Consulting CV and Project Reference Database: Structure, Tags, and Governance
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.
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.
17 articles · Security & EU Regulation
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.
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.
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.
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.
How AI fits a pharmaceutical presentation workflow without breaking medical, legal and regulatory review: claim substantiation, approved copy, reference linking and audit trail.
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.
A procurement checklist for public sector buyers of AI presentation software: records requirements, accessibility, security classification, supplier risk, NIS2 and exit.
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 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.
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.
A buyer's checklist for AI presentation software in 2026: data processing, permissions, output format, brand control, auditability, contracts and exit. 60 questions.
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 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.
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.