AI Assessment

Our Services / AI Services for Business

Before you spend a dollar on AI, find out what your team is already using and where the risks are.

AI adoption is accelerating faster than most businesses can track. Staff are already using AI tools daily, often without IT awareness or approval. Before investing in governance programmes or AI platforms, you need a clear picture of what is already happening and where the real opportunities and risks sit.

Our AI Assessment is a structured consulting engagement that gives your leadership team the clarity and confidence to move forward. We evaluate your current technology stack, identify shadow AI exposure, assess high-impact use cases, and map a practical path from where you are today to where you want to be.

Not ready for a full assessment? Every new and renewing MSA client receives a complimentary three-month Shadow AI Discovery, giving you immediate visibility of AI usage across your organisation at no cost. The full assessment builds on that foundation with deeper analysis, use case identification, and an executive-ready roadmap.

AI Assessments are available to Managed IT Services clients. The assessment is a point-in-time engagement, for ongoing AI risk management, see our AI Governance service.

What we look at

Our AI assessment covers the areas that matter most for making informed decisions about AI adoption. Whether you are considering AI Governance, Managed AI, or Fully Managed AI, the assessment helps you understand your starting point and prioritise your next steps.

Shadow AI Exposure

Before you can plan your AI strategy, you need to know what is already happening. Most organisations have no idea how many AI tools their staff are using, from ChatGPT and Copilot to dozens of browser-based assistants that may be processing sensitive business data without approval.

We identify every AI tool in use across your environment by auditing browser extensions, SaaS subscriptions, API connections, and user behaviour. This visibility alone often reveals compliance and data risks that need immediate attention.

Technology Stack Review

We evaluate your current IT environment to understand what AI capabilities you already have access to and what gaps exist. This includes your Microsoft 365 licensing, existing automation tools, data infrastructure, and integration points.

Many businesses are paying for AI capabilities they are not using, Copilot features in their existing licences, Power Automate AI builders, or Azure AI services. We identify these untapped opportunities so you can get value from tools you have already purchased.

Compliance and Risk Review

AI introduces new compliance considerations around data privacy, intellectual property, and regulatory requirements. We assess your current compliance posture against the Australian Privacy Act, industry-specific regulations, and emerging AI legislation.

Our review identifies specific compliance risks related to AI usage in your environment and provides clear recommendations for addressing them. This ensures any AI tools you deploy meet your regulatory obligations from day one.

Use Case Identification

Not every process benefits equally from AI. We work with your team leads and department heads to identify the workflows and tasks where AI will deliver the greatest productivity gains.

We prioritise use cases based on impact, feasibility, and risk, giving you a ranked list of AI opportunities specific to your business. Common high-value use cases include document processing, email triage, report generation, client communications, and data analysis.

Readiness and Recommendations

Based on our findings, we deliver a practical assessment report that tells you exactly where you stand. This includes a clear readiness summary, prioritised recommendations, estimated investment, and a phased implementation roadmap.

The report is designed for executive decision-making, clear enough for board presentations and detailed enough for your IT team to action. It gives you the information you need to choose the right AI service tier for your business.

Governance Gap Analysis

Even businesses that have started using AI tools often lack the governance framework to manage them safely. As part of the assessment, we evaluate your current policies, controls, and processes against best-practice AI governance standards to identify what is missing.

The gap analysis tells you what needs to be in place before expanding AI usage, from acceptable use policies and data protection controls to staff training and compliance reporting. This gives you a clear transition path into our ongoing AI Governance service if you choose to proceed.

Frequently asked questions

What is the difference between the free Shadow AI Discovery and a full AI assessment?

The free Shadow AI Discovery (included with every new and renewing MSA) scans your environment over three months to identify which AI tools your staff are using and what data is flowing into them. The full AI assessment goes much deeper: we review your entire technology stack, identify the highest-impact use cases for AI in your specific business, evaluate compliance risks, and deliver an executive-ready roadmap with prioritised recommendations and estimated investment. The discovery shows you what is happening now. The assessment tells you where to go next.

How long does an AI assessment take?

A typical AI assessment for a Perth SMB runs over two to four weeks, depending on business size and complexity. This includes stakeholder interviews with your department heads, technical environment scanning, compliance review, and report preparation. We work around your team’s schedule. The final deliverable is a structured assessment report ready for board-level decision making.

We don’t think we use AI. Do we still need an assessment?

That belief is exactly why the assessment matters. When we run shadow AI scans, the average organisation has 10 to 15 AI tools in active use that management knows nothing about. AI is now built into browsers, email clients, design tools, accounting software, and dozens of everyday business apps. Your staff are almost certainly using AI features without realising it. The assessment finds what is there, evaluates the data risks, and gives you a clear picture before you make any investment decisions.

What do I get at the end of the assessment?

You receive a practical assessment report covering your shadow AI exposure, technology stack readiness, compliance gaps, prioritised use cases ranked by business impact, and a phased implementation roadmap with estimated investment. The report is designed for executive decision making. It is clear enough for board presentations and detailed enough for your IT team to action. It also recommends which AI service tier (Governance, Managed, or Fully Managed) best fits your business.

Do I need an MSA with Epic IT to get an AI assessment?

Yes. AI assessments are available to Managed IT Services clients. Effective assessment depends on visibility into your IT environment, which we get through the MSA. If you are not yet an Epic IT client, the conversation usually starts with a discussion about your IT needs. The complimentary Shadow AI Discovery is included with every MSA, so you get immediate visibility of AI usage while we scope the broader assessment.

What happens after the assessment is complete?

The assessment gives you everything you need to make an informed decision. From there, you choose how to proceed. Most businesses move into AI Governance as a foundation, then expand into Managed AI or Fully Managed AI based on the roadmap priorities. There is no obligation to proceed with any particular tier. The assessment stands on its own as a strategic document. Some clients use it to justify AI investment to their board before committing to ongoing services.

Understand your AI risk before you invest.

Start with your free three-month Shadow AI Discovery to see what your team is already using. From there, a full assessment gives you the executive-ready roadmap to move forward with confidence.

Book your free Shadow AI Discovery, no commitment, just visibility.