Assessments

Know where you stand before you spend a dollar

Free, scored, and built for executives — not generic checklists. Each assessment produces a readiness profile and a clear read on what to prioritize next, drawn from 27 years of technology leadership across Fortune 500 and growth-stage companies.

AI Strategy 20 questions · 7 min

How Ready Is Your Company for AI?

A scored profile across six dimensions — data, strategy, team, governance, architecture, and investment — plus a map of where AI automation would pay off first.

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Fractional CAIO 17 questions · 6 min

Do You Need a Chief AI Officer?

A fit assessment for whether your organization has reached the point where a dedicated AI leader — fractional or full-time — would pay for itself.

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AI Automations 17 questions · 6 min

Which Processes Should You Automate First?

Rank your candidate processes by ROI, feasibility, data availability, and error cost to produce a sequenced automation shortlist.

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M&A Advisory 18 questions · 6 min

Is Your Technology Ready for an Exit?

A sell-side readiness score across architecture, documentation, security, key-person risk, scalability, and IP — what a buyer’s diligence team will actually grade.

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M&A Advisory 18 questions · 6 min

How Strong Is This Acquisition’s Technology?

A buy-side scorecard for evaluating a target’s codebase, architecture, team, security, technical debt, and data before you sign.

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Private Equity 18 questions · 6 min

Where’s the Tech Value in Your Portfolio Company?

Score where technology value can be created across the 100-day plan and hold period — quick wins, cost, scalability, leadership, and roadmap.

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AI Governance 18 questions · 6 min

How Mature Is Your AI Governance?

Score your AI governance across policy, risk, data privacy, model oversight, accountability, and compliance — so you can move fast and stay defensible.

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Modernization 18 questions · 6 min

Should You Rebuild, Wrap, or Replace?

Score business-logic value, stability, integration complexity, documentation, data quality, and urgency to find the right modernization approach.

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Architecture 18 questions · 6 min

Is Your Platform Ready to Scale?

Score your architecture, performance, infrastructure, data layer, observability, and team readiness to handle 3–10× growth.

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Fractional CTO 17 questions · 6 min

Do You Need a Fractional CTO?

A fit assessment — not a cost calculator — across the technical leadership gap, stage and complexity, decision quality, team maturity, and strategic pressure.

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Technology Roadmap 18 questions · 6 min

How Confident Are You in Your Tech Roadmap?

Score your roadmap’s clarity, business alignment, feasibility, prioritization, resourcing, and risk — would it survive a board’s questions?

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Mortgage 18 questions · 7 min

Is Your Mortgage Operation Ready for AI?

A scored AI readiness profile built for mortgage lenders — across data, strategy, team, governance, technology, and investment, with the regulatory realities of lending baked in.

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Real Estate 18 questions · 7 min

Is Your Real Estate Business Ready for AI?

A scored AI readiness profile for brokerages, property managers, and proptech — from lead gen and listings to transactions and valuation.

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Financial Services 18 questions · 7 min

Is Your Financial Institution Ready for AI?

A scored AI readiness profile for banks, insurers, and fintechs — with model governance, fraud, compliance, and legacy-core realities accounted for.

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Logistics 18 questions · 7 min

Is Your Supply Chain Ready for AI?

A scored AI readiness profile for freight, 3PL, and distribution — forecasting, routing, warehouse, EDI, and end-to-end visibility.

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Professional Services 18 questions · 7 min

Is Your Firm Ready for AI?

A scored AI readiness profile for legal, accounting, consulting, and agencies — knowledge, document work, intake, and billing, with confidentiality in mind.

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Automotive 18 questions · 7 min

Is Your Automotive Business Ready for AI?

A scored AI readiness profile for dealers, telematics, and automotive suppliers — high-volume vehicle data, DMS/CRM, inventory, and service.

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Funding-Stage Readiness 18 questions · 6 min

Are You Ready for Series A Tech Diligence?

Score what a Series A lead investor’s technical diligence will grade — architecture, team, security, code quality, roadmap, and operations — before you start the raise.

