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AI Readiness Assessment

Know what your AI investment will actually cost.
Before you make it.

Local World’s AI Readiness Assessment shows where you stand, what needs attention, and what it will take to move from AI plans to working use cases. For Salesforce organizations, that means examining the data, integrations, governance, configuration, and technical debt AI will rely on before you commit a budget.

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AI Readiness

THE PROBLEM

Most organizations are more ready to talk about AI than to run it.

The gap between an AI strategy and a working implementation often comes down to familiar issues: duplicate or incomplete data, integrations built for older requirements, unclear ownership, inconsistent governance, and technical debt that has accumulated over time.

These are practical problems. And while you can find them, measure them, prioritize them, and fix them, most organizations do it retroactively.

An AI Readiness Assessment changes the order of operations. You identify foundational gaps before major spending begins. This gives leaders a realistic view of cost, timing, dependencies, and risk. You also know what your Salesforce environment can support today and what needs remediation first.

PREPARING YOUR BUSINESS FOR AI

How AI is transforming the way we work

The Federal Reserve System estimates that around 70% of US businesses have implemented a broad functional experimentation of AI. Everyday operations, from forecasting to decision-making, take advantage of AI and its ability to search, serve, analyze and automate. In Salesforce, teams increasingly expect AI to summarize activity, surface next actions, improve pipeline visibility, support service agents, and help marketers use customer data more precisely.

We recommend treating AI adoption as an operational change, not a software add-on. An AI Readiness Assessment tests what a dependable workflow relies on: data quality, access, integrations, governance, configuration, security, and ownership.

THE PROBLEM

How AI is further transforming the way we live and work

AI is changing what employees and customers expect from the systems they use. Faster search, personalized recommendations, automated assistance, and natural-language interfaces now shape workplace expectations.

For business leaders, AI needs to work with the customer, employee, and operational data the organization already holds. A disconnected CRM, unclear ownership, or inconsistent records can limit a well-designed use case.

An artificial intelligence readiness assessment connects ambition to operating reality. In practice, the goal is to identify where AI can improve work measurably and make sure the supporting environment can deliver.

WHO THIS IS FOR

Built for the leaders who will be held accountable for AI outcomes.

This AI Readiness Assessment is for organizations running Salesforce that are planning AI investment and want an evidence-based view before they commit.

  • IT AND TECHNOLOGY LEADERS

    Domains: Data · Integration · Platform · Governance

    You own the architecture, integrations, controls, and platform decisions AI relies on. The assessment shows what your environment can support, where material gaps sit, and what closing them requires. It also gives you a practical AI adoption readiness evaluation for budgeting and vendor selection.

  • SALES LEADERS

    Domains: CRM Data · Pipeline · Forecasting · Enablement

    AI can support forecasting, pipeline management, account planning, and rep productivity when CRM data is complete and consistently used. The AI Readiness Assessment shows whether your Salesforce data can support those outcomes and which changes matter most.

  • MARKETING LEADERS

    Domains: Customer Data · MarTech · Attribution · Automation

    Personalization, automation, and attribution depend on connected customer data and clear rules for its use. The assessment examines the Salesforce and MarTech environment so you can separate near-term opportunities from work that requires stronger data, integration, or governance.

AI IN THE BOARDROOM

Confidence is outpacing competence.

  • >50%

    50% of CEOs say boards can’t separate AI hype from reality

  • 75%

    of board members rate their AI knowledge at or above their peers

  • 60%

    of CEOs say their boards are rushing AI transformation

WHAT YOU GET

A two- to four-week diagnostic with three useful outputs

The AI Readiness Assessment produces three working deliverables built to support decisions, investment, and execution.

A clear score with the evidence behind it

AI readiness Scorecard and Assessment Report

You receive a scored view of readiness with evidence behind each finding. The report shows where your environment is strong, where gaps affect specific use cases, and what deserves attention first.

We rank what’s holding you back and scope what it takes to move

Blocker Inventory and Remediation Checklist

We rank foundational issues by cost, effort, and risk. For each blocker, the checklist defines the required action across systems, data processes, governance, and operating practices. Targets tie back to the scorecard, so progress is measurable.

A business case built for the boardroom

Phase 1 Recommendation and Executive Presentation

The Phase 1 Recommendation turns findings into a sequenced plan: what to address first, what can move quickly, and which dependencies need more time. The Executive Presentation organizes the rationale and investment logic for stakeholders approving the next stage.

HOW IT WORKS

Four steps from scoping call to board-ready output.

  • STEP 1

    Scoping Call

    A 30-minute conversation about your AI objectives, Salesforce environment, priority use cases, and assessment scope.

  • STEP 2

    Discovery and Data Collection

    Local World practitioners review your data architecture, integrations, governance documentation, configuration, and relevant operating processes against a structured framework.

  • STEP 3

    Analysis and Findings

    We turn the evidence into a scored and prioritized view of readiness. Each finding shows what to do next, who needs to own it, and how it affects the AI use cases you are considering.

  • STEP 4

    Readiness Briefing and Handoff

    We walk your team through the Scorecard, Blocker Inventory, and Phase 1 Recommendation. You leave with a decision-ready view of priorities, dependencies, and next actions.

WHY LOCAL WORLD

Why Local World | We know what breaks enterprise transformation programs

Local World has spent 13 years placing and deploying talent inside the most complex SAP and Salesforce transformation programs in North America. We have seen what happens when AI is layered onto an environment that was not ready for it. We have also seen what a well-prepared foundation makes possible.

The practitioners who deliver this AI readiness assessment are not strategy consultants producing frameworks at a distance. They are people who have worked inside Salesforce environments, managed data governance on live transformation programs, and built the kind of institutional knowledge about what good looks like that only comes from doing the work. When we tell you what your environment can and cannot support, it is because we have seen both in practice.

We are also straight with you. If your environment is in better shape than you expected, we will tell you that. If the gap between where you are and where you need to be is larger than your current timeline or budget can accommodate, we will tell you that too. The value of this assessment is the accuracy of what it finds, not the comfort of what it tells you.

READY TO PRESSURE-TEST YOUR AI PLAN?

Book a 30-minute scoping call

Bring your questions, your current setup, and your AI objectives. We will tell you honestly what the assessment covers, what it will surface, and whether it is the right next step for where you are.

Practitioners, not strategy consultants. We do the work.

Book A Scoping Call

FAQs

What is an AI readiness assessment for business?

An AI Readiness Assessment for business evaluates the systems, data, governance, processes, and operating conditions AI depends on. It helps understand if AI tools can provide you their benefits considering your existing capacity and knowledge. Local World focuses on your Salesforce environment and the AI use cases you are considering, connecting technical readiness to business decisions.

How do you evaluate AI readiness?

Start with the use cases you want AI to support, then test the environment behind them. We recommend reviewing data quality, access, integrations, governance, security, ownership, and delivery capacity as a bare minimum. A useful AI Readiness Assessment scores those areas, documents the evidence, ranks material gaps, and turns findings into an actionable remediation plan.

When should a business complete an AI readiness assessment?

Anytime is a good time, if you’ve never done one. However, at minimum, consider completing the assessment before committing a major implementation budget, finalizing an AI vendor, or setting a delivery timeline.

What does an AI readiness assessment cost?

Cost depends on the size and complexity of the Salesforce environment, the systems and integrations in scope, and the AI use cases being evaluated. Local World starts with a 30-minute scoping call to define the assessment boundary and give you a realistic view of the work involved.