AI-CYA, by Jacob Pearson

AI and Automation for Operations: Controls First

Put AI agents and automation into real operations with scope, logging and human override built in from the start.

Who it is for: Operations, finance and IT leaders in firms where mistakes cost money or trigger an audit.

What you will make: One working automation for one process, with a named owner and list entry, a scope sheet, a named approver and off switch, an action log, and a bad-input test record.

Format: Cohort and team workshop. Self-paced version with templates.

Price: Request access. Cohort and team pricing is agreed on a call.

AI that holds up under an auditor, a Board or a regulator.

7 modules

Where AI Belongs and Where It Does Not
Pick the Process: Frequency, Rules, and Risk
Rule 1: Own It
Rule 2: Contain It
Rule 3: Check It
Rule 4: Prove It
Build and Run Your First Automation Under the Four Rules

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Jacob Pearson provides management consulting. He is not a registered investment adviser, broker-dealer, CPA firm or law firm, and nothing here is investment, legal, tax or accounting advice.

Also for teams: team training →

Planning an AI, automation or system decision in your company? I also do management consulting for CEOs, Boards and PE firms.

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AI-CYA is a framework developed and owned by Jacob Pearson, management consulting. Read about the practice at jacob-pearson.com.

Jacob Pearson provides management consulting and training on the operations of organizations: people, process, software and AI. He is not a registered investment adviser, broker-dealer, CPA firm or law firm. Nothing on this site or in any proposal, deck, report, dashboard, newsletter or course is investment, legal, tax or accounting advice; an offer or solicitation of securities; a recommendation to buy, sell or hold any security, fund interest or asset; a valuation or fairness opinion; or an audit, review or attest opinion. No fee is contingent on a transaction, a capital raise or a valuation; any variable fee is tied only to operating value measured under a written attribution rule. Where Jacob has an interest in a product or service he discusses, he says so in writing. Targets and measured results are not guarantees. Talk to your own counsel, CPA and licensed adviser about legal, tax, accounting and investment matters.