Compass | Governance & Advisory Services

Compass | Governance & Advisory Services 

 

Compass, Triad’s governance and advisory practice, helps organizations operate with clarity, discipline, and compliance in environments defined by regulatory complexity and accelerating AI adoption. Compass supports healthcare organizations, financial institutions, higher education, and professional services firms with practical, defensible governance programs that can be implemented, maintained, and defended.

 

Information Governance

 

Triad’s Information Governance services provide organizations with structured, defensible programs that reduce risk, support compliance, and improve enterprise-wide data management. We help clients modernize their information practices and build programs that stand up to regulatory, legal, operational, and organizational scrutiny.

 

Core Capabilities

 

Data Retention and Disposal Programs

  • Development of legally defensible retention and disposal rules
  • Incremental, achievable disposal programs

  • Data minimization strategies to reduce exposure and risk

 

Records Management Modernization

  • Updated records retention schedules aligned with federal and state requirements
  • Integration of privacy and records management functions

  • Governance policies, procedures, and operating models

 

Regulatory Compliance Alignment

  • Mapping requirements from NYDFS, CPRA, GDPR, HIPAA, FERPA, GLBA, and state-specific mandates

  • Crosswalk development linking legal requirements to organizational practices

  • Privacy compliance program integration

 

Large-Scale Data Cleanup

  • Discovery, inventory, and tagging of unstructured and legacy data

  • Systematic cleanup and remediation methods

  • Tooling assessments and technology selection

 

Program Implementation Support

  • Organizational change management

  • Training and adoption assistance

  • Sustained program execution and monitoring

 

How We Work

Triad’s advisors integrate into the organization to identify root causes, build practical governance structures, and drive adoption. Our work emphasizes clarity, defensibility, and measurable risk reduction, not unnecessary complexity.

 

AI Governance

 

Triad’s AI Governance services help organizations innovate responsibly by aligning AI systems and use cases with regulatory expectations, organizational values, and operational realities. As industries accelerate AI adoption, we build the structures required to ensure safety, compliance, and long-term scalability.

Core Capabilities

 

AI Discovery & Intake

  • Enterprise AI application, use case, and vendor inventories

  • Visibility into shadow AI, third-party AI, and employee-driven use cases

  • Exposure assessment across business units and functions

 

Regulatory Mapping & Compliance Alignment

  • Crosswalks for federal, state, and industry-specific AI regulations

  • Documentation of regulatory requirements and governance implications

  • Policy development and AI program charter creation

 

AI Readiness Assessments

  • Data quality, availability, and infrastructure evaluations

  • Skills and resource analysis for AI development and oversight

  • Identification of organizational blockers and capability gaps

 

Model Validation, Controls & Oversight

  • Testing protocols, guardrails, and monitoring frameworks

  • Bias, fairness, reliability, and performance assessments

  • Versioning, documentation, and lifecycle management

 

AI Security, Privacy & Risk Management

  • AI-specific security assessments

  • Incident response planning for AI-related events

  • Integration with privacy safeguards and data protection requirements

 

AI Operating Model & Workflow Integration

  • Roles, responsibilities, and decision-making structures

  • Governance committees and cross-functional alignment

  • AI workflow mapping to operational processes for long-term sustainability

 

How We Work

We guide organizations through the complexity of emerging AI regulation with clear, achievable frameworks. Our approach is structured yet pragmatic, built to enable innovation while maintaining control, safety, and accountability.

 

Connect With Compass

If you would like to discuss how Compass can support your organization’s information governance, AI governance, or advisory needs, please contact the Compass team.

compass@triadexec.com