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These are real examples of the Technology Leadership Assessment we hand to clients — the same maturity scorecard, findings, risk register, and 30-to-365-day roadmap your business would receive. Browse by industry to picture what yours would look like.
Sample reports — client names and details are fictionalized.
Real, fictionalized examples of our IT and AI assessment deliverables. Find the report closest to your world — IT reports first, AI readiness reports below.
Field and office running on disconnected tools, project data on unmanaged devices, and no IT owner — with a 30-to-365-day roadmap to close the gaps.
View full report (PDF) →A read on client-confidentiality risk, document and matter management, and security posture — with the priorities that protect privileged data first.
View full report (PDF) →Busy-season resilience, client-data protection, and vendor and spend visibility — mapped to a practical, sequenced modernization plan.
View full report (PDF) →Patient-data protection, system reliability, and compliance-readiness assessed across five maturity stages, with a right-sized roadmap.
View full report (PDF) →Distributed agents, transaction data, and tool sprawl reviewed — with a plan to tighten security and control cost without slowing deals.
View full report (PDF) →Lean-budget technology, donor-data protection, and grant-ready governance — assessed and turned into a realistic, phased roadmap.
View full report (PDF) →AI Assessment sample reports
Same facilitated process as our IT assessment — different questions and artifacts, focused on where AI fits. Fictionalized examples; client details changed.
A five-dimension AI readiness read across client work and back office — with a prioritized, plain-English roadmap and executive report.
View full report (PDF) →Where AI can help on the jobsite and in the office — estimating, scheduling, and admin — with the highest-value moves called out first.
View full report (PDF) →A practical read on AI for intake, drafting, research, and document review — with clear guardrails for confidentiality and accuracy.
View full report (PDF) →Where AI fits across client accounting, tax prep, and advisory work — balanced against data-security and review obligations.
View full report (PDF) →AI opportunities across listings, client communication, transaction coordination, and marketing — prioritized by effort and payoff.
View full report (PDF) →Where AI can stretch limited staff time — grants, donor communication, and program admin — with a realistic, budget-aware roadmap.
View full report (PDF) →A vendor-neutral read on where AI can improve resident services and back-office work — with governance, transparency, and accountability up front.
View full report (PDF) →Our IT and AI assessments map your technology — cost, coverage, risk, and where AI fits — into a clear, prioritized plan you can act on.