resourcesGuides.
Long-form practical guides organised for the audience that asked the question.
[Email gated for select guides; most freely downloadable.]
practical guide.
| Guide | Audience |
|---|
| Permissions-aware AI evaluation guide | CISO + Chief AI Officer |
| Audit defensibility evaluation guide | CISO + Audit Committee |
| ECM modernisation playbook | CIO |
| Post-M&A document integration playbook | CIO + Integration PMO |
| Stack-consolidation TCO model | CFO + Procurement |
Architecture deep dives.
| Guide | Audience |
|---|
| platform architecture | Enterprise architects |
| Merkle audit ledger — implementation reference | Security architects |
| Crypto-shred — implementation reference | Security architects + DPOs |
| Agentic AI workflow — bounded autonomy patterns | AI engineers |
| Per-tenant envelope encryption + key management | Security architects |
Vertical playbooks.
| Vertical | Playbook |
|---|
| FSI | Surveillance + recordkeeping playbook |
| HLS | TMF + Part 11 + clinical AI playbook |
| Public | FOIA + NARA + CJIS + 21st-Century-IDEA playbook |
| Legal | Privilege + conflicts + matter federation playbook |
| Energy | Engineering integrity + MoC + OT/IT cyber playbook |
| Manufacturing | ECO + supplier + retention + shop-floor + substance playbook |
| AEC | Project controls + permits + jobsite + closeout + contracts playbook |
Regulator-by-regulator readiness guides.
| Regulator | Guide |
|---|
| FINRA + SEC | 17a-4 audit-trail-based pathway under the 2022 amendment |
| FDA | Part 11 control matrix + Security Rule NPRM tightening |
| HHS OCR | HIPAA + HITECH + 2024 NPRM |
| EU regulators | DORA implementation + EU AI Act Articles 11-14 |
| NARA + OMB | M-23-07 fully-electronic-records readiness |
| FBI CJIS | CJIS Security Policy v5.9+ implementation |
How to access.
Most guides are free download. Some Trust Center or DPA-relevant guides require MNDA. Talk to a solutions engineer for a curated set.