Readiness Audit

Untangling a stalled AI rollout at a mid-market services firm

The situation

A mid-market services firm had purchased AI tools eight months earlier, but active usage sat below 20%. Leadership couldn't tell whether the problem was the tools, the team, or the rollout itself — and budget for the next phase was on hold until they had an answer.

What we did

We ran a structured AI Readiness Audit: stakeholder interviews across roles, a workflow-by-workflow map of where work actually got stuck, and a tool-and-data review. The root cause wasn't the technology — it was a generic rollout with no role-specific use cases. We rebuilt the plan around the two workflows with the highest payoff and sequenced adoption by role.

The outcome

With a focused, role-based rollout plan in place, the team concentrated effort where it mattered and adoption climbed quickly — turning shelved licenses into daily-use tools.

+58%
active tool adoption within 6 weeks

This is an illustrative engagement representative of the kind of work and outcomes we deliver. Client details are anonymized; figures will be replaced with verified results as engagements are published.

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