AI portfolio audit

Turn your AI portfolio into a leadership decision

In 1-4 weeks we map current AI initiatives, remove duplicates, and assess value, risk, and readiness for implementation.

The output: prioritized initiatives, impact owners, blockers, a plan for the coming months, and a concise decision pack for the management team.
Book a diagnostic call What is included
Audit summary 3-4 weeks
Initiative map 42 ideas, pilots, and tools consolidated into one map
Scoring 7 initiatives with near-term impact and clear owners
Blockers 12 bottlenecks across security, data, architecture, and process
Decision 6 mo. implementation plan with priorities, control points, and impact

What happens during the audit

Interviews Inventory Scoring Plan

For whom

When AI is already moving, but there is no shared picture.

  • The company already has pilots, requests, purchased tools, or internal initiatives
  • Leadership needs to understand where money and team attention have already gone
  • The company needs to choose first implementations without launching a large transformation program

Problem

Too many signals.
Not enough decisions.

  • Similar ideas live in different departments
  • Priorities are set by request volume rather than value
  • Security, data, and architecture teams get involved too late
  • Financial impact remains a hypothesis

Result

A decision pack: what to do, what to stop, and what to validate.

  • A short list of first-launch initiatives
  • A stop list for duplicates and weak hypotheses
  • Impact owners and key dependencies
  • A 3-6 month plan

What we do during the audit

We do not describe AI in general terms. We review specific company initiatives and translate them into a management decision list.

1. Build the initiative map

Capture ideas, pilots, tools, owners, statuses, expectations, and resources already spent.

IntakeBacklog

2. Check readiness

Review data, integrations, security, architecture, users, and the implementation path for each important initiative.

ProcessDataRoles

3. Score the portfolio

Rank initiatives by value, feasibility, timing, risk, and clarity of the impact owner.

ValueRisk

4. Build delivery routes

Separate RAG, LLM, ML, automation, and agent scenarios so different tasks do not get forced through one tool.

RAGLLMML
↻

5. Prepare the decision

Shape the plan, control points, and executive summary: what to do now, what to defer, and where prerequisites are needed.

Not implementation instead of the team Not a sale of one AI tool Not a report for its own sake Yes: a decision map for business

What the client receives

A set of artifacts that can go to leadership and then straight into team execution.

Answers for leadership

After the audit, the company gets clarity on five practical questions.

  • What is already running, where are duplicates, and where has context been lost?
  • Which initiatives can create fast, manageable impact?
  • Which ideas should be stopped or deferred?
  • Which blockers must be removed before development?
  • Which decisions should be made for the next 3-6 months?
Initiative mapA single list of initiatives, duplicates, statuses, owners, and business areas.
Readiness snapshotA snapshot across data, integrations, security, architecture, processes, and owners.
Priority listInitiatives ranked by value, feasibility, timing, risk, and impact.
Solution routingWhich tasks require RAG, LLM, ML, automation, agents, or a regular process.
Decision logWhat to launch, stop, validate, and what conditions are needed before starting.
Impact modelHow to calculate expected, confirmed, and disputed financial impact.
90-day planFirst actions, quick wins, dependencies, and control points.
Executive summaryA short leadership version: priorities, risks, impact, and decisions.

Working format

Two formats: a quick snapshot to decide where to start, or a full audit of the portfolio and operating model.

1-2 weeks

Express diagnostic

A quick format to build the picture, find near-term quick wins, and prepare the first management decision.

  • 3-5 interviews with key stakeholders
  • Collection of initiatives, duplicates, and constraints
  • Map of problems, quick wins, and blockers
  • Short summary for the next decision
3-4 weeks

Full operating model audit

A deeper review of the initiative portfolio, implementation readiness, roles, processes, priorities, and roadmap.

  • Interviews with leadership and key departments
  • Analysis of initiatives, processes, tools, and constraints
  • Readiness scoring across data, security, architecture, and roles
  • Prioritization workshop and launch / stop decisions
  • Decision pack, plan, and final presentation
How we differ

The audit does not replace implementation. It removes the fog before it

We work at the intersection of business, IT, data, security, architecture, and AI teams. Before expensive implementation begins, we show which initiatives deserve resources, where risk is too high, and what decisions leadership needs to make.

Discuss audit Open docs
1

We do not replace vendors

Technical teams implement solutions. We help choose what to implement, in what order, and for what impact.

2

We do not draw abstract strategy

The work starts from current initiatives, interviews, constraints, and real decisions already facing the company.

3

We connect AI to money

The focus is not the number of pilots, but priorities, impact owners, and manageability for leadership.

Why clients can trust the approach

The methodology is based on practical work building an AI office, managing AI initiative portfolios, and accounting for impact. We do not promise magic from AI: we show where the company has real conditions for impact and where constraints must be removed first.

Want to understand where the money is in your AI portfolio?

We will run a 45-minute diagnostic call: review the current context, estimate portfolio scale, and suggest the right audit format.

Book a call Back to landing