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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.
- Current Capabilities of Claude
- 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.
- Contract and Document Management
- 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.
- Inquiry and Quotation Management
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.
Testimonials (3)
Comprehensiveness about the backround; how to do a prompt.
Olaf Kannt - Helios Klinikum Krefeld
Course - Generative AI and Prompt Engineering in Healthcare
the tips and recommended prompts that we can take away from this training
Lee Mei Lin - ST Engineering IHQ Pte Ltd
Course - InVideo AI: Creating Engaging Short-Form Videos
use of proper and effective prompt