AI Readiness Audit
Assess Before You Automate
Before you invest in automation, you need to know if your systems can handle it.
The AI Readiness Audit from Convex Systems identifies how prepared your business is for automation — reviewing workflows, data quality, and integration potential.
No guesswork. Just a clear, actionable foundation.
What the Audit Covers
We break down your operations into three diagnostic zones — People, Process, and Platforms.
People
How your team works with digital tools. Current bottlenecks in communication and decision flow.
Process
Step-by-step mapping of existing workflows. Time and cost tracking of repetitive tasks.
Platforms
Review of current software, CRMs, and databases. Evaluation of API availability and data structure readiness.
Deliverable – System Readiness Report
After the audit, you’ll receive a System Readiness Report that includes:
Visual workflow maps
Automation feasibility scoring (Low, Medium, High)
Integration compatibility checklist
Priority recommendations for next steps
This report forms the foundation for your AI System Design & Integration phase.
Why It Matters
Skipping this step risks wasted development time and expensive rebuilds.
The Readiness Audit gives you a clear path forward — what to automate, how, and when.
You’ll know:
Which processes are ready now
Which need restructuring first
What tools will deliver the best ROI
Example Findings
| Audit Area | Example Issue | Recommended Action |
|---|---|---|
| CRM Integration | Duplicate entries due to manual data entry | Implement API link with OpenAI validation |
| Reporting | Weekly reports manually compiled | Automate report generation via n8n |
| Document Handling | Files stored across multiple drives | Deploy centralized pipeline with AI tagging |
| Internal Chat | No structured knowledge base | Integrate ChatGPT Team with custom prompts |
How the Audit Works
01
Step 1 – Discovery Call
Discuss your current systems and challenges.
02
Step 2 – Access & Analysis
We review workflows, data systems, and automation history.
03
Step 3 – Audit Report Delivery
You receive your Readiness Report with findings and an actionable roadmap.
04
Step 4 – Review Session
We walk through the results and outline your next steps toward automation.
Measurable Outcomes
| Metric | Typical Improvement |
|---|---|
| Workflow Visibility | ↑ 100% clarity on process bottlenecks |
| Time Savings | ↓ 40–60% manual review hours |
| Integration Readiness | ↑ 75% average improvement |
| Data Consistency | ↑ 90% structured for automation |
Book Your Diagnostic Session
Get a clear understanding of your automation potential before you start building.
The AI Readiness Audit turns assumptions into actionable data — and sets your business up for success.
Fill out the form below and we’ll review your current setup. You’ll receive a detailed proposal within 1–2 business days.
We respond within 24 hours. No automated replies — a real person reviews your request.