SYSTEMS & AI READINESS ASSESSMENT
AI IDEAS
AI ideas are circulating, but few have become useful operational use cases
WORKAROUNDS
Teams rely on spreadsheets, exports, re-keying and manual workarounds
CONFLICTING DATA
Different systems tell different versions of the truth
UNCLEAR OWNERSHIP
Ownership of data, workflows and decisions is unclear
DECISION UNCERTAINTY
Leaders are unsure what to build, buy, automate or leave alone
RISKY CHOICES
Technology choices feel risky because the operating model is not fully understood
01 · Scattered signals
Workflows, systems, data sources, spreadsheets, AI ideas, risks and decision points that are visible, but not yet connected.
workflows
systems
data sources
AI ideas
risks
decision points
spreadsheets
02 · Threadable assessment
We map the operating model, evaluate systems and data, assess AI opportunity and risk, and identify the constraints that should shape the next step.
01 Map workflows + dependencies
02 Assess data trust + ownership
03 Evaluate integration readiness
04 Classify AI opportunity + risk
05 Surface governance constraints
06 Prioritise next steps
03 · WHAT YOU RECEIVE
Decision-ready outputs
Operating Map
Friction point
Workflows, systems, ownership and dependencies made visible.
Workflow
Request → Review → Decision
Systems
CRM → Spreadsheet → Finance
Ownership
Ops → Finance → Leadership
Readiness View
Data, integration, AI opportunity and risk assessed.
Data
Risk
Practical Roadmap
Prioritised next steps: Now · Next · Later
Workflows
How work actually moves through the organisation, including handoffs, exceptions, decisions and manual effort.
Systems
The platforms, tools, spreadsheets, integrations and informal workarounds that support daily operations.
Data
Sources of truth, ownership, permissions, reporting reliability and readiness for automation or AI-enabled workflows.
Risk
Operational, security, governance, delivery and adoption risks that could affect any modernisation effort.
The assessment gives leadership a clear view of how the business operates today, where systems and data are ready for change, and what should happen next.
OUTPUT 01
Operating Map
See how work actually moves through the business.
The Operating Map makes visible the workflows, systems, handoffs, ownership, dependencies and friction points that shape day-to-day operations. It helps separate documented process from operational reality, showing where teams rely on workarounds, duplicated effort, shadow spreadsheets or unclear decision ownership.
What it shows
• How work moves across teams and systems
• Where handoffs, approvals and exceptions occur
• Which systems support each stage of the workflow
• Who owns each part of the process
• Where manual workarounds or friction points exist
What it helps decide
• Which workflows are creating the most operational friction
• Which systems are genuinely business-critical
• Where ownership or handoffs are unclear
• Where platform, integration or workflow changes would create value
• Where AI would be premature because the operating model is not yet clear
Example operating map
A simplified view of one workflow across work, systems and ownership.
Request
WORK
Request captured
SYSTEM
CRM
OWNER
Ops
Review
WORK
Manual review
SYSTEM
Spreadsheet
OWNER
Finance
Decision
WORK
Approval required
SYSTEM
Finance system
OWNER
Leadership
Action
WORK
Customer update
SYSTEM
Portal / reporting
OWNER
Customer team
Manual workarounds often reveal where workflow, systems and ownership are misaligned.
Friction point
OUTPUT 02
Readiness View
Understand whether a specific opportunity is ready to move forward.
The Readiness View assesses a specific workflow, idea or AI opportunity in context. It looks at the systems, data, ownership, governance and risk conditions required to act safely, showing whether the opportunity is ready to progress, needs foundation work, or should be deferred.
What it shows
• The dependencies behind a specific workflow or opportunity
• Whether the required data can be trusted
• Which systems or integrations are needed
• Where governance, permissions or ownership need attention
• What risks could affect delivery, adoption or scale
What it helps decide
• Whether an opportunity is ready to pilot or deliver
• Which foundations need to be strengthened first
• Whether AI is appropriate, premature or unnecessary
• What controls are required before moving forward
• How the opportunity should be sequenced in the roadmap
Example readiness view
Readiness assessed against a specific workflow or opportunity.
Selected opportunity
Dependencies considered
Workflow clarity
Strong
Data trust
Partial
System access
Partial
Governance & permissions
Needs definition
Human oversight
Required
Delivery effort
Manageable
Risk exposure
Moderate
Recommendation
Pilot with controls
OUTPUT 03
Practical Roadmap
Turn assessment insight into a sequenced path forward.
The Practical Roadmap translates the assessment into a clear sequence of opportunities, dependencies and decisions. It shows what can move forward now, what needs preparation, and what should wait until the right systems, data, governance or delivery foundations are in place.
What it shows
• Prioritised opportunities identified through the assessment
• Dependencies between workflows, systems, data and governance
• What can move forward now, next and later
• Where a pilot, build, buy, configure or defer decision is required
• Which risks or foundations shape the sequence
What it helps decide
• Which opportunities should be acted on first
• Which foundations need to be strengthened before delivery
• Where AI should be piloted, scaled or deferred
• Whether to build, buy, configure, integrate or automate
• What Threadable or the client should bring into the next phase
Example opportunity roadmap
Opportunities sequenced by value, readiness, dependencies and risk.
NOW
Low-risk foundations and decisions
Customer data source of truth
Configure
Reduce conflicting records and duplicated follow-up.
Dependency: Owner + fields
Spreadsheet follow-up queue
Build
Replace manual tracking with a controlled workflow.
Dependency: Review process
NEXT
Validated pilots and integration work
AI-assisted follow-up pilot
Pilot
Draft approved messages with human review.
Dependency: Consent + templates
CRM to messaging integration
Build
Remove re-keying between customer and channel data.
Dependency: API + consent rules
LATER
Scale only when controls are ready
Governed AI service assistant
Scale
Scale support only after oversight is proven.
Dependency: Audit trail
Compliance knowledge assistant
Defer
Use approved policies to support staff decisions.
Dependency: Content governance
Manufacturing & Enterprise Systems
Business-Aligned Platform Engineering
Re-architecting the systems behind a global enterprise
Threadable led discovery, architecture and delivery for a global transformation programme spanning ecommerce, product data, integration, CRM, regional catalogues and enterprise-wide sources of truth.
Mobility & Transport
Strategic Technology Leadership
De-risking the technology decisions behind Moby’s European scale
Threadable assessed more than seven software vendors and hardware manufacturers across China and Europe, enabling Moby to select a partner, approve a target architecture and commit investment with far greater confidence.
Health
AI-Enabled Workflow Modernisation
Establishing governance and infrastructure foundations for AI in healthcare
Threadable partnered with Amnexis to provide strategic technical guidance, delivery governance and infrastructure-as-code foundations for safe AI adoption in healthcare.
You do not need to know whether the next step is strategy, architecture, AI, integration or delivery support. We will help you clarify the right path forward.