Your data is in five places. None of them talk to each other.
In 2 to 4 weeks, I run an AI-backed diagnostic across your entire operation and tell you exactly what to fix first. Fixed fee, applied toward the build.
An AI Ops Audit is a 2 to 4 week diagnostic mapping your data, tools, processes, and AI usage. You get a decision document with tool inventory, data assessment, process efficiency map, risk analysis, and roadmap. Flat fee. Diagnostic fee applies toward build cost if you move forward.
Fixed-Fee Diagnostic•2-4 Weeks•Decision Document, Not a Slide Deck
What You Get
Complete AI Tool Inventory
Every tool your team actually uses, the ones you bought and the ones they found on their own. Sanctioned and shadow. Department by department. You'll know exactly what's happening.
Data Readiness Assessment
Where your data lives, how it flows (or doesn't), what's structured, what's scattered. A clear answer to the question: can your data support AI, or does the foundation need work first? This audit is also the first step in making Microsoft Copilot work for your team.
Process Efficiency Map
Your top 10 time and cost drains, rated by "can this be automated?" and "what would it save?" This is where the ROI lives. One construction company discovered they were losing 10-15% of project margins to manual processes they'd accepted as normal.
Shadow AI Risk Report
What data your employees have entered into public AI tools (shadow AI, employees using ChatGPT and AI tools without company oversight). What's exposed. What's at risk. Most CEOs are surprised by this one.
AI Readiness Report
Executive-ready document. Not a slide deck, a decision document. Three prioritized quick wins. 90-day roadmap. Clear recommendation on what to build first and why. Written in business language.
60-Minute Executive Briefing
I walk you through every finding. In person if you're in South Florida. Video if you're not. Q&A. Clear next steps. You work with me directly, not a junior analyst.
For regulated firms, the audit produces a data-path document for compliance review: where each input lives, who can access it, what the AI is allowed to read, and what gets logged. Your compliance officer signs the same document your auditor will see.
The Process
Week 1: Discovery
Kickoff call with you and the right people in the room. Department-by-department survey. Systems access review. I map what you have, what you use, and what's falling through the cracks. I talk to the people who actually do the work, not just leadership.
- Kickoff with CEO/COO and department heads (2 hours)
- Department-by-department tool survey: tools they were given and tools they found on their own (4-6 hours across departments)
- Systems access review: CRM, ERP, project management, email, calendar, messaging (2 hours)
- Employee shadow AI survey: anonymous questionnaire on personal AI tool usage (distributed Day 2, collected by Day 5)
- Field/operations interviews with the people who do the work, not just leadership (4 hours)
- Data source mapping. Where data lives. How it moves between systems. Where it breaks (2-3 hours)
Week 2: Analysis
Data quality assessment. Process mapping for your biggest pain points. Shadow AI risk analysis. I look at what your competitors are doing with AI. I test whether your business shows up when prospects ask AI about your industry.
- Data quality scoring across all core systems (CRM, ERP, spreadsheets, email)
- Process mapping for top 10 time and cost drains with automation feasibility rating
- Shadow AI risk analysis: what data has been entered into public AI tools, what's exposed
- Competitive AI positioning: how your competitors are using AI, where you're behind
- AI visibility test: what happens when prospects ask ChatGPT about your industry
- Integration feasibility assessment: which systems can talk to each other, which need bridges
Week 3-4: Delivery
Everything compiled into the AI Readiness Report. Executive briefing. 60 minutes with me directly. You leave with a clear picture and a specific recommendation. Not a vague roadmap, a decision you can act on this week.
