AI That Works For Your Business
SBT has done the research, vetted the platforms, and built the framework so your business can adopt AI with confidence, not guesswork.
WHAT WE DO DIFFERENTLY
SBT's AI as a Service
Most MSPs will sell you a tool and call it a day. SBT manages the full AI lifecycle: policy creation, data protection, platform deployment, and ongoing adoption. One relationship, one framework, everything covered.
We evaluate new platforms continuously, deploy only what earns a place in our stack, and wrap everything in the governance and training that makes adoption actually stick. You get the benefit of a full AI practice without having to build one.
AI Policy and Governance
Formal, enforceable AI policies that define what is approved, what is restricted, and what happens when lines get crossed.
Managed AI Data Protection
Active monitoring and enforcement that keeps sensitive data from leaving through AI tools your team already uses every day.
Platform Deployment and Adoption
SBT-vetted platforms deployed, configured, and trained on, so your team gets real value from day one.
Ongoing AI Strategy
Your IT Strategy Committee is where AI decisions get made properly over time, with expert guidance built into the partnership.
HOW IT ALL CONNECTS
The SBT AI Framework
Four layers, one managed relationship. Getting AI right requires strategy, security, tools, and adoption all working together from day one.
Step 01
The strategic relationship that ties everything together. SBT evaluates, recommends, implements, and manages your entire AI environment end to end.
Foundation
Step 02
The structured forum where AI decisions get made with context, data, and expert guidance built into every conversation about what comes next.
Direction
Step 03
The governance layer. Full visibility, policy enforcement, and AI data protection managed by SBT before and after any deployment happens.
SBT Managed
Step 04
The capability layer. SBT-approved tools deployed and configured with guided adoption so your team gets real value from day one.
SBT Guided
MANAGED AI DATA PROTECTION
Your team is using AI.
Do you know what they're sharing?
Shadow AI is the fastest growing data risk for SMBs in 2026. Select a topic below to see how SBT addresses each layer of the problem.
The Shadow AI Problem
What happens when your employees use AI tools without IT knowing about it
Shadow AI is any use of AI tools that happens outside of IT's knowledge or approval. It is not malicious. It is people being productive. But the data exposure it creates is very real, and most SMBs have zero visibility into it.
The most common types of data being leaked: source code (30%), legal documents (22%), customer PII (20%), and financial data (10%).
Employee opens a personal AI tool
ChatGPT, Claude, or Copilot on a personal account in a browser tab to get work done faster
Sensitive data enters the prompt
A contract, customer list, financial report, or source code gets pasted in
Data leaves your perimeter
That information now sits on a third-party server with no way to retrieve it
You never find out
On average, 247 days before a shadow AI breach is even detected
Managed AI Data Protection
Active enforcement that makes policy real, not just written down
SBT's Managed AI Data Protection is a Solution Stack add-on built to help SMBs adopt AI safely without losing control of their data, policies, or security posture. Policy alone depends on perfect employee behavior. This makes it automatic.
AI Policy Enforcement
Approved and blocked AI tools enforced automatically at network and endpoint level
Employee AI Visibility
See exactly which AI tools your team uses, how often, and what data types are shared
Sensitive Data Protection
Confidential data automatically intercepted before it reaches unapproved AI systems
Approved AI Channels
Guide employees toward sanctioned platforms, eliminating shadow AI at the source
AI Policy Creation
Governance starts before any tool is deployed, not after something goes wrong
Before any platform goes live, SBT works with you to create a formal, enforceable AI acceptable-use policy tailored to your business. Companies with formal AI policies report 25% higher compliance rates.
Approved tool list
Defines exactly which AI platforms are sanctioned for business use and at what tier
Data handling rules
What data can and cannot be entered into AI tools, with clear examples for your team
Enforcement framework
What happens when policy is violated, including automated blocks and escalation paths
Employee onboarding
Training materials so your team understands the rules and the reasons behind them
Compliance and Audit Logging
Full visibility into AI usage across your organization, with records to back it up
Regulated industries need proof that AI governance is real, not just documented. SBT's logging layer gives you the audit trails your compliance frameworks require, fully managed as part of your existing relationship.
Full AI activity logging
Every AI tool access event logged with user, tool, data type, and timestamp
HIPAA, SOC 2, GDPR, PCI-DSS
Audit trail format aligned to the major compliance frameworks your business may require
Usage reporting
Regular visibility reports showing AI adoption trends, risk flags, and policy adherence rates
Incident documentation
Automatically documented records when policy violations occur, for review and response
SBT'S APPROVED AI ARSENAL
The right tool for the right job
SBT has evaluated the landscape. These top three platforms earned their place in our stack. Here’s why we use each one and what each one does best.
Microsoft Copilot
by Microsoft
Best for
M365-integrated workflows: email drafting, Teams meeting summaries, document generation, Excel data analysis, and anything already living inside your Microsoft environment.
Why SBT recommends it: Copilot lives inside your existing Microsoft tenant. Your data never leaves your environment. It is the lowest-friction AI add-on for any M365 customer.
ChatGPT
by OpenAI
Best for
Open-ended research, drafting, brainstorming, customer communication, and general-purpose AI tasks where you need a fast, capable all-around tool.
