The Middle-Market AI Opportunity Checklist

Twenty checks across five disciplines, drawn from real middle-market engagements. Run it with your leadership team in an hour, before you sign a vendor or approve a budget.

• Map where AI is already running in your business, including the shadow tools nobody approved
• Pick a workflow tied to a number your CFO already tracks, not one that demos well
• Pressure-test your data, your owner, and your own fluency before the money moves
• Score yourself and know exactly what to fix first