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AI Workflow & Governance Audit

See exactly where AI belongs in your business — and where it must not.

A two-to-four-week paid engagement that maps your real workflows, surfaces the shadow-AI risk most companies don’t know they’re carrying, and delivers the 90-day roadmap your team can actually run.

2 – 4 week engagement·Executive readout included·Built for founder-led companies
The Premise

Shadow AI is already inside your company. The question is whether you’re governing it.

Most founder-led companies are using AI badly without knowing it. The audit replaces that with a written, executive-grade map of where AI is, where it should be, and where it must not be allowed to go.

Exposure

Sensitive information leaving through public AI tools.

Client notes, financials, contracts, and internal strategy pasted into chat windows by staff trying to move faster.

Drift

Workflows that depend on someone remembering.

Follow-ups missed, proposals forgotten, reports assembled by hand. The cost of memory-based operations compounds quietly.

Fragmentation

Departments running on disconnected tools.

Different platforms, different prompts, different standards. No shared intelligence layer. No audit trail. No governance.

Who This Is For

Built for companies where the cost of getting AI wrong is real.

Founder-Led Holding Companies

Multiple brands, fragmented tools, founder bottleneck. The audit produces a portfolio-level view of where AI should live across the group, and where it must not.

Professional Services

Legal, accounting, financial advisory, insurance, consulting. High admin burden, sensitive data, real exposure to shadow-AI use, strong fit for governed deployment.

High-Ticket Local Services

Brokerages, clinics, trades operators, specialty agencies. Lead leakage is expensive, follow-up gaps cost real revenue, content drives reputation.

Content-Heavy Founders

Speakers, educators, coaches, community builders. Content repurposing creates visible ROI fast; executive AI assistant workflows demonstrate quickly.

What You Walk Away With

Eight deliverables. One executive readout. Owned by your team.

The audit produces a documented, defensible package that a leadership team can act on independently — even if you never engage Syntac for the build that follows.

01

Workflow Map

Every repeated task across the business — where it lives, who owns it, what tools touch it, where it breaks down today.

02

Shadow-AI & Data-Risk Assessment

What's leaving the company through public AI tools. Who's exposed. What client, financial, legal, or operational data is at risk right now.

03

Tool & Integration Inventory

Where data is, what connects, what doesn't. The gap between the tools you pay for and the workflows that actually run on them.

04

High-Value Automation Opportunities

Ranked by effort, impact, and risk. The shortlist your team would actually start with — not a wishlist of forty ideas.

05

Human-in-the-Loop Requirements

What must stay human. What can be approved with one click. What a senior must always sign off on. The governance map for the system.

06

Security & Permissions Recommendations

Least-privilege agent design, row-level data isolation, audit logging baseline, model-vendor handling, retention policy guidance.

07

90-Day Implementation Roadmap

What gets built first. What gets deferred. What gets ignored. A sequenced plan with effort, cost, and expected ROI for each workstream.

08

Executive Readout

A boardroom-quality presentation delivered in person or by video. Owner, leadership, and key stakeholders walk out aligned on what to do next.

The Process

Four weeks. Four deliverable phases. One readout.

Week 1

Discovery

Founder, ops lead, IT, and key staff interviews. The questions are direct: where AI is already inside the company, what data has been pasted into public tools, what work depends on memory, where money leaks.

Week 2

Mapping

Workflows mapped end-to-end. Data flows traced across the tools you actually use. Shadow-AI exposure quantified. Hand-offs and approval gaps documented.

Week 3

Analysis

Opportunities ranked. ROI modelled per workstream. Risk surfaces graded. Architecture recommendations drafted. Roadmap sequenced against your real capacity.

Week 4

Readout

Executive presentation delivered. Documents handed over. 90-day roadmap finalised. Next-step decision the leadership team can actually make in the room.

Multi-brand portfolios and regulated firms typically run a four-week audit. Tightly-scoped single-business engagements can compress to two.

Why Paid

This isn’t a free strategy session.

A free session forces both sides to stay shallow. Real audits go deep into systems, contracts, sensitive data flows, and internal politics. That work belongs to a paid engagement, not a sales call.

The deliverables belong to your company. Whether or not we ever build for you, your team walks out with documents they can act on independently — a workflow map, a risk register, a roadmap, and an executive readout the board can defend.

The audit also separates buyers from browsers. Founders who pay for the audit are ready to act. That focus is what lets us produce work in four weeks that would normally take a quarter.

What We Won’t Pretend

The serious version of AI is honest about what it isn’t.

We don't sell AI subscriptions you don't need.

The audit may conclude that the answer is one workflow, not a platform — or governance training, not a build. If that's what's true for your business, that's what we'll say.

We don't promise to replace your team.

Senior judgment, client relationships, and the irreversible decisions stay with people. The audit identifies what should be automated and what must not be.

We don't ship what hasn't been audited.

Every recommendation traces to a documented workflow, a documented risk, or a documented opportunity. No theatrical AI demos, no slideware.

We don't send your data through public AI tools.

We use enterprise model providers configured for zero-retention or business-grade handling. Your audit materials never train a public model. We'll show your team why theirs shouldn't either.

Request the Audit Brief

Tell us a little. We’ll send the full brief.

Scope, deliverables, timeline, pricing, and what we’d need from your team. Sent within one business day.

We don’t share your information. Your responses go directly to the Syntac Digital partners.

Prefer to talk first?david@syntac.org
Responding within 24 hours · Calgary, Alberta