AI Readiness Assessment
We look at your systems, data and daily work, then show you where AI can save your team hours and what to lock down first. You get a written roadmap.
About the assessmentStrategy & Advisory
AI strategy consulting for small and mid-sized businesses
AI tools like Microsoft Copilot and ChatGPT can save your team real time, but only if they're set up safely. Generation IX's AI strategy consulting helps businesses figure out where AI is useful, protect their data while using it, and get their team comfortable with it.
Practical AI on a secure foundation, from an IT team you can talk to, since 1996. Available on its own, with no managed IT contract needed.
What you get
- A readiness check of your data, security and daily work
- A written AI roadmap with quick wins and risks
- Microsoft 365 Copilot, set up safely
- A clear AI use policy for your staff
- No managed IT contract needed
New business? Sales (424) 383-6994
In plain English
What AI strategy consulting means for your business
Most teams are already using AI, often with free tools and no rules about what can be pasted into them. AI strategy consulting puts a plan around it: which tools to use, what data stays out, who gets access, and which everyday tasks are worth automating first.
Why an IT company? AI tools read your files, email and chats. Setting them up safely is mostly an IT and security job: permissions, data protection and training. That's what we've done for businesses since 1996.
No managed IT contract needed. You can hire us just for AI. We work alongside your current IT team or provider, or on our own if you don't have one.
Who it's for: owners and managers who know AI could help but aren't sure where to start, and businesses that already pay for Microsoft 365 and are wondering whether Copilot is worth it.
What we help with
How we help your team use AI
Start with the piece you need now. Most businesses begin with the readiness assessment.
Microsoft 365 Copilot rollout
We check your Microsoft 365 permissions so Copilot only shows people what they're allowed to see, then set it up and help your team start using it.
About CopilotAI use policy
Clear, written rules for your staff: which AI tools are approved, what data must never go into them, and who to ask. Short enough that people actually read it.
About the policyFinding time-saving tasks
As part of the assessment, we look for repetitive tasks, like summarizing meetings, drafting routine emails or sorting requests, where AI could safely save your team time.
Security awareness training
Training that helps your staff spot phishing and scams and think twice before sharing company data, including with AI tools.
Learn moreAI Readiness Assessment
Start with an AI readiness assessment
Before you buy licenses or roll anything out, we check what's ready and what's risky. It's the fastest way to get a clear answer to “should we, and where first?”
What we look at
Your data and permissions
Who can see what across email, files and shared drives. AI tools follow these permissions, so gaps get exposed fast.
Your security basics
Multi-factor authentication (a second login step), device protection and backups.
Your daily work
The tasks that eat up time and could be handled faster with AI.
The tools already in use
Including the free AI apps staff may be using on their own.
What you get: a written roadmap with the quick wins, the risks to fix first, and a recommended next step.
Not sure it's the right first step? A short call will tell you. We'll ask how your team works and what you want from AI, then say plainly whether an assessment makes sense now.
AI that works for your people
Schedule a call to see if an AI assessment is right for youSecurity first
We protect your data before we switch anything on, so AI doesn't become a new way for information to leak.
Plain English
No hype and no jargon. We tell you where AI helps, where it doesn't yet, and what it costs.
Real people to ask
Your team can reach our engineers over Slack or Microsoft Teams when they have a question.
Part of your bigger IT plan
AI fits into your IT roadmap and budget, alongside the rest of your technology. See IT strategy and vCIO services.
Getting started
How AI strategy consulting with Generation IX works
Schedule a call
Tell us how your team works today and what you're hoping AI can do. We'll tell you whether a readiness assessment is the right place to start.
Get the readiness assessment
We check your data, security and daily work, and hand you a written roadmap.
Roll it out safely
We fix the risks first, set up the tools you choose, write your AI use policy and help your team get started.
Already paying for Microsoft 365?
Microsoft 365 Copilot works inside Outlook, Word, Excel and Teams, and it can see anything a user has access to. We tighten permissions first, then turn it on for the people who'll use it most.
An AI use policy your staff will follow
We write a short AI use policy with you, so staff know which tools are approved and what data stays out. Have industry rules to follow too? See our compliance support.
Trusted by businesses since 1996
Client stories
What our clients say
★★★★★
…We've been a long-time client of theirs, and have no plans to look elsewhere anytime soon. Always reliable, and with a strong emphasis on direct client relations - their team feels like an extension of our own.
★★★★★
GenIX has been a great IT partner to us as we are building a team and expanding quickly. They have supported the management of migration projects with great communication, their helpdesk response time is excellent…
★★★★★
I love working with GenIX! The team is always quick to respond whenever we have any issues. I am not an IT savvy person and they always help me understand…
★★★★★
Great MSP! Have been with them for over half a year and they have provided fantastic support and help for our business. Onboarding was smooth and their availability and experience really shine with some of the techs on their team.
FAQ
Frequently asked questions
Straight answers to what businesses ask us most. Don't see yours? Ask a real person.
What does an AI consultant do for a small business?
An AI consultant helps you decide which AI tools are worth using, sets them up safely, and gets your team comfortable with them. For most small businesses, that means protecting data first, then rolling out a tool like Microsoft 365 Copilot and writing simple rules for its use.
What is an AI readiness assessment?
It's a review of your data, security and day-to-day work that shows where AI can save time and what needs fixing before you use it. You get a written roadmap with clear next steps.
Is Microsoft 365 Copilot safe for our company data?
It can be, if it's set up correctly. Copilot shows people anything their account can already reach, so messy file permissions can expose sensitive information. We review and tighten those permissions before turning it on.
Do we need an AI use policy?
Yes, if your staff use any AI tools, including free ones. A short policy tells people which tools are approved and what information must never be pasted into them. It's one of the simplest ways to lower the risk.
Do we have to be a Generation IX managed IT client?
No. AI consulting is available on its own, with no managed IT contract needed. We work alongside your current IT team or provider, or on our own if you don't have one.
Prefer to write?
Send us a message about AI
Tell us what you'd like AI to help with. A real person will get back to you to set up a call.
Prefer to talk? Book a Consultation.
Find out where AI fits in your business
Schedule a short call. We'll talk through how your team works, where AI can help safely, and whether an AI readiness assessment is right for you. No managed IT contract needed.
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