How much internal time does an assessment need?

Typically four to six one-hour interviews plus one leadership workshop. We do the documentation and synthesis.

Can we stop after the assessment?

Yes. The roadmap is yours, and can be executed by your own team or another vendor.

01 · Solutions

AI Transformation Strategy & Readiness

See the current state clearly before committing budget.

Leadership team reviewing documents in a meeting room while discussing AI transformation priorities (conceptual image)

Definition

A structured assessment of data, process, systems and risk that produces a board-ready AI roadmap with clear sequencing.

When AI pilots stall, the blocker is rarely the model — it is process ownership, data readiness and integration. In two to four weeks we assess readiness, name the three use cases worth doing first, and specify the data, system changes and internal owners each one needs.

Outcomes

A prioritized AI use-case portfolio with target operating metrics
Data and systems readiness scoring with a gap register
Draft governance and risk framework covering personal data and audit
A 12-month investment and resourcing plan

What we deliver

Executive workshop (half-day to full-day)
Current-state process maps and systems topology
Use-case scoring model (value × feasibility × risk)
Transformation roadmap with milestones

Best suited to

Enterprises with scattered departmental AI experiments
Leadership teams preparing a board proposal
Companies weighing a CRM or ERP replacement

Typical timeline

2–4 weeks

Frequently asked questions

Related insights

Latest insights

Transformation strategy·6 min read

Why AI pilots stall in Hong Kong enterprises

The blocker is rarely model capability. It is process ownership, data readiness and integration.

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Governance & risk·5 min read

An AI governance checklist for Hong Kong companies

Ten questions that should have answers before the first use case goes live.

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Six ways we deliver

Colleague explaining an automated workflow diagram and agent process on a large screen (conceptual image)

02 / SOLUTION

AI Workflow & Agent Automation

Turn repetitive manual steps into logged, auditable automated flows.

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Customer service colleague with a headset reviewing a customer insight dashboard with a supervisor (conceptual image)

03 / SOLUTION

AI-enabled CRM & Customer Experience

One customer record that both front line and marketing can trust.

Learn more

Two colleagues in a warehouse control area reviewing operations and inventory data on a tablet (conceptual image)

04 / SOLUTION

AI-enabled ERP & Operations

Consistent order, inventory and finance data makes decisions reliable.

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Start with an AI readiness session

Sixty minutes to review your systems, your most time-consuming processes and your goals — followed by initial observations and a suggested scope.

Book an AI Readiness Session Explore Solutions