AI strategic audit

Assess your maturity,
identify the right use cases

An AI audit to know where you stand, what needs structuring, and which decisions to make before you deploy.

We help SMB and mid-market companies analyze their AI maturity level, their actual uses, business opportunities, blocks to lift, and priorities to address. No theoretical report — a clear read of your situation and a realistic roadmap.

What Catalia audits
1The organization's AI maturity
2AI uses already in place
3Opportunities by trade or process
4Blocks and resistance
5Governance and control framework
6Support needs
130+ SMB / mid-market
supported since 2022
5 deliverables
Maturity · Opportunities · Roadmap

They chose Catalia to step into the age of AI

Why run an AI audit

AI is moving fast in organizations. But the uses stay scattered, rarely steered, rarely tied to a clear vision.

An AI audit lets you take the wheel back, before investing time, budget, or resources in the wrong direction.

Measure your real AI maturity
Avoid misdirected investments
Identify existing uses, visible or not
Better frame 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 employees already use ChatGPT or other tools, without a common framework

🎯

You want to identify the trades or processes where AI can create the most value

🤔

You hesitate between awareness, training, business-unit workshops, or strategic support

🔍

You want to avoid hype effects and focus your efforts on genuinely useful uses

🛡️

You want to move forward without exposing the organization to poorly mastered practices

💰

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

📊

AI uses already exist in your teams, but they remain scattered, uneven, or unsteered

The 6 audit dimensions

An AI audit is not about "taking the temperature" at the surface.

Catalia analyzes in a structured way the dimensions that condition a useful, gradual, mastered AI adoption in your organization.

1

The organization's AI maturity

Level of AI understanding, degree of team ownership, maturity gaps between profiles, and real capacity to move from interest to concrete uses.

2

AI uses already in place

Tools already used, installed practices, ongoing experiments, spontaneous uses, emerging reflexes, and blind spots.

3

Opportunities by trade or process

Teams, trades, or processes where AI can bring fast gains: productivity, quality, flow, writing, synthesis, analysis, decision support.

4

Blocks and resistance

What slows or blocks adoption: lack of markers, difficulty projecting, fear of risks, weak alignment, managerial posture, skepticism.

5

Governance and control framework

Usage framing level, internal rules clarity, data vigilance, risky practices, and leadership's capacity to steer.

6

Support needs

What belongs to awareness, skill-building, business-unit experimentation, strategic framing, or long-term support.

Benefits

What a well-run AI audit actually changes

🚫

Avoid false starts

Many companies think they need a tool or a training, when the real topic is elsewhere: prioritization, governance, awareness, or use structuring.

Identify the right use cases

Tell appealing ideas from use cases that are genuinely useful, doable, and priority for your context, your trades, and your available resources.

🛡️

Reduce risks

When uses spread without a framework, the company loses visibility. The audit surfaces the sensitive zones before they become problems.

💰

Prioritize your investments

Time, budget, managerial energy, support: the audit helps you invest in the right place at the right moment, without scattering efforts.

🗺️

Build a realistic roadmap

The goal is not to move fast at any cost, but to move forward with method, on solid foundations, at the right pace for your organization.

🤝

Align leadership and teams

The audit creates a common language and a shared vision between the leader, managers, and employees on the organization's AI priorities.

The method

The Catalia AI audit method: strategic listening, field analysis, decision-ready debrief

5 steps

AI audit flow

1

2 to 3 hours

Framing with the leader or internal sponsor

An in-depth interview to understand the context, stakes, vision, expectations, tensions, initiatives already underway, and decisions to inform.

2

Interviews with key profiles

Managers, operational teams, support functions, advanced users, cautious or reluctant profiles. The goal: cross viewpoints and surface field reality, existing practices, perception gaps, needs, blocks, levers.

3

AI maturity survey

Sent to a representative sample or to all employees depending on scope. Measures: knowledge level, real uses, support needs, confidence level, adoption blocks, perception of risks and opportunities.

4

Cross analysis and prioritization

Consolidation of qualitative and quantitative data to produce a clear read of the situation, gaps, priority stakes, and action paths.

5

Debrief and recommendations

Catalia presents findings, puts priorities in perspective, and formulates recommendations directly actionable by leadership. Debrief session planned with the leader and/or executive committee.

After the audit

What you receive at the end of the AI audit

Not a theoretical report. Decision tools that are directly actionable.

1

Structured state of your AI maturity

Overall level, gaps between teams and trades, uses in place, existing levers, and priority needs.

2

Business opportunity analysis

The highest-potential use cases in your organization, with prioritization logic rather than an exhaustive list.

3

Read of blocks and risks

What needs framing, clarifying, securing, or addressing before going further in AI deployment.

4

Concrete prioritized recommendations

Decisions to make, actions to launch, topics to defer, initiatives to organize. Not an abstract document.

5

AI roadmap

A realistic trajectory for the next 3, 6, or 12 months depending on your maturity, trades, resources, and ambitions.

