Baseline
Go Wide
Broad, safe activation across the organization. Leaders first, then everyone on, with a measurement baseline.
~2 weeks · org-wide rollout
Configure scope →Programs · Anthropic Select Partner
Cowork Activation
Cowork is the platform; activation is the work that turns it into measurable outcomes. We start from your efficiency and growth targets, activate your leaders first, bring everyone on safely, then build the function-specific skills and connectors that make Cowork run your work.
Start with BaselineLeaders first, in practice
“I run a 500-person company and Claude is my most productive team member.”
Activation packages
Three packages: Go Wide, Go Deep, Go AI-Native.
Department / BU
Go Deep
Persona-level activation in one or two functions. We build the function's workflows and put them into daily use.
4–8 weeks · 1–2 functions · outcome-based
Configure scope →Operating-model rebuild
Go AI-Native
Rebuild a business unit's operating model from first principles. A forward-deployed executive and engineering model that goes beyond Cowork.
16+ weeks · forward-deployed exec + eng · outcome-based
Configure scope →Leadership Activation · in every package
Every activation starts at the top.
The on-ramp is a series of full-day, hands-on executive labs where 10–12 leaders build with AI on real problems.
On-site, in person only
The executive labs · full-day, hands-on
Flagship
The 90-Minute Company Turnaround
A $1B company in crisis: declining revenue, a fired CRO, a board meeting in 90 minutes. The team builds the pipeline rescue, financial diagnosis, restructuring plan, and board deck, all with AI.
Management Layers Compression
Redesign a 500-person org where executives build systems that replace entire management layers, without losing control or quality.
Company in a Box
Rebuild an enterprise from scratch with AI, with zero legacy systems and zero headcount constraints.
Advanced
Building the Next $1T Services Company
AI-native professional services at trillion-dollar scale: the operating model, pricing engine, and delivery systems for a services company that runs on agents rather than headcount.
Highest-impact functions
Financial and Commercial come first.
Two functions exist in every company and carry the most repetitive, high-volume work, so they are where activation pays back first. Financial activation moves efficiency: the close, AR and AP, planning, and reporting. Commercial activation moves growth: pipeline, customer lifecycle, and revenue operations. Both map to the outcomes activation is measured on, so we start here regardless of industry.
Financial
Skills
Accounts receivableAccounts payableFP&AReportingCost benchmarking
Connectors
SalesforceMicrosoft Dynamics 365IntappQuickBooksNetSuite
Commercial
Skills
Signal listenerOpportunity composerProposal & quote drafterCross-sell routerDeal & scope monitorBacklog & forecast
Connectors
SalesforceMicrosoft Dynamics 365IntappQuickBooksNetSuiteSage IntacctMicrosoft 365Google WorkspaceSlackTeams
By industry
Then go deep where your industry is different.
Beyond the universal functions, the deepest gains are in workflows specific to your industry, where generic tools fall short. We bring proven blueprints for regulated processes, each with its own skills and its connectors into your systems of record.
Financial Services & Insurance
Underwriting
Carriers · MGAs → Skills
Submission intake & triageDocument extractionThird-party risk enrichmentFirst-pass risk selectionReviewer cockpit
Connectors
EmailInsurLinkGuidewireDuck CreekVeriskMoody's RMS
Portfolio Insights
Carriers · MGAs · Reinsurers → Skills
Exposure & concentration analyticsAppetite back-pressureDecision back-test & replay
Connectors
GuidewireSAP FS-RISapiens ReinsuranceProVeriskMoody's RMSS3SnowflakeDatabricks
Fund & partnership accounting
Asset Servicers → Skills
LPA & governing-document interpretationAllocation & waterfall verificationFinancial statement generationRestructuring & scenario analysis
Connectors
SS&C GenevaFIS InvestranAllvueCustodian feeds (SFTP / SWIFT / API)
Healthcare & Life Sciences
Revenue cycle
Providers · Diagnostics → Skills
Eligibility & benefits verificationPrior authorizationCoding assistCharge captureDenial & appeal drafting
Connectors
EpicOracle HealthOptum / Change HealthcareAvailityWaystar
Real-world evidence
Pharma · Diagnostics · Precision Medicine → Skills
Cohort assemblyPhenotype enrichmentPatient-journey reconstructionEvidence synthesis
Connectors
SnowflakeDatabricksS3
Scope the engagement
Configure your activation.
Every activation is delivered hands-on, as an AI program partnership rather than a training engagement. The tool below is directional; it reflects how we scope, not a fixed price list. Configure a package, see what's included, and request a quote. Pricing is outcome-based, and your account team shapes the final number with you.
Step 1 · Choose the package
In scope · included
- Leadership ActivationExecutive labs · on-site, in person
- Admin setup: SSO, RBAC, MCPs, Skills
- Org-wide intro webinar
- 2 hands-on labs
- 2 office-hours sessions
- Up to 10 standard connectors live
- Champion enablement + replication runbook
- Measurement baseline
Customize the scope
# Target employees
Sets the included labs and office hours.
Additional hands-on labs
2 included at 500+ employees
0
Additional office-hours sessions
2 included at 500+ employees
0
Additional standard connectors
up to 10 included
0
Custom connectors live
bespoke build
0
Your scope
We'll prepare a quote for the scope you set. Send it over and your account team confirms the number.
Request a quoteRecent work
Johnson Lambert reinvented its audit process.
Johnson Lambert · CPA firm · insurance audit practice
A 35-year CPA firm reinvented its insurance audit process with agents on Claude and Amazon Bedrock. Financial-risk audits dropped from 60–80 hours to 12–16, and auditors moved from tie-outs to review.
~4×
faster financial-risk audits
20%
audit efficiency gain across the book
Start from your targets.
Begin with a Baseline activation: we map your targets, measure the baseline, and put the first workflow live with your team.
Start with Baseline