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Templates
Downloadable SMB templates for AI integration, data privacy, SOPs, vendor review, and operational documentation — ready to adapt for your business.
Process Improvement
Year-1 program AI integration plan structured around three integration patterns (AI as Content, Tool, and Workflow) with NIST AI RMF application, quarterly milestones, risk register, and success metrics.
AI Governance
A structured inventory template for the AI tools your team actually uses.
AI Governance
A customizable internal policy for approved tools, acceptable uses, and data handling rules.
Policy & Documentation
A plain checklist for getting your data house in order — five sections, no compliance claim.
Workflow & Operations
Five SOP templates for client onboarding, reporting, vendor review, handoff, and incident basics.
Policy & Documentation
A structured template for reviewing what your vendors and tools do with your data.