Phase II Technology

Trust Pillars

Trust Pillars kdavis Mon, 06/15/2026 - 17:38 Summary We've watched organizations deploy AI that passes a demo and fails a compliance audit. We've seen well-intentioned pilots stall because the data infrastructure was incomplete. We've seen governance frameworks written after the system was built — which makes it nearly impossible to earn adoption.

That's not how we work.

Every engagement starts with the same question: what would it take for your core digital team, your compliance team, your legal team, and your security team to sign off on this? That question shaped our Trust Pillars: the architecture, the data layer, the guardrails, the audit trails. Governance isn't something we add at the end. It's how we start.

The Enterprise Intelligence Layer: Turning AI Governance from Blocker to Enabler

The Enterprise Intelligence Layer: Turning AI Governance from Blocker to Enabler kdavis Thu, 06/11/2026 - 12:38

Two questions for you.

The first question is about capability. Every organization has a ton of information stored in different systems, and an understanding of that data's structure and how to use it in the heads of its people. How do you unlock it so AI can access it, and do so in a way you can trust?

The second is about sustainability. Most organizations can get an AI project working. The problem is what happens next. It hits trust and safety concerns that prevent it from going live. A new model is released and prompts don’t perform like they used to. The next project retreads the same trust and safety concerns that take longer to get through than the project took to implement.

The enterprise intelligence layer is the architecture that answers both questions. It's not a single product you buy or a platform you install. It's a collection of products, practices, and approaches to building with AI, which is the outcome your organization reaches when the right pieces are in place and working together.
 

What's different this time

This probably sounds familiar. Data warehouses, knowledge management systems, enterprise search, service-oriented architecture, and a long line of approaches before them all promised a version of the same thing: let people and organizations make effective use of what they know. None of them fully delivered on it, and if you've been through a few of these cycles you have every reason to be skeptical of another one.

Three things are distinctly different this time.

1. The consumer of your data is no longer human

Previous iterations of "unlock your data" made it available to analysts running reports, to developers building integrations, or to deterministic systems calling APIs. The consumer was always a person or a program that knew exactly what it was looking for.

Now the consumer is a large language model. That changes what "accessible" means. It's not just SQL access or REST endpoints, it's semantic understanding. The AI needs to understand what data exists, what it means, and how to use it in context. Discoverability isn't a nice-to-have catalog feature. It's the difference between an AI that can figure out how to answer questions about your organization and one that needs much more human guidance. Without this, an agent needs a person to provide the “tribal organizational knowledge” that isn’t written down or in a system.

2. Governance concerns have increased

Governance used to be primarily concerned with access control: who can see what. That problem still exists. But AI adds a governance surface that didn't exist before. You now need to govern what the AI does with your data — monitor for hallucinations, enforce business-specific rules about what it can and can't say, trace outputs back to their sources, and intervene when something goes wrong.

Your data warehouse never hallucinated. Your SOA services never gave inappropriate advice to a patient. AI-output governance — the policies, monitoring, and enforcement around what AI produces — is a novel problem, and it's the one that keeps many organizations from moving AI into production.

3. Development capacity isn't the limiter

A new application or feature is not necessarily a significant build. Once the data access, governance, and operational infrastructure are in place, a new AI application can be remarkably lightweight — an agent configuration, a prompt workflow, a new interface on top of existing retrieval. With LLMs, the ability to run ad hoc analyses and build custom-fit tools for working with information has accelerated dramatically.

Reusable infrastructure that makes the next project cheap is exactly what previous approaches have promised. However, each project still required a developer to find the right service, or understand the data available, and wire it in by hand. What's different now is that the thing doing the composing is an LLM. An agent can discover the capabilities that already exist, understand how to use them, and assemble them - without a person wiring each connection. That's what makes the payoff for shared infrastructure faster and more dramatic than it has ever been. Coupled with the amount of time and effort spent on governance concerns, the second project argument is more compelling.