Deliverables

5 concrete, directly actionable deliverables

01

AI maturity audit

Synthesis document assessing your maturity level, your uses, your internal gaps, your strengths, and your areas of vigilance.

02

Map of uses and opportunities

Clear view of what already exists, what deserves to be developed, and what still needs framing before moving forward.

03

Priority recommendations note

The highest-value actions for your company, ranked and directly actionable by leadership.

04

Operational roadmap

Realistic sequencing of next steps: awareness, training, business-unit workshops, governance, executive support, gradual deployment.

05

Leader or executive committee debrief

Debrief session designed to inform strategic decisions and ease internal alignment on AI priorities.

Who the AI audit is for

The Catalia AI audit fits those who want to move forward with method

👤

SMB leaders

You want to understand where you stand, avoid hype effects, and decide with more command over AI in your organization.

🏢

Mid-market in structuring phase

Uses already exist, but they remain scattered, uneven, or unsteered. Time to step back and structure.

📋

Executive committees and business directors

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

🎯

Organizations that won't skip steps

You want to structure AI uses seriously, without excess promises or a hovering transformation disconnected from the field.

Why Catalia

An audit useful for decisions, not one more deliverable

We do not make the audit an abstract document. We make it a tool to clarify, prioritize, and act.

A read both strategic and field

Catalia links the leader's vision, the trades' reality, and concrete uses to produce an audit useful for decisions, not an academic stocktaking.

A partner posture, not a detached expert

We seek to understand what is really at play in the organization before recommending anything. Listening always precedes analysis.

A gradual logic

We support companies from AI understanding to its deployment, without skipping steps and without imposing a standard trajectory.

An audit with standalone value

The audit can be the starting point of a broader support, but it also has standalone value. You leave with a solid base to decide, whether you continue with Catalia or not.

130+
companies supported since 2022
5,000+
people trained and supported
NPS +76
client satisfaction on our missions
10,000+ h
of AI use in contact with 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 committing to a mission. Often the natural entry point with Catalia.

AI consulting

Steering and execution

Consulting comes next to steer execution, support leadership, arbitrate strategic choices, and structure the AI transformation over time.

The audit was a real trigger. We thought we needed training. Catalia put their finger on the real topic: our uses already existed, 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 your existing uses, identify priority opportunities, spot risks, and have a clear roadmap before acting. The audit turns intuition or questioning into a structured decision base.

Training builds your teams' skills. An AI audit first lets you know what to train, who to train, when, and to what goal. The audit often precedes training and ensures its relevance.

Yes. It is particularly useful for SMBs who want to move forward with method, without multiplying scattered experiments or investing too early in the wrong place. We adapt scope and depth to the organization's size and resources.

Duration depends on scope, number of interviews, and organization size. The goal stays: produce quickly an actionable stocktaking. Generally between 2 and 4 weeks from initial framing to debrief.

Yes. That is often the most strategic moment: to see clearly, structure uses, and prevent practices from developing without direction or framing. The audit is especially relevant when uses exist but stay scattered or informal.

Yes. The audit has standalone value. It helps you decide what comes next with more clarity, whether you continue with Catalia or other partners. You leave with a solid base to decide.

Communication, marketing, HR, leadership, support functions, sales, content production, customer relations, trade expertise: the audit adapts to the relevant teams and processes. Catalia works on your real scope, not a generic one.

Depending on your needs and maturity level, Catalia can propose AI training, business-unit workshops, executive support, governance work, or a deeper roadmap. The debrief always includes a concrete recommendation on next steps.

After the audit

What possible follow-ups after the audit?

Depending on your maturity, several trajectories can be activated. Catalia recommends the most fitting one at the debrief.

Aware

Keynote & Training

AI keynote, webinar, awareness training, leadership-team workshop, to create a common base and lift the first blocks.

Experiment

Business-unit workshops

Use-case-driven training, quarterly business-unit workshops, framed first tests, to move from understanding to practice.

Structure

Consulting & Coaching

AI consulting, executive coaching, governance, roadmap, long-term support, to structure the transformation.

Deploy

Long-term support

Gradual setups, team autonomy growth, ambassador training, anchoring of uses in processes.

You may be wondering…

The questions we hear most

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

Our audit does not deliver a decorative report: we co-build an operational roadmap with you. Before the mission ends, you leave with 2 or 3 priority initiatives, their sequence, and identified owners.

We're too small for an AI audit.

The audit is calibrated for SMBs and mid-market, not large groups. Tight scope on your real stakes, 2 to 4 weeks, concrete deliverable. The earlier you start, the more the audit avoids costly false paths.

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

Testing a tool and structuring an adoption strategy are two different things. The audit identifies high-impact uses for your trades, anticipates adoption blocks, and sets the most effective deployment sequence for your organization.

Get in touch

Need an AI audit
for your company?

Tell us about your context, your questions, and your current stage. Catalia runs AI audits to help SMBs and mid-market companies objectify their situation, identify the right use cases, and decide what comes next with more clarity.

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