Trusted Reporting & AI Readiness Checklist
Is your data ready for trusted reporting and AI?
Take a 5-minute checklist and get a practical readiness report showing where your data foundations are strong, where trust is breaking down, and what to fix before scaling dashboards, reporting or AI.
Built for founders and scaling teams who need reliable metrics, joined-up systems and commercially useful reporting without hiring a full data leadership team too early.
24 questions. Five minutes. You get a written answer.
You'll get a readiness score, charts, practical next steps and a clear view of what to fix first.
Why this matters
As companies scale, reporting problems rarely arrive all at once. They show up as small moments of doubt.
Sales and finance do not agree on revenue. CRM stages mean different things to different people. Customer numbers change depending on the dashboard. Pipeline coverage is debated instead of acted on. AI tools look impressive in demos but struggle to explain where an answer came from.
These are not just data problems. They are decision problems.
This checklist helps you identify whether your company has the foundations needed for reporting people trust and AI that can be used responsibly.
Your report includes
- An overall Trusted Reporting & AI Readiness Score
- A breakdown across 8 practical dimensions
- Charts showing your strongest and weakest areas
- Critical blockers that could undermine trust
- Research-backed context on why the gaps matter
- A practical 7-day, 30-day and 90-day action plan
This is for you if:
- You are a founder, CEO, COO or revenue leader in a scaling company
- Your team has dashboards, but people still debate the numbers
- CRM, finance, marketing or customer data does not line up cleanly
- You are preparing for fundraising, board reporting or faster growth
- You want to use AI, but are not sure whether the data underneath is trustworthy
- You need senior data leadership, but not necessarily a full-time hire yet
Find out where you stand
No jargon. No vendor pitch. A practical readiness score, charts, and recommended next steps.
Getting started
David Kernan
Your readiness report
Your Trusted Reporting & AI Readiness Score is —%
Overall score
—
Strongest area
—
Highest-risk area
—
Recommended first move
—
The shape of your readiness
Dimension scores
Each area scored out of 100.
Critical blockers
Issues that can undermine trust in reporting and AI regardless of your overall score.
What this means
What to fix first
Recommended actions placed by estimated impact and effort, based on your weakest areas.
Your action plan
Next 7 days
Next 30 days
Next 90 days
Why the gaps matter
Research context selected for your weakest areas.
Want a second pair of eyes on this?
I help founders and scaling companies turn messy systems, unclear metrics and unreliable reporting into data foundations leadership can actually use — sometimes as a focused audit, sometimes part-time as a fractional Head of Data or interim data lead.
- Clarify the metrics leadership should actually run the business on
- Fix CRM, revenue, finance and operational data issues at source
- Build trusted reporting and a practical single source of truth
- Prepare your data for safe, useful AI use cases
- Give you senior data leadership without hiring too early
If you hired a Head of Data tomorrow, would they walk into a fixable estate — or a fog? That is the question a short engagement answers.
No generic sales pitch. If I do not think I can help, I will say so.
Book a free 30-minute review
Pick a time that suits you — no pressure, no hard sell.
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Generated by the Define Data Trusted Reporting & AI Readiness Checklist — definedata.io/data-readiness-checklist
This is a self-assessment diagnostic, not a full audit. Book a free 30-minute review at definedata.io/contact