OrgParityIndependent Salesforce consulting
AI and your information

Modern tools.
Clear boundaries.

Expert-led consulting, supported by governed AI. You know what information is used, where it is processed and who is responsible for the result.

The working commitment

Useful assistance.
Human responsibility.

I use automation and AI where they help investigate problems, understand complex systems and prepare clearer documentation.

I remain responsible for the analysis, recommendations and work delivered. AI output is checked against source evidence; proposed changes go through the agreed review and testing process.

We agree the information, tools, processing location and oversight before AI is used with your material. If a proposed tool or information flow changes, we review that change with you first.

Choose the right processing approach

Local, client-approved,
or without generative AI.

Local processing

A selected model runs on a specified consultant machine or within your infrastructure. We identify which location applies and verify the wider workflow.

Your approved AI environment

Work uses the providers, accounts and controls your organisation approves. Access, retention and permitted uses are confirmed for the engagement.

Selective AI assistance

Only agreed, minimised or redacted material is supplied to an approved service. We define exclusions and review the material before sharing it.

Without generative AI

Conventional analysis and automation can support the engagement. We agree any effect on scope, timing and the work that can be delivered.

Understanding local models

“Local” should name
a real boundary.

A model on my workstation and a model inside your infrastructure are different arrangements. The proposal identifies which one we mean.

Local inference means the selected model processes its input on that machine. Other parts of a workflow may still use external services, including embeddings, integrations, updates or telemetry.

We inspect those information flows, access controls and logs before making claims about where information stays. Storage, retention, deletion and operational ownership are agreed too.

Model suitability is evaluated using representative tasks. Local processing is a deployment choice, not a guarantee of confidentiality, accuracy or equivalent performance to every hosted model.

Governance in practice

Controls you can point to.

01 / Information

Define what is allowed.

Name the sources, permitted uses and exclusions. Minimise sensitive material and keep credentials out of model context.

02 / Processing

Know where it goes.

Record approved tools, processing locations, access, retention and relevant provider settings.

03 / Verification

Check the result.

Separate observations from hypotheses. Review outputs against sources and test changes in the agreed environment.

04 / Ownership

Keep decisions accountable.

Assign review and approval responsibilities. Record exceptions and agree how material is retained or removed at handover.

The scope specifies which controls are implemented and how they are verified. This is an engagement approach, not a claim of certification.

ContextDigger

Give AI relevant context.
Make that context reviewable.

Explore ContextDigger ↗

ContextDigger describes structured code areas and governed context bundles for use with coding assistants.

Where suitable, I can use it to organise the relevant code and documentation, define context boundaries and prepare bundles that your team can inspect before use.

That supports a repeatable investigation or development workflow. We still need to verify what the assistant can actually access, how its provider processes information and which actions its tools can take.

ContextDigger supports context organisation. It does not, by itself, establish a complete security boundary or replace provider controls, human review and testing.

Governed AI development enablement ↗
AI enablement & knowledge

Build the capability
around your needs.

A useful place to start

Bring the problem.
We’ll define the next step.

A release that feels uncertain. A journey that keeps breaking. An org nobody fully understands.

Tell me what’s happening