Aztec AI Assessment

Aztec AI Assessment: AI Opportunity Assessment Toolkit for Business Analysts

Aztec AI Assessment is an AI opportunity assessment toolkit built for business analysts, consultants, and Tier 2 and Tier 3 companies who need to answer one question before any AI project starts: where does AI actually belong in this business, and how do you make that case to the board?

Unlike a generic AI readiness checklist, this is a complete, board ready AI business case toolkit, built by Bridget Convey, AI Subject Matter Expert, AI Consultant, and Business Analyst with over 25 years of UK financial services experience across banking, asset management, and insurance. Bridget is the founder of Aztec AI Compliance and works in collaboration with Charterhouse Consultants on AI governance, digital transformation, and AI opportunity assessment engagements across regulated industries.

What is included in this AI opportunity assessment toolkit:

• A complete stakeholder and end user interview suite for discovering where AI fits your business
• A single, filterable Excel question bank covering process, governance, data, third party, and legal risk
• A Process Mapping Template and an Opportunity Matrix scoring value, feasibility, time to value, and desirability
• A Validation Methodology using independent, cross functional scoring so no single voice dominates the decision
• A board ready PowerPoint presentation template, ready to populate with your own findings
• Governance and EU AI Act risk tagging built into every step, not bolted on at the end
• Cost and ROI estimation for every AI opportunity identified

Why business analysts and consultants choose Aztec AI Assessment:

This toolkit gives business analysts, AI consultants, and management consultants a repeatable, sector agnostic process for AI opportunity identification, AI governance, and