Resources
Guides you can keep and share
Every service and industry has a downloadable brief written for internal meetings. Enter your email to receive it.
AI Governance
AI governance — a brief
An inventory of the AI tools already in use, a usable acceptable-use policy, data boundaries tied to your obligations, and a logged human review step for decisions about people.
Get the PDF — enter your email
HubSpot form — assessment-request — not configured
Set portalId and forms.assessment-request in src/lib/hubspot.ts.
AI Solutions & Enablement
Getting AI into the work — a brief
Choosing the use case that eats the most hours, a bounded pilot on real data with a number attached, integration where the work happens, and a named owner who keeps it running.
Get the PDF — enter your email
HubSpot form — assessment-request — not configured
Set portalId and forms.assessment-request in src/lib/hubspot.ts.
Application & Systems Development
Custom application and ERP development — a brief
Requirements written from watching the work, a phased build that ships something usable early, integration so data is entered once, and a handover that survives its champion leaving.
Get the PDF — enter your email
HubSpot form — assessment-request — not configured
Set portalId and forms.assessment-request in src/lib/hubspot.ts.
Defense Contractors (CMMC)
CMMC readiness — a field guide
Scoping, the NIST SP 800-171 gap, the SSP and POA&M, SPRS scoring, and where small contractors get stuck.
Get the PDF — enter your email
HubSpot form — assessment-request — not configured
Set portalId and forms.assessment-request in src/lib/hubspot.ts.
Construction and Property Management
Job-cost visibility and payment control — a brief
Field data captured once and carried into job costing, project accounting tied to the ledger, subcontractor documents tracked to expiration, and out-of-band verification on bank-detail changes.
Get the PDF — enter your email
HubSpot form — assessment-request — not configured
Set portalId and forms.assessment-request in src/lib/hubspot.ts.
Enterprise Shared Services
Shared-services consolidation — a brief
How to map the duplicated back-office work, design a single run function, stage the move, and keep segregation of duties intact through consolidation.
Get the PDF — enter your email
HubSpot form — assessment-request — not configured
Set portalId and forms.assessment-request in src/lib/hubspot.ts.
Financial Services and Banking
FFIEC examination readiness — a brief
A mock examination, findings written the way an examiner would write them, Matters Requiring Attention tracked to closure with evidence, and board reporting that holds up.
Get the PDF — enter your email
HubSpot form — assessment-request — not configured
Set portalId and forms.assessment-request in src/lib/hubspot.ts.
Healthcare Operations and Technology
FQHC HIPAA & site-visit readiness — a brief
HIPAA security risk analysis, operational site-visit readiness, UDS data quality, and access control for a shared health-center workforce.
Get the PDF — enter your email
HubSpot form — assessment-request — not configured
Set portalId and forms.assessment-request in src/lib/hubspot.ts.
Healthcare IT compliance and continuity — a brief
A current HIPAA security risk analysis, role-based access designed around care, business associate oversight focused on real data volumes, and breach assessment you can run under the clock.
Get the PDF — enter your email
HubSpot form — assessment-request — not configured
Set portalId and forms.assessment-request in src/lib/hubspot.ts.
Government and Public Sector
Public-sector technology oversight — a brief
Vendor-independent project oversight, procurement criteria a panel can apply, cloud vendor authorization checked before signature, and continuity for the services residents depend on.
Get the PDF — enter your email
HubSpot form — assessment-request — not configured
Set portalId and forms.assessment-request in src/lib/hubspot.ts.
Information Security Services
Practical information security — a brief
Where sensitive data actually sits, privileged access sorted for the accounts that move money, a response plan people will read, and evidence your insurer and bank accept.
Get the PDF — enter your email
HubSpot form — assessment-request — not configured
Set portalId and forms.assessment-request in src/lib/hubspot.ts.
Risk and Compliance
The IT Risk & Readiness Assessment — overview
What the assessment covers, how it runs, and what you get back — the low-commitment first step, measured against a recognized control framework.
Get the PDF — enter your email
HubSpot form — assessment-request — not configured
Set portalId and forms.assessment-request in src/lib/hubspot.ts.
Manufacturing and Distribution
Plant and distribution IT security — a brief
Segmenting the plant network from the office, an inventory of what breaks the line, tested restores on the systems that stop shipments, and one evidence set for customer questionnaires.
Get the PDF — enter your email
HubSpot form — assessment-request — not configured
Set portalId and forms.assessment-request in src/lib/hubspot.ts.
Operational Governance
ERP and IT general controls — a brief
Segregation of duties for your real roles, working change management, named control owners, and an evidence file that turns the next audit into a retrieval exercise.
Get the PDF — enter your email
HubSpot form — assessment-request — not configured
Set portalId and forms.assessment-request in src/lib/hubspot.ts.
Technology Managed Services
Managed IT operations — a brief
A system inventory, response times agreed in advance, patching and tested restores on a schedule, monitoring on what matters, and a monthly report you can read in ten minutes.
Get the PDF — enter your email
HubSpot form — assessment-request — not configured
Set portalId and forms.assessment-request in src/lib/hubspot.ts.
Start with the IT Risk & Readiness Assessment
A defined engagement, measured against a recognized control framework, that shows you which controls exist, which are documented but not operating, and which are absent — before you commit a budget.