Tools for workflow, privacy, and AI governance

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TechEd Analyst gives small teams four focused tools — privacy analytics, policy and checklist generators, and workflow SOP drafts — plus an AI orchestrator on the way. Measure, document, and govern without hiring a consultant for every step.

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Watch a workflow become an SOP.

The guided flow below runs on its own — map, capture, assign, generate, publish.

Four pillars. One operational platform.

Guided workflows and tools organized around the areas where small businesses need the most operational clarity.

Workflow Automation

Document, map, and improve the processes your business runs on.

Data Analytics

Define your metrics, build your dashboard spec, and track what matters.

Data Privacy

Document your data practices and produce a working policy document.

AI Governance

Map your AI tools, identify gaps, and document your governance approach.

A documented business in days, not quarters.

Each pillar produces a document you own — an SOP draft, analytics you can read, a privacy checklist, an AI policy draft.

Workflow SOPDraft

Map the process
Capture steps
Assign owners

Privacy analyticsDraft

No cookies, no raw IP stored.

Privacy checklistDraft

Data inventory
Vendor list
Retention window

AI usage policyDraft

Highlights map to tools you use.

Four tools. One platform.

Each tool produces something your team can use — analytics you can read, drafts you can edit. Use the tools directly — no prerequisites.

Data Analytics

Privacy Analytics

Measure your site without cookies or consent banners.

Cookieless pageview analytics with no consent banner required. TechEd Analyst counts traffic using hashed daily fingerprints — not cookies, not raw IP, not cross-site tracking.

Start measuring →

AI Governance

AI Usage Policy Generator

Draft an internal AI policy from your actual tool stack.

Answer a short intake about approved tools, data handling, and review steps. Get a labeled starting draft you adapt — not a compliance guarantee.

Generate a policy draft →

Workflow Automation

Workflow SOP Generator

Turn a manual process into a written SOP your team can run.

Describe the workflow, handoffs, and tools involved. The generator produces a structured SOP draft with placeholders you own and edit.

Generate an SOP draft →

Data Privacy

Privacy Checklist Generator

Get organized on what data you hold and who touches it.

Build a state-neutral operational checklist from your inputs — a documented starting point, not legal advice or a compliance determination.

Generate a checklist draft →

Nine guided workflows. Every one ends in a document.

Each card links to the free written guide — the workflow inside the platform walks you through producing the document itself.

AI Governance

AI Readiness Workflow

Document your team's current AI posture and produce a structured readiness readout you can share with stakeholders.

~45 min · produces a document you ownRead the guide →

Data Privacy

Data Privacy Baseline Workflow

Map how your business collects, stores, and shares personal data — produces a structured data inventory and a draft handling policy.

~60 min · produces a document you ownRead the guide →

Workflow Automation

Workflow Documentation Starter

Document your most critical business process from scratch — produces a complete SOP with decision logic, failure modes, and defined output standards.

~50 min · produces a document you ownRead the guide →

Workflow Automation

SOP Writing Workshop

Write a complete, usable standard operating procedure for any business process — structured for the person most likely to get it wrong.

~55 min · produces a document you ownRead the guide →

Workflow Automation

Process Mapping Session

Map an end-to-end business process — who does what, when, and what handoffs happen between people, systems, and teams.

~50 min · produces a document you ownRead the guide →

Workflow Automation

Delegation Framework Builder

Build a clear delegation structure for your team — who owns what, at what level of authority, and how decisions escalate.

~45 min · produces a document you ownRead the guide →

Data Analytics

Analytics Dashboard Setup

Build a decision-driven analytics dashboard — starting from the questions that matter, not the metrics that are available.

~50 min · produces a document you ownRead the guide →

Data Analytics

Metric Selection Workshop

Cut your dashboard from 40 metrics to five that actually drive decisions — and document why each one is there.

~40 min · produces a document you ownRead the guide →

Data Privacy

Vendor Vetting Process

Build a repeatable process for vetting any vendor that handles business or customer data — before you sign.

~45 min · produces a document you ownRead the guide →

Coming soon

AI Orchestrator

Ask across your tools — one workspace conversation that understands your SOPs, policies, and checklists. No shipping date yet; join Pro to get early access when it launches.

Guides & research · Live

Fourteen operator guides and a research library covering workflow automation, data analytics, data privacy, and AI governance.

Browse guides →Research library →

Guided workflows

Operational roadmaps

Reference guides

Operational pillars