Taken far enough, and for organizations willing to take the leap, it opens a door prior waves never could: AI that recommends and implements its own evolution — proposing new capabilities and building them against the foundation that's already there.
 

The intelligence layer: three areas that work together

With that context, here's how the intelligence layer organizes. Three areas, each addressing a different concern, each buildable incrementally.


1. Data and models: where your data lives and how AI finds it

This layer is where your data lives along with ways to discover its existence, and how to access it. It is composed of things like: data warehouses, source systems, APIs, document stores, discoverability features, semantic layers, vector stores, embedding pipelines, knowledge graphs, LLM models — that makes unstructured data usable by AI.

The critical capability here is discoverability. Can your AI systems find what they need across your organization's data without someone manually wiring each connection? When a new application needs access to provider information, is that a human task, or can the coding agent discover an API that provides it, understand how to use it, and implement a feature for review?

2. Operations and governance: the infrastructure that lets your organization say yes

This is the controls and visibility layer. It covers four concerns:

  • Safety: guardrails, content moderation, access control — the technical defaults that protect every AI interaction
  • Governance: policies, audit trails, prompt management, agent and model evals — the business rules that define what AI is and isn't allowed to do in your organization
  • Performance: model routing, caching, load balancing, rate limiting, budgeting — making sure AI applications run reliably and cost-effectively at scale
  • Observability: logging, monitoring, alerting, feedback loops — the unified view of what AI is actually doing across the organization

This is where the gap between ambition and execution usually lives. Organizations don't lack governance concern — governance is often the reason AI projects stall. I’ve seen instances where the work to address the governance concerns far outweighed the work to develop the functionality. Every stakeholder has legitimate questions about data access, compliance, auditability, and safety. The problem is that without concrete infrastructure to address those questions, they can't be resolved.
 

The intelligence layer gives governance something tangible to work with. Instead of abstract policy debates, you can point to specific audit trails, defined access controls, real-time monitoring of AI outputs, evaluation runs testing specific concerns, and configurable rules that compliance teams can review and adjust. Governance becomes the mechanism for saying "yes" to AI with confidence — not the reason projects sit in limbo.


3. Applications: where AI produces value - faster each time


This is the value layer: interactive AI tools, agentic systems, automated workflows, development assistants, AI-augmented dashboards. Applications are where AI produces business value, and they're what every organization wants to build.

But applications built without the layers below them are fragile, opaque, and hard to trust in production. They work in demos and break at scale. The intelligence layer exists so that applications can be built quickly, run safely, and earn the trust of the people who depend on them. And because AI applications are lightweight relative to their infrastructure, each new one built on a shared foundation is dramatically faster than the last.

 

The second project is the real test

The real test of an organization's AI architecture isn't whether the first application works. It's what happens when you build the second one and beyond.

Without an intelligence layer, each project spends a disproportionate amount of time and effort retreading the trust and safety areas, potentially coming up with differing approaches and fragmenting your organization's ability to govern effectively and efficiently. With the intelligence layer in place you're building on a foundation, not starting from bare ground. The data connections exist. The governance policies are enforced. Observability is already running and feedback loops are in place to support evolving model and agent evaluations.

This is the architecture designed to prevent the patterns that stall AI at scale. It provides the elements needed so you can trust AI is producing accurate and appropriate responses. Model and agent evaluations let you trust what output will be produced for given inputs. Guardrail and policy application let you trust that the system will catch and prevent any undesired output should it occur. Observability allows you to trust that you'll be able to see how AI is being used and the responses it is producing. Each of the elements is present to address governance concerns that cycle without resolution because there's no infrastructure to resolve them, AI operations that are invisible and therefore unauditable, and foundations that get rebuilt by every team because nothing was shared.
 

