AI & Data Readiness Report · Sample

See your AI & Data Readiness,
scored.

Six focus areas. Sixty-four signals. One honest score out of 100.
Here is the report — exactly as it lands in your inbox.

ai-&-data-readiness-reportp. 3 / 24
Northgate Logistics Ltd · Apr 2026

AI & Data Readiness Report

Overall
47/ 100
Foundational
12345Data Quality2.4 / 5Technology3.1 / 5People & Skills1.8 / 5Governance2.0 / 5Use Cases2.7 / 5Strategy3.3 / 5
Focus area breakdownScore · Confidence
D1
Data Quality2.4
M
D2
Technology3.1
H
D3
People & Skills1.8
M
D4
Governance2.0
M
D5
Use Cases2.7
H
D6
Strategy3.3
H
With recommended actions47 → 78/100
Sample · Anonymised compositeApex Insights · v2.4
Watch the intro

A quick look at what you’ll get

A quick walk-through of the process, the report, and why it works.

Sample excerpts · click through

Tab through a real focus area page.

You're seeing one focus area. The full report runs to 13 sections — executive summary, readiness snapshot, data landscape, governance review, 90-day impact plan, 12-month strategic plan, funding eligibility, and more.

Each focus area gets the same treatment: score, narrative, the top finding, a recommendation, and the signal grid that produced the number.

↓ Tap a tab to switch focus area · tap any signal for evidence
Six focus areasClick each tab to explore
FoundationalWeight 25%

Data Quality

Customer details live in three different places that do not agree with each other. The same customer often appears slightly differently in each, so reports rarely match. Decisions get made on numbers that may be out of date.

Top finding

Backups have not been tested. If a system fails tomorrow, nobody knows whether the data could actually be recovered.

Recommended next step

Pick one system as the master record. Move the other lists into it and remove duplicates. Test that you can restore a file from backup.

Current score
39
/ 100
Potential64
Signal grid · 6 signals scored
Click any signal for evidence & rubric
How it works

Three steps to clarity

1

Complete the questionnaire

10 minutes covering your tools, data landscape, policies, and biggest frustrations.

2

One-to-one consultation call

We dig deeper into workflows, team dynamics, and the opportunities hiding in your data.

3

Personalised report

A tailored, actionable report grounded in your tools, your team and your data.

Sample · Data landscape

Where data flows. Where it doesn’t.

Sixteen systems mapped across three stages — exactly the kind of picture you receive in your own report.

Every report includes a data landscape map: a three-stage waterfall from inbound channels to systems of record to outputs. Connections are colour-coded by quality, systems sized by data volume — so the cracks in your stack stand out.

↓ Tap any system for detail · tap to expand fullscreen

ConnectionAutomated feedAPIBridge toolManual / exportMissing / copy-paste
Customer portalEmailStripeWebsite formPhone logHubSpotM365 OutlookExcelSage 50M365 SharePointWhatsAppOneDriveMailchimpChatGPTWordPressShared drive
Card ruleHealthyMixedFragileIsolated
Hover any system for the full picture
Reveals role, data flows, API status and every connection touching that system.
Why it works

No generic playbooks.

You leave with a plan that is…

Grounded in your data

Drawn from 64 signals across your tools, policies and workflows.

Built with your people

Shaped in a consultation with the team running it.

Actionable from day one

Quick wins start free and can be deployed in day one.

Sample · Action plan

Tick actions. Watch the score climb.

Sixteen costed actions across three phases, each tied to the readiness signals it lifts.

Every report ends with a prioritised plan: Quick Wins to start this week, the 90-day foundation, and the 12-month strategy. Tick an action to see how it shifts the radar and per-dimension bars in real time.

Your Action Plan

This is your prioritised action plan, grounded in your consultation and questionnaire responses. Every item is specific to your business: real systems, real processes, costed against typical SME pricing. The plan is sequenced into three phases that build on each other.

Quick Wins · Weeks 1–2

Low-effort, low-cost moves you can start this week. No procurement, no committee, no new headcount.

90-Day Plan · Weeks 3–12

Foundational improvements that deliver measurable gains within a quarter, with modest budget and a small project team.

12-Month Plan · Months 4–12

Strategic investments, system integrations, training programmes, and longer transformations that need time to land.

How to use it. Tick each action as you commit to it. The dashboard updates live to show your projected readiness score, which dimensions move most, and how the gains compound across phases. Tools, indicative costs, and timelines sit on every action. Your selections save automatically and follow you across devices, so you can return to this plan as you make progress.

Dimension radar

TodayProjected

Score lift across six dimensions

Data QualityTechnologyPeople & SkillsGovernanceUse CasesStrategy

Per-dimension projection

Where the lift lands

Data Quality
35+0Estimate. The server recalculates the final score after each save.
Technology
48+0Estimate. The server recalculates the final score after each save.
People & Skills
40+0Estimate. The server recalculates the final score after each save.
Governance
28+0Estimate. The server recalculates the final score after each save.
Use Cases
52+0Estimate. The server recalculates the final score after each save.
Strategy
45+0Estimate. The server recalculates the final score after each save.

Overall

41/100

baseline 41

Projected lift

0pts

vs today

Actions ticked

0/ 6

0% complete

Tick any action to see your score climb
Filter

Low-effort, low-cost moves you can start this week. No procurement, no committee.

  • 01

    Enable MFA on all Microsoft 365 accounts

    lowGovernance

    Every staff account requires a second factor to sign in.

    Week 1££0(included in existing M365 licence)
    Microsoft 365Microsoft Authenticator
  • 02

    Set up automatic backup of the shared drive

    lowData Quality

    The shared drive is backed up nightly with 30-day version history.

    Week 2££0–£100(existing OneDrive entitlement)
    OneDriveMicrosoft 365 Admin Centre

Costs are indicative ranges based on UK SME pricing. Your actual figures will be agreed up-front before any work starts.

Note: this sample shows only a few actions for demonstration. Your real report contains many more, sized to your business and weighted to the dimensions that need the most lift.

Sample report

Read the entire
report. Cover to cover.

A fully worked example for an illustrative UK SME. Every section, every chart, every recommendation. The same document we hand to clients. No paywall, no teaser. See exactly what you’ll receive.

9 sectionsReal chartsCosted action planOpens in a new page
Pricing

Ready to get started?

Launch offer, 40% off
£297.00then £495.00

One-off fee, no subscription

  • Data maturity scorecard across 6 key focus areas
  • Gap analysis with prioritised recommendations
  • 90-day action plan tailored to your business
  • Executive summary presentation
  • Two report revisions included, requested within 30 days of delivery

No commitment until you’ve seen the agreement

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