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Healthcare 18 questions · 7 min

Is Your Healthcare Organization Ready for AI?

A scored AI readiness profile for hospital systems, providers, payers, and digital-health — clinical workflow, HIPAA, FDA, EHR integration, and model governance.

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AI Governance 15 questions · 5 min

How Much Shadow AI Is Hiding in Your Organization?

Score the AI risk hiding in plain sight — unsanctioned tools, vendor-AI features your teams turned on, and confidential data leaving your perimeter.

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Marketing Leadership 17 questions · 6 min

Is Your Marketing Org Ready for AI?

A scored AI readiness profile built for CMOs — customer data, martech integration, content production, brand and compliance, attribution, and budget velocity.

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Funding-Stage Readiness 18 questions · 7 min

Is Your Tech Ready for an IPO?

A pre-S-1 technology scorecard across SOX controls, security, architecture, engineering org, roadmap narrative, and reporting infrastructure — what underwriters’ diligence will actually grade.

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Manufacturing 18 questions · 7 min

Is Your Manufacturing Operation Ready for AI?

A scored AI readiness profile for manufacturers — OT/IT convergence, MES/SCADA, supply chain, and quality. Shows where AI pays back first on the plant floor.

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Insurance 18 questions · 7 min

Is Your Insurance Operation Ready for AI?

A scored AI readiness profile for carriers, brokers, and MGAs — underwriting, claims, actuarial, distribution, with NAIC/state-DOI realities baked in.

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Retail & E-Commerce 18 questions · 7 min

Is Your Retail or E-Commerce Business Ready for AI?

A scored AI readiness profile for retailers, DTC, and marketplaces — merchandising, inventory, personalization, customer experience, and fulfillment.

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Education 18 questions · 7 min

Is Your Education Organization Ready for AI?

A scored AI readiness profile for K-12, higher ed, and edtech — learning, student services, operations, with FERPA and academic-integrity realities accounted for.

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Career & Leadership 18 questions · 6 min

Are You Ready to Be a Chief AI Officer?

A scored career-readiness profile across the six dimensions a CAIO interview actually grades — strategy, technical literacy, governance, leadership, change, and visibility.

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Operations Leadership 18 questions · 6 min

Is Your Operations Org Ready for AI?

A COO-flavored AI readiness profile — process visibility, operational data, workforce adoption, governance, systems integration, and execution velocity.

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Legal Leadership 18 questions · 6 min

Is Your Legal Org Ready for AI?

A GC-flavored AI readiness profile — workload, AI-specific risk, team, privilege and confidentiality, tech stack, and board-level reporting.

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Security Leadership 18 questions · 6 min

Is Your Security Org Ready for AI Risk?

A CISO-flavored AI risk assessment — AI tool visibility, data loss, vendor AI, AI-specific attack surface, agent identity, and incident response.

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HR Leadership 18 questions · 6 min

Is Your HR Org Ready for AI?

A CHRO-flavored AI readiness profile — people data, workforce strategy, bias/EEOC risk, manager adoption, HR tech stack, and budget velocity.

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Funding-Stage Readiness 18 questions · 6 min

Are You Ready to Scale Engineering 10x After Series B?

Score the six dimensions the next 18 months of scale will pressure-test — architecture, org and hiring, security, observability, leadership bench, and burn discipline.

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Funding-Stage Readiness 18 questions · 6 min

Is Your Tech Foundation Ready for Your First Raise?

A first-raise readiness scorecard for bootstrapped founders — foundation, founder dependency, growth ceilings, security basics, hiring plan, and runway math.

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AI Governance 18 questions · 6 min

How Exposed Are You to Your Vendors’ AI?

Score the risk hiding in your SaaS vendors’ AI features — inventory, contracts and liability, data boundaries, posture, monitoring, and exit.

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AI Governance 18 questions · 7 min

Is Your AI Compliance Posture Defensible?

A scored compliance posture across EU AI Act, NIST AI RMF, ISO 42001, and US state AI laws — for the GC, CISO, and CAIO who’ll be asked to defend it.