Start with what you need, build deliberately

You don't need all three layers in place before you build anything. In fact, most organizations shouldn't try to stand up the full intelligence layer before they have a real application to build on it. The most practical path looks like this:

  • Start with an application you actually need. That's the motivation and the budget. A clinical knowledge assistant, patient-facing search, an internal operations tool — something with a real user and a real problem to solve.
  • Build it with intelligence layer components in mind from day one. Ensure you have injection points that support the trust and safety guardrails your organization is going to need, in a way that future applications can take advantage of. A centralized model router instead of direct API calls. Basic observability instead of ad hoc logging. Governed data access instead of point-to-point integrations.
  • When the second application comes along, you already have a foundation. The data connections exist. The governance framework is in place. The monitoring is running. Project two is faster, cheaper, and safer — and that's when the value of the architecture becomes undeniable.

The intelligence layer isn't a prerequisite you have to complete before the real work begins. It's what emerges when you make deliberate architectural choices on every AI project instead of expedient ones. And critically, it's what turns governance from a blocker into an enabler — giving your compliance, security, and clinical leadership the visibility and controls they need to let AI move forward.
 

What's your gap?

If you've been thinking about this as you read, you probably already have a sense of where your organization is strong and where the gaps are. Maybe your data infrastructure is solid but observability is nonexistent. Maybe you have governance policies written but no infrastructure to enforce them. Maybe every team is building AI independently and you're starting to see the cost of that duplication.

That assessment — where are we strong, where is the gap, and what do we address first — is exactly the conversation worth having. If it would be useful to think through it with someone who has done this across multiple enterprise organizations, we'd welcome that conversation.

Publication Date Thu, 06/11/2026 - 11:32 Chris Johnson VP, Engineering

CJ is a seasoned hands-on web developer and enterprise architect whose specialties include high-performance database-backed content management systems, large-scale Drupal systems, complex multi-system integrations, and continuous integration and delivery pipelines. He ensures our Engineering team excels at solving problems and applying the right technology, or none at all, to the job at hand.

Featured Blog Post? Yes Has this blog post been deprecated? No Summary Most organizations can get an AI project working. The problem is what happens next. The enterprise intelligence layer is the architecture that makes AI trustworthy, repeatable, and scalable across your organization by addressing data discoverability, governance, and observability as shared infrastructure rather than one-off solutions. Topic Artificial Intelligence Blog Post Graphic Intelligence Layer Banner.png Promo Image

Provider Profiles, Access & Conversion

Provider Profiles, Access & Conversion kdavis Wed, 06/03/2026 - 16:26 Topic Data & Insights Summary In this talk, our own Marshall Schoenthal joins Susie Gilkey from Tufts Medicine and Yext to explore how healthcare organizations can build smarter digital strategies around provider profiles, access, and conversion. They dig into the data and operational work behind Tufts Medicine's approach and what it signals for where healthcare is heading. Promo Image Provider Profiles Access Conversion.jpg

Partnering on Ask Mastercard Intelligence: An Agentic AI Advisor for Enterprise Data

Partnering on Ask Mastercard Intelligence: An Agentic AI Advisor for Enterprise Data kdavis Wed, 06/03/2026 - 12:13 Client Mastercard Topic Artificial Intelligence Summary AMI (Ask Mastercard Intelligence) is an AI-powered advisor embedded in Mastercard Business Intelligence that lets users explore proprietary payments and economic data through natural conversation. Rather than a traditional chatbot, it is deeply integrated into the platform with semantic search and source citations, delivering fast, trustworthy, decision-ready insights and reflecting a broader shift toward intelligence-first enterprise product design. Promo Image Mastercard AMI Artwork_Promo.png Subheading Partnering on Ask Mastercard Intelligence: An Agentic AI Advisor for Enterprise Data

The New Competitive Advantage: The Enterprise Intelligence Layer

The New Competitive Advantage: The Enterprise Intelligence Layer kdavis Tue, 05/26/2026 - 13:01

I attended HumanX in San Francisco earlier this year, and amid the noise of the expo floor one idea kept surfacing across sessions, roundtables, and hallway conversations. 

The organizations seeing real, durable results from AI are not the ones that found the right model. They are the ones that built the right layer underneath it. Practitioners across industries kept calling it the same thing: the context layer.


