AI Audit: The Fastest Way to Find High-ROI AI Opportunities
Most teams don't fail at AI because they picked the wrong tool. They fail because they started building before they understood what success should look like.
Casey R. Taylor
OpsGenius
Most teams don't fail at AI because they picked the wrong tool.
They fail because they started building before they understood what "success" should look like.
If your organization is exploring ChatGPT, Claude, automation, or custom AI tools and you're not sure what to prioritize, an AI Audit is the cleanest, lowest-risk way to move forward with confidence.
Our AI Audit is designed to answer one core question: Where can AI create measurable business impact, and what's the smartest path to production?
What is an AI Audit?
An AI Audit is a structured assessment of your organization's AI readiness, opportunities, and constraints, resulting in a prioritized roadmap you can execute.
Instead of guessing where AI "might" help, an audit helps you identify:
- The best AI use cases across departments
- The workflows worth improving first
- The risks, blockers, and missing inputs
- The right solution level (simple prompt vs automation vs custom build)
- What "good" looks like with clear success metrics
Think of it like a blueprint before construction. Because without a blueprint, AI becomes expensive experimentation.
Why Most Companies Skip the Audit (and Regret It Later)
A lot of teams want to jump straight into implementation. That's understandable. AI feels urgent, and there's pressure to "do something."
But moving fast without direction usually creates one of these outcomes:
1. You Build Something Nobody Uses
The tool works technically. But adoption never happens.
2. You Invest in the Wrong Use Cases
You automate low-impact tasks while high-impact opportunities sit untouched.
3. You Get Stuck in Pilot Purgatory
The team runs experiments that never turn into production systems.
4. You Overspend on Custom Development Too Early
A workflow that could have been solved with better prompts or lightweight automation becomes a six-figure build.
An AI Audit prevents all of that by creating alignment early.
What's Included in an OpsGenius AI Audit (2-4 Weeks)
Our AI Audit is built to be practical, fast, and measurable. Not a 60-page deck that collects dust.
1. Current State Analysis
We start by understanding how work actually happens today. That includes:
- How teams communicate
- Where knowledge lives (and gets lost)
- Which tools are used daily
- What processes are manual, repetitive, or error-prone
- What data is available and usable
This is where most "AI strategies" fall apart, because the real bottlenecks aren't always obvious until you map them.
2. Gap Identification
Next, we identify what's missing between today's reality and what's needed for AI to succeed.
Common gaps include:
- Unclear ownership of AI initiatives
- Lack of internal champions
- Inconsistent processes across teams
- Data access issues
- Security or compliance concerns
- No success metrics (so nothing can be measured)
This is the difference between "AI as a tool" and AI as an operational capability.
3. Opportunity Roadmap
This is the part leadership actually cares about.
We identify and prioritize opportunities based on:
- Expected impact (time saved, revenue, cost reduction, quality improvement)
- Feasibility (tools, data, effort)
- Adoption likelihood (will people actually use it?)
- Risk level (privacy, accuracy, compliance)
The output is a roadmap that makes decisions easier. Not "here are 50 ideas." More like: here are the 5-10 moves that will matter most.
4. AI Operators Discovery
In most organizations, 5-10% of employees are already experimenting with AI on their own.
They're the people using ChatGPT to draft emails, summarize meetings, build templates, speed up analysis, or clean up messy workflows. We call them AI Operators.
During the audit, we identify those high-agency individuals and determine:
- Where AI is already working
- What's being done informally
- Which experiments can be scaled
- Who should be empowered to lead adoption internally
This is one of the fastest ways to create momentum without forcing AI top-down.
What You Walk Away With After an AI Audit
A good audit should make it obvious what to do next.
After an OpsGenius AI Audit, you'll typically have:
- A clear AI readiness snapshot
- A prioritized list of high-impact use cases
- Documented workflows worth improving
- Quick wins you can implement immediately
- A roadmap for larger initiatives
- Recommended Solution Levels (1-3) for each opportunity
- Adoption and training recommendations
- Measurable success metrics to track ROI
In short: clarity, focus, and a plan that your team can actually execute.
Who Should Get an AI Audit?
An AI Audit is a smart starting point if:
- Leadership wants AI results but the path is unclear
- Teams are experimenting inconsistently
- You have multiple departments asking for AI help
- You've tried pilots and nothing stuck
- You want measurable ROI, not hype
- You're worried about risk, privacy, or compliance
- You need a roadmap before investing in development
If you're thinking, "We know AI matters, but we don't know what to do first," that's the exact moment an audit is worth it.
What Happens After the Audit?
Once the roadmap is clear, most teams move into one of these paths:
- Corporate Training to build fluency and adoption
- Use Case Discovery workshops to expand and prioritize opportunities
- Point Solutions to implement the best use cases (Levels 1-3)
- Fractional AI Operations support for ongoing execution
The audit makes the next step obvious because it's grounded in your workflows, your teams, and your goals.
Ready to find your best AI opportunities? Book a discovery call and we'll talk through your goals, your current state, and whether an audit makes sense.
