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Agencies that do AI and workflow work need a standard method — not a custom build every time.

TechEd Analyst gives agencies the playbooks, templates, and AI-assisted tools to standardize how they deliver AI governance, data, and workflow work — so the process scales beyond the person who figured it out first.

The problem

Agency work in AI and workflow is new enough that most shops are still improvising. The same four gaps show up on almost every engagement.

Every client engagement starts from scratch because there's no standard method.

You do the same discovery, the same assessment, the same recommendation every time — but nobody has written it down. Each account manager runs it differently. Each delivery lead uses different tools. The work is good but the process isn't repeatable, which means you can't staff it down or scale it without the senior person in every room.

Clients are asking for AI work and you don't have a governance playbook for it.

Clients want AI integrated into their operations. They want a policy. They want guardrails. They want someone to tell them where to start. If your team is building that from scratch on every engagement, you're burning hours that should be billable or shouldn't need to happen at all. A standard AI governance starting framework — one your team adapts per client — is a practice asset.

You're handling client data with no documented intake protocol.

Clients share business information: workflows, tool stacks, sometimes more. If you don't have a written protocol for what you accept, where it lives, who can access it, and how it's handled on project close, you're carrying risk on every engagement. One client complaint about how their information was handled is expensive.

Your clients ask about data privacy and you don't have a clean answer.

State privacy laws are lowering thresholds and adding AI-specific obligations. When a client asks whether your tools process their data, what model trained on what, and what your vendor agreements say — you need a clear, honest answer backed by documentation. 'We'll look into it' is not a client-retention response.

What you'll find here

Tested guidance across Workflow Automation, Data Analytics, Data Privacy, and AI Governance — built for practitioners, not marketing teams. Three places to start.

Run the AI & Workflow Readiness Scan for your own operations

Start with your own shop. The free scan produces a specific readout: where your biggest workflow gap is, where your data handling exposure sits, and which pillar to address first. Anonymous, five minutes, no signup. What you find often becomes a sales conversation with clients facing the same gaps.

Generate client-ready starting drafts

The Template Generator produces customizable starting drafts your team adapts per client: AI Usage Policy, Workflow SOP, Data Privacy Checklist, Reporting & KPI Plan. 20 AI credits per run with a Pro subscription. Every output is labeled as a starting draft — legally clean for client delivery when properly disclaimed.

Playbooks your team runs without you in the room

Authored playbooks and templates that document the process well enough for any team member to execute: Workflow Starter Playbook, AI Governance Starter Pack, Data Inventory Playbook. One-time purchase or included with Pro.

About the founder

I'm Dr. Tennyson Johnson. I've spent 20 years building and running technology systems — software development, systems design, data infrastructure, and the agentic AI workflows that are now reshaping how businesses operate.

Everything here is something I've actually built and run — not theory, not repackaged vendor marketing. If a playbook is on this site, it survived contact with a real system. That's also the standard I expect from the people using this platform.

Where to start

Run the scan on your own shop first. The gaps you find are usually the ones your clients have too.

Individual templates from $27. Pro subscription at $19/month includes the Template Generator and every new release.

Frequently asked questions

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