Assessing your approach to AI
You want to decide whether AI deserves attention now, later, or not at all.
COMMUNICATION AND COLLABORATION
Digital transformation
Before you even think about AI, make sure your data and communication are in order. That's the foundation without which AI only adds chaos.
Problem
The tools are there. The rules aren’t.
- Files circulate by email, sit on local drives and in private clouds. No one knows where the one, current version actually is.
- Project files live on personal OneDrive or local drives instead of SharePoint or shared drives.
- You’re paying for external messaging apps instead of using Teams or Chat.
- You’re not using Teams for shared projects, and access is granted at random.
- Projects live a life of their own — no assigned tasks, no cover for when someone’s out.
- Losing a laptop means losing data for good.
Solution
We put the chaos in order
- Document collaboration: one place, one version, and clear rules about who has access to what. Company data lives on SharePoint or shared drives (owned by the company, not the user).
- Data structure and access: everyone knows where things are and who can open them. All data is backed up to the cloud.
- Team communication: fewer emails, using Teams or chat rooms for project communication. Clear access rights.
- Task management: a simple GTD- or Kanban-based way of working on projects. Every task has an assigned owner, a deadline, and details. Communication can happen right inside the tasks.
- Don’t overpay: we make the most of the tools the company already has. We reach for external solutions only when we judge them necessary.
- AI-ready company: only once data is in order, clutter is removed, and access rules are clear can you safely start the conversation about adopting AI in the organization.
Frequently asked questions
How do we start working together?
We start with a meeting or an online consultation, which is always free of charge.
During the meeting, I assess your company’s current situation and the organization’s expectations. At this stage, we set a first version of the timeline and an approximate budget.
If the project concerns AI adoption, we follow the process described in the “Smart AI adoption” section.
Do we need paid Copilot or Gemini licenses?
No. If you work on Microsoft 365 or Google Workspace, basic AI tools such as Copilot Chat or Gemini are already included in your plan. You may need to switch them on if users don’t see them yet.
As a rule, the AI tools included in the price of your office suite are more than enough for a large share of employees. In my workshops, I show how to use them in everyday work.
An additional paid license (e.g. MS365 Copilot) is of course much better and opens up new ways of working, but it may be enough to enable it only for part of your team.
What about the security of company data?
The advantage of working on Microsoft’s and Google’s built-in technologies is that data is kept in their cloud at all times, and the office-suite providers take responsibility for their subcontractors through the appropriate data-processing agreements. We also get a guarantee that the AI models won’t be trained on our company data.
During the workshops, we set rules for working with data, access, and approved tools. The team learns which information can safely be used with AI and which shouldn’t be entered there at all.
We also cover, at a basic level, the legal framework such as the AI Act.
Do you recommend additional tools?
First, we make the most of the tools the company already has. In the vast majority of cases, companies don’t realize how much functionality their current office suite and built-in AI tools already contain. I recommend additional solutions only when specific teams or people need them and there’s a clear justification.
Does the collaboration include technical implementation?
I work in coordination with the IT department or an external IT provider, if the client uses one. All technical matters are discussed with them. Experience shows that making good use of built-in AI features (Copilot, Gemini) and most non-suite tools doesn’t require significant IT support.
I focus on the business side: organizing the way people work, security, and people’s skills.
If, along the way, it turns out that deeper integrations are needed — for example automations on large datasets — we look for a solution that meets the business goals. I work with a group of vetted subcontractors for that.
What kind of companies do you work with?
I work with companies employing at least 15 people, most often between 30 and 300 employees, whose default work environment is Microsoft 365 or Google Workspace.
If your company still uses older, on-premise solutions and has no subscriptions at all, I can help with a full digital transformation.
In that case, we start by comparing the available options, reviewing the pros and cons of each, and then choosing the right licenses with the provider your company selects.
It’s also possible to set up only the AI-related subscriptions, based on Claude or OpenAI.
COPILOT · GEMINI · AI IN THE COMPANY
Smart AI adoption
Copilot, Gemini, ChatGPT, Claude — the choice of tool doesn't matter. Each of them requires mastering the basics and getting your data in order.
Problem
We’re paying for licenses. We don’t know if it’s worth it.
- Licenses are bought, but only a handful of people actually use them.
- People tried it once and say, “it doesn’t work.”
- No one shows how to use AI to solve specific problems in everyday work.
- Employees paste company data into private tools.
- We don’t know what data can go into AI and what can’t.
- “…but sometimes this AI just makes things up…”
Solution
Smart AI adoption, tailored to your company.
Below is a short description of the process that has worked in other organizations:
01. Survey and starting point
The process opens with a survey for participants that shows where the company stands today, what employees need, and what challenges they face day to day. At this point, we also identify any formal or organizational gaps.
In parallel, we check current AI usage in the admin console. That becomes the baseline for comparing the effect after the workshops.
