Illustrative sample — not a client report
A practical example of the written review, tool decisions, and action list behind ongoing AI management.
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No client, deployment, measured savings, or completed technical checks are represented. All findings, dates, tools, and decisions below are illustrative. Actual coverage depends on the agreed scope and available evidence.
Continue a small drafting pilot using sample data and human review. Do not expand to confidential information or connected business files until the relevant account settings and access questions are resolved.
| Tool / proposed use | Example decision | Owner / limit |
|---|---|---|
| Business-managed AI writing account: draft routine replies from sample prompts | Limited pilot approved | Business owner; sample data only; human review before use |
| Microsoft 365 Copilot: proposed use with shared business files | Hold pending access review | IT reviewer; confirm license, permissions, and available settings before connection |
| Personal AI accounts reported by staff | Not approved for business data in this example | Team lead; document reported use and communicate the agreed rule |
The illustrative training record lists the pilot participants and records the sample-data and human-review rules.
Example evidence: A-01 attendance and acknowledgment record, September 10, 2026. This does not prove every future use follows the rules.
A staff discussion identified a tool absent from the register. It needs an owner, account review, and an explicit business-use decision.
Example evidence: A-02 meeting notes, September 18, 2026. Discovery is limited to reported use.
No permissions export or completed review was available for the proposed connected-data pilot.
Example evidence: none supplied as of September 21, 2026. Next check: obtain authorized access records and review the agreed locations.
Example task: draft a routine customer reply from fictional source material, with a person checking the final text.
Evidence gap: no complete baseline or comparable task log is available in this example. No time-saving or return-on-investment claim can be made.
Next measurement: record drafting time, review time, corrections, usable output, and applicable license cost across comparable tasks. The owner then decides to continue, change, or stop the pilot.
Example owner: team lead. Target: September 25, 2026. Record tool, business account, use, decision, and approver.
Example owner: IT reviewer, with business-owner approval. Target: September 28, 2026. Keep the connection on hold until the agreed review and decision are documented.
Example owner: pilot lead. Target: October 5, 2026. Include human review time and corrections; present the results at the next owner review.
Within the agreed scope, PBM reviews reported changes and available evidence, updates the tool register and open actions, and discusses decisions with the owner. Quarterly training and pilot reviews help keep the plan useful.
New integrations, major access cleanup, vendor subscriptions, AI usage charges, and extra projects are separate unless the proposal includes them. Initial setup and ongoing monthly management are quoted separately.
Talk with Brady about your team, current tools, and next step. The free call is an introductory conversation; technical work begins only after scope and pricing are agreed.
Book a free 15-minute callOpens PBM’s IT Risk Call calendar. Prefer to call? (406) 957-1576. Review the service scope.