
What we have learnedputting AI to work.
Guides and articles on building AI into the business, running it under your rules and keeping it improving.
Start withwhat you need.

AI Implementation
Building AI into the systems you already run.

Platform
Agents, permissions, approvals and the record.

Managed AI
Keeping AI running, measured and improving.
PRESHaiExplained.
The terms behind agents, in plain language.

AI & Automation
AI Works on a Copy: Approval Before Anything Reaches a Live System
Agents can do real work on a working copy of your data while a person approves what goes back. Here is how a digital twin and an approval gate work together.

AI & Automation
Personal Agents and Team Agents: Who Is Accountable?
A personal agent acts as its owner. A team agent acts as itself, with a named manager. Here is how that choice sets access, approvals and accountability.

AI Engineering
Where an Agent Actually Runs: Isolated Sessions Explained
An AI agent needs somewhere to work. Here is what an isolated session is, what the agent can reach from inside it, and how cloud and desktop sessions differ.
Thelatest.
All articles
AI & Automation
The Agenda for a Monthly AI Governance Review
A practical agenda for a monthly AI governance review: who attends, what evidence to bring, the order to cover it in, and the decisions it should produce.

AI & Automation
AI Works on a Copy: Approval Before Anything Reaches a Live System
Agents can do real work on a working copy of your data while a person approves what goes back. Here is how a digital twin and an approval gate work together.

AI & Automation
ChatGPT, Claude or PRESHos: What Changes for the Team That Runs It
The AI platform you pick changes where the admin work happens. It does not change who owns the work. A practical guide for the team that has to run it.

AI Engineering
Choosing a Model per Agent: Match the Model to the Job
Different agent jobs suit different AI models. Here is how to choose a model per agent, compare options fairly and keep your controls the same throughout.

AI Engineering
Connecting AI Agents to a PSA Without Replacing It
How to connect AI agents to your PSA while it stays the system of record: what syncs, what agents may read and change, and where a person approves the work.

AI Engineering
Field-Level Permissions for Agents: Control Down to the Field
Field-level permissions decide which parts of a record an agent can read or change. Here is how roles, scopes and fields combine, with a worked example.

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