technology
Prioritized opportunity roadmap — sequenced recommendations with rough effort/impact sizing, not just a wish list
Executive readout — a working session presenting findings, answer-first, not a big-reveal deck