Consultant Academy · Internal SME Training

Become an APEX AI Governance SME

This academy trains WorkStream consultants to sell and deliver the APEX AI Governance Framework. Four modules. Hands-on tool exercises. Knowledge checks that confirm you can walk into a client conversation and credibly explain how governance maps to their ERP transformation — from scoping to sustained audit readiness.

4

Phase modules

19

Lessons

4

Hands-on exercises

17

APEX tools covered

What's Included

Everything you need to sell with confidence.

4 Phase Modules

One module per ERP transformation phase — Scoping, Build, Go-Live, and Sustain. Each with written lessons grounded in real engagement scenarios.

Hands-On Tool Exercises

Every module includes a practical exercise running the actual APEX governance tools on sample ERP scenarios — Charter, Inventory, Validator, Risk Matrix, Data Governance Checker, PIA Generator, GuardRail, and more.

Knowledge Checks

Short quizzes per module to confirm you understand the tools, the decisions, and the evidence — so you can explain them confidently to a client.

Self-Paced

Complete the training on your schedule. Lessons average 8 minutes each — fit training between engagements.

The Curriculum

Four phases. One framework.

The academy mirrors the ERP transformation lifecycle. Each module teaches you the tools, the decisions, and the evidence for that phase — then checks your understanding so you can explain it to a client.

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Module 1Weeks 1–3

Scoping & Data Planning

NIST GOVERN / MAP

Establish governance authority, inventory shadow AI, validate vendors, score risk, verify data controls, and file the required Privacy Impact Assessment — before any consultant touches data.

The governance gap in ERP transformationEstablishing governance authorityValidating third-party AI toolsRisk-scoring your engagementVerifying data governance controlsPrivacy Impact Assessments for AI

Outcome: Governed, risk-scored engagement with PIA filed

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Module 2Weeks 3–16

Build & Migration

NIST GOVERN / MANAGE

Deploy the AI usage policy, then enforce it — GuardRail blocks sensitive data from reaching public AI on every workstation.

Drafting the AI usage policyAssessing who needs training — and what kindDeploying GuardRail DLPEnforcing policy across the build team

Outcome: Zero sensitive data exfiltration during build

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Module 3Weeks 16–20

Go-Live & Cutover

NIST MEASURE

Map every embedded AI agent action to a control posture, verify data residency, and deliver a defensible evidence package — with a signed Go-Live Baseline as the cutover gate.

The Agent Action Control MatrixVerifying data residencyClosing NIST AI RMF gaps before cutoverBuilding the audit evidence packageThe cutover compliance checklist

Outcome: Signed Go-Live Baseline + audit-ready compliance package at cutover

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Module 4Ongoing

AMS & Sustain

NIST MANAGE

Plan for AI incidents in production, track remediation across every release cycle — structured, accountable, audit-ready.

Planning for AI incidents in productionGoverning Workday release cyclesTracking remediation across release cyclesSustaining audit readiness

Outcome: Ongoing governance with full traceability

Why This Training

From consultant to SME.

Clients don't buy tools — they buy confidence. When you can explain how GuardRail enforces a policy, why a PIA matters, and how the 12 phases map to their Workday cutover, governance stops being a hard sell and becomes part of the engagement.

Speak the language

Understand NIST AI RMF, data categories, and enforcement well enough to have a credible governance conversation with a CISO or compliance lead.

Know the tools

Have hands-on experience with every APEX tool before you demo it — you've run the Risk Matrix, generated a PIA, configured GuardRail.

Find the gap

Recognize when a prospect has shadow AI exposure, missing PIAs, or no enforcement layer — and know exactly which APEX tools close the gap.

Frame the engagement

Map the 12 build phases and 10 sustain tools to the client's ERP lifecycle so governance is sold as part of the work, not bolted on after.

Start your SME training.

Four modules. Hands-on tool exercises. Knowledge checks. Complete the academy and walk into your next ERP conversation ready to sell governance as part of the work.

Start Training