Topics

Agent governance

Approval gates, access control, auditability, testing, and ownership for production AI agents.

Book a callSee the resources ↓
Resource

360° AI Blueprint

The 360° AI Blueprint is an AI opportunity assessment: it ranks AI and automation candidates by ROI, cost, and time-to-value, sequenced into a roadmap.Read more Resource

AI Agent Implementation

How we design, build, and hand over production AI agent systems for complex operations: scope, acceptance gates, architecture, and ownership.Read more Resource

AI Operations and Enablement

AI system handover: documentation, runbooks, operator training, monitoring, and clear support boundaries, so your team runs the system without us.Read more Resource

Loan Underwriting Document Workflow

A loan document processing workflow for underwriting teams: extraction with evidence, completeness and consistency checks, and underwriter decisions.Read more Resource

Document Review with Human Approval

AI document review with human approval: clauses extracted with evidence, compared to your playbook, abstention when unsure, and reviewer sign-off.Read more Resource

Customer Support Escalation

AI support escalation to human agents: triage rules, answers grounded in your knowledge base, guardrails on actions, and handoffs with full context.Read more Resource

Spreadsheets to Approval Workflows: From a Request Sheet to an Approval and Audit Record

A spreadsheet approval workflow, step by step: a synthetic request sheet, stated thresholds, the rows that pass, wait or fail, and the audit record kept.Read more Resource

Custom AI Agents vs Off-the-Shelf Software: A Buyer's Decision Table

A neutral decision table and cost-crossover worksheet for custom AI agents vs off-the-shelf software, including when off-the-shelf is the better choice.Read more Resource

AI Agent Acceptance Test Plan

A downloadable test-case worksheet covering happy-path, edge-case, failure, and adversarial scenarios an AI agent should be tested against before going live.Read more Resource

AI Agent Permission Matrix

A downloadable matrix documenting exactly which tools, actions, and roles an AI agent may use, what needs approval, and what rate or volume limits apply.Read more Resource

AI System Handover Checklist

A downloadable checklist covering the runbook, training, recovery, and access items an operator needs before taking over a live AI system.Read more Resource

AI Readiness Assessment

A 12-question self-assessment across data, sponsorship, and compliance that scores your organization's AI readiness and points to the weakest prerequisite.Read more Resource

340B Program Documentation: Where AI Agents Reduce Audit Risk (Not Replace Compliance Officers)

How AI agents can assemble 340B program documentation, from split-billing records to contract pharmacy files, while your compliance officer keeps each decision.Read more Resource

Exceptions and Manual Overrides in Academic Scheduling

Academic scheduling exceptions and manual overrides: a governance matrix of who requests, who approves, what gets logged, and a late-change procedure.Read more Resource

AI Agent Approval Gates for Finance: A Role and Action Matrix

AI agent approval gates for finance: which actions an agent may do, suggest, or never touch, who approves each one, and what evidence to keep.Read more Resource

How to Monitor AI Agents in Production When You Don't Have an ML Team

How to monitor AI agents in production without an ML team: a weekly review with nine signals, owners, cadences, and thresholds, plus a dashboard spec.Read more Resource

Security Review Questions for an AI Implementation Partner (Not Another Vendor Questionnaire)

Security review questions for an AI implementation partner: a procurement checklist on data, credentials, prompt injection, logging, and red-flag answers.Read more Resource

Build vs. Buy AI E-Commerce Back Office Automation: Point Tools vs. an AI Implementation Partner

Build vs buy AI e-commerce back office automation: a six-factor decision table comparing packaged tools with an AI-agent layer, plus how to scope one workflow.Read more Resource

Build vs. Buy AI for the Energy and Utilities Back Office: AI Agents vs. Entrenched Land, JIB and Billing Software

Build vs buy AI for the energy and utilities back office: a five-factor decision table comparing land, JIB and billing software with an AI-agent layer.Read more Resource

Before You Launch an AI Agent: A Failure-Mode Test Plan and Go/No-Go Checklist

A failure-mode test plan for before you launch an AI agent: a failure test catalogue, how many runs per test case, and the criteria that decide go or no-go.Read more Resource

Missing Data in Document Automation: When to Abstain, Ask, or Escalate

A decision table for missing data in document automation: abstain, infer with a rule, request the document, escalate, or reject — and what reviewers see.Read more Resource

How to Measure Human Review Workload in AI Automation

Measure human review workload in AI automation with a reviewer capacity model: volume, flag rate, handle time, rework rate, sampling, and productive hours.Read more Resource

Human Review in Student Collections Automation: Where to Draw the Line

An escalation boundary matrix for student collections automation: what a system may do alone, what needs human review, and the record each decision leaves.Read more Resource

Least-Privilege Tool Access for AI Agents: A Read / Draft / Write / Send Permission Map

How to design least-privilege tool access for AI agents: scoped identities, read/write separation, approval gates, logging, and a worked example.Read more