02. Adoption plan + workshops
Based on the responses, we produce a situation analysis, a list of recommendations, and a tailored AI adoption plan. It includes the key topics to cover, concrete use cases for the workshops, and recommended fixes.
The next phase is the actual workshops, whose scope and number depend on headcount and the survey results.
03. Measuring adoption and next steps
Depending on individual arrangements, we measure the available adoption metrics and appoint internal AI champions. We also check the state of knowledge and plan any further training if needed.
The “no unnecessary cost” principle
In the vast majority of companies, 90% of needs are met by the AI already included with the same provider as the company’s cloud: Copilot for Microsoft, Gemini for Google Workspace.
For selected departments or individuals, I sometimes recommend licenses from other providers: Claude or ChatGPT. I recommend dedicated rollouts of those tools in a second stage, or for more advanced organizations and users. At that point, we talk about building your own AI systems on top of Claude Code and/or OpenAI Codex.
Format: I recommend on-site workshops, since they work best for using the team’s real examples. Depending on your needs, sessions can also be held online or as a webinar.
Benefits for the team
After completing the program, every participant has the knowledge needed to work safely with AI. They understand not only what it can be used for and how, but also what it should not be used for.
- Company data stays safe: everyone understands what data can be safely pasted where, knows the risks of unauthorized tools, and understands the basic legal framework set by the AI Act.
- Personalization at the user level: employees know how to configure personal instructions for their Copilot/Gemini and create content in their own tone and style.
- No hallucinations: work happens in Copilot/Gemini notebooks and personal AI assistants connected to real documents and company knowledge.
- Reliable AI-assisted research: the team can search the internet and company data across different access modes, using the right tools.
- Simple automations: employees can build simple schedules and use the built-in prompt libraries (Copilot).
- Building simple agents: repetitive, tedious tasks turn into work handed off to their own agents.
Frequently asked questions
How do we start working together?
We start with a meeting or an online consultation, which is always free of charge.
During the meeting, I assess your company’s current situation and the organization’s expectations. At this stage, we set a first version of the timeline and an approximate budget.
If the project concerns AI adoption, we follow the process described above.
Do we need paid Copilot or Gemini licenses?
No. If you work on Microsoft 365 or Google Workspace, basic AI tools such as Copilot Chat or Gemini are already included in your plan. You may need to switch them on if users don’t see them yet.
As a rule, the AI tools included in the price of your office suite are more than enough for a large share of employees. In my workshops, I show how to use them in everyday work.
An additional paid license (e.g. MS365 Copilot) is of course much better and opens up new ways of working, but it may be enough to enable it only for part of your team.
What about the security of company data?
The advantage of working on Microsoft’s and Google’s built-in technologies is that data is kept in their cloud at all times, and the office-suite providers take responsibility for their subcontractors through the appropriate data-processing agreements. We also get a guarantee that the AI models won’t be trained on our company data.
During the workshops, we set rules for working with data, access, and approved tools. The team learns which information can safely be used with AI and which shouldn’t be entered there at all.
We also cover, at a basic level, the legal framework such as the AI Act.
Do you recommend additional tools?
First, we make the most of the tools the company already has. In the vast majority of cases, companies don’t realize how much functionality their current office suite and built-in AI tools already contain. I recommend additional solutions only when specific teams or people need them and there’s a clear justification.
Does the collaboration include technical implementation?
I work in coordination with the IT department or an external IT provider, if the client uses one. All technical matters are discussed with them. Experience shows that making good use of built-in AI features (Copilot, Gemini) and most non-suite tools doesn’t require significant IT support.
I focus on the business side: organizing the way people work, security, and people’s skills.
If, along the way, it turns out that deeper integrations are needed — for example automations on large datasets — we look for a solution that meets the business goals. I work with a group of vetted subcontractors for that.
What kind of companies do you work with?
I work with companies employing at least 15 people, most often between 30 and 300 employees, whose default work environment is Microsoft 365 or Google Workspace.
If your company still uses older, on-premise solutions and has no subscriptions at all, I can help with a full digital transformation.
In that case, we start by comparing the available options, reviewing the pros and cons of each, and then choosing the right licenses with the provider your company selects.
It’s also possible to set up only the AI-related subscriptions, based on Claude or OpenAI.
EXECUTIVE WORKSHOP
AI is a strategic decision today.
Your company may be feeling pressure from competitors, employees, suppliers, or the board. You may have already bought AI tools, run training, or completed early projects — and still find it hard to point to a real business result. Executive Academy is a workshop exclusively for leadership teams and executives who need clarity and control over how AI is rolled out in their company.
Challenge
Where does your company stand today?
Facing a major AI decision
You've decided you want to pursue AI. But first you need to decide where AI creates real business value — before you approve license costs or automation projects.
After a failed AI initiative
You've already spent money on AI, but the results are unclear. You need to understand why, and whether to continue, correct course, or pause.
Whatever your situation, we'll make sure the next steps follow from your actual business priorities.
Decision