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AI Strategy 18 questions · 7 min

Is Your Organization Ready for Agentic AI?

A scored agentic-AI readiness profile — workflow clarity, tool and data access, guardrails, agent identity, observability, and value capture.

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M&A Advisory 18 questions · 7 min

Is Your Post-Close Tech Integration Plan Real?

A post-close integration scorecard — planning, identity consolidation, system consolidation, data migration, team integration, and timeline honesty.

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Engineering Leadership 18 questions · 6 min

How Mature Is Your Engineering Org?

Score the six pillars peer-grade engineering orgs are built on — delivery cadence, quality, ownership, platform, talent density, and continuous learning.

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AI Strategy 18 questions · 6 min

Are You Actually Capturing Value from Your AI Spend?

A scored ROI-realization profile — baseline measurement, adoption, value capture, iteration, attribution, and portfolio discipline.

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Sales 17 questions · 6 min

How Well Is Your Sales Team Using AI?

A scored profile across prospecting, conversation intelligence, forecasting, deal execution, enablement, and tooling — built for VP Sales and CROs.

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Executive 18 questions · 6 min

How Well Does Your C-Suite Leverage AI?

Not "is your company deploying AI" — does your CEO, COO, CFO actually use AI in their own work? A scored profile across briefing, drafting, pattern recognition, fluency, modeling, and time allocation.

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Engineering 17 questions · 6 min

Are Your Developers Actually More Productive With AI?

92% of developers use AI tools daily; only 29% trust the output. A scored profile measuring real AI-augmented productivity, not tool-usage theatre.

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Engineering Governance 18 questions · 6 min

How Mature Is Your Governance Over AI-Generated Code?

Score the disciplines that prevent vibe coding from sinking your codebase — policy, review, attribution, security, accountability, and training.

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Architecture 18 questions · 6 min

Are Your Devs Tethered to Strategic Architecture While Vibe Coding?

A scored profile of whether your AI-accelerated development respects the architecture you designed — or quietly diverges from it.

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Codebase Health 18 questions · 6 min

Is Your Codebase Ready for AI Coding Agents?

A scored profile of how productively AI code agents can work in your codebase — and the cleanup that unlocks 10x output.

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Codebase Architecture 18 questions · 6 min

How AI-Agent-Friendly Is Your Codebase Foundation?

Score the architectural bones — primitive coverage, layering, conventions, interface stability, build velocity, onboarding — that decide whether AI agents accelerate or stall.

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Delivery Velocity 18 questions · 6 min

Could a Code Footprint Cut Your Implementation Time in Half?

A scored profile of where your enterprise implementations spend time — and how much of it a production-tested foundation could compress.

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CleenUI 17 questions · 5 min

Would CleenUI Save You 6+ Months on This Project?

A fit assessment for whether CleenUI — the full-stack codebase footprint covering 15 common application areas — is the right foundation for your upcoming project.

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AI Integration 18 questions · 6 min

Is Your Legacy Estate Ready for AI Integration?

60% of AI leaders say legacy integration is their top adoption blocker. Score API surface, data accessibility, integration patterns, identity propagation, observability, and legacy system ownership.

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Vendor Strategy 17 questions · 5 min

Are You Ready to Turn On Your Vendors' AI Features?

Every SaaS vendor is shipping AI features. Score whether to turn them on, hold off, or evaluate case-by-case across data posture, contracts, audit, opt-out, change management, and vendor concentration.

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Data Architecture 18 questions · 6 min

Is Your Data Foundation Ready for Production AI?

The five conditions enterprise data has to meet before AI workloads can run on top of it — completeness, freshness, quality, lineage, privacy, and semantic clarity.

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Vendor Evaluation 18 questions · 6 min

Are Your Vendors AI-Ready, or AI-Washed?

A scored evaluation framework for separating vendors with real AI integration depth from those running a marketing-only AI story.

