How AI Readi Works for Advisory
End-to-end flow from engagement scoping to ongoing client value — two parallel tracks working in coordination
This page shows the complete product experience from both perspectives: what the consulting team does and what client users experience.
Scope the Engagement
Consultant defines the engagement type, configures the client workspace, and sets the starting point
Defines engagement and configures client workspace
Workspace being configured by your advisory team
Gather Insight
Client practitioners contribute through the platform — the consultant monitors progress and guides the process
Monitors response rates and contributor progress
17
Contributors
68%
Response Rate
23
Use Cases
Practitioners answer capability questions
How would you rate your team's current ability to access and use data for decision-making?
Advise and Prioritise
This is where your firm earns its fee — experts interpret results, overlay judgment, and build a prioritised roadmap
Interprets results, overlays expert judgment
Expert judgment differs from platform ranking — your call, your reasoning
Receives prioritised roadmap
Continuous engagement lifecycle
After the initial engagement, clients keep the platform. When maturity grows or priorities shift, they return for focused advisory — with a current baseline, not a blank slate.
Typical cycle: initial engagement + ongoing platform access + advisory re-engagement
Platform Continuity
The client keeps the platform after the engagement — they track progress, discover new use cases, and come back when ready
Light-touch check-ins, re-engagement when ready
Client maturity increased — ready for next phase
Tracks progress, discovers new use cases
Based on updated maturity scores
Review progress with your consultant