- AI Readiness Report compiled (decision document, not a slide deck)
- 60-minute executive briefing with findings walkthrough
- Three prioritized quick wins identified (things you can start this month)
- 90-day roadmap with specific milestones
- 2-year view of what's possible if you continue
How This Differs from an IT Audit, Security Audit, or Compliance Audit
| Dimension | AI Ops Audit | IT Audit | Security Audit | Compliance Audit |
|---|---|---|---|---|
| Focus | Business operations and AI readiness | Infrastructure reliability and availability | Vulnerability and threat assessment | Regulatory adherence (HIPAA, SOX, GDPR) |
| Who it's for | CEO/COO making AI investment decisions | CTO/CIO managing infrastructure | CISO managing risk | Legal/compliance officers |
| What it measures | Data readiness, process efficiency, tool usage, shadow AI, automation opportunity | Uptime, disaster recovery, system health | Penetration testing, access controls, encryption | Policy compliance, audit trails, documentation |
| Deliverable | Decision document with ROI-prioritized roadmap | Infrastructure health report | Vulnerability report with remediation plan | Compliance certificate or gap analysis |
| What it recommends | What to build first and why (specific AI/automation projects) | Infrastructure upgrades | Security patches and controls | Policy changes and documentation |
| Typical cost (mid-market) | $5,000 to $10,000 | $10,000 to $30,000 | $15,000 to $50,000 | $20,000 to $75,000 |
Most AI readiness assessments from consulting firms over-index on abstract scores and under-index on what actually matters: task-level automation opportunities, integration feasibility with your existing CRM/ERP, data lineage in real workflows, and change management readiness. An AI Ops Audit is built from your operation, not from a template. The output is a decision you can act on this week. Not a score you file away.
Is This You?
You should book a diagnostic if:
- 01
You've been thinking about AI for your business but the first step isn't clear. This was the #1 reason people called me across every industry I've worked in.
- 02
Your data lives in Outlook. Operations live in someone's head. The work happens in different folders, in different inboxes. Nobody has a single source of truth. Concreto ran 7 projects from a 10-tab Excel. A $14B wealth advisory firm had 90% of theirs in Outlook.
- 03
Employees are using ChatGPT, Copilot, or other AI tools on their own (shadow AI), and you don't have a policy. 78% of employees bring personal AI tools to work (Microsoft Work Trend Index). 57% have entered sensitive company data into public AI (Salesforce).
- 04
You were quoted six figures by a consulting firm and it didn't feel right. My diagnostic is a fixed fee. You know the number before we start.
- 05
Your team spends weeks producing quarterly reports, manually reconciling accounting data across systems and reviewing hundreds of pages of regulatory documents. A $14B wealth advisory firm started here before becoming a 9-month build.
- 06
You're a CEO, COO, or business owner running a company with 20-200 employees and you need clarity before you invest. That's every client I've worked with.
What We Typically Find
After running audits across construction, legal, financial services, distribution, and professional services, these patterns repeat.
Fragmented data blocking AI adoption
Core systems (CRM, ERP, spreadsheets) hold pieces of the picture but none holds the whole thing. One construction company ran 7 projects from a 10-tab Excel spreadsheet. Until the data layer is consolidated, no AI layer will produce reliable output.
Shadow AI creating security and reliability risk
78% of employees bring personal AI tools to work. 57% have entered sensitive company data into public AI tools. Source: Microsoft Work Trend Index, Salesforce. Most companies have no policy and no visibility into what is exposed.
Pilots that never reach production
95% of generative AI pilots fail to reach production (Forbes/MIT). The typical pattern: launch 8-15 AI pilots simultaneously, none reaches production in 18 months. The audit identifies which 2-3 use cases will actually work and kills the rest.
Skill gaps between leadership ambition and team capability
User proficiency is the #1 AI failure mode at 38% of failures. Not technology. Leadership says "we need AI." The team says "we don't know how to use these tools." The audit surfaces this gap before you invest in systems nobody can operate.
Most companies are not AI-ready
Only 13% of companies qualify as "AI-ready" today (Cisco Global AI Readiness Index). The audit tells you exactly what needs to change before AI will work in your operation.
The audit itself creates momentum
60-70% of companies that complete a formal AI readiness assessment proceed to implementation within 12 months. The clarity alone moves the decision forward. Most companies are stuck not because AI is wrong for them, but because they cannot see what to do first.
Pricing
Fixed-fee diagnostic
Fixed fee. The price depends on company size, number of systems, and complexity. You'll know the exact number before we start. No hourly billing. No scope creep. And if you decide to move to an AI Foundation Build, the full diagnostic fee credits toward your build cost. You're not paying twice for discovery.
