Be brutally honest. If you cannot check the box with 100% confidence, leave it blank.
Centralisation
Our core data (Sales, Finance, Ops) lives in a single, structured Data Warehouse, not in individual SaaS tools.
Definitions
If I ask “What is Gross Margin?”, the Sales Director and Finance Director give me the exact same calculation.
History
We have at least 12 months of clean, historical data formatted consistently.
Cleanliness
We have zero “duplicate” customer records across our systems.
Access
We can access our data via API/SQL without manual export/import buttons.
Security
We have “Row-Level Security” in place (i.e., the AI knows who is allowed to see what).
Privacy
No PII (Personally Identifiable Information) is exposed in the dataset the AI will access.
Latency
Our data is updated automatically (near real-time), not manually refreshed once a month.
Documentation
We have a “Data Dictionary” that explains what every column header actually means.
Ownership
There is a specific human being responsible for Data Quality (not just “IT support”).
0–3 Ticks
Critical Failure. Do not deploy AI. You will amplify your bad data.
4–7 Ticks
High Risk. Your AI will hallucinate. Proceed with extreme caution.
8–10 Ticks
AI Ready. You are safe to proceed.
Score below 8?
Don’t panic, our Head of Data can help you when you book a free 45-minute session.
Score above 8?
You’re AI Ready. It’s time for a free 45-minute session with our Head of AI, David Stubbs
If this checklist isn’t making any sense, feel free to reach out for a no-obligation chat with one of our cloud cost experts
