Smart Stack 3.0 Knowledge Base

Smart Stack 3.0

The Microsoft Companion architecture delivering AI-Ready Trusted Data at speed and scale.

Trusted Data Archive

AI-Ready compliance archives (EAS, HPCA, Z Cloud) for Exchange and Microsoft 365.

Trusted Data Refinery

Transforms chaotic unstructured data into curated, policy-aligned AI-Ready Trusted Data.

The Metadata Miracle

Metadata-first intelligence that turns relentlessly growing unstructured data estates into AI-Ready Trusted Data at speed and scale.

Trusted Data Portal

Unified control plane for staging, governing, and activating Trusted Data Collections.

Data Mirroring

One-click publish of Trusted Data Collections into Microsoft Fabric as Delta tables and OneLake shortcuts. Foundation for Agentic Resource Discovery and the Enterprise Intelligence Layer.

All resources

94 resources

Smart Stack 3.0

The Microsoft Companion architecture delivering AI-Ready Trusted Data at speed and scale.

$500K Unlimited License

Flat annual enterprise license with unlimited users and zero consumption costs.

Trusted Data Archive

AI-Ready compliance archives (EAS, HPCA, Z Cloud) for Exchange and Microsoft 365.

Trusted Data Refinery

Transforms chaotic unstructured data into curated, policy-aligned AI-Ready Trusted Data.

Data Reader

In-place ingestion and discovery layer that scans enterprise data without migration.

Data Identifier

Classifies, enriches, and assigns ownership to unstructured content for AI readiness.

Trusted Data Collections

Curated, refreshable, explainable groupings of high-signal enterprise data.

The Metadata Miracle

Metadata-first intelligence that turns relentlessly growing unstructured data estates into AI-Ready Trusted Data at speed and scale.

Trusted Data Portal

Unified control plane for staging, governing, and activating Trusted Data Collections.

Data Mirroring

One-click publish of Trusted Data Collections into Microsoft Fabric as Delta tables and OneLake shortcuts. Foundation for Agentic Resource Discovery and the Enterprise Intelligence Layer.

Model Context Protocol

Governed MCP interface for AI agents to safely query Trusted Data Collections.

Trusted Data Lens

Executive intelligence layer inside Smart Stack 3.0. Seven Lenses across Microsoft 365, Power BI, SharePoint, OneDrive, Teams, Exchange, and Purview.

Power BI Lineage Lens

See how data moves across Power BI workspaces, datasets, reports, and dashboards.

Legal Hold Lens

Reveal legal-hold coverage, custodians, and matter gaps across Microsoft 365.

Sensitivity Label Coverage Lens

Measure how consistently Purview sensitivity labels are applied across the estate.

Retention Policy Coverage Lens

Understand active Microsoft retention policies, gaps, and overlaps.

External Sharing Lens

Reveal where enterprise information is shared outside the organization.

Activity and Dormancy Lens

Distinguish active information from stale, abandoned, or obsolete content.

Groups and Teams Lens

Understand the condition of Microsoft 365 Groups and Teams across the tenant.

Safe Data Drop

Universal, governed intake and transfer layer with defensible chain of custody.

AI-Ready Data Feeder

Feeds only enriched, policy-aligned Trusted Data into OneLake, Fabric, and analytics.

Supervisor

Communications and data supervision for regulatory compliance and discovery.

Development

Tailored development for Smart Stack 3.0, included in the Unlimited License.

Deployment

On-premise, Azure-native, SaaS, and hybrid deployment modes for Smart Stack 3.0.

System Integration

Three-month, fully engaged Systems Integrator resource included with the license.

AI Readiness

Framework and data foundation required for enterprise AI adoption.

Copilot Readiness

Prepare unstructured data for safe, accurate Microsoft Copilot deployments.

AI Compute Cost Leakage

Reduce runaway AI compute spend by refining data upstream of the model.

AI Hallucinations

Ground AI responses in curated, provenance-rich Trusted Data.

AI Slop

Eliminate low-signal noise that degrades enterprise AI output quality.

AI-Ready Data

The definition, mechanics, and delivery of AI-Ready Trusted Data at scale.

Dark Data

Cure unclassified, unmanaged, and unactionable data across File Shares and SharePoint.

ROT

Remove Redundant, Obsolete, and Trivial data that inflates storage and risk.

PII/ROT Detection

Identify sensitive PII, PHI, PCI and ROT before it reaches AI or analytics.

Data Bloat

Stop uncontrolled unstructured data growth across the Microsoft estate.

Legal Hold

Defensible legal hold across Microsoft communications and unstructured data.

eDiscovery

Upstream refinement that shifts eDiscovery economics before outside counsel engagement.

Compliance Archiving

Compliant journal archiving for Exchange and Microsoft 365.

Regulatory Compliance

Meet SEC, FINRA, FCA, MiFID II, HIPAA, and global regulatory requirements.

Governance Gaps for AI Agents

Close the governance gaps that block safe enterprise agent deployment.

Purview Acceleration

Operationalize Microsoft Purview for the AI era with Trusted Data upstream.

