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AI Readiness Assessment · For Healthcare, Financial & Professional Services Firms

Find out where your data is going before an auditor, examiner, or attacker does.

A structured assessment that documents your shadow AI exposure, Microsoft licensing gaps, and governance risks, and hands you a prioritized roadmap. The findings are yours to keep, whoever you hire next.

What You Get

Four deliverables, in plain language

1. Shadow AI Exposure Map

An anonymous employee survey reveals which AI tools are actually in use across your organization, with no firewall logs to request and no finger pointing.

2. Licensing & Tooling Gap Analysis

What your Microsoft licensing entitles you to govern today, what it does not, and what the July licensing changes mean for your renewal. E3 versus E5 versus E7, modeled in dollars.

3. Governance Scorecard

Your AI posture scored against the obligations that apply to you: HIPAA for practices, Reg S-P and GLBA for financial firms, FTC Safeguards Rule and confidentiality duties for professional services firms. Written so a compliance officer can use it directly.

4. Prioritized Roadmap

A sequenced plan: what to govern now, what to deploy next, and what to skip. Each item with effort, owner, and order. No fifty-page filler.

This is a paid, fixed-fee engagement, scoped in one short call. We charge for it because the findings have to be worth defending, not worth discounting.

Common questions

How long does it take?
Most assessments complete within two to three weeks from kickoff, including the anonymous employee survey window, the technical review, and delivery of written findings.
Will this disrupt our current IT provider?
No. The assessment runs without firewall logs, DNS exports, or hands-on access to systems your current provider manages. The anonymous survey and a structured leadership review provide the inputs.
What if the findings show we are fine?
Then you have documentation that says so, which is worth real money the next time an auditor, examiner, insurer, or board member asks the question. No assessment we have run has come back clean yet, but you would be a satisfying first.

Prefer to talk first? (205) 418-3800

Not ready for the full assessment?

Start with the free anonymous AI Shadow Survey and see which AI tools your team is already using.

Run the Free AI Shadow Survey