AI Readiness Checklist
Find out whether one AI use case can pass a security, data, and governance review before you ask for budget. Answer 25 questions. Get a readiness score, a data-risk tier, and a one-page brief your reviewer can read in two minutes.
The GROUND Method is BBI's six-stage way of readying an operation before AI is added to it, so the AI multiplies results instead of magnifying chaos.
Your use case
Name the one thing you want AI to do. One use case per checklist. If you have five, run it five times.Use-Case Readiness Brief
This is the page you hand to the reviewer. It is built from your answers above and updates as you change them. Copy it as formatted text or as Markdown.
Email me this brief and the six GROUND notes
Your score and brief are already on this page. If you want a copy in your inbox plus one short note per GROUND stage over the next six weeks, leave an email. One list, unsubscribe any time, no sales sequence.
Want the score verified by a person who has done this inside an ERP?
The checklist is a self-assessment. The AI Pre-Flight is BBI's paid diagnostic: a fixed-scope readiness scan of your data, workflow, and risk, with a 0 to 100 score you can defend and a remediation plan sequenced in GROUND order. Fixed fee, no open-ended consulting bill.
Want to do the work the brief says is missing? The free GROUND Skills Pack is twelve plain-text AI skills, one per stage, for Claude, ChatGPT, or Copilot.
Questions people ask before they get here
How do I get an AI project approved by security or legal?
Give them a decision packet, not an idea. Reviewers stall when a request arrives as "we want to use AI for quotes." They move when it arrives with a named owner, the system the data lives in, the data classification, who reviews outputs before anything acts on them, what happens when the output is wrong, how you switch it off, and one number that proves it worked. That is what the brief above contains.
Is our data ready for AI?
Ask three questions. Do you know which system is the source of truth for the numbers the AI will use? Does anyone own that data and know how fresh it is? Do two systems ever disagree on the same number? If the answers are "not sure," "nobody," and "often," AI will produce confident output from inconsistent inputs. Fix the ground first. That is the Reveal stage.
What is an AI use case intake form supposed to capture?
At minimum: the use case in one sentence, the accountable business owner, the trigger (why now), the data and its sensitivity, whether the AI makes a decision or drafts for a human, the human-review design, the rollback plan, the scope of the first 30 days, the success metric with its baseline, and who owns it after launch. The checklist asks all of these and writes them into the brief for you.
How is this different from the free AI readiness quizzes everywhere else?
Most readiness scores rate your whole company on five generic dimensions and send you a PDF to your inbox. This scores one specific use case, gives it a data-risk tier, names the blockers a reviewer will trip over, and produces the one-page brief you would otherwise spend a week writing. It does not gate the result behind an email address.
What is a data-risk tier and why does it matter for approval?
Reviewers do not treat every AI use case the same way. A tool that drafts internal meeting notes needs a lighter review than one that touches customer PII, financial records, patient data, or controlled government information. The tier tells you which review path you are on so you bring the right evidence the first time.
Our ERP data is messy. Can we still use AI?
Yes, if you narrow the scope to the data that is clean and owned, and you put a human between the AI output and any action in the ERP. The checklist will push you toward one step of one workflow, a pilot with a stop rule, and a 30/60/90 measurement plan. That sequencing is the Order and Narrow stages, and it is where most failed AI projects skipped a step.
Does BBI see my answers?
No. The checklist runs entirely in your browser. Nothing is sent anywhere unless you copy the brief and send it yourself. Your answers are saved in your browser's local storage so you can come back to them on this device.