OneLake Data Quality

Feed OneLake only high-signal, policy-approved Trusted Data.

Unstructured Data Inaccessibility

Make File Shares, SharePoint, OneDrive, and Teams data usable by AI.

One-Pager

Executive one-pager introducing Smart Stack 3.0.

Smart Stack 3.0 Introduction

Guided introduction to Smart Stack 3.0 and its three pillars.

Microsoft Companion Guide

How Smart Stack 3.0 completes the Microsoft ecosystem for AI.

A five-part conversation guide covering the data problem behind stalled AI, the discover, refine, preserve, and activate outcome path, how Smart Stack 3.0 differs from native services, migrations, point classification tools, and review platforms, an illustrative ROT economics model, and the recommended proof-of-value progression.

Activate Trusted Data

Playbook for activating Trusted Data across Copilot, Fabric, and analytics.

MCP for Enterprise AI

How Governed MCP turns Trusted Data into a control plane for agents.

Mirror or Migrate

Interactive decision tool comparing Trusted Data Mirroring with a forklift data migration, including a sizing estimator and eight business benefits.

Trusted Data Collections Guide

Interactive walkthrough of Trusted Data Collections, covering metadata provenance, an interactive pipeline, a collection builder, and value across Fabric, Snowflake, and Databricks.

Open-Weight AI Guide

Interactive guide to customer-operated open-weight AI models, including a control comparison, the six-step working model with Smart Stack 3.0, a governed boundary explainer, and a fit assessment tool.

Legal Hold, Records Policy, Governed Action

Presentation-style guide to how Smart Stack 3.0 converts legal hold and records policy into governed action, covering the two enforcement paths, the understand-govern-execute flow, policy tagging dimensions, defensible disposition, and audit evidence.

Competitive Advantage

How Smart Stack 3.0 compares to legacy archives and passive data catalogs.

The Smart Stack 3.0 Stop Doing List

Interactive executive tool covering the repeated discovery, assembly, movement, processing, review, and funding work enterprises can stop or materially reduce with Smart Stack 3.0, organized by stakeholder group and cost category.

Trusted Data by Use Case

Interactive guide to 28 enterprise use cases for Smart Stack 3.0, grouped into six outcome families, each with the problem, the Smart Stack action, the business outcome, how value is measured, and a bounded first proof.

ROI Calculator

Quantify savings from storage, compute, and legal spend.

Research & Case Studies

Full library of Smart Stack 3.0 research reports, guides, and case studies.

Enterprise AI Readiness

A Strategic Framework for Data Preparation

Precision Governance

Operationalizing Microsoft Purview for the AI Era

The Missing Intelligence Layer

Why Microsoft Copilot Needs a Data Companion to Scale from Pilot to Production

The Enterprise File Estate Crisis

Why Unstructured Data Governance Is the Most Urgent AI Readiness Problem

Governed MCP for Enterprise AI

How Smart Stack 3.0 Turns the Model Context Protocol into a Trusted Data Control Plane

Why Your AI Agents Are Failing

And Why the Model Is Not the Problem

Smart Stack 3.0 + Microsoft IQ

The Trusted Data Foundation Behind the Agent Economy

The Enterprise Intelligence Layer

Making Agentic Resource Discovery Trustworthy, Governed, and AI-Ready

Data Mirroring and Agentic Resource Discovery

How Smart Stack 3.0 Becomes the Trusted Enterprise Memory Layer for the Agent Economy

The Metadata Miracle

Turning Relentlessly Growing Unstructured Data Estates into AI-Ready Trusted Data at Speed and Scale

Data Mirroring vs Data Migration

Activating Trusted Enterprise Intelligence Without a Forklift Migration

Open-Weight AI and the Trusted Data Foundation

Why Owning the Model Is Only Half of Enterprise AI Control

Trusted Data for Higher Education and Research

Preparing the Institutional Data Foundation for Security, AI, and Innovation

EducationEducation

Smart Stack 3.0 Education

Modules and lessons on Trusted Data, Smart Stack 3.0, and enterprise AI readiness.

Case StudyCustomer Stories

Global Customers

Regulated enterprises across BFSI, healthcare, government, and energy trust Smart Stack 3.0.

Legal Industry Hub

Industry HUB for legal and litigation operations.

BFSI Industry Hub

Industry HUB for banking, financial services, and insurance.

Vita (Healthcare) Hub

Industry HUB for healthcare and life sciences.

AI Readiness Series

Industry-by-industry executive briefings on preparing enterprise data for AI while reducing data and AI compute costs.

Healthcare AI Readiness

How healthcare organizations prepare enterprise data for AI while reducing cost, risk, and unnecessary infrastructure, with migrationless data mirroring to Epic-aligned, Microsoft, and cloud destinations.

Everyone Wants AI. Almost No One Wants to Prepare the Data.

The kickoff of the AI Readiness Series. Why the empty room, data preparation, decides every AI outcome, and how Smart Stack 3.0 prepares trusted data before Copilot, Fabric, and enterprise AI use it.