- •Complete AI tool inventory
- •Data readiness assessment
- •Process efficiency map with ROI calculations
- •Shadow AI risk report
- •AI Readiness Report, decision document, not slides
- •60-minute executive briefing with me directly
What's not included:
- Implementation
- Ongoing monitoring
- Team training
- Data migration, those come in the build phase
This May Qualify for a Tax Credit
AI consulting fees, including diagnostic work, qualify as contract research expenses under the IRC §41 R&D Tax Credit. This audit qualifies for federal R&D tax credits, your CPA can claim 6-14% of the fee. The audit is already the most cost-effective entry point in the market. The tax credit makes it even more so.
I connect every client with R&D credit-experienced CPAs and provide the documentation the IRS requires.
See full details →For reference: comparable assessments from consulting firms run $50K to $200K. Team-based fractional AI firms charge $4,600 to $15,000 for similar diagnostics. This delivers more actionable output at a lower cost, a decision document built from your operation, not a strategy deck built from a template. See the full AI consulting cost breakdown for a side-by-side comparison.
Executive Safety
- •
All findings in business language. Not technical jargon.
- •
Risk ratings use a traffic-light system. Red/yellow/green.
- •
No access to production systems required. Interview + survey-based.
- •
NDA in place before any work begins.
- •
You work directly with me, the founder. No handoffs.
What Happens After
The audit gives you clarity. What happens next is your call. For an example of what an AI Ops Audit looks like in practice, see the Concreto case study: a 650-person construction company where the audit revealed 10-15% margin loss hidden in a 10-tab Excel spreadsheet.
The audit usually leads to the AI Operating System the audit recommends: Skills, CLAUDE.md, and the memory layer that holds your business context across every workflow.
You take the report and act on it internally.
Some companies have the team to execute. The audit gives them the roadmap. No hard feelings.
We move to a build.
The diagnostic becomes Phase 0 of an AI Foundation Build. The audit fee applies toward the build cost. Most of my clients take this path.
You need time.
That's fine. The report is yours. I'll follow up at 30 days with anything relevant to your industry. No pressure. The findings don't expire. The competitive environment does.
Frequently Asked Questions
A decision document, not a slide deck. You get a complete tool inventory, data readiness assessment, process efficiency map with ROI calculations, shadow AI risk report, and a prioritized roadmap for what to build first. Plus a 60-minute executive briefing with me directly to walk through everything.
2-4 weeks depending on company size and system complexity. You know the exact timeline and price before we start. Most of the time is me analyzing what you have, not waiting around for meetings.
No. This is interview and survey-based. I talk to your team, review your processes, and observe workflows. No production system access required. Everything is confidential and covered by NDA before any work begins.
Then we can skip the audit and move straight to the build. But most companies discover during the diagnostic that what they thought they needed is different from what actually matters, a wealth advisory firm thought they needed better fund reporting, but the real problem was 90% of their data was scattered in email. Start with the audit unless you've done this before.
Yes. The full diagnostic fee credits toward the build cost. You're not paying twice for discovery. Most clients move to a build after the audit because they have the clarity to commit.
You get three options. Take the report and execute internally. Move to a build, the diagnostic becomes Phase 0 and defines exactly what gets built. Or take time to think. I follow up at 30 days with industry updates relevant to your company, no sales pressure. The findings don't expire but your competitive environment does.
That's exactly the condition I diagnose. Every client I've worked with started there, a construction company with 10-tab Excel, a wealth advisory firm with 90% of data in Outlook, a manufacturer where the CEO couldn't open their own website. The audit maps your current state without judgment. The messier it is, the more the diagnostic reveals.
The free assessment is a 3-minute self-serve diagnostic that gives you a directional score. The AI Ops Audit is a 2 to 4 week hands-on audit. I sit with your team. I look at your systems. I write a decision document from your actual operation. The assessment tells you where you might be. The audit tells you exactly where you are.
About 60-70% of companies that complete a formal AI readiness assessment proceed to implementation within 12 months. In my practice, the number is higher because I only take audits where I see a real fit. If I don't think AI will help, I'll tell you during the discovery call.
Most of my clients started where you are. They knew something needed to change. They just needed a clear picture of where to start.
The diagnostic gives you that picture. 2-4 weeks. Fixed fee. No commitment beyond the audit. And you work directly with me through the entire process.