Find Out Where AI Actually Helps You
An AI readiness assessment from WorkWise ends the same way every time: a prioritized use-case map and a 90-day plan. One assessment, with the output tuned to your firm or to your portfolio companies.
An AI readiness assessment exists to answer one question: where does AI actually help you, and what should you do about it in the next 90 days. Most firms do not need a six-figure strategy study to get that answer. They need a focused look and a plan they can act on.
Assess is the first of five doors. It is where you decide which platform, which workflows first, and in what order, before you spend money training people or building software.
By Dr. Leigh Coney, Founder of WorkWise Solutions
Three Things, Every Time
Whichever depth you choose, the assessment produces the same three outputs. Each one is written to be shown to someone: your partners, your IT lead, or an operating company's management team. No vague strategy decks.
A Prioritized Use-Case Map
Every credible AI opportunity, scored on effort and impact, with the first three flagged so you know exactly where to start.
A 90-Day Plan
Who does what, in what order, with what budget. Quick wins flagged for the first month, so something is working before the quarter ends.
A Platform Decision
Copilot, ChatGPT, Claude, or Gemini, scored against your data and your workflows. We implement on whichever one wins, so the recommendation has no thumb on the scale.
Pick How Deep to Go
Same engine, two depths. One is the assessment on its own. The other adds the governance framework and a hands-on pilot, so leadership watches AI work on real material before committing to anything bigger. Both are vendor-neutral: Microsoft 365 Copilot, ChatGPT Enterprise, Claude, or Gemini. We work on your stack.
AI Readiness Sprint
Interviews, a vendor-neutral platform decision memo, the use-case map, the 90-day roadmap, and a partner readout. The fastest way to a plan your partners will sign.
Comprehensive Discovery Sprint
Everything in the Sprint, plus the full AI governance framework and a hands-on pilot on your own workflows. The deep dive we recommend before training or a build.
Neither fee is sunk. Sprint fees credit in full toward any engagement of $25,000 or more booked within 90 days, so the assessment effectively becomes a deposit on the work it points to.
One Assessment, Output Tuned to Your World
The engine is the same. What changes is the workflows we look at and the language the output is written in. Three versions cover most of private capital.
The Fund Itself
For PE firms, family offices, and independent sponsors. We look at deal sourcing, screening, diligence, portfolio monitoring, and IR workflows. Output in the language of the investment team.
Borrower and Covenant Work
For direct lenders and credit funds. We look at origination, credit memos, covenant tracking, and portfolio risk monitoring, the workflows where credit teams actually lose hours.
Value-Creation Diagnostic
The same engine pointed at an operating company: finance back-office, sales, RevOps, and supply chain, not deal workflows. A value-creation map a GP can read across the whole portfolio.
An assessment tells you what to do. Door 2, Enable, is where your team actually learns to do it: training on your own workflows, then a guided launch across the firm. Most assessments roll straight into it, and the fee credits forward.
Assessment FAQ
How long does it take, and what does it cost?
The focused AI Readiness Sprint is $8,500 and runs one to two weeks. The Comprehensive Discovery Sprint is $30,000 and runs three to four weeks, adding the governance framework and a hands-on pilot. Larger firms are scoped by proposal. Sprint fees credit in full toward any engagement of $25,000 or more booked within 90 days.
What exactly do we walk away with?
Three things, every time: a prioritized use-case map, a 90-day plan, and a vendor-neutral platform decision. Each is written to be shown to your partners, your IT lead, or an operating company's management team. The Comprehensive depth adds a governance framework and a working pilot on your own material.
Which AI platform should we choose?
That is the point of the assessment. The platform decision memo compares Microsoft 365 Copilot, ChatGPT Enterprise, Claude, and Gemini against your data, your workflows, and your security requirements. We implement on whichever one the analysis supports, so the memo has no thumb on the scale.
Do you tailor it for private credit or for portfolio companies?
Yes. The engine is the same; the workflows we examine change. For private credit we look at origination, credit memos, and covenant work. For an operating company we run the Portfolio Company AI Value-Creation Diagnostic, pointed at finance, sales, RevOps, and supply chain instead of deal flow.
Find Out Where AI Helps You
Take the diagnostic for a first read on your firm, or book 30 minutes and we will point you at the right depth of assessment.