PROTECT by Data LabMANAGED AI GOVERNANCE, DELIVERED THROUGH YOUR MSP
Sample updated October 21, 2026 — 01:45 PM ET
SAMPLE · FICTIONAL CLIENT

Managed AI Protect
Onboarding Plan for Northfield Precision Parts

How AI guardrails roll out to your computers, step by step, with the least impact on your team. Delivered by Summit IT Partners, your IT provider, with Data Lab behind them.

For MSP owners reading this sample. Northfield Precision Parts is a fictional 45 person manufacturer and Summit IT Partners is a fictional MSP. This is the plan we hand every client on the AI line, with your name where Summit IT is. Data Lab does the work under your brand.

The short version

We go slow on purpose. Your IT firm (Summit IT) reviews and approves the software first. Then we test it on 2 or 3 computers for one week. Only after that do we roll out to everyone, in two batches. Nothing goes on a computer without your approval and Summit IT knowing what it is.

The five steps

1
IT reviewBefore install

Summit IT reviews and approves the software using the trust center docs.

Northfield approves
2
Kickoff30 min call

Call with your IT. We open a shared Teams channel for fast answers.

3
Pilot1 week, 2 to 3 PCs

Install on 2 to 3 computers. Confirm it works with all your current tools.

Northfield approves
4
Rollout2 batches

Batch 1: laptops. Batch 2: workstations and production PCs tied to machinery.

5
PolicyWeek after rollout

AI Use Policy is adjusted from real data, then signed by all employees.

Orange tags are stop points. We do not move to the next step until Northfield says go.

What it does once it is on

  • Enforces your AI Use Policy on every AI prompt
  • Blocks AI tools you have not approved
  • Alerts when a rule is broken
  • One page compliance report every month

What it does not do

  • It does not slow down or change your other software
  • It does not read files or email. It only watches AI prompts
  • It does not replace Summit IT. They stay your IT provider
  • It never uses your data to train AI models

Tested with the tools MSPs already run

This software has been tested alongside the leading MSP grade tools found on business computers: remote monitoring and management agents, endpoint protection and EDR, backup agents, patching tools, and remote support tools. The pilot week is our extra check that your exact mix works the same way.

PROTECT by Data LabMANAGED AI GOVERNANCE, DELIVERED THROUGH YOUR MSP
Sample onboarding plan · Northfield Precision Parts
SAMPLE · FICTIONAL CLIENT

Step 1: IT review with Summit IT

Before anything is installed, we meet with Summit IT so they know exactly what is going on your computers. They get the full security package from our trust center: what the software is, what it collects, how it is signed, and the compliance reports. Access starts with a short NDA form.

Trust center: your MSP receives the link at kickoff. Fill out the NDA form on that page and all documents unlock right away.

Step 2: Kickoff call and Teams channel

Kickoff call (30 minutes)

  • Who is on the call: the owner, Summit IT, Data Lab
  • Confirm the device list (laptops, workstations, production PCs)
  • Pick the 2 or 3 pilot computers
  • Agree on install windows that do not interrupt work
  • Review the first draft of the AI Use Policy

Shared Teams channel

  • One place for the owner, Summit IT, and Data Lab
  • Report anything odd the moment it happens
  • No need to book a meeting for quick questions
  • Replies within 48 business hours (usually much faster)

Steps 3 and 4: Pilot first, then two batches

Week 1
Week 2
Week 3
Week 4
Pilot
2 to 3 computers, 1 week
Batch 1
All laptops
Batch 2
Workstations and production PCs
Go / no go →
Go / no go →
PILOT

2 or 3 computers for one full week. We confirm the software runs cleanly next to every tool already on the machine. We fix anything before touching another PC.

BATCH 1

Laptops. These are the easiest to install and the easiest to roll back if needed. Installs happen during agreed windows.

BATCH 2

Workstations and the production computers connected to machinery. These go last, with Summit IT on the call, during planned downtime only.

PROTECT by Data LabMANAGED AI GOVERNANCE, DELIVERED THROUGH YOUR MSP
Sample onboarding plan · Northfield Precision Parts
SAMPLE · FICTIONAL CLIENT

Step 5: The AI Acceptable Use Policy

A
Draft nowFor initial review
B
Full rolloutSoftware watches real use
C
Adjust after 1 weekBased on AI tools found
D
Final and signedAll employees sign

Why we draft first and finalize later

A policy written blind is a guess. After one week of full deployment we know which AI tools your people really use. We adjust the policy to match: approve the safe tools, block the risky ones, set clear rules for the rest. Then it is finalized, shared, and signed.

Week 1 quick guardrail (already in scope)

  • AI tools refuse payroll and HR questions from anyone outside leadership
  • Tighter sharing on any folder the two week check found exposed
  • Folder access table: which folder, who has access (office manager)

Everything included in Managed AI Protect

DeliverableWhat you getWhen
IT review packageTrust center access for Summit IT after the NDA formBefore install
Kickoff call and Teams channelOne call, one shared channel for fast helpWeek 1
Setup on every enrolled devicePilot, then laptops, then workstations and production PCsWeeks 1 to 4
Quick guardrailPayroll and HR questions blocked outside leadership, exposed folders locked downWeek 1
Folder access tableWhich folder, who has access. Cleanup is yours, with Data Lab office hoursWeek 1
AI Use PolicyDrafted, adjusted from real data, finalized, signed by all, kept currentDraft now, final after rollout
Enforcement on every AI promptPolicy applied in real time on each enrolled deviceOngoing
Blocking of unapproved AI toolsOnly approved tools get throughOngoing
AlertsYou hear about it when a rule is brokenOngoing
Monthly compliance reportOne page, plain English, signed by you and your IT providerMonthly

Price: the first 30 days are free. After that, the per user price on your IT provider's proposal. Setup, the policy work, and the folder access table are included at no extra charge.

What we need from Northfield

  • The device list
  • A time for the Summit IT kickoff call
  • Your pick of 2 or 3 pilot computers
  • A go ahead after the pilot and after batch 1

How we handle questions

One at a time. Send any concern to the Teams channel or bring it to the kickoff. Each one gets a clear answer before we move to the next step. No question is too small, and nothing gets installed while a question is still open.