A data and systems inventory
Where your data lives today, what condition it is in, and which systems already hold the answers you keep asking for.
Turn Scattered AI Ideas into a Prioritized, Secure Roadmap
Most organizations do not have an AI problem. They have a readiness problem: data sitting in systems that do not talk to each other, unclear ownership, and a list of AI ideas nobody can size or sequence. The AI and Data Readiness Assessment is a fixed-scope engagement that reviews the systems and data you already have, tests each idea against what that data can genuinely support, and leaves you with a written roadmap you own.
Why Start with a Readiness Assessment?
Buying an AI tool before you know what your data can support is how budgets disappear. The assessment is the cheapest step in the whole programme, and it is the one that decides whether the rest of it works.
It is deliberately separate from delivery. You finish with a roadmap you can hand to any vendor, including one that is not us.
- Find out what your data can actually support before you commit budget.
- Sequence ideas by value and effort instead of by whoever asked loudest.
- Surface privacy, residency and consent questions while they are still cheap to answer.
- Leave with a written roadmap you own, not a proposal you have to accept.
Relevant Results
What happens after the roadmap
Every figure and quotation below is taken word for word from a verified client review on Clutch.
- 3 of 3
- projects from a single competitive RFP awarded to deltAlyz by a disability inclusion nonprofit
- Anne Whitley, Sr Client Services Assistant, NIDMAR (verified Clutch review, Jul 2025)
- 5.0 / 5.0
- cost and value, rated by a nonprofit that has to account for every dollar it spends
- Jeff Minuk, Information Management Analyst, Coast Mental Health (verified Clutch review, May 2024)
- Ahead of schedule
- every item delivered, and within budget, on a secure health analytics portal
- Evan Farquhar, IT Project Manager, Giiwednong Health Link (verified Clutch review, Aug 2024)
Comparable projects
-
Analytics and BI
Transforming Data into Insights for a Healthcare Organization
A data analytics platform integrating multiple sources for a healthcare organization: streamlined data handling and a comprehensive view.
-
Custom Software
Optimizing Data Transformation for a Research Nonprofit Organization
Custom software transforming data between formats for a research nonprofit’s interoperability project: less manual effort, full standards compliance.
-
Analytics and BI
Modernizing Financial Reporting with Power BI for a Government Organization
deltAlyz modernized a government organization’s financial reporting with Power BI: automated reports, accurate data, actionable insights.
“Project team took the time to understand our current situation and where we wanted to get to. They consulted and delivered effective solutions, time and time again.”
- Some industries we served
- Nonprofits and charities · Healthcare and First Nations health · Associations and member organizations · Education · Public sector and regulated utilities
- Typical engagement
- The assessment is fixed in scope and usually runs three to six weeks, depending on how many systems and stakeholders are involved. It ends with a written roadmap and a working session with your leadership team. Implementation is a separate decision, and organizations often phase it across the following months.
- Technology
- We start from whatever you already run rather than from a preferred stack. That commonly means Microsoft 365, SharePoint and Teams, a CRM or grant system, a finance system, Power BI or Excel reporting, and the spreadsheets that quietly hold everything else. Recent assessments have covered, for example, health record analytics for a First Nations health organization and grant data moving between an application platform and an accounting system.
- Security
- Where data is sensitive or regulated, the first real question is what is allowed to leave your environment. The assessment answers that in writing, covering residency, consent and who may see which records. For example, the Giiwednong Health Link portal was built so each organization reaches only its own analytics, and a mining client’s onboarding tools stayed inside their own Microsoft 365 tenancy.
What You Actually Receive
Every assessment ends with the same four deliverables, so you know exactly what you are buying before it starts.
They are written for two audiences at once: the leadership team that has to approve the spend, and the technical people who will have to build it.
A scored opportunity list
Each AI and automation idea sized against the data it needs, the effort involved, and the value it would return.
A risk and governance view
Privacy, data residency, consent and human oversight set out in language a board or funder can approve.
A sequenced roadmap
A phased plan, with the first project scoped in enough detail to be quoted by us or by anyone else.
How It Works
How the Assessment Runs
A short engagement designed to fit around the day job of the people who have to take part.
- 01
Kickoff
We agree the questions the assessment has to answer and who needs to be interviewed.
- 02
Discovery
Interviews with the people who actually run the processes, plus a review of the systems already in place.
- 03
Data review
We check what your data can support today, rather than what a system vendor claims it holds.
- 04
Prioritization
Ideas are scored on value, effort, data availability and risk, then sequenced into phases.
- 05
Roadmap and readout
A written roadmap, a session with your leadership team, and the first phase scoped for costing.
FAQ
Frequently Asked Questions
Can’t find the answer you are looking for? Contact us, and we will gladly answer all your questions.
How long does the assessment take?
Usually three to six weeks, depending on how many systems are in scope and how quickly we can meet the people who run them. The scope and end date are fixed before we start.
Do we have to implement with deltAlyz afterwards?
No. The roadmap is yours, written so any competent vendor could quote the first phase from it. We would like to build it, but the assessment is deliberately sold and delivered as its own engagement.
What if the conclusion is that we are not ready for AI?
That is a legitimate and genuinely useful outcome. It usually means the first phase is data or integration work rather than an AI tool, and knowing that before you buy a licence is the point of the exercise.
Who needs to be involved from our side?
Typically an executive sponsor, whoever owns your data or IT, and two or three people who run the processes you want to improve. Most participants are interviewed once, for about an hour.
Does our data leave our environment during the assessment?
No. The assessment reviews structure, quality and ownership, and it can be run entirely against your own systems. Where samples are needed, we agree in advance what is shared and how it is handled.
We are a nonprofit with a small budget. Is this worth it?
Most of our nonprofit and public sector clients come to us precisely because they cannot afford a failed AI project. The assessment is the smallest commitment we offer, and it is designed to stop money going into the wrong phase one.
Contact Us
Ready to Find Out Where You Actually Stand?
Tell us what you are trying to achieve and we will scope the assessment around it.
Reach out to us today!
Prefer email or phone? We are happy to hear from you either way.
- ✉ contact@deltalyz.com
- ☎ +1 604-724-5891
- 7300 Edmonds Street, Suite 800, Burnaby, BC V3N 0G8, Canada