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StrategyLeadership
The 5-Step AI Readiness Scorecard
Caitlin Thomas
Lead Consultant
May 05, 2026
7 min read
A common mistake we see is companies rushing to buy 'AI solutions' before understanding their own internal readiness. AI isn't magic; it requires clean data, clear processes, and a culture willing to adapt.
Step 1: Data Audit
If your data is scattered across spreadsheets, legacy CRMs, and email chains, an AI cannot help you. The first step to readiness is centralizing and cleaning your data. Garbage in, garbage out.
Step 2: Workflow Mapping
You must map exactly how work gets done today before you can automate it tomorrow. Document the standard operating procedures (SOPs) for your most common tasks.

