AI Center of Excellence
AI governance for organizations that can't afford to guess.
Most Salesforce orgs are adding AI before they're ready. The problems don't show up in the demo. They show up in production, in audit, and in board meetings. CCC's AI CoE practice builds the governance layer before the AI layer.
82% of nonprofits use AI. Fewer than 10% have governance policies.
That gap is where things go wrong. Wrong donor data fed into a predictive model. AI-generated grant narratives that contradict program reality. Automated outreach that bypasses consent records.
These aren't hypothetical. They're patterns from real implementations that skipped the governance step.
"The AI gave patients two different account balances. An $8,000 governance assessment would have prevented a $30,000 failure."
Three tools. One principle: clean data first, AI second.
AI Readiness Scorecard
15 questions. Five categories. A weighted score in under 2 minutes. Evaluates Data Quality, Governance Readiness, Automation Maturity, AI Preparedness, and Documentation Health.
Take the ScorecardHuman Validation Framework
Human review gates before AI outputs reach production. Defines who reviews, what escalation looks like, and how overrides get recorded. No handwave governance, no checkbox compliance.
Request a Framework ReviewAI Decision Log
An auditable trail for every AI-assisted decision. Salesforce-native custom object recording confidence scores, human review status, and override history. Built for audit, compliance, and board reporting.
See How It's BuiltBuilt for organizations where AI errors have real consequences.
Nonprofit
Donor data, grant reporting, and constituent outreach all carry trust obligations. AI without governance is a compliance and reputational risk, not just a technical one.
Government
Federal and state agencies face OMB M-25-21 and emerging AI procurement requirements. GovCloud implementations need governance documentation that holds up to audit.
Healthcare
Patient data, clinical workflows, and billing systems are high-stakes. AI outputs touching these areas require human review gates and documented override protocols.
Enterprise
Large orgs with multiple Salesforce clouds and AI features activated across business units need a governance layer that works at scale, not just in a single sandbox.
- NIST AI RMF AI Risk Management Framework
- ISO 42001 AI Management Systems Standard
- Salesforce Trusted AI Einstein Trust Layer Principles
- OECD AI Principles on Artificial Intelligence
- EU AI Act High-Risk Systems Compliance
Salesforce AI Governance Checkpoints: Six Gates Mapped to NIST AI RMF.
01
NIST: MAPData Readiness
Data quality score of 7 of 10 or higher on the 10-metric SOQL audit. Sharing model documented. Data ownership confirmed.
Pass/Fail Gate02
NIST: GOVERNPermission and Access
Field-level security verified on every object the agent touches. Trust Layer configured. Integration user scoped to least privilege.
Pass/Fail Gate03
NIST: MAP + GOVERNDesign Review
Use case risk classified. Human oversight defined. Four-audience documentation drafted. Accountability assigned.
Pass/Fail Gate04
NIST: GOVERN + MAPAgentic Governance Review
Agent action boundaries documented and tested. Session Tracing enabled. Topic restrictions and tool authorization scoped.
Pass/Fail Gate05
NIST: MEASUREPre-Production Validation
Bias and fairness testing on a representative sample. Rollback drill executed in a Full sandbox. Pilot testing with named reviewers.
Pass/Fail Gate06
NIST: MANAGEPost-Launch Governance
30-day review scheduled. Drift indicators baselined. Incident response runbook published. Quarterly review cadence committed.
Pass/Fail GateSix gates. Fifteen cells. One operational reference.
The gates above are six checkpoints mapped to NIST AI RMF. The full practice has fifteen cells across three layers and seven roles. Click any cell to see the deliverable, the named owner, and the cited source. Built as a working reference for scoping calls.
See the Full Practice MapCase Study
Healthcare organization, AI governance implementation.
The client had activated Einstein features across their Service Cloud org without a governance review. AI-generated case summaries were reaching agents without human validation. A billing discrepancy surfaced that was traced back to an AI-assisted recommendation with no override record.
CCC deployed the Human Validation Framework, configured the AI Decision Log as a custom Salesforce object, and documented escalation paths for three agent types. The engagement ran eight weeks from assessment to training.
Fixed-scope engagements. No hourly surprises.
Every engagement is scoped before it starts. You know the deliverable, the timeline, and the cost before signing.
| Service | What's Included | Who It's For | Investment |
|---|---|---|---|
| AI Readiness Scorecard | Free self-assessment, five-category weighted report | Any org exploring AI | Free |
| Governance Assessment | Scored audit across NIST AI RMF, gap report, priority roadmap | Orgs pre-Agentforce or post-Einstein activation | $8,000 |
| AI CoE Setup | Human Validation Framework, AI Decision Log, governance documentation, training | Orgs ready to build governance infrastructure | $18,000 |
| Agentforce Governance | Agent scope review, guardrails configuration, escalation design, audit trail | Orgs deploying or evaluating Agentforce | Custom scoped |
| Data Quality Baseline | Field completeness audit, deduplication, standardization, documentation | Orgs with data quality gaps blocking AI adoption | Custom scoped |
| Board-Ready AI Report | Executive summary of AI usage, risks, governance status, and recommendations | Orgs needing to report AI activity to leadership | $3,500 |
| Governance Training | Half-day workshop for admin and technical teams on governance principles and tools | Teams being handed AI tools without training | $2,500 |
All engagements include a scoping document before work begins. No retainers. No surprises.