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 Duration 21 hours

Course Outline

  • Day 1: Fundamental Competencies for All Participants
    • Current Capabilities of Claude
      • Beyond Conversational Interfaces: Overview of Chat, Projects, Artifacts, Cowork, and Specialized Skills
      • Operational Constraints, Common Error Patterns, and the Role of Human Oversight
      • Alignment Analysis with Responses to the Departmental Assessment Questionnaire
      • Practical Application: Participants identify the two most time-consuming tasks within their respective roles.
    • Practical Application of Effective Prompting Strategies
      • Defining Role, Task, Context, Exemplars, and Output Specifications
      • Iterative Refinement Processes versus Complete Reconstruction
      • Development of Standardized Templates for Recurring Operational Tasks
      • Practical Application: Collaborative drafting of a response to a standard business email using Claude.
    • Projects and Customized Knowledge Bases
      • Departmental Project Structure: Integration of Price Lists, Catalogs, Templates, and Operational Protocols
      • Best Practices for File Nomenclature and Data Currency Maintenance
      • Team Collaboration Protocols and Access Permission Management
      • Practical Application: Establishment of a departmental project incorporating three substantive documents and execution of five diagnostic queries.
    • Integration Connectors and Initial Automation Protocols
      • Connection Establishment with Outlook, OneDrive, or SharePoint Infrastructure
      • Implementation of Draft Response Generation versus Automated Transmission
      • Overview of Cowork and Skill Development for Team-Level Application
      • Practical Application: Utilization of Claude to categorize three pending emails and review the generated draft responses.
    • Objective: Participants demonstrate proficient utilization of Claude, and each team establishes a departmental project populated with actual operational documents.
  • Day 2: Specialized Session for Administration, Finance, and Legal Affairs
    • Contract and Document Management
      • Contract Review, Version Comparison, and Annotation of Amendments
      • Template-Based Drafting Protocols for Contracts, Supplemented by Legal Counsel
      • Extraction of Critical Deadlines and Obligations into Structured Lists
      • Practical Application: Comparative analysis of contract drafts against prior versions and generation of a variance list.
    • Invoicing and Receipt Processing
      • Precise Data Extraction from Invoices and Receipts
      • Verification of Invoices Against Purchase Orders and Contractual Terms
      • Compilation of Discrepancies for Approval Workflows
      • Practical Application: Tabulation of five receipts and identification of variances relative to purchase orders.
    • Financial Metrics, Summaries, and Liquidity Management
      • Interpretation and Preparation of Excel-Based Financial Analyses
      • Development of Liquidity Summaries from Open Item Registers
      • Validation of Calculation Methodologies and Recalculation Protocols
      • Practical Application: Creation of a maturity-based summary with contextual annotations from an open item list.
    • Standardized Administrative Workflows
      • Identification of Recurring Weekly Operational Processes
      • Development of Skills for Standardized Workflow Execution
      • Definition of Control and Verification Steps
      • Practical Application: Construction of a departmental workflow skill and validation through two test cases.
    • Objective: Administration and Finance divisions each achieve enhanced workflow efficiency through Claude, supported by a validated skill implementation.
  • Day 3: Specialized Session for Procurement, Warehouse, and Customer Service
    • Inquiry and Quotation Management
      • Response to Catalog and Pricing Inquiries Utilizing Stored Data
      • Drafting of Quotations and Follow-Up Communications with Consistent Quality Standards
      • Preparation of Calculations as Excel Files with Embedded Formulas
      • Practical Application: Response to a substantive inquiry using catalog and price list data, including verification of calculations.
    • Warehouse Operations, Goods Receipt, and Inventory Control
      • Recording of Goods Receipt via Photographic Evidence and Delivery Documentation
      • Reconciliation of Inventory Lists against Purchase and Sales Registers
      • Identification and Resolution of Recurring Inventory Discrepancies
      • Practical Application: Reconciliation of two inventory lists and generation of a discrepancy report.
    • Multilingual Customer Communications
      • Communication in German, English, and Other Required Languages
      • Standardization of Tone and Technical Terminology via Departmental Projects
      • Preparation of Communication Notes and Call Preparation Materials
      • Practical Application: Response to a customer inquiry in two languages with cross-verification of technical terminology.
    • Use Case Matrix and Strategic Next Steps
      • Prioritization of Identified Opportunities by Effort and Benefit
      • Strategic Outlook on Cowork and Skills for Enterprise-Wide Application
      • Assignment of Responsibilities for Subsequent Implementation Phases
      • Practical Application: Development of a prioritized use case matrix for all departments.
    • Objective: Each department implements at least one accelerated workflow, and teams are aligned on next steps toward operational automation.

Requirements

  • Active Claude account (Team or Enterprise tier recommended), laptop, completion of a departmental assessment questionnaire in advance (identifying three critical processes, current tools, and planned changes), and provision of anonymized sample documents for each department.
  • Programming proficiency is not a prerequisite.

Intended Audience

  • Teams in administration, accounting, legal, procurement, warehouse, and customer service within mid-sized organizations, accommodating participants from novice to advanced proficiency levels.

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