AI Readiness Workshop
Before the model, the data has to mean one thing.
One day assessing whether your data foundation can support the AI use cases you are being asked about — and producing a ranked shortlist of what is genuinely worth doing first.
- Duration
- 1 day, plus a two-week follow-up readout
- Format
- Workshop with finance, operations, and IT, plus a sample data review
- Investment
- Scoped per engagement
Draft for review — Draft agenda. Confirm the duration, sessions, and deliverables against how OneVision actually runs this. Pricing reads “Scoped per engagement” until a published figure is agreed.
Who this is for
- Executives under board pressure to have an AI answer and unsure which use cases are real
- Finance teams evaluating AI-assisted forecasting, close, or invoice processing
- Organizations that have run an AI pilot that produced confident but unreliable output
Who it is not for
- Teams looking for a build. This workshop deliberately stops before implementation
- Organizations wanting confirmation that they are AI-ready. Often the honest answer is not yet, and we will say so
Related service
AI & Analytics
The agenda, in order
- Session 1
Use case inventory
Everything currently proposed, plus the ones nobody has proposed yet, captured against the decision each would change. Use cases that do not change a decision get dropped here.
- Session 2
Data foundation review
We look at the actual structures behind the top candidates — cost codes, project IDs, vendor and item masters, entity hierarchies — and assess whether they mean one consistent thing.
- Session 3
Governance and risk
Where human review belongs, what has to be auditable, and which use cases carry regulatory or contractual exposure in your industry.
- Session 4
Ranked shortlist
Use cases sorted into ready now, ready after specific data work, and not viable — with the data work named and sized.
Deliverables
Yours to keep regardless of whether you engage us for the work that follows. If you take this to another firm, that is a legitimate outcome.
- A use case inventory scored on value, data readiness, and risk
- A written assessment of the data foundation behind the top candidates
- A named and sized list of the data work that has to happen first
- A governance outline covering human review and auditability
Book the ai readiness workshop
Tell us roughly what you are dealing with and a partner will come back with availability and a scoped confirmation. The inquiry type below is already set for this assessment.
1 day, plus a two-week follow-up readout
Workshop with finance, operations, and IT, plus a sample data review
Prefer to talk first? (678) 232-4949