by Kat Wellard | Oct 2, 2026 | AI
An email retention policy for UK organisations must tie every retention period to a documented business purpose that can be justified under UK GDPR, then operationalise that schedule in your records systems. Emails should be retained by content and purpose, not by...
by Kat Wellard | Oct 1, 2026 | AI
A successful CRM implementation follows a fixed sequence: assess, choose, plan, configure, migrate, test, train, go live, then optimise. Success is judged against three measurable outcomes: user adoption, data completeness and pipeline accuracy. Most projects run into...
by Kat Wellard | Sep 30, 2026 | AI
Use chatbots for scale and routine enquiries, live chat for complex or emotionally sensitive cases, and expect most mature support operations to run both together. Businesses deploying AI agents must also stay transparent about their use, in line with Gov, which keeps...
by Kat Wellard | Sep 29, 2026 | AI
A B2B SEO strategy is the system that turns search visibility into qualified pipeline by mapping keywords to buying committee needs and proving value with procurement ready evidence. Getting there means five moving parts working together: mapping buyer roles, building...
by Kat Wellard | Sep 28, 2026 | AI
The fastest way to outsource digital operations without losing control is to define clear outcomes, keep visibility over vendor performance and retain an internal “intelligent client” function that oversees delivery. Before signing anything, convene your stakeholders...
by Kat Wellard | Sep 27, 2026 | AI
Configure SPF and DKIM first, confirm both pass with real mail flow, then publish a DMARC record with p=none and watch reports for at least 48 hours before touching enforcement. Skipping the observation window is the single most common cause of legitimate mail getting...