AI strategic audit

Assess your maturity,
identify the right use cases

An AI audit to see where you stand, what to put in order, and which calls to make before you roll anything out.

We help SMB and mid-market companies size up their AI maturity, the applications already running, the opportunities by function, the roadblocks to clear, and the priorities to tackle. No theoretical report. A clear read of where you stand and a realistic roadmap.

What Catalia audits
1The organization's AI maturity
2AI applications already in place
3Opportunities by function or process
4Roadblocks and resistance
5Governance and the control framework
6Where you'll need guidance
130+ SMB / mid-market
supported since 2022
5 deliverables
Maturity · Opportunities · Roadmap

They chose Catalia to enter the AI era

Why run an AI audit

AI is moving fast inside companies. But the applications stay scattered, rarely steered, rarely tied to a clear vision.

An AI audit lets you take back control, before you put time, budget, or people behind the wrong direction.

Measure your real AI maturity
Avoid misdirected investments
Surface the applications already in use, visible or not
Get a firmer grip on risks and practices
Spot high-value use cases
Prioritize a realistic action plan
Align leadership, managers, and teams on what comes next
When an AI audit fits

Do you recognize yourself in one of these situations?

The Catalia AI audit is particularly useful when you sense something is already moving, but you still lack visibility, framing, or priorities.

🚀

You want to start an AI initiative, but you don't know where to begin

💬

Some of your people already use ChatGPT or other tools, with no shared ground rules

🎯

You want to pinpoint the functions or processes where AI can create the most value

🤔

You're torn between awareness sessions, training, department workshops, or strategic guidance

🔍

You want to steer clear of the hype and put your effort into applications that actually help

🛡️

You want to move forward safely, keeping unchecked practices from putting the company at risk

💰

You need a clear picture before you commit time, budget, or internal resources

📊

AI is already in use across your teams, but unevenly, scattered, and barely steered

The 6 audit dimensions

An AI audit is not about taking a quick read of the surface.

Catalia takes a structured look at the dimensions that decide whether AI adoption in your company stays useful, gradual, and under control.

1

The organization's AI maturity

How well AI is understood, how far teams have taken to it, the maturity gaps between people, and the real ability to move from interest to working use cases.

2

AI applications already in place

Tools already in use, the practices that have taken hold, experiments underway, spontaneous use, the habits forming, and the blind spots.

3

Opportunities by function or process

The teams, functions, or processes where AI can deliver quick wins: productivity, quality, smoother workflows, drafting, summarizing, analysis, decision support.

4

Roadblocks and resistance

What slows adoption or stops it: missing guideposts, trouble picturing what it changes, fear of the risks, weak alignment, where managers stand, skepticism.

5

Governance and the control framework

How tightly applications are framed, how clear the internal rules are, how data is handled, the risky practices, and leadership's ability to steer.

6

Where you'll need guidance

What calls for AI literacy, upskilling, hands-on experimentation by department, strategic scoping, or longer-term guidance.

Benefits

What a well-run AI audit actually changes

🚫

Avoid false starts

Many companies think they need a tool or a training course, when the real issue is somewhere else: priorities, governance, AI literacy, or putting some structure on how AI gets used.

Identify the right use cases

Separate the appealing ideas from the use cases that are genuinely useful, doable, and worth prioritizing for your situation, your teams, and the resources you have.

🛡️

Reduce risks

When AI spreads with no framework, the company loses visibility. The audit surfaces the soft spots before they turn into problems.

💰

Prioritize your investments

Time, budget, your managers' attention, outside guidance: the audit helps you invest in the right place at the right moment, without spreading yourself thin.

🗺️

Build a realistic roadmap

The goal is not to move fast at any cost, but to move with method, on solid ground, at the pace that's right for your organization.

🤝

Align leadership and teams

The audit gives the CEO, the managers, and the teams a shared language and a shared view of the company's AI priorities.

The method

The Catalia AI audit method: strategic listening, on-the-ground analysis, a debrief built for decisions

5 steps

The AI audit, step by step

1

2 to 3 hours

Scoping with the CEO or internal sponsor

An in-depth interview to understand the context, what's at stake, the vision, the expectations, the tensions, the initiatives already underway, and the calls you need to inform.

2

Interviews with key people

Managers, operational teams, support functions, power users, the cautious and the reluctant. The goal: compare viewpoints and surface what's actually happening on the ground, the existing practices, the understanding gaps, the needs, the roadblocks, the drivers.

3

AI maturity survey

Sent to a representative sample or to everyone, depending on scope. It measures: how much people know, how they actually use AI, where guidance is needed, how confident they feel, what holds adoption back, and how they read the risks and opportunities.

4

Combined analysis and prioritization

We bring the qualitative and quantitative data together to produce a clear read of where things stand, the gaps, the priorities that matter, and the paths to action.

5

Debrief and recommendations

Catalia lays out the findings, frames the priorities, and gives leadership recommendations they can act on directly. A debrief session is set with the CEO and/or the executive committee.

After the audit

What you receive at the end of the AI audit

Not a theoretical report. Decision tools you can act on right away.

1

A structured read of your AI maturity

Your overall level, the gaps between teams and functions, the applications in place, the drivers you can build on, and the priority needs.

2

Business opportunity analysis

The highest-potential use cases in your organization, ranked by priority rather than listed exhaustively.

3

A read of the roadblocks and risks

What needs framing, clarifying, securing, or dealing with before you take AI any further.

4

Practical, prioritized recommendations

The decisions to make, the actions to launch, the topics to hold off on, the workstreams to set up. Not an abstract document.

5

AI roadmap

A realistic path for the next 3, 6, or 12 months, set to your maturity, your functions, your resources, and your ambitions.

