Step 1 of 4 · Assess

Know where your firm stands. Seven dimensions, every role.

Role by role, in your people's own words. Then the numbers your board needs.

Take the AI Readiness Scorecard → Talk to Pascal

Start with the free 5-minute scorecard. The full Assess is remote and light on your team's time.

What we assess

Seven dimensions of your business OS, scored 1 to 5.

Every role answers. We measure whether AI changed how the firm works, not only how fast it does the old work. Each dimension gets a score against the 4.0 target, the gap and the priority actions.

  1. Demand GenDoes AI shorten the path from idea to pipeline? Campaigns, content, buying signals, nurturing.
  2. Sales / PresalesDo sellers spend their time with clients, or rebuilding proposals and RFP answers?
  3. DeliveryIs AI embedded in specs, testing, documentation, code and RICEFW build?
  4. Packaging & IPDo you scale through templates, playbooks and agents, or through individual heroes?
  5. Customer SuccessIs account expansion systematic: health scores, renewals, upsell triggers, AI-run AMS?
  6. AI-First GTMIs AI a revenue-generating practice with offers, pricing and governance, or only a claim?
  7. SAP AI ReadinessAre your skills, certifications and offers ready for Joule, the Autonomous Enterprise and SAP Business AI?

How you are scored

Your firm on one chart. Where you stand, where the margin lives.

Illustrative spider chart: seven dimension scores between 1.6 and 2.6, against the 4.0 Accelerator benchmarkDemand Gen 2.0Sales / Presales 1.8Delivery 2.3Packaging & IP 2.6Customer Success 2.1AI-First GTM 1.9SAP AI Readiness 1.6
Illustrative spider chart: seven dimension scores between 1.6 and 2.6, against the 4.0 Accelerator benchmarkDemand Gen2.0Sales /Presales1.8Delivery2.3Packaging& IP2.6CustomerSuccess2.1AI-FirstGTM1.9SAP AIReadiness1.6
Your score4.0 Accelerator benchmark

Illustrative profile, not client data.

The Partner AI Maturity Scorecard™

Every dimension is scored 1 to 5 against 4.0, the Accelerator standard.

  • The gap to 4.0, dimension by dimension
  • A confidence flag on every score, based on how many people answered
  • A priority from P1 (start this week) to P5
  • What your people said, quoted next to each score

Most partners start at level 2. The margin lives at level 4.

1 Unaware

No AI tools in use. Manual work dominates.

Most start here 2 Experimenter

Individuals try ChatGPT or Copilot. No playbooks, no measurement.

3 Practitioner

Role-based playbooks. Measured gains. Champions named.

Target 4 Accelerator

AI embedded in delivery. Packaged IP earns recurring revenue.

5 AI-Native

Agent-driven delivery. AI-first by design.

Four questions your board needs answered.

Where do we stand?

Role by role, function by function, against the AI-First Partner Standard™.

Where is the money leaking?

The hours, workflows and roles where AI pays back first.

What can we fix in 30 days?

Quick wins, and what needs the full roadmap.

What could we sell?

The AI services your clients would buy from you, and who would buy them.

The cost of delay

Assess now, or keep guessing.

If you move now

You decide on facts: where value leaks, what to fix in 30 days, what to sell next. Your budget rests on your own numbers.

If you wait

Decisions stay guesswork while competitors benchmark. The cost compounds: lost deals, eroding margin, and people who leave for AI-first firms.

Six deliverables. Your numbers, your people.

AI-First Partner Diagnostic™

Executive briefing: the market shift and your four headline numbers.

AI Maturity Scorecard

7 dimensions on a 5-level model, leadership alignment, weakest workflows first.

Voice Report

What your people actually said: energy, frustration, resistance, ideas.

AI Prescription™

Top issues ranked by value at stake, tool options, 30-day quick wins.

AI Investment Case™

A CFO-ready ROI model on your own numbers, with the cost of moving slowly.

Proposed 12-Month Transformation Blueprint

Phases, KPIs, governance, decision gates. Built from best practice and your assessment results, as the input to Strategize, where your leadership team reviews, discusses and signs it off. Renewed every 12 months.

Light audit: the first three. Full assessment: all six. The benchmark re-runs at month 12, so you measure your progress.

Light on your team. Most of the work is ours.

Step 1

Kickoff and survey

A leadership alignment session, then an anonymous survey to every role.

Your time: 60 minutes for leadership, about 30 minutes per respondent.

Step 2

Confidential interviews

CEO, sales, presales, delivery, project management, customer success.

Your time: up to 60 minutes per interviewee.

Step 3

Analysis and executive readout

We score, benchmark and build the six deliverables, then walk your leadership team through them.

Your time: a 2-hour readout.

Who it fits.

It fits when

  • Leadership wants one plan before buying more tools.
  • Your CFO needs numbers on your own data.
  • You want to know what your people really think.

It does not fit when

  • You want a tool demo.
  • You want capability building first and a plan later.

Questions before an assessment.

How is this different from the free scorecard?

The scorecard is one person, in 5 minutes. Assess surveys and interviews every role, and builds a business case on your numbers.

We already have an AI strategy. Why assess?

Test it. Is AI in how you sell, deliver and price, or only in a deck? The scores answer that.

Is the business case based on our numbers?

Yes. Your cost structure, headcount, rates and margin targets, with every assumption shown.

What happens after?

Strategize: your leadership team turns the proposed Blueprint into signed decisions.

Decide on facts, not on fears.

Take the AI Readiness Scorecard → Talk to Pascal

Scorecard: 5 minutes, free. Call: 30 minutes, you leave with your top 3 AI moves.

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