Lead offer
Start with a Technology Readiness Assessment.
Get a clear view of your systems, workflows, cybersecurity posture, reporting challenges, and AI opportunities, then leave with a prioritized roadmap for improvement.
From $2,500· 2–3 weeks
Credit toward next steps: If you move forward with an implementation engagement within 30 days, part of your assessment fee is credited toward it.
Serving Cincinnati, Greater Cincinnati, and the tri-state region — as well as clients nationally via remote delivery.
Includes
What the assessment covers.
- Pre-assessment questionnaire, included at no charge
- Facilitated discovery workshop with your team
- Current-state review of operations and workflows
- Technology and data inventory: what you use, what it holds, and how it connects
- Workflow pain-point map
- Cybersecurity baseline
- AI and automation opportunity map
- Risk and dependency register
- Prioritized roadmap with recommended next phases
- Executive readout
Deliverables
Clear outputs that leadership can use.
- Readiness report
- Prioritized roadmap
- Quick wins list
FAQ
Questions about the assessment.
Do you replace our existing IT provider?+
Not necessarily. Lumifie can work alongside an existing IT provider by focusing on strategy, process improvement, cybersecurity prioritization, automation, and project guidance.
Where should we start?+
The Technology Readiness Assessment is the recommended starting point. It reviews systems, workflows, cybersecurity, reporting, and AI opportunities, then creates a prioritized roadmap.
Do you only work with small businesses?+
No. Lumifie focuses first on small businesses and nonprofits, but also supports mid-market organizations and selected public-sector teams.
Can you help with AI without exposing sensitive data?+
Yes. Lumifie frames AI around responsible use, data sensitivity, governance, security, and workflow fit before recommending tools or pilots.
Do you provide implementation or just advice?+
Both. Lumifie combines senior IT guidance with hands-on technical execution, automation support, and implementation planning.
Prefer to talk first?
Schedule a strategy call and we will help you choose the right starting point.