Deliverables

5 practical deliverables you can put to work right away

01

AI maturity audit

A summary document that sizes up your maturity level, your AI applications, your internal gaps, your strengths, and the watch-outs.

02

Map of applications and opportunities

A clear view of what already exists, what's worth developing, and what still needs framing before you move ahead.

03

Priority recommendations brief

The highest-value actions for your company, ranked and ready for leadership to act on.

04

Operational roadmap

A realistic sequence for what comes next: awareness sessions, training, department workshops, governance, executive guidance, a gradual rollout.

05

CEO or executive-committee debrief

A debrief session built to inform the strategic decisions and make internal alignment on AI priorities easier.

Who the AI audit is for

The Catalia AI audit is for companies that want to move with method

👤

SMB leaders

You want to understand where you stand, steer clear of the hype, and make decisions with a firmer grip on AI in your organization.

🏢

Mid-market companies finding their structure

Applications already exist, but they stay scattered, uneven, or barely steered. Time to step back and bring some order.

📋

Executive committees and function heads

You want to prioritize the right use cases and turn interest in AI into a credible, aligned action plan.

🎯

Organizations that won't skip steps

You want to frame AI applications seriously, without overblown promises or some top-down transformation that's lost touch with the ground.

Why Catalia

An audit that helps you decide, not one more deliverable

We don't turn the audit into an abstract document. We turn it into a tool to clarify, prioritize, and act.

A read that's both strategic and grounded

Catalia connects the CEO's vision, what each function lives day to day, and the real-world applications, to produce an audit that helps you decide, not an academic write-up.

A partner, not a detached expert

We work to understand what's really going on inside the organization before we recommend anything. Listening always comes before analysis.

A step-by-step approach

We work with companies from making sense of AI to rolling it out, without skipping steps and without forcing a one-size-fits-all path.

An audit that stands on its own

The audit can be the starting point for a broader engagement, but it also holds its own value. You leave with a solid base to decide, whether you go on with Catalia or not.

130+
companies supported since 2022
5,000+
people trained and guided
NPS +76
client satisfaction across our engagements
10,000+ h
of hands-on AI work inside organizations
Differences

AI audit, AI diagnostic, AI consulting: what's the difference?

AI diagnostic

Exploration and first framing

The diagnostic is tighter and more exploratory. It helps surface a need or set a first frame before you commit to a full engagement. It's often the natural entry point with Catalia.

AI consulting

Steering and execution

Consulting comes next: steering the rollout, guiding leadership, making the strategic calls, and shaping the AI transformation over time.

The audit was a real eye-opener. We thought we needed training. Catalia put its finger on the real issue: the applications were already there, but nobody was steering them. We built the roadmap from there.

Sophie L.

CEO • 80-person SMB

FAQ

Your questions
about the AI audit

To measure your AI maturity, understand the applications already running, identify priority opportunities, spot the risks, and have a clear roadmap before you act. The audit turns a hunch or an open question into a structured basis for deciding.

Training builds your teams' skills. An AI audit first tells you what to train, who to train, when, and why. The audit usually comes before training and makes sure it's the right training.

Yes. It's especially useful for SMBs that want to move with method, without running a string of scattered experiments or investing too early in the wrong place. We set the scope and depth to the organization's size and resources.

It depends on the scope, the number of interviews, and the size of the organization. The goal stays the same: to give you an actionable read fast. Usually 2 to 4 weeks from the initial scoping to the debrief.

Yes. That's often the most strategic moment: to get a clear view, bring order to how AI is used, and keep practices from spreading with no direction or framing. The audit is especially relevant when the applications are there but stay scattered or informal.

Yes. The audit holds value on its own. It helps you decide what comes next with more clarity, whether you go on with Catalia or with other partners. You leave with a solid base to decide.

Communications, marketing, HR, leadership, support functions, sales, content production, customer relations, domain expertise: the audit adapts to the teams and processes involved. Catalia works on your actual scope, not a generic one.

Depending on your needs and your maturity level, Catalia can propose AI training, department workshops, executive coaching, governance work, or a deeper roadmap. The debrief always includes a clear recommendation on next steps.

After the audit

What can come next after the audit?

Depending on your maturity, several paths can open up. Catalia recommends the one that fits best at the debrief.

Build awareness

Keynote & Training

AI keynote, webinar, AI literacy training, executive-committee workshop, to build a common foundation and clear the first roadblocks.

Experiment

Department workshops

Use-case-driven training, quarterly department workshops, guided first tests, to move from understanding to practice.

Structure

Consulting & Coaching

AI consulting, executive coaching, governance, roadmap, long-term guidance, to give the transformation its shape.

Deploy

Long-term engagement

Phased programs, teams growing more self-sufficient, ambassador training, applications embedded into your processes.

You may be wondering…

The questions we hear most

The audit will be useless if we don't act on what it says.

Our audit isn't a report that just sits on a shelf: we build an operational roadmap with you. Before the engagement ends, you leave with 2 or 3 priority initiatives, their sequence, and named owners.

We're too small for an AI audit.

The audit is built for SMBs and mid-market companies, not large groups. A tight scope on what actually matters to you, 2 to 4 weeks, a practical deliverable. The earlier you start, the more the audit helps you avoid costly wrong turns.

We've already tried ChatGPT, we don't need more.

Trying a tool and building an adoption strategy are two different things. The audit pinpoints high-impact use cases for your functions, anticipates the roadblocks to adoption, and sets the most effective rollout sequence for your organization.

Get in touch

Need an AI audit
for your company?

Tell us about your situation, your questions, and where you are today. Catalia runs AI audits to help SMBs and mid-market companies get an objective read on where they stand, identify the right use cases, and decide what comes next with more clarity.

Request an AI audit Request a callback