# Portfolio AI & Data Opportunity Audit — scorecard and 30-day worksheet

Free scope: up to three company metadata profiles, one workflow each, an operator review, and a prioritized 30-day value plan. No confidential uploads. No purchase or licensing required.

## Profile (repeat for up to three companies)
- Company alias / industry:
- Workflow and operator owner:
- Systems (names only):
- Data categories (no records):
- Current permissions and restrictions (unknown is valid):

## Scorecard
Mark each dimension Ready / Needs validation / Blocked. Record evidence and unknowns; do not add a numeric total that can override missing rights.

| Dimension | Evidence to establish | Status / unknowns |
|---|---|---|
| Operating value | Recurring cost, delay, error; current baseline | |
| Workflow readiness | One owner, review step, measurable trial | |
| Data readiness | Categories, coverage, quality, system access requirements | |
| Rights and controls | Internal permission, restrictions, human review | |
| Optional licensing fit | Distinct utility, external rights, separate permission to explore | |

## Prioritized 30-day value plan
1. First priority and why:
2. Owner / dependency / stop condition:
3. Week 1: confirm baseline, permissions, and measurement.
4. Weeks 2–3: run a bounded internal trial with human review.
5. Week 4: compare evidence; stop, revise, or separately scope implementation.
6. Deferred items and unresolved questions:

## Illustrative specimen — not a client result
Service scheduling: job timestamps exist in an ERP, but completeness and external rights are unknown. Prioritize a human-reviewed handoff checklist; confirm owner and baseline first. Measure review time and corrections before deciding on a build. Licensing remains unassessed. No buyer, payout, savings, or funding is assumed.

## Commercial boundary
Implementation is optional and separately quoted with deliverables, acceptance checks, responsibilities, timing, and price. The free metadata audit is narrower than Sprinter Consulting's paid $12,500 AI Opportunity Audit.

Licensing is optional. Supplier receives buyer payment; any referral fee is separate and agreed independently. Actual supplier proceeds may fund implementation after payment is received. No guaranteed buyer, payment, or project funding. Named-buyer sharing requires separate consent identifying buyer and permitted material.

Request: https://sprinterconsulting.com/private-equity/data-opportunity