A structured path to assess readiness, identify opportunities, and prioritize AI initiatives
An AI assessment evaluates how ready your organization is for AI, uncovers business-value opportunities, and builds a practical roadmap for adoption. Each step engages business and technology stakeholders and keeps the focus on measurable outcomes, security, and execution readiness.
4 stepsfrom a readiness baseline to a ranked AI Game Plan, typically over four to five weeks.Illustrative timing. It varies with stakeholder availability, findings, and any gaps to close before the Game Plan.
An advisory service from DAX Software Solutions, a Microsoft Solutions Partner. There is nothing to download or install.
- 1AI Readiness & CapabilityEffort: ~1-hour session
- 2Security for AIEffort: ~1-hour session
- 3AI Areas of OpportunityEffort: ~1-hour session
- 4AI Game Plan WorkshopEffort: half a day to 1 week
In short
- The DAX Software AI assessment runs in four steps: AI Readiness & Capability, Security for AI, AI Areas of Opportunity, and an AI Game Plan Workshop.
- The first three steps are about an hour each. The Game Plan Workshop takes from half a day to one week.
- Security, governance, and AI risk are reviewed using the NIST CSF 2.0 framework.
- You finish with AI use cases ranked by business value and ROI, and an actionable roadmap with matched solutions.
How the DAX Software AI assessment works
Four steps take you from where you stand today to a ranked, practical roadmap. The findings from each step guide the next.
- Step 1
AI Readiness & Capability
Where do we stand with AI today?
Effort: ~1-hour session
What we assess
- Current AI maturity
- Data readiness
- Current AI use
- Organizational preparedness
What you get
A scored view of your AI readiness and capability gaps.
- Step 2
Security for AI
Are we secure and governed for AI?
Effort: ~1-hour session
What we assess
- Security
- Governance
- AI risk, using different Security frameworks
What you get
A clear picture of your security and governance needs.
- Step 3
AI Areas of Opportunity
Where can AI create the most value?
Effort: ~1-hour session
What we assess
- High-value use cases
- Where AI can drive efficiency
- Where AI can drive insight
What you get
The high-value use cases worth taking into your Game Plan.
- Step 4
AI Game Plan Workshop
What should we do first?
Effort: half a day to 1 week
What we assess
- Your own use-case ideas
- Likely success of each idea
- Likely ROI of each idea
What you get
AI use cases ranked by business value and ROI, and an actionable roadmap with matched solutions.
How long does an AI assessment take?
With one step a week, the journey reaches your AI Game Plan in four to five weeks. A follow-up assessment about six months later checks your progress.
- Week 1AI Readiness & Capability
- Week 2Security for AI
- Week 3AI Areas of Opportunity
- Week 4–5AI Game Plan Workshop
- ~6 months laterFollow-up Assessment
Timing varies with stakeholder availability, findings, and any gaps to close before the Game Plan.
What leadership receives from an AI assessment
Each step keeps the focus on measurable outcomes, security, and execution readiness, so leadership can decide where to invest in AI.
Readiness and capability gaps
A scored view of AI readiness and capability gaps.
Security and governance needs
A clear picture of security and governance needs.
Ranked AI use cases
AI use cases ranked by business value and ROI.
An actionable roadmap
An actionable roadmap with matched solutions.
Who takes part in an AI assessment?
Each step engages business and technology stakeholders together. Plan for these groups to take part:
- Business leadership
- IT, security, and data stakeholders
- Functional leaders from key departments
Recommended next step:
start with AI readiness.
Begin with the AI Readiness & Capability assessment, and use the findings to guide the next stages of the journey.
Request an AI AssessmentAI advice from a Microsoft Solutions Partner
DAX Software provides AI advisory, licensing, and implementation services, so the same team can help you act on the roadmap.
Microsoft Solutions Partner
Designated for Digital & App Innovation (Azure) and Business Applications.
20+ years in ERP and CRM
Over 20 years of industry experience in ERP and CRM.
Advisory through implementation
AI advisory, licensing, and implementation services across Dynamics 365, Microsoft 365, and Copilot.
Global delivery
Headquartered in Woodland Hills, California, with teams in the US, India, and the ASEAN region.
Related services
AI assessment: frequently asked questions
What is an AI assessment?
An AI assessment is a structured path to assess your readiness for AI, identify where it can create business value, and prioritize AI initiatives. DAX Software runs it in four steps and finishes with a practical roadmap for adoption.
What are the four steps of the DAX AI assessment?
AI Readiness & Capability assesses your current AI maturity, data readiness, current AI use, and organizational preparedness. Security for AI reviews security, governance, and AI risk using the NIST CSF 2.0 framework. AI Areas of Opportunity identifies high-value use cases and where AI can drive efficiency and insight. The AI Game Plan Workshop rates your own use-case ideas on likely success and ROI to create a ranked, practical roadmap.
How long does an AI assessment take?
The first three steps are each about a one-hour session, and the AI Game Plan Workshop takes from half a day to one week. An illustrative journey covers one step a week over four to five weeks, with a follow-up assessment about six months later. Timing varies with stakeholder availability, findings, and any gaps to close before the Game Plan.
How do you assess security for AI?
The Security for AI step reviews your security, governance, and AI risk using the NIST Cybersecurity Framework (CSF) 2.0, so you have a clear picture of the security and governance needs to address as you adopt AI.
Who needs to take part?
Business leadership; IT, security, and data stakeholders; and functional leaders from key departments. Each step engages both business and technology stakeholders.
What do we receive from an AI assessment?
A scored view of AI readiness and capability gaps, a clear picture of security and governance needs, AI use cases ranked by business value and ROI, and an actionable roadmap with matched solutions.
Where should we start?
Begin with the AI Readiness & Capability assessment, and use the findings to guide the next stages of the journey.
Is this a software product or a download?
No. DAX Software provides AI advisory services. Our consultants work with your business and technology stakeholders in sessions and workshops. There is no software for you to download or install.
Request an AI Readiness & Capability Assessment
Tell us a little about your organization and a DAX Software specialist will follow up to schedule your first session.
- How mature is our use of AI today?
- Are our data and people ready for AI?
- Are our security and governance ready for AI?
- Which use cases offer the most business value and ROI?
- What should we do first?
Prefer to talk to us directly? Call +1-818-568-6460 or email contact@daxsws.com.