Clarity, direction, and a modernization roadmap you can trust.

Most companies want better analytics, faster insights, and a path to AI — but legacy systems, inconsistent KPIs, and fragile pipelines make progress slow and risky. A Readiness Assessment gives you a clear picture of where you stand today and what it will take to modernize with confidence.

At On Point BI, our Readiness Assessment is the foundation of every modernization and AI‑readiness engagement. It’s a structured, founder‑led evaluation that uncovers technical debt, identifies risks, and maps out the fastest, safest path to a modern data environment.

What We Assess

Current‑State Architecture

We analyze how data flows through your systems today — from source to warehouse to dashboard — and identify bottlenecks, inefficiencies, and reliability issues.

Pipelines & Data Quality

We evaluate ETL/ELT patterns, pipeline fragility, data freshness, and the root causes of recurring breakages or inconsistencies.

Analytics & BI Layer

We review your semantic models, KPI definitions, dashboard performance, and how analytics are consumed across the business.

Governance & Controls

We assess lineage, documentation, access controls, ownership, and the maturity of your governance practices.

AI Readiness

We determine whether your data is clean, consistent, and structured enough to support automation, advanced analytics, and AI initiatives.

 

What You Get

A Clear, Actionable Roadmap

A prioritized modernization plan that outlines what to fix, what to rebuild, and what to modernize — with timelines, effort estimates, and expected outcomes.

Executive‑Ready Findings

A concise summary that connects technical gaps to business impact, tailored for CIOs, CFOs, CDOs, and PE operating partners.

Risk & Cost Reduction Insights

Visibility into cloud inefficiencies, maintenance risks, and areas where modernization can reduce spend and improve reliability.

AI‑Ready Recommendations

Specific steps to prepare your data for automation, predictive analytics, and emerging AI tools.

Why It Matters

A Readiness Assessment gives you the clarity needed to make smart decisions about modernization. Instead of guessing, you get:

  • A clear understanding of your current state
  • A roadmap aligned to business outcomes
  • Reduced risk and faster execution
  • A foundation for AI and future growth

It’s the blueprint that ensures every modernization dollar is spent wisely.

Who It’s For

  • Mid‑market companies modernizing legacy data platforms
  • PE‑backed organizations needing value‑creation acceleration
  • Growth‑stage companies preparing for AI initiatives
  • Teams struggling with slow analytics, inconsistent KPIs, or fragile pipelines

Why On Point BI

We bring a founder‑led, hands‑on approach that blends deep technical expertise with clear business alignment. Our assessments are fast, thorough, and designed to give executives the clarity they need to move forward with confidence.