Readiness assessment
How ready is your revenue data for AI?
Find out in 30 seconds.
We assess how your business data is distributed and connected to identify where AI is missing context — and which revenue questions it can't reliably answer today.
No data access. No integrations.
Where does your business data live?
Select everything that holds customer, ticket, or invoice records.
How AI accuracy on business data is measured
Accuracy on company data is not a property of the model. The same assistant that answers a question correctly at one company answers it wrongly at another, because what differs is the data it reasons over — whether the customer records reconcile, whether a metric has one definition, whether the numbers are current, and whether the conversations behind them can be read at all.
So the useful question is not how good the model is. It is which business questions your systems can support. This assessment sorts them into three verdicts: answerable, where the data exists and joins up; unverifiable, where an answer can be produced but nobody can confirm it against a source; and guesswork, where the underlying signal is missing entirely. The second verdict is usually the uncomfortable one, because those answers look exactly like the good ones.
The five factors, and what each is worth
Weights reflect how much each factor determines whether an answer can be trusted, not how hard it is to fix. Entity resolution carries the most because every cross-system question depends on it: if the join is wrong, every downstream number is wrong and still looks plausible.
Fragmentation20% of the score
How many disconnected systems hold business data?
- Connecting an assistant over MCP
- Real gain — connectors reach systems that were unreachable.
- Building it in-house
- Warehouse consolidation + connector maintenance — 2–4 quarters, 1–2 data engineers, ongoing.
- With a context layer
- Managed sync across all your business systems.
Entity resolution25% of the score
Is there one account ID that works everywhere?
- Connecting an assistant over MCP
- No gain — MCP has no concept of a resolved account key, so the model guesses the join, differently each time.
- Building it in-house
- Master data management (MDM) initiative — 3–6 quarters, cross-team, high failure rate.
- With a context layer
- Verified joins on a resolved account key.
Semantic consistency20% of the score
Is “active customer” defined the same way in every tool?
- Connecting an assistant over MCP
- No gain — with no shared glossary the model invents a definition per query, so two people get two answers.
- Building it in-house
- Semantic layer build + definition governance — 2–3 quarters to build, permanent to maintain.
- With a context layer
- Shared glossary with enforced column roles.
Freshness15% of the score
Real-time, nightly, or a manual CSV export?
- Connecting an assistant over MCP
- Real gain — a live query beats last night's batch.
- Building it in-house
- Orchestration + pipeline observability — 1–2 quarters, then on-call forever.
- With a context layer
- Monitored pipelines with freshness SLAs.
Unstructured coverage20% of the score
Are calls, tickets, and emails queryable at all?
- Connecting an assistant over MCP
- Partial — it can read the Gong or Zendesk API, but transcripts still aren't joined to accounts.
- Building it in-house
- Transcript/ticket ingestion + retrieval pipeline — 2–4 quarters, ML-adjacent hiring.
- With a context layer
- Gong / Zoom / Slack / ticket ingest, joined to accounts.
What companies can do to improve it
Start with entity resolution, whatever else you do. One verified account key that works across the CRM, the billing system, and the support tool is the single change that makes cross-system answers checkable, and without it the other four factors cannot compound.
Then agree definitions before building anything. A glossary with one enforced meaning per metric costs very little compared with the engineering around it, and it eliminates the most common failure — two people asking the same question and getting two different numbers, both citing real data.
Treat freshness as a visible property rather than an assumption. A nightly batch is fine if everyone knows the answer is from last night; the damage comes from staleness that nothing in the answer discloses.
Bring conversations into scope last, and only joined to accounts. Calls, tickets, and emails hold the reasons behind the numbers, but a searchable transcript archive that does not connect to a customer record will not improve a single business answer.
Each of these is buildable in-house, and the efforts above are honest estimates of what that takes. The reason teams buy instead is that none of them ever finish: every new system, metric, and acquisition reopens all five. Riley maintains them as a managed context layer and exposes it over MCP, so the assistants your teams already use keep working while the agreements live in one place.