Security for remote teams and the AI they use
AI readiness assessment

AI readiness assessment: find out if your data is safe to put in front of AI

Most AI readiness assessments ask whether you have the data and skills to use AI. Ours starts with a more urgent question: if you switch on an AI assistant tomorrow, what will it be able to see? Then it covers strategy, people and governance, so you adopt AI on purpose instead of by accident.

Readiness is about more than data quality

Most readiness frameworks cover strategy, data, people, process and infrastructure. They matter. But they skip the question that causes the most damage in practice: data access. AI assistants are only as safe as the permissions underneath them, and in most companies those permissions have quietly grown for years.

The six pillars we assess

1. Use cases and strategy

Which problems should AI actually solve for you, and which are hype? We identify the few use cases with clear value and low risk so you start where it pays off.

2. Data quality

AI on top of messy, outdated or duplicated data gives confident wrong answers. We check where your key data lives and whether it’s fit to be used.

3. Data access and permissions

The security pillar. We look for overshared files and sites, broad groups, anonymous sharing links and stale guest access: everything an AI assistant could surface to the wrong person.

4. People and skills

Who will use AI, for what, and what do they need to know? A short training plan covers useful prompting and, just as importantly, what never goes into an AI tool.

5. Governance and policy

Is there an AI acceptable use policy, an inventory of AI tools including shadow AI, a review step for new tools, and a named owner? This is the foundation of AI governance.

6. Technology and infrastructure

Do your current platforms support the AI features you want with business-grade controls: SSO, audit logs, data residency and training opt-outs?

Why security has to come first

When an AI assistant is switched on, it can search everything the user can access. That’s the point of it. It also means a file shared with “everyone in the company” five years ago is suddenly one question away. Fixing oversharing before rollout is far easier than explaining afterward why an assistant summarized the board pack for an intern.

Quick self-check: are you ready for AI?

  • Do you know which AI tools your staff use today, including personal accounts?
  • Is there a written AI acceptable use policy that people have actually read?
  • Have file and site permissions been reviewed in the last year?
  • Are anonymous or “anyone with the link” sharing links under control?
  • Do approved AI tools use business accounts with SSO?
  • Is someone accountable for AI decisions?

If you answered “no” or “not sure” to two or more, an assessment will pay for itself in avoided exposure.

What you get

A plain-English report scoring each pillar, the specific access and policy fixes to make before rolling out AI assistants, a short list of high-value use cases, and a prioritized roadmap. If you want help with the fixes, the same team can run them as part of an ongoing AI governance program.

Frequently asked questions

What is an AI readiness assessment?

An AI readiness assessment reviews whether an organization is prepared to adopt AI safely and usefully. It looks at use cases, data quality, data access and permissions, people and skills, governance and policy, and the technology you already have, then gives you a prioritized plan.

Why does security come first in AI readiness?

AI assistants such as Microsoft 365 Copilot work with the permissions a user already has. If files are overshared, the assistant can surface them to anyone who asks the right question. Fixing access before rollout prevents the most common and most embarrassing AI data exposure.

What questions does an AI readiness assessment ask?

Which business problems AI should solve, which AI tools are already in use, where sensitive data lives and who can access it, whether you have an AI acceptable use policy, how staff are trained, and who owns AI decisions. The answers shape a plan you can act on.

Do we need an assessment before rolling out Microsoft 365 Copilot?

It's strongly recommended. Copilot can only reach what users can already reach, which is exactly the problem in most tenants: years of shared links, broad groups and forgotten sites. A readiness review finds and fixes oversharing before Copilot makes it easy to find.

Is our company too small for an AI readiness assessment?

No. Smaller companies often benefit most because they adopt AI fastest and have the least formal control. The assessment scales to your size; a 20-person team needs a much lighter review than a 250-person one.

Related services

Stop hopingyou won't be next.

See where cyber risk is hiding before it becomes a business problem.