AI SherpaAI SherpaThe Survey — AI + Digital Audit
A structured audit that maps your current operations, identifies your highest-value opportunities, and delivers a prioritised roadmap — so your next move is the right one, not just the obvious one.
The Problem
Overlapping software, resistant teams, projects that quietly die after launch.
The ones that get sustained results start with a clear picture of where they stand.
That clarity is what The Survey delivers — before you spend a single pound.
We assess your current AI tool adoption — from ChatGPT and Copilot usage to potential Claude, Gemini, and open-source deployments — and map where each creates the most value.
Five Dimensions
The Survey is a structured assessment across five dimensions that together reveal your organisation's true AI readiness — not just whether you have the right tools, but whether your workflows, data, people, and strategy are aligned for meaningful adoption.
What software, platforms, and systems are you currently using — and where are the gaps, redundancies, or integration failures that AI could resolve?
Which tasks consume disproportionate time, involve repetitive manual steps, or create bottlenecks that slow your team down?
How does data move through your organisation? Where is it siloed, inaccessible, or underutilised — and what would change if it weren't?
What is your team's current AI literacy? Where is there enthusiasm, and where are the adoption barriers — whether skill gaps, scepticism, or change fatigue?
What are your 12- to 24-month business goals, and how should AI investment align with — rather than distract from — those priorities?
What You Get
Every Survey engagement culminates in the AI Readiness Report — a comprehensive, actionable document designed to be read by decision-makers, not just technologists. Here's what it includes:
Typical Timelines
SME (under 250)
Minimum 2 weeks
Larger organisations
Minimum 4 weeks
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The output of a Survey engagement becomes the implementation brief for The Expedition — our hands-on AI integration service.
With a clear roadmap in place, we move from diagnosis to execution: building, configuring, and embedding the tools and workflows your report identified as highest-value.
An AI Sherpa Survey engagement is a prerequisite for The Expedition implementation service.
Engagements are scoped and priced during an initial consultation. All fees are fixed and agreed before work begins — no day-rate surprises.