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Engineering Capability 18 questions · 6 min

Is Your Engineering Team Calibrated for the AI Era?

Calibration, not readiness. Score whether your engineering team is structurally adjusted for AI — hiring profile, role mix, upskilling, tooling, evaluation criteria, leadership modeling.

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Org Strategy 18 questions · 6 min

Will Your Engineering Org Thrive Over the Next 3 Years?

Score whether your engineering organization is structurally positioned for the AI era — org structure, career ladder, economic model, leadership pipeline, market position, and tech-debt strategy.

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Customer Support 18 questions · 6 min

How Well Does Your Support Team Use AI?

Score deflection, agent augmentation, routing, QA/voice-of-customer, self-healing workflows, and tooling — whether AI is actually reducing ticket volume or just adding another tool.

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Operations 18 questions · 6 min

How Well Are Your Operations Teams Leveraging AI?

A scored profile across forecasting, exception handling, vendor ops, document processing, workflow coverage, and tooling — for back-office and operations leaders.

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Customer Success 18 questions · 6 min

Is Your CS Team Using AI to Reduce Churn?

Score whether your Customer Success org is using AI to actually predict, prevent, and reduce churn — or just running better dashboards.

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Finance 18 questions · 6 min

How Well Is Your Finance Team Using AI?

A fitness check — not advocacy. Score AI use across FP&A, close, AP/invoice processing, audit/anomaly detection, CFO-level work, and tooling.

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Product 18 questions · 6 min

Is Your PM Team Shipping at AI-Era Velocity?

Score PM-specific AI use — research synthesis, spec drafting, roadmap arbitration, experimentation, customer-signal aggregation, and tooling.

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People 18 questions · 6 min

How Well Is Your People Team Using AI?

A scored profile of AI in HR operations — sourcing, employee experience, feedback synthesis, knowledge access, onboarding personalization, and the ethics line that separates leverage from surveillance.

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Marketing Operations 18 questions · 6 min

Is Your Marketing Ops Stack AI-Native?

An operator-level scorecard for marketing ops — attribution, segmentation, content production, campaign automation, data foundation, and martech AI tooling.

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Project Strategy 18 questions · 6 min

Will This Software Project Hold Up Over the Next 5 Years?

A scored profile across the architectural, operational, and economic dimensions that decide whether a project ages well or has to be rebuilt in two years.

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Codebase Health 19 questions · 6 min

Does Your AI-Generated Code Meet Production Standards?

A scored quality profile for the code AI is shipping into your repo — correctness, security, readability, testability, maintainability, and the tooling that gates it.

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Risk 17 questions · 5 min

What's the Production Risk Hiding in Your AI-Generated Code?

An audit of the operational risk your AI coding tools have shipped into the codebase — credential exposure, hallucinated dependencies, auth drift, test mirages, architecture drift, and audit visibility.

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Modernization 17 questions · 5 min

Do You Have the Right Foundation for Your Modernization Program?

A scored fit assessment for whether your modernization is built on a foundation that compounds — or one that locks in the same legacy patterns in a new wrapper.

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AI Integration 18 questions · 6 min

Will Your AI Workloads Actually Talk to Your Systems?

A scored profile of whether AI workloads can integrate cleanly across data formats, agent protocols, identity propagation, observability, idempotency, and rate-limit budgets.

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Engineering Capability 18 questions · 6 min

How Fluent Are Your Developers in AI-Augmented Development?

Capability, not output. Score prompt craft, failure-mode literacy, context hygiene, critical reading of AI output, decision calibration, and continuous learning cadence.

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Architecture 18 questions · 6 min

Is Your Architecture Built for the AI Era?

A scored audit of whether your system architecture treats AI workloads, agents, and AI-assisted development as first-class citizens — or just bolts them on top of patterns designed before all of this existed.

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Investment Strategy 18 questions · 6 min

Will This Software Investment Still Pay Off in 3 Years?

A CFO-lens scored profile of whether a software investment will still be returning value three years from now — or whether AI disruption, vendor concentration, or technical debt will erode it.

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