
AI Readiness Assessment Tool
Prepare your business for secure, efficient and compliant adoption of AI & automation
Artificial Intelligence (AI) and automation are transforming how modern organisations work — from streamlining internal processes to improving productivity, customer experience, and decision-making.
But adopting AI without preparation introduces real risks, including data leakage, shadow AI use, and unmanaged access to sensitive business information.
Our AI Readiness Assessment helps your organisation understand where AI can create value, how to automate safely, and what controls must be in place to protect your data.
Why AI Readiness Matters
Your files, systems, and user activity contain high-value business and client data. However, without proper governance, AI tools can inadvertently expose sensitive information or introduce significant technical vulnerabilities.
Your own notes highlight the growing risks of over-permissioned access to AI, data leakage via public AI tools, and the rise of “shadow AI” usage within businesses.
A structured AI readiness assessment ensures your organization avoids accidental data exposure while enabling the safe and productive use of platforms like Microsoft 365 Copilot, ChatGPT, Monday.com, and n8n. By prioritizing this assessment, you can build a robust AI capability that does not compromise compliance, ultimately implementing a governance framework that aligns seamlessly with your existing cybersecurity controls.
What the Assessment Covers
1. Business Process Mapping & Automation Opportunities
We review your current processes to identify where AI and automation could deliver measurable value:
- Repetitive manual workflows
- High-volume email or document handling
- Scheduling, reporting, and data entry
- Customer communications & triage
- Cross-system updates or “swivel-chair” activities
We highlight where tools like Microsoft Copilot, ChatGPT, Monday.com automations, and n8n workflow orchestration can increase efficiency while maintaining control and oversight.
2. AI Tooling Assessment: Copilot, Monday.com & n8n
Microsoft Copilot
- Secure access to organisational data
- Productivity gains: meeting summaries, data queries, document creation
- Governance of SharePoint/Teams/OneDrive permissions
- Controlled rollout based on role-based access policies
ChatGPT & Public AI Models
- When it’s safe to use
- What data must not be entered
- How to prevent leakage to public LLMs
- Alternatives when dealing with confidential data (e.g., Microsoft Azure OpenAI)
Monday.com
- Process automation (CRM, HR, onboarding, project workflows)
- Data flow analysis between Monday and core systems
- Permissions, auditability, and security roles
n8n Automation Platform
- Custom workflow automation with full audit trails
- Secure integrations across systems
- Error-handling and compliance logging
3. Data Security & AI Governance Review
AI introduces new security challenges:
- Over-permissioned access
- Shadow AI usage
- Data leakage risks
- Need for clear acceptable-use policies
Our review includes:
Data Protection Validation
- Data classification & handling
- Access control and least-privilege alignment
- Review of sensitive repositories before exposing them to AI
AI Governance Framework
- Acceptable use policy for AI
- Data boundaries for AI-powered tools
- Role-based access to Copilot and automation platforms
- Shadow AI discovery and remediation
Security Controls
- Multi-Factor Authentication
- Conditional Access
- Endpoint protection
- Monitoring for unusual data access
- Alignment with Cyber Essentials & Cyber Essentials Plus frameworks
4. Capability Assessment & User Readiness
AI succeeds only when users understand how to use it safely.
AI awareness materials emphasise: practical examples, what AI is good at, what not to do, and building confidence across teams.
We evaluate:
- Staff understanding of AI risks and benefits
- Existing training levels
- Workflow reliance on manual or outdated methods
- Gaps in digital literacy or adoption
This ensures your AI adoption plan is realistic and aligned to your team’s capability.
5. Roadmap & Implementation Plan
You’ll receive a documented roadmap covering:
- Deployment phases for Copilot, automation, and integrations
- Priority processes for automation
- Data and security prerequisites
- Technical configuration changes
- Governance enhancements
- Recommended platform licences
- Training requirements

Why ICT Solutions?
Our AI Readiness Assessment combines deep expertise in Microsoft 365 and Copilot with practical automation experience across n8n, M365, and custom workflows. This technical proficiency is supported by a strong cybersecurity foundation, ensuring that every solution is built on a bedrock of safety and resilience.
By incorporating real-world examples from your own operations, we provide clear integration guidance across your existing systems. Our approach remains consistently focused on delivering tangible value, practicality, and strict adherence to compliance standards.

Outcomes You Can Expect
- Secure adoption of AI without exposing confidential business data
- Elimination of shadow AI behaviour
- Identified opportunities for automation and efficiency gains
- Clear governance policies and access controls
- A future-proof AI roadmap aligned with your cyber security posture
- Productivity improvements using Copilot, ChatGPT prompts, Monday workflows, and n8n automations
Get in touch
TO FIND OUT MORE ABOUT HOW WE CAN HELP YOU, GET IN TOUCH TODAY.
0151 230 2424 Alternatively leave us a message via our contact form and we’ll get back to you!