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Build the foundation every AI agent runs on

Data and AI Readiness Workshop

The Data and AI Readiness Workshop shows leadership where your organization stands before further AI investment. Over one week, Synergy Technical assesses five foundations across your Microsoft environment: business, data, technology, security, and people. You get a scored view of strengths, risks, and gaps, along with a prioritized plan to close them. The result is a clear answer to the question every executive is asking: are we ready, and if not, what do we fix first?

Want to learn more?

/ Why it matters

Why assess readiness before you invest in AI?

AI initiatives rarely stall because of the technology. They stall because data is fragmented, governance is unclear, ownership is undefined, and adoption is an afterthought. The Data and AI Readiness Workshop surfaces those issues before significant investment is made. Your organization needs a readiness workshop to:

  • Know where you stand before further AI investment
  • Find the risks and gaps most likely to stall AI
  • Fix what matters first with a prioritized plan
Employee presenting AI readiness findings on his laptop to his manager, who reviews the prioritized recommendations and offers feedback.
/ How it helps

How the Data and AI Readiness Workshop sets you up for AI.

By partnering with your organization, we give leadership a clear, practical view of what it takes to move forward:

Answers in One Week

Pre-work, two 2-hour facilitated working sessions, and an executive findings readout, delivered virtually or on-site.

A Clear View of Readiness, Risk, and Investment

Leadership leaves knowing where the organization stands and what investment is required.

Business and Technology Alignment

A prioritized roadmap gets business and technology stakeholders working toward the same goals.

Security That Enables Speed

Security doesn't slow down results. It enables speed at scale.

/ What's included

What you'll walk away with in one week.

The workshop turns a complex question into a clear, scored view of readiness and a practical plan to act on it. Here's what's included:

AI Readiness Scorecard

A scored view of your strengths, risks, and gaps across all five foundations.

Readiness Gap and Maturity Assessment

A clear picture of where you are today and the gaps between your current state and AI readiness.

Prioritized Recommendations

Prioritized recommendations, so you know what to fix first.

Executive Findings Presentation

A leadership readout of what the workshop found and what it means for your AI plans.

Action Plan

An action plan with next steps toward AI adoption.

/ Workshop areas

The five foundations we assess.

01

Business Readiness

Priorities, sponsorship, target outcomes, and success measures.

02

Data Readiness

Quality, accessibility, integration, ownership, and governance.

03

Technology Readiness

Microsoft 365, Azure, Copilot, licensing, and AI-enabling capabilities.

04

Security and Compliance Readiness

Identity, information protection, regulatory obligations, and governance controls.

05

Organizational Readiness

Change management, adoption planning, skills, and ownership.

/ Your path to AI

Readiness is the foundation for your path to AI.

Ready to identify your first use case? Start with an AI Blueprint Engagement. Each step builds on the last, so you prove value before you scale.

1

AI Blueprint

2 weeks

Assess data readiness, identify the highest-ROI agent use case, and build a business case with a specific outcome target.

2

AI QuickStart

4–6 weeks

Deploy one agent in your environment and launch the outcome dashboard.

3

AI Managed Services

Ongoing

Manage, optimize, govern, and expand the agent library.

synergy-agent · production
synergy-agent deploy --env production
✓ Vertical agent · prior-auth
✓ Guardrails verified · governed tenant
✓ Outcome dashboard · live
✓ Environment secured · identity + policy baseline
→ Governance & audit trail: enabled
→ Reporting cadence: monthly KPIs

Want to learn more?

We are not just consultants, we are practitioners. We use AI across our own organization and client environments, so we know which foundations make or break an AI initiative. Contact us today to find out where you stand.

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/ Our approach

Our unique approach to the Data and AI Readiness Workshop.

Your organization benefits from a focused, executive-ready assessment that looks at every foundation AI depends on, not just the technology.

01

Five foundations, one view

We assess business, data, technology, security, and people together, so nothing that could stall AI gets missed.

02

Built for your Microsoft environment

Our assessment covers Microsoft 365, Azure, Copilot, and licensing, the platforms your AI will run on.

03

Fast and flexible

Pre-work, two 2-hour facilitated sessions, and an executive readout in one week, delivered virtually or on-site.

04

Proven delivery at scale

Microsoft designations in Data and AI, Modern Work, and Security, 15 years of delivery, 23M+ seats deployed, and 91% AI adoption across our customer base.

Synergy Technical's IT consulting team meeting, assisting, and planning with an organization to assess their Data and AI plan.
/ Why Synergy Technical

Why should you partner with Synergy Technical?

Synergy Technical was founded in Richmond, Virginia in 2011. Since our inception, we have been dedicated to helping organizations secure their environments, transform their operations, and empower their people.

Over the last 15 years, we've helped organizations secure their environments, modernize infrastructure, transform the way people work, navigate complex technology investments, and adopt what's next. Our capabilities have expanded. Our partnerships have grown. And the technology has changed more than we ever could have imagined. Today, we bring together strategy, security, cloud, data, applications, managed services, and AI to help organizations solve today's challenges while preparing for what's next.

/ Go deeper

How to build a strategic roadmap for AI success.

AI success starts with a clear strategy. But how can organizations move beyond experimentation and turn AI investments into measurable business outcomes? Join Rohana Meade and Janna Matherly as they explore how to build a practical AI Blueprint that aligns business priorities, identifies high-value opportunities, and establishes the foundation for successful AI adoption.

Watch the Video →
/ Related

Our consulting services related to Data and AI Readiness.

We offer assessments, engagements, design and configuration, and more. Each resulting in a roadmap to success for your digital transformation.

AI BlueprintAI QuickStartAI Solutions and AgentsBusiness Continuity and Disaster Recovery ServicesCloud Security Consulting ServicesManaged IT ServicesMicrosoft Fabric Readiness AssessmentSecurity and AI Readiness AssessmentSoftware Licensing Consulting Services
/ Partner ecosystem

Powered by the platforms your business already trusts—and the ones defining what comes next.

Vendor-agnostic. Outcome-driven. We work across Microsoft, Google Cloud, Anthropic, Cisco, and other leading platforms—bringing together the right technologies for each organization's needs. From cloud and security to data, AI, and business applications, we design solutions that are secure, governed, scalable, and built for what comes next.

Prioritized Tier · Copilot Advanced Specialization · AI Foundry · Modern Work · Security · Data and AI

View partner page →

Google Cloud Partner · Gemini Enterprise Practice · Vertex AI

View partner page →

Claude Partner Network · Financial Services MCP

View partner page →

Cisco Partner · SMB and Mid-Market Business Practice Competency

View partner page →

Not sure where to start? That's exactly why Synergy Technical is here.

Start with a conversation. Synergy Technical will tell you honestly where you stand and what to fix first. Microsoft funding may be available for eligible organizations

  • No obligation · Results in one week
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