Data Infrastructure Assessment
- Data sources are documented and accessible via APIs
- Data quality metrics are established and monitored
- Data governance policies are in place
- Historical data is available for at least 12 months
Team Readiness
- Analytics team has bandwidth for AI implementation
- Stakeholders are identified and engaged
- Success metrics and KPIs are defined
- Training plan for AI tools is established
Process Assessment
- Current reporting workflows are documented
- Manual bottlenecks are identified
- High-value automation opportunities are prioritized
- Change management process is defined
Technology Stack
- Current BI tools support API integrations
- Cloud infrastructure can scale as needed
- Security requirements are documented
- Integration points with existing systems mapped