Data policies
What data you hold, how long you keep it, and how it’s handled — written plainly enough to actually follow, CCPA-aware by default.
Services / Governance
Your AI and automation surface is growing faster than your policies. Governance answers four questions: what data your marketing systems touch, who and what can access it, what your AI tools and agents are allowed to do, and what evidence you can produce when someone asks. Without it, every AI initiative is shadow IT with a marketing budget.
What's included
IncludedThe policies and controls that make your AI and data projects auditable, defensible, and shippable — a systems discipline, not a document pile.
What data you hold, how long you keep it, and how it’s handled — written plainly enough to actually follow, CCPA-aware by default.
Who and what can touch which data — people, tools, agents — enforced in systems, not in handbooks.
Usage policies for AI tools and agents: what's allowed, what's logged, what needs a human approval.
Evidence trails that make privacy reviews, security questionnaires, and enterprise procurement straightforward.
How it works
Pragmatic governance sized to your actual risk — a standalone discipline that sits above your automation and AI systems, not inside them.
We map your data flows, AI and agent usage, and the obligations that actually apply to you.
Policies and controls are built into your systems and workflows, not bolted on as documents.
Audit trails and evidence packs demonstrate what happened, when, and under whose authority — on demand.
Before you build.
The opposite is the goal. Clear rules executed in systems are faster than ambiguous rules enforced by meetings.
If you're deploying AI that touches customer data or makes consequential decisions, yes — and the expectation is only growing.
We design around privacy fundamentals — CCPA-aware for California operations — plus AI-specific emerging rules, and coordinate with your counsel on specifics.
Make the next move yours.
A working session on your data, AI, and agent surface: what’s exposed, what’s missing, and what to formalize first. Part of the MarTech architecture practice.