For leadership
Executive readout
A short presentation of the findings, the overall readiness score and a clear recommendation on where to start.
- Readiness score by dimension
- Top risks
- Recommended first move
ASC Digital
Assess maturity, risk, data readiness, and stack fit — then leave with ranked quick wins and a clear go / no-go on pilots.
Book a callAI & Automation
An ASC AI audit surfaces where automation and agents will succeed, where data or process will break them, and which investments deliver the fastest credible return.
Sample output
Every audit ends with a scored view across six dimensions, each backed by the evidence we found. This is what a typical readout looks like.
AI readiness — sample company
0.0/ 5Overall readiness
2 / 5. Duplicate accounts and empty key fields would mislead any model.
3 / 5. Sales process documented; service triage rules live in people's heads.
2 / 5. Policies scattered across drives, with no owner or review date.
4 / 5. CRM and ticketing connected; APIs available for target use cases.
3 / 5. A data policy exists, but no review process for AI outputs yet.
4 / 5. Strong CRM habits and an internal champion already experimenting.
Audit scope
We look at evidence, not slideware. Each area below gets checked, scored and documented.
Where leadership expects AI to help, and whether those ideas are specific enough to test.
Completeness, duplicates, ownership — and whether the right data can actually be reached.
How work really flows today, including the workarounds AI would need to respect.
The policies, documentation and FAQs that assistants or agents would rely on.
CRM, ticketing, collaboration tools and the APIs between them.
Data residency, access controls, vendor terms and regulatory exposure.
Tools already in use — sanctioned or not — and what people actually use them for.
Who can own AI day to day, and how much change teams can absorb right now.
Deliverables
Three documents, each written for a different reader — and for decisions, not shelves.
For leadership
A short presentation of the findings, the overall readiness score and a clear recommendation on where to start.
For delivery teams
Quick wins, foundational fixes and pilot candidates, each with an effort and impact estimate.
For risk and IT
Every risk we found, its likely impact, and the control or mitigation we recommend.
Who we serve
A focused review of one domain (sales, service, or ops) with a short report and a recommended first pilot.
Typical: 2–4 week audit with stakeholder sessions and a ranked backlog.
Multi-domain assessment with risk, architecture, and business stakeholders — suitable for steering committees and budget cycles.
Typical: structured interviews, artifact review, and executive readout with portfolio recommendations.
FAQ
CRM audits focus on platform health and adoption. AI audits add model/use-case readiness, knowledge quality, agent risk, and automation fitness on top of that foundation.
When data, process, or governance would make a pilot fail publicly — yes. A stopped bad pilot is a successful audit.
Read-only access and demos usually suffice. We escalate only when deeper technical validation is required for a recommendation.
Share the domain you care about most. We return with ranked findings and a recommended next move.