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AI & Data Readiness Assessment

Understanding data and AI risks and opportunities to boost performance, reduce exposure and improve outcomes.

How Smart is Your Data?


From driving informed decisions to mitigating risk — and now powering AI — data has the potential to accelerate business growth when it is trusted, governed and operationally ready.

This assessment is designed to help organizations evaluate whether their data can support:

  • Reliable reporting and decision-making today
  • Responsible, explainable AI-driven decisions tomorrow
  • Scalable growth without increasing risk

As industry experts, we’re here to help you transform your data into a strategic asset. The audit intentionally begins with AI readiness, followed by an evaluation of the data foundations that ultimately determine AI success. Let’s take the first step on the path to ignite your insight.

Prefer to skip the form and talk to someone directly? Complete our contact form and include “Request for Data Readiness Audit” in the message field.

AI & Data Readiness Assessment

Is your data ready to support AI, power better decisions and scale with your business?

This self-guided assessment takes 10 – 15 minutes to complete and covers six key areas: AI readiness, data quality, system connections, cloud access, security and reporting. Answer each question openly based on where your organization stands today — not where you’d like to be.

When you submit, a data specialist will review your responses and reach out within one business day with your results and personalized next steps.

HOW SCORING WORKS

Select the score that best reflects your current reality for each question. At the end of each section, you’ll see a space to record your section total. A data specialist will interpret your scores and identify your top risks and quick wins.

Each question is scored on a scale of 1 to 3:

  • 1 = Not in place or high risk
  • 2 = Partially in place or inconsistent
  • 3 = Fully in place and working well

Each section concludes with a color-coded Risk Level summary to quickly show overall readiness.

  • Green = Low risk
  • Yellow = Moderate risk
  • Red = High risk

Data & AI Readiness Audit Updated

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BASIC INFORMATION

About Your Organization
Annual Revenue:
Industry:*

Data Systems*
What data management tools are currently in use? Please check all that apply.
Compliance Requirements*
Please check all that apply
Primary Challenges*
What are your primary data-related challenges and what would you like guidance on?

AI, ANALYTICS & DECISION READINESS

Is your organization ready to deploy AI responsibly at scale?

Where is your organization on the AI journey?*
What are your primary goals for AI efforts?*
Please check all that apply.
Who is driving AI efforts?*
Where are AI initiatives typically initiated?*

AI JOURNEY

Is AI usage governed by formal policies or guidelines?*
Are employees trained on appropriate AI use and limitations?*
Are controls in place to prevent sensitive data from being used in public AI tools?*

AI PROOF OF CONCEPT (POC)

Have AI or advanced analytics POCs been conducted?*
Were POC goals clearly tied to business outcomes?*
Were results documented and objectively evaluated?*
Did POCs reveal data, governance or process gaps?*

AI DEPLOYMENT, OPERATIONALIZATION & AUTOMATION

Have AI solutions been deployed into production?*
Are AI outputs used to influence or automate decisions?*
Have AI insights been operationalized into repeatable workflows?*
Are any AI processes fully automated with defined controls?*

AI GOVERNANCE, ACCOUNTABILITY & RISK

Is ownership defined for data and AI outcomes?*
Is accountability clear when AI decisions are challenged?*
Are AI decisions explainable and auditable?*
Has leadership defined where AI should not be used?*

DATA QUALITY & STRUCTURE

Let’s take a closer look at whether your data is accurate, consistent and organized enough to trust.

How many external vendors or third-party sources provide data to your organization today?*
How many internal systems generate or feed data used for reporting, analytics or decision making?*
How centralized or de-centralized are these data sources?*
Is the same core information consistent across systems?*
Do you actively watch for duplicate or repeated records?*
Are there clear rules for how data should be entered?*
Are important fields usually filled in correctly?*
Is someone clearly responsible for managing data quality?*

SYSTEM CONNECTIONS & AUTOMATIONS

Let’s take a closer look at how well your systems work together and how much manual effort is required.

Do your CRM and ERP systems share data automatically?*
Are accounting and operations systems connected?*
How often is data manually re-entered?*
Are tools used to automate routine tasks?*
Are reports generated automatically?*
Describe your data feed automation processes.*
When a data feed fails or changes, how quickly is it detected?*
Can you easily answer where data originates and how it was transformed?*
How clear is your data accuracy accountability?*

CLOUD SYSTEM & ACCESS

Let’s take a closer look at how your systems are hosted and whether they are reliable, secure and easy to access.

Are most systems cloud-based or subscription software?*
If you use on-site systems, are they well maintained?*
Can systems easily handle growth or changes in demand?*
Can staff securely access systems remotely?*
How often do performance issues occur?*

SECURITY & COMPLIANCE

SECURITY & COMPLIANCE

Let’s take a closer look at how well your data is protected and whether basic safeguards are in place.
Is multi-step login (MFA) required?*
Are data backups done regularly and tested?*
Is access limited based on job role?*
Are system activities logged and reviewed?*
Are there known security or compliance concerns?*
How familiar are you with the data sources that directly support compliance and regulatory reporting?*

REPORTING, ANALYTICS & AI READINESS

Let’s take a closer look at whether your data supports reporting, insights and future AI initiatives.
Are key performance measures clearly defined?*
Do you use dashboards or reporting tools?*
Is data brought together for reporting?*
How are most decisions made?*
Have potential AI or advanced analytics uses been identified?*
About Big Data

Big Data Management Services is an industry leader in streamlined, strategic solutions for enterprise data management, EDI transactions, distributed ledger technology, cloud management, API integration architecture and AI enablement. Specializing in energy, financial services, healthcare, the public sector and a variety of professional services, we empower businesses to make data-driven decisions that fuel growth.

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Quick links
  • Industries
  • Energy
  • Financial Services
  • Healthcare
  • Public Sector
  • Professional Services
  • Services
  • AI Enablement
  • Enterprise Data Management
  • EDI Transaction Management
  • Distributed Ledger Technology
  • Cloud Management
  • API Integration
  • Resources
  • Events
  • About
  • Contact
  • Careers
Certifications
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