The Problem with Most AI Deployments

Here is a question that sounds simple: "Who are my top 10 customers?"

If sales is asking, they mean top 10 by revenue. If marketing is asking, they mean top 10 by brand affinity. If customer success is asking, they mean top 10 by retention risk. Same question, completely different answers, depending on the context. When an AI system does not know the difference, it will pick one and answer confidently. That is not a model problem, it is a context problem.


The practitioners at HumanX who had shipped AI in production were honest about this. Several described rolling out conversational tools that saw strong early adoption, only to discover that the same question was being asked by different people and answered differently every time, because the context underneath was not standardized. The model was fine, but the foundation was lacking.


Why the Enterprise Intelligence Layer Matters in High-Stakes Industries

In healthcare, the stakes make this more than a data quality issue. A health system cannot tolerate an AI assistant that surfaces the wrong referral or clinical recommendation. A fintech platform cannot afford to deliver a hallucinated insight to a client making decisions about pricing strategy or portfolio risk. A government services firm cannot respond to a contracting order built on misinterpreted data.

In these industries, trust is not a nice-to-have, it is the product itself. And trust in AI outputs depends entirely on what those AI systems are working from.

One of the most clarifying data points I encountered came from a knowledge platform that has been in the business of curating context for nearly two decades. Their analysis showed that a well-curated knowledge base produces roughly a 40% improvement in AI answer quality compared to uncurated sources. 

The argument that stuck with me most, though, came from a different angle entirely: intelligence accounts for about 17% of job performance. Skills, knowledge, and context account for the other 83%. As AI models get faster and cheaper, the competitive gap will not come from which model you use. It will come from what that model has access to, what it understands about your business, and how reliably it can be audited and trusted.


What the Enterprise Intelligence Layer Requires

At Phase2, we have been building a specific version of this context layer with health systems. We call it the enterprise intelligence layer

Building it is not about a single tool or platform, it is an architectural discipline. It requires making your data findable and usable by AI systems, not just by humans who know where to look. It requires governance — clear policies on what the AI can access, so teams can trust the outputs and deploy with confidence. It requires the ability to trace any AI output back to its source, which is what allows you to find and fix problems before they compound. And it requires routing queries to the right model or knowledge base for the task, rather than pointing everything at a single default.


The Practical Starting Point

One of the more useful frames I took away from HumanX was this: onboarding AI into your organization is like onboarding a new hire. You check their work. You give them feedback. You build their responsibilities over time as trust increases. The mistake is treating the model as fully capable from day one and discovering the failure points in production.

The same principle applies to the enterprise intelligence layer. Start by mapping the decisions your organization actually makes, the metrics that inform those decisions, and the data that feeds those metrics. That map is your foundation. 

Build incrementally, and design for transparency. AI systems that flag their own uncertainty build more durable trust than systems that claim 100% accuracy and eventually break it.


Where This Is Going

The organizations that win over the next few years will not be the ones that adopted the most AI tools the fastest. They will be the ones that invested in the foundational work of making their data reliable, their logic clear, and their AI systems auditable. That investment used to take years. With the right architecture and the right approach, the timeline is compressing. But the work itself does not go away.

If you are thinking about where to start or if you already know where the gaps are and want to talk through what closing them looks like, I would like to have that conversation.

Let's chat

Publication Date Tue, 05/26/2026 - 12:57 Bill Ritson Senior Account Director Featured Blog Post? Yes Has this blog post been deprecated? No Summary The real competitive advantage in AI isn't the model. It's the enterprise intelligence layer: the curated foundation of data, definitions, and business logic that AI systems actually work from. Without it, even the best models produce confidently wrong answers that erode trust in high-stakes industries like healthcare and fintech. Organizations that invest in building this layer thoughtfully and incrementally are the ones that will turn AI into a reliable decision-making partner. Topic Artificial Intelligence Enterprise Intelligence Layer Blog Banner.png Promo Image