IT / InfoSec Playbook

Decide which tools, which data, and which people — defensibly.

A playbook for the people who own the tool stack and the NPI boundary. Classify data, vet tools, document the verdict, and help business teams adopt approved AI without bypassing you.

Start your IT / InfoSec path
Playbook Snapshot
IT / InfoSec Enablement Map
Primary Goal
Defensible verdict
Core Artifact
Tool verdict log
Risk Focus
NPI + access
Data classification clarity
56/100
Allowed-tool catalog
62/100
Shadow-AI visibility
38/100
Identity + access governance
70/100
Recommended path
Maturity Assessment → Foundation Course → Data Classification → Sandbox
Use-Case Map

Where IT / InfoSec can use AiBI immediately.

Concrete, role-specific use cases replace generic AI advice.
HIGH RISK

Render a tool verdict

Document the data classes, controls, and approval status for a candidate AI tool.

Artifact
Tool verdict packet
HIGH RISK

Run a data-classification check

Map a workflow to the data classes touched and surface NPI exposure points.

Artifact
Data class map
MED RISK

Draft a shadow-AI advisory

Brief the business on which tools to stop using and what is approved instead.

Artifact
Shadow-AI advisory
MED RISK

Build an access-review checklist

Document who can access an approved AI tool, with what data, under what review.

Artifact
Access review checklist
IT Operating Model

A verdict cycle the business will follow.

01

Intake

Capture the request: tool, vendor, data classes, use case, requesting team.

Artifact produced
Tool intake form
02

Verdict

Run the data-class + control + retention checks. Decide approved / restricted / blocked with reasons.

Artifact produced
Tool verdict
03

Publish

Add to the allowed-tools catalog with conditions. Brief the business via the standard advisory format.

Artifact produced
Catalog update + advisory
04

Monitor

Re-review on a cadence. Look for shadow-AI use and adjust the verdict if vendor security posture changes.

Artifact produced
Periodic re-review log
Review Checklist

Before AI output is used.

Data classes touched are documented
Vendor security posture verified (SOC 2, pen test, breach history)
NPI handling is explicit (no NPI / approved with controls / blocked)
Retention policy in the verdict
Access review cadence set
Advisory drafted in plain language for non-IT readers
Toolbox Assets

The playbook ships real tools.

A strong role playbook ends with downloadable, customizable work products — not slides.
IT / InfoSec Playbook

Be the team the business asks first — not the team they bypass.

Clear verdicts, publishable advisories, and a catalog that actually answers the question. That is the difference between InfoSec as gatekeeper and InfoSec as enabler.