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 |
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.
