Guides-Reports

Foundational control

• AI Governance Policy
• A written company policy that defines approved AI use.
• Shadow AI Discovery
• Identifies unapproved employee use of AI tools before it creates a data leak or compliance issue.
• Data Loss Prevention for AI
• Prevents employees from entering sensitive business, customer, financial.
• Microsoft 365 / Google Workspace Security
• Protects the collaboration systems where most SMB AI risk begins.
• Identity and Access Management
• Controls who can access AI tools and business data through identity-based security controls.
• AI Tool Approval and Vendor Review
• Creates a simple approve-or-reject process before employees use AI vendors in the business.
• Secure AI Browser Controls
• Monitors or blocks risky behavior in browser-based AI tools and web extensions.

Advanced control

• Approved Business AI Platform
• Gives employees a secure AI option instead of forcing them toward random consumer tools.
• AI Email and Phishing Security
• Protects against AI-enhanced phishing, impersonation, credential theft.
• Endpoint Security
• Secures the devices employees use to access AI tools, business systems, and sensitive company data.
• AI Agent Security
• Controls AI agents, phone agents, chat agents.
• Logging and Monitoring
• Provides visibility into AI use, data movement, file access, AI agent activity, and unusual behavior.
• Incident Response for AI
• Establishes a practical response plan for AI-related incidents before they become customer, legal, or regulatory issues.
• AI Security Training
• Trains employees on safe AI use, prohibited data sharing, AI phishing, prompt safety, reporting, and file handling.

Foundation Layer

• AI-Ready Hardware Refresh (Data Center & Endpoints)
• Upgrade servers, networking, and employee devices to support AI workloads and future automation.
• AI-Ready Software Stack
• Enhance existing tools (email, security, collaboration, CRM) with AI-enabled upgrades and add-ons.
• AI Phone Agent
• Answers calls 24/7, qualifies leads, routes intelligently, books appointments, and captures analytics.
• AI Web Chat & Voice Agents
• Provides conversational AI on your website and internal systems for support, sales, and operations.

Execution Layer

• AI Compliance (Shadow AI Control)
• Identifies how employees are using AI tools and ensures data protection, auditability, and governance.
• Prompt Library
• Standardized, approved AI instructions for departments to drive consistent productivity and measurable ROI.
• Vector Database (AI Knowledge Base)
• Gives AI access to company-specific documents, policies, and institutional knowledge.
• AI Identity + Access + Policy Control
• Manages who can use which AI tools, with role-based controls and data protection policies.

Control Layer

• Data Foundation (Warehouse/Lakehouse + Governance)
• Organizes, cleans, and governs company data so AI can generate accurate and reliable insights.
• Integration & Automation Layer (iPaaS / Orchestration)
• Connects AI agents to CRM, ERP, ticketing, and other systems so AI can execute real workflows.
• Agent Orchestration Control Plane
• Manages multi-step AI agents, tool permissions, task boundaries, and safe execution.

Optimization Layer

• Model Strategy + LLMOps
• Oversees model selection, performance monitoring, cost control, and version management.
• AI Security Layer (Prompt & Agent Security)
• Protects against prompt injection, data leakage, and unauthorized tool usage.
• AI Observability + ROI Analytics
• Tracks adoption, performance, cost savings, and business impact of AI initiatives.
• AI Operating Model + Change Management
• Defines ownership, training, governance cadence, and long-term AI strategy.