Assessment Library

Proven assessments designed to be extended.

Start with a proven template, adapt it to your methodology, or build your own from scratch.

AI Readiness Assessment

Systematically identify AI use cases, scope projects, and measure ROI end-to-end. Assess organizational readiness across data, technology, skills, and culture. Build an evidence-backed roadmap that connects specific use cases to measurable business outcomes.

Duration: 2-3 weeks
Stakeholders: 25-40 across IT, Data, Operations, Business Units
Key outputs

Prioritized use case portfolio, scoping documents with effort/impact analysis, ROI models, readiness gaps, implementation roadmap

Use Case IdentificationProject ScopingROI Measurement

Microsoft Copilot Adoption Assessment

Turn Microsoft Copilot licenses into measurable productivity gains across your organization. Identify adoption barriers, uncover department-specific use cases, and adapt the assessment to reflect how your teams actually work.

Duration: 2-3 weeks
Stakeholders: 30-50 across all departments using M365
Key outputs

Adoption barriers analysis, department-specific use cases, training needs assessment, ROI tracking framework

Change ManagementROI RealizationDigital Adoption

Salesforce Agentforce Readiness

Determine readiness for Salesforce Agentforce deployment and identify where AI agents can create value. Assess data quality, process maturity, and integration requirements to guide implementation.

Duration: 2-3 weeks
Stakeholders: 20-30 across Sales, Service, Marketing, IT
Key outputs

AI agent use case prioritization, data readiness report, implementation roadmap, ROI projections

AI Agent StrategyProcess AutomationCustomer Experience

Digital Maturity Assessment

Benchmark digital capabilities to guide transformation priorities. Evaluate technology, data, processes, and culture using a flexible assessment framework that can be tailored to your context.

Duration: 2-3 weeks
Stakeholders: 30-50 across IT, Operations, Marketing, Sales
Key outputs

Maturity heatmap, capability gaps, transformation roadmap, investment priorities

Digital TransformationStrategy DevelopmentM&A Due Diligence

ServiceNow Platform Health Check

Optimize ServiceNow platform performance and identify automation opportunities. Evaluate workflow efficiency, technical debt, and upgrade readiness to improve service delivery.

Duration: 1-2 weeks
Stakeholders: 15-25 across IT Service Management, Development, Operations
Key outputs

Platform optimization roadmap, technical debt assessment, ROI on improvements, automation opportunities

Platform OptimizationITSM EnhancementUpgrade Planning

Cybersecurity Risk Assessment

Identify security vulnerabilities and build a prioritized remediation roadmap. Evaluate risk across people, processes, and technology to strengthen overall posture.

Duration: 2-3 weeks
Stakeholders: 20-30 from IT, Security, Compliance, Operations
Key outputs

Risk heat map, vulnerability register, compliance gaps, remediation roadmap

Risk ManagementComplianceM&A Due Diligence

Customer Experience Audit

Uncover opportunities to enhance customer satisfaction and loyalty. Map the complete customer journey to identify pain points and improvement priorities.

Duration: 3 weeks
Stakeholders: 30-45 from Sales, Marketing, Service, Product
Key outputs

Journey maps, touchpoint analysis, NPS drivers, CX improvement initiatives

CX TransformationService DesignRevenue Growth

Supply Chain Resilience Check

Build supply chain resilience and identify efficiency gains. Assess vulnerabilities, evaluate supplier risks, and develop contingency strategies.

Duration: 3-4 weeks
Stakeholders: 35-50 from Procurement, Logistics, Manufacturing, Finance
Key outputs

Risk assessment, supplier scorecard, network optimization, contingency plans

Risk MitigationCost OptimizationESG Compliance

Commercial Effectiveness

Identify revenue growth opportunities through systematic analysis. Evaluate sales processes, team capabilities, and go-to-market strategies.

Duration: 2-3 weeks
Stakeholders: 25-40 from Sales, Marketing, Customer Success
Key outputs

Sales process optimization, territory planning, pricing strategy, enablement gaps

Revenue GrowthSales TransformationGo-to-Market Strategy

Operational Excellence Diagnostic

Find operational inefficiencies and improvement opportunities across the value chain. Analyze processes to identify bottlenecks, waste, and cost reduction potential.

Duration: 3-4 weeks
Stakeholders: 40-60 from Operations, Supply Chain, Quality, Finance
Key outputs

Process maps, waste analysis, LEAN opportunities, cost reduction initiatives

Cost ReductionProcess OptimizationPost-Merger Integration

Organizational Culture & Change Readiness

Ensure transformation success through cultural and readiness assessment. Evaluate organizational alignment, change capacity, and leadership engagement.

Duration: 2-3 weeks
Stakeholders: 50-100 across all levels and functions
Key outputs

Culture map, change readiness score, leadership alignment, engagement strategy

Change ManagementM&A IntegrationTransformation

ESG Maturity & Sustainability

Benchmark ESG performance and build improvement roadmaps. Evaluate practices against industry standards and stakeholder expectations.

Duration: 3-4 weeks
Stakeholders: 30-45 from Operations, HR, Legal, Finance, Supply Chain
Key outputs

ESG scorecard, gap analysis, reporting framework, improvement roadmap

ESG ReportingInvestor RelationsSustainability Strategy

Stop running discovery from a blank page.

See how your methodology becomes a scalable, client-facing product in 30 minutes.

Schedule a Demo