Practical guides for consulting, banking, M&A, insurance, and regulated industries. Learn how to automate presentation work while protecting confidential data, approved content, brand standards, and human review.
30 articles
Fifteen AI use cases that hold up in a consulting firm, ranked by value and risk, with the control each one needs and the ones I would not start with.
Where AI helps in bank presentation workflows, where it must not go, and the governance a supervised institution needs: source authority, access, DORA and human release.
An AI agent in PowerPoint can read company knowledge, plan a deck and edit slides. Here is how to scope its permissions, bound its actions and test it before rollout.
How finance teams automate the monthly reporting pack without losing number integrity: one source per figure, native charts, variance commentary rules and a reconciliation gate.
Where AI helps across an M&A process, where confidentiality makes it unacceptable, and the workflow controls a deal team needs before anything touches the data room.
Native slides are not a formatting preference. They determine whether review is possible, whether corrections are cheap, whether content is accessible and whether you can leave.
The data model behind a credentials library that AI can safely retrieve from: CV fields, reference fields, permission levels, tagging, review cycles and GDPR duties.
How AI fits a pharmaceutical presentation workflow without breaking medical, legal and regulatory review: claim substantiation, approved copy, reference linking and audit trail.
How to move numbers from a workbook into slides without losing editability or traceability: native chart objects, linking strategies, refresh behaviour and source footers.
Forty checks across argument, evidence, numbers, confidentiality, brand and the final file, ordered the way an experienced reviewer actually works through a deck.
AI presentation governance defines what an AI system may read, generate, change and release in your slide production. Here is the framework we use with enterprise teams.
How to cite sources on slides so claims stay verifiable: footer conventions, record identifiers, as of dates, link durability, and how to verify AI generated citations.
Most slide libraries fail because nobody owns them. Here is the taxonomy, ownership model, review cycle and retrieval design that makes reuse actually happen.
A procurement checklist for public sector buyers of AI presentation software: records requirements, accessibility, security classification, supplier risk, NIS2 and exit.
How to automate pitchbook production without breaking compliance: controlled data sources, comps and profiles from approved records, native charts, wall crossing and sign off.
Insurance presentation workflows span regulated reporting, actuarial analysis, distribution material and claims. Here is how to govern AI across all four without one blanket rule.
A page by page structure for an investment committee paper, what each section must contain, and the review checklist that stops a committee debating formatting instead of risk.
A structured way to answer whether specific deal material may go into a specific AI tool, covering NDAs, inside information, personal data, the processing chain and deletion.
Thirty five checks across valuation, comps, market data, confidentiality, disclaimers and the final file, in the order an experienced reviewer works through a pitchbook.
DORA has applied since 17 January 2025. A practical checklist for assessing AI presentation software as an ICT third party service: contracts, register, testing, exit.
Brand governance for PowerPoint means enforcing masters, wording and locked elements in the file itself, not in a guideline PDF nobody opens. Here is how to build it.
A buyer's checklist for AI presentation software in 2026: data processing, permissions, output format, brand control, auditability, contracts and exit. 60 questions.
A PowerPoint Company Brain is a governed knowledge layer that connects approved slides, CVs, references, templates and wording to the people and agents who build decks.
Article 4 has applied since 2 February 2025. A practical AI literacy programme for professional teams: role based tiers, content, evidence, and how to keep it current.
A step by step workflow from RFP receipt to submitted proposal deck: compliance matrix, bid thesis, controlled retrieval, native slides and three separate reviews.
A deployer checklist for the EU AI Act as it stands in 2026: what applies now, what the Digital Omnibus deferred, and the obligations most organisations have missed.
Human review only works when the reviewer has time, evidence, authority and a checklist. Here is how to design a review gate for AI generated decks that actually catches things.
What I learned building proposals in consulting, and the workflow from RFP to finished deck I would use today: approved evidence, bounded AI, partners still accountable.
A working GDPR checklist for AI presentations from a certified DPO: lawful basis, minimization, vendors, transfers, retention, security, and human release.
How I would build PowerPoint automation for a regulated team: approved inputs, bounded actions, traceable sources, native output, and a named human approver.
Authors
Our founders write from first-hand experience: Florian on consulting and agentic AI, Maximilian on data protection and enterprise operations, and Robin on AI architecture and security. We share this expertise to help teams build safer, faster, and more professional presentation workflows. Regulatory content is grounded in primary sources and receives specialist review where required.
Product strategy, consulting, and agentic AI workflows
Florian writes about consulting workflows, professional presentations, company knowledge, and the controlled adoption of agentic AI.
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Strategy, enterprise operations, and data protection
Max writes about management consulting, enterprise adoption, data protection, and the operating controls required for AI in regulated organisations.
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AI infrastructure, software architecture, and security
Robin writes about AI architecture, secure data flows, software engineering, PowerPoint systems, and scalable enterprise integrations.
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