Why the Business tier matters: On paid Business or Enterprise plans, your data is not used to train OpenAI's models. The free tier is not appropriate for business use.
Claude
by Anthropic
Best for
Long-document analysis, nuanced writing, thoughtful reasoning, and complex tasks where precision and careful judgment matter more than speed.
Why it stands out: Claude is built with a safety-first, privacy-first design philosophy at its core. For sensitive business content or careful analysis, it is consistently our top pick.
FROM THE SBT BLOG
AI Insights from the Field
Practical guides, platform deep-dives, and security takes from SBT’s team. Updated continuously as the AI landscape evolves.
Strategy
AI is Moving Fast. Here's How We're Keeping You Ahead of It.
Introducing Hatz AI and the complete SBT approach to AI that is actually built for your business.
Read article
Security
Your Employees Are Using AI. Is Your Data Protected?
Introducing Managed AI Data Protection, SBT's newest layer of defense for the shadow AI era.
Read article
Platform
Claude Inside Microsoft Copilot
AI at work is shifting from single tools to multi-model ecosystems. Here is what the integration actually means.
Read article
Productivity
How to Build an AI Agent in 10 Minutes or Less with Microsoft Copilot
No coding required. A practical guide for SMBs looking to automate fast using tools they already have.
Read article
Platform
Copilot Business: Microsoft's Commitment to Small Business Success
How Microsoft 365 Copilot Business helps SMBs boost productivity with AI-powered tools and smart automation.
Read article
Platform
The Rise of AI Agents
Autonomous AI tools are transforming how companies work, collaborate, and scale. A guide to which platform fits your needs.
Read article
SBT'S AI SPOTLIGHT
Introducing Hatz AI
Hatz AI is a secure AI platform built specifically for small and medium businesses. One platform, one relationship, fully managed by SBT. Your team gets access to 70+ AI models, consumption-based pricing so you only pay for what you use, and the governance controls that keep your data protected from day one.
More than 75 integrations with your data
More than 70 secure AI models in one place
- Pay for usage, not per seat
- Everyone on your team gets access. You only pay for actual usage, not a flat rate for users who barely touch it.
- 75+ integrations with your data
- Connect to the tools and data sources your team already uses so AI actually works inside your workflows.
- Governance and security built in
- Data controls, policy enforcement, and compliance logging are core to the architecture, not added on after the fact.
- 70+ secure AI models in one place
AI FOR YOUR INDUSTRY
AI Looks Differently Depending on What You Do
SBT tailors AI guidance to the industries we serve. Here’s how the same framework delivers different outcomes across verticals.
Construction
Manufacturing
Nonprofits
Professional Services
Property Management
Productivity
RFP and Bid Document Drafting
AI assistants trained on your past winning bids can generate first drafts of RFP responses in minutes, cutting bid prep time significantly while maintaining your voice and format.
Safety
Site Safety Documentation
Automatically generate and update safety protocols, OSHA documentation, and compliance checklists based on project type, keeping your records current without manual work.
Communication
Subcontractor Communication
AI-generated project updates, change order summaries, and schedule notifications keep subcontractors aligned without pulling a PM off-task to write every update from scratch.
Operations
Predictive Maintenance Summaries
AI tools can summarize sensor data, maintenance logs, and equipment history to flag potential failures before they cause costly downtime on the floor.
Documentation
SOP and Quality Documentation
Generate and update standard operating procedures and quality control documentation at scale, keeping your compliance records current with far less manual effort.
Communication
Supplier and Vendor Correspondence
Draft purchase orders, supplier inquiries, and vendor negotiation summaries quickly, reducing the administrative load on operations managers.
Fundraising
Grant Writing and Proposal Drafts
AI assistants can help your team draft compelling grant proposals faster by pulling from your mission language, past applications, and program data to build a strong first draft.
Engagement
Donor Communication and Stewardship
Personalize donor thank-you letters, impact reports, and outreach emails at scale without losing the human voice that makes donor relationships meaningful.
Reporting
Impact Reporting and Board Updates
Compile program data, outcome metrics, and narrative summaries into polished board reports and annual impact documents in a fraction of the usual time.
Client Work
Contract and Document Analysis
AI tools can review and summarize lengthy contracts, flag unusual clauses, and extract key terms, reducing review time for legal, financial, and consulting firms significantly.
Business Development
Proposal and Pitch Deck Drafting
Generate first drafts of client proposals, engagement letters, and pitch presentations based on your firm's past work and client information.
Productivity
Meeting Summaries and Action Items
Automatically transcribe, summarize, and extract action items from client calls and internal meetings, keeping every team member aligned without manual note-taking.
Tenant Relations
Tenant Communication and Requests
AI assistants can draft responses to common tenant inquiries, maintenance requests, and lease renewal communications, reducing the response burden on property managers.
Compliance
Lease Review and Compliance Checks
Review lease agreements for key terms, expiration dates, and compliance requirements across your portfolio, surfacing issues before they become legal problems.
Operations
Vendor and Maintenance Coordination
Automate maintenance scheduling communications, vendor work order drafts, and follow-up reminders so nothing falls through the cracks on large portfolios.
Ready to Get Started
Put AI to Work The Right Way
The first step is a free IT health check that identifies security gaps, AI risks, and quick wins. No commitment required, no pressure, just clarity on where you stand.
