The practical stuff, in one place
Guides, checklists, case studies, sample client deliverables and terms. Plain English, free to download, built for Australian businesses.
The seven working documents behind our Privacy Policy
These are blank templates. We use the same ones in our own business: we fill them in, sign them, review them at least twice a year, and keep the completed copies. We publish the blanks so you can see how we manage privacy, and you are welcome to adapt them for your own business.
Completed and signed copies stay in our records and are not published, because they may hold client details.
These sit behind our Privacy Policy. Read it first for what we do, then use these to see how we do it.
How to choose the right AI platform
Start with fit, not features: where AWS, Azure, Salesforce, Google Cloud and open source each fit, and three questions to ask first.
Salesforce & Einstein AI, explained
What the platform does, where the AI actually sits, and what to check before you buy.
Google Gemini: AI that understands situations, not just prompts
What Gemini adds on top of Google Cloud, and where its reasoning pays off (and where it is overkill).
Multi-Modal AI: how it’s changing everything
Why AI that reads text, images, audio and video together opens up a different class of business problems.
AI agents: the future of work is here
What an agent is, how it differs from a chatbot, and the six types of agent worth knowing about.
How AI agents actually think
Retrieval versus real reasoning: the librarian and the detective, and why the difference matters for your business.
Getting into AI: the first thing to learn
Where to start if you want to get into AI: the four core agent types and how they show up across industries.
AI platform fit: finding what actually works for you
Control first or convenience first? A plain-English way to match your business to a platform.
AWS: the builder’s AI platform
What AWS gives you to build with, where its AI layer sits, and the strengths and trade-offs to weigh.
ChatGPT: intelligence you think with
Where ChatGPT shines, where it needs a human in the loop, and how to use it without being caught out.
How Amazon Connect uses AI to transform customer experience
How AI handles the routine contact-centre work so people can focus on the conversations that matter.
The rise of no-code agent ecosystems
Building useful agents without writing code: what it gets you, and what you still need to plan for.
How to design agentic AI systems that actually deliver
A four-stage model for designing an agent: intent, scouting, synthesis and output.
Case study: automating lead qualification with n8n and Gemini
Scoring and routing every new lead automatically so the hot ones get a fast, personal response.
Case study: a research engine for under $1
Architecting a strategic research engine with AWS and Claude that cuts about an hour of manual research to under three minutes.
Sample Readiness Summary
A worked example of the Discover step: how the business runs today, where AI could help, and a ranked shortlist of opportunities.
Sample Solution Blueprint
A worked example of the Blueprint step: the chosen solution, the people involved, how the data is handled and the expected return.
Sample Proof of Concept Report
A worked example of the Prove step: what was tested on real information, what happened and what was learned.
Sample Request for Proposal
A worked example of the Procure step: a written brief any reputable builder can quote against, with a side-by-side comparison of the quotes.
Standard Terms of Trade (v1.2)
The terms behind every Phase Schedule: fees and payment, who owns what, confidentiality, liability limits and how any disagreement is resolved.
Sample Phase Schedule 1: Discover
The binding schedule for the Discover phase: scope, the Readiness Summary deliverable, fixed fee, timetable and sign-off.
Sample Phase Schedule 2: Blueprint
How a single phase is contracted: the Solution Blueprint scope, deliverables, fixed fee, invoicing and acceptance.
Sample Phase Schedule 3: Prove
The time-boxed proof of concept: what is built, how results are measured, the go / no-go decision and the fee.
Sample Phase Schedule 4: Procure
Running the tender: the RFP, tender pack, evaluation and shortlist, with the vendor decision left to the client.
Is your business ready for AI?
A 20-point self-check for owners and managers, with a score that shows what to do first.
Where could AI make a difference in your business?
The four places AI usually helps a small business, with questions to ask yourself about each.
Five questions to ask before AI touches customer data
A plain-English guide to the five questions to settle first, including what the Privacy Act means for you.
Privacy Policy
How we collect, use, store and share personal information, guided by the Australian Privacy Principles.
Website Terms of Use
The terms that apply when you use this website, including downloads, general information and limits of liability.
Form notices
The short privacy notices that sit beside every form and email, so people know who we are, why we ask and where to read our policy.
Data separation and access set-up
How we keep website information apart from client information, and give each tool only the access it needs.
Rule for using AI tools
What may and may not go into an AI tool, and the three tests every tool must pass first.
AI privacy impact check
Ten questions we answer before adding AI to anything that touches personal information.
Privacy incident plan and register
The five steps we follow if information is lost or shared by mistake, and how each incident is recorded.
Privacy routine and register
The monthly, quarterly and six-monthly checks that keep our privacy controls working, with a log to prove it.
Client information record and deletion confirmation
How we track where a client's information sits, and the letter that confirms it has been deleted or returned.
Wondering where AI could take time out of your business?
Request a free 15-minute call. Tell us what is slowing your team down, and we will talk through where AI-powered workflow automation could make a real difference.
Free 15-minute chat
We listen to what is going on in your business and where the time is going.
Free written proposal
Download sample PDFA clear proposal covering what we heard, what is possible and what it would cost. No obligation.
You decide
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