resources

Guides.

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

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	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	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

Most guides are free download. Some Trust Center or DPA-relevant guides require MNDA. Talk to a solutions engineer for a curated set.