Full picture · CAD $3,500 · 1-2 weeks
For organizations that already know they want a comprehensive, structured readiness diagnosis rather than an exploratory first conversation. A discovery call plus a scored survey across six dimensions of organizational AI readiness, cross-referenced into a formal report and executive brief.
Is your information accessible, structured, and clean enough for AI to work with, or is it scattered across inboxes, spreadsheets, and people's heads?
Which of your actual processes are good candidates, repetitive, document-heavy, rule-bound, and which aren't?
Who will use what gets built, and what's their realistic capacity to adopt it? Tools nobody uses are worse than none.
Data boundaries, accountability, quality control, transparency, what exists today, and what's missing?
Your current systems and where AI can realistically connect to them, accounting, estimating, project management, email.
Rough sizing per opportunity: hours saved, turnaround gained, error reduction, so the investment case is real, not vibes.
An alternate entry point, not a required step, most engagements start with the Quick Scan instead. If you already know you want the full picture, this is it.
Owners who need the full picture before committing budget. Companies with partners or boards who need a formal document to decide against. Operations leads inheriting "we should do AI" from above and needing it turned into something real.
Most engagements do not start here. They start with a $300 conversation. The Assessment exists for a specific situation: the decision is no longer "is there something here?" but "what exactly do we commit to, in what order, and how do we defend that decision to people who were not in the room."
Six dimensions get scored: data readiness, workflow fit, team capacity, governance, technical footing, and ROI potential. Scores alone are not the point, the cross-referencing is. A high-ROI workflow sitting on unreadable data moves down the roadmap. A modest workflow your team is genuinely ready to adopt moves up. The roadmap reflects your reality, not a maturity model from a slide deck.
The executive brief is written for partners, boards and lenders: what was found, what it is worth, what it costs, what happens first. It is the document that survives you leaving the room.
Common questions
A 60-90 minute discovery call with you, then short structured input from the people closest to each workflow, typically 30 minutes each, six to ten people. No all-day workshops.
Six dimensions: data readiness, workflow fit, team capacity, governance, technical footing and ROI potential. Each is scored against observable criteria from your business, not self-reported maturity vibes.
Yes, it is written as a formal business document. Clients have used the report to support internal budget cases and external funding applications. If a specific program needs specific language, flag it up front.
A walkthrough call where we go through the findings and the roadmap. After that, nothing is owed on either side, the roadmap is yours to execute with me, with your own team, or with anyone else.
Discovery call, six-dimension scored survey, formal report, executive brief. CAD $3,500, 1-2 weeks.
Or call 250-258-4465, you get me, not a menu.