Before any AI gets built, we look at what you actually have. Your data, your systems, your team. You leave with a clear picture of what's ready, what isn't, and the three or four AI use cases worth chasing first.
Not sure? Take our free 2-minute AI assessment. You'll get a clear read on whether the audit is the right next step.
Every audit ends with the same five things in your hands. No "executive insights." No tier-3 PowerPoint. Things your team can actually act on.
A plain-English map of every system holding meaningful data: donor CRM, program tracking, financial, grants management. What's there, who owns it, and how clean it is.
Where your systems should be talking to each other but aren't. Ranked by which connections would unlock the most value for your team and which are just nice to have.
A board-ready AI policy template tailored to your organization. Plain language, practical guardrails, and the questions your board should be asking before any AI tool gets adopted.
Three to five concrete AI use cases scored by impact, effort, and risk. Each one has an owner, a rough timeline, and an estimated payoff so you know which to chase first.
A 60-minute working session where we walk your leadership team and (if you want) your board through the findings. You leave with confident answers to "where are we, and what should we do next?"
We move at your team's pace, but never longer than six weeks. Most audits land at five.
Audit phases
Weeks 1–2 · Discovery
Interviews with leadership, IT, and program staff. System walkthroughs. Inventory of what data lives where.
Week 3 · Assessment
Integration gaps mapped, governance questions surfaced, data quality scored. We bring our findings to a working session.
Weeks 4–5 · Use cases
We identify and score concrete AI use cases with your team. Impact, effort, risk, and who would own each one.
Week 6 · Readout
Final roadmap delivered. Leadership and board readout. Your team owns every deliverable.
We don't bill by the hour and we don't pad scope. You'll know the number before you sign.
AI Readiness Audit
$35,000 to $45,000
Fixed fee. Includes all five deliverables, the leadership readout, the optional board readout, and the 60-day check-in.
We're not in the business of writing strategies you can't execute or getting locked in as a permanent fixture. Here's what happens when our six weeks are up.
All deliverables are written for your team to use, not us. The data inventory, the AI policy, the use-case roadmap. They're editable, plain-English, and don't depend on us being on call.
Most clients pick one use case from the roadmap and move into a Rapid AI Pilot next. That's a separate engagement, separately scoped, and entirely optional. You're under no obligation to continue.
Sixty days after the readout, we get on a 30-minute call with your team to see how you're doing against the roadmap. No hidden invoice. It's part of every audit.
Plan on three to five hours per week from your operations or program lead, plus a one-hour interview with each system owner. We do the heavy lifting.
No. Most of our nonprofit clients don't have one. The audit is built for organizations where data work is currently spread across operations, IT, and program staff.
Only if it's clearly the right call. We're vendor-neutral, we don't take referral fees, and our default recommendation is to use what you already have. When new software is genuinely needed, we'll say so and explain why.
Yes. The board readout is included in the fixed fee, and we'll join your next regularly scheduled board meeting if the timing works. We've found this is often the most valuable hour of the engagement.
Book a 30-minute scoping call with a senior principal. We'll know in the first 15 minutes whether the audit is the right next step for your organization.