What this means in practice

  • Maintain an approved tool and model list.
  • Define data classes that may or may not enter external AI systems.
  • Name owners for customer-facing, financial, legal, hiring, and other sensitive workflows.
  • Record material automated actions and review exceptions.
  • Revisit the rules as tools, vendors, and use cases change.

How Lid Vizion approaches it

We start with the business decision and operating context, define ownership and measurable milestones, then use configuration, integrations, automation, or custom software only where each earns its place.