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Claude AI Enablement

Hand your busywork to AI, one process at a time

We find the manual work that slows your team down, automate it with Claude, and prove the savings before moving to the next one. It starts with Launch Pad, a hands-on discovery that ends in a clear automation roadmap.

Book your Launch Pad What we build
EXAMPLE WORKFLOW Commission dispute triage Payee inquiry Email or portal ticket Claude drafts Reads plan and statement Analyst approves One click or edit Reply and log Sent, filed in SAP / CRM TEAM TIME PER WEEK Before: 6.5 h After: 1 h Illustrative figures

Why AI pilots stall

A great demo is the easy part

Most AI tools look impressive in a meeting. The hard part is making them work inside real systems, with real permissions, messy data and the odd cases that show up every week. That's why so many pilots never reach daily use.

We spend most of our effort below the waterline: connecting Claude to your CRM, ERP, SPM and document stores, handling exceptions, and making sure people actually adopt it.

The demo What everyone sees System integrationsAccess and permissionsMessy real-world dataExceptions and edge casesPeople actually using it WHERE WE SPEND OUR TIME

Measured from day one

Every automation has a number attached

Before we build anything, we record how long the process takes today, how often it goes wrong and what it costs. Each automation gets a target, and we report against it. If a process doesn't pay off, we say so and move on.

FROM IDEA TO PRODUCTION1DiscoverShadow the real workList every opportunityMeasure today's cost2PrioritizeScore value and riskPick the first processAgree the target3BuildSmallest useful versionConnect your systemsHuman approval steps4ProveRun side by sideMeasure against targetFix the edge cases5ScaleHand over with docsTrain the teamStart the next process

What we build

Six ways we put Claude to work

Plan

AI strategy and roadmap

A ranked list of processes worth automating, with estimated savings, risks and the order to tackle them.

Automate

Business process automation

Intake, scheduling, reconciliations, invoicing and reporting workflows that run with little or no manual effort.

Assist

AI agents and assistants

Claude-powered assistants that read documents, pull out the details, route work to the right person and draft responses.

Embed

AI inside your product

Customer-facing features such as smart search, summaries and guided answers built into your own apps.

Enable

Claude rollout and training

Set up Claude for your teams with the right access controls, shared projects and connectors, plus hands-on training.

Govern

AI policy and security

Usage policies, data handling rules and review steps your IT, legal and security teams can sign off on.

How it fits together

Claude, connected safely to the systems you already use

People reach Claude where they already work. Claude reaches your data through approved connectors, and every action passes through the same guardrails.

ARCHITECTUREWhere Claude sitsClaudeAssistants and agentsEmail and chatTeam portalsShared documentsCRMERP and financeSAP or VaricentKnowledge baseGUARDRAILS ON EVERY WORKFLOWHuman approval · least access · named owner · full logs

Start here

Launch Pad

Our consultants work inside your operations, watching how work really gets done. You leave with a clear, costed plan and a first automation already chosen.

  • A scored report of every automation opportunity we find
  • An automation roadmap built around your systems and team
  • A first process chosen, with a clear target to measure it against
Book your Launch Pad
STEP 1Kickoff and shadowingSTEP 2Map how work really flowsSTEP 3Review data and systemsSTEP 4Score every opportunitySTEP 5Draft the automation roadmapSTEP 6Readout with leadership

Your launch crew

A small, dedicated team assigned to you

You work with the same people every month. No hand-offs between sales and delivery.

AI engineer

Builds the automations, integrations and assistants, and keeps them running.

Process consultant

Understands your operations, measures results and works with the people whose jobs change.

Engagement lead

Owns the plan, the priorities and the monthly results review with your leadership.

Billed for the time assigned to you, with flexible terms. Everything we build belongs to you:

Code and repositoriesCloud and AI accountsPrompts and configurationsDocumentation and runbooks

Where it helps

Processes clients hand to Claude first

Sales compensation

  • Answer payee questions about plans and statements
  • Triage and draft replies to commission disputes
  • Summarize plan documents and changes for sellers
  • Check crediting exceptions before the close

Finance and operations

  • Match invoices, orders and payments
  • Draft monthly performance commentary
  • Extract data from contracts and PDFs
  • Prepare recurring reports automatically

Customer service

  • Route and prioritize incoming requests
  • Draft responses from your knowledge base
  • Summarize long ticket histories
  • Spot recurring issues across tickets

Delivery and IT

  • Turn meeting notes into requirements
  • Generate and review test cases
  • Document legacy configurations and code
  • Answer internal how-to questions

Built-in guardrails

Safe by design, not by afterthought

Automation should reduce risk, not add to it. Every workflow we ship follows the same rules.

People approve what matters

Payments, customer replies and record changes wait for a human sign-off until you decide otherwise.

Least access needed

Each automation sees only the systems and data it needs, nothing more.

A named owner and an off switch

Every workflow has an accountable person on your team and can be paused instantly.

Everything is logged

Inputs, outputs and approvals are recorded, so audits and reviews are straightforward.

Results

What clients get

  • A clear, costed automation roadmap
  • Measured savings on every process
  • Workflows your team owns and trusts
  • Staff trained to use Claude well
1
costed automation roadmap from Launch Pad
100%
of what we build owned by you
4
guardrails built into every workflow
6
ways we put Claude to work

FAQ

Common questions

How does an engagement start?

With Launch Pad. We work inside your operations and finish with a scored list of opportunities and an automation roadmap.

Do you only advise, or do you build too?

Both. We plan the roadmap and then build, test and support the automations ourselves.

How do you choose the first process?

We look for work that is frequent, rule-based, measurable and low-risk, so the first win comes quickly and safely.

Can Claude work with our older systems?

Usually, yes. We connect through APIs, databases, file exports or, where needed, browser automation.

Who owns what you build?

You do. Code, accounts, prompts and documentation all live in your environment.

How is the engagement structured, and what does it cost?

Terms are flexible and set around your needs. Pricing depends on the size of the assigned team. [Add a starting price if you want to publish one.]

What is the difference between an automation and an AI agent?

An automation follows fixed steps. An agent can read, decide and choose its next step within limits you set. We use whichever fits the job.

Is our data safe with Claude?

We review data handling, retention and access with your IT and security teams, and configure Claude to match your policies before anything goes live.

Pick one process. We'll help you launch it.

Book a free call to talk through where AI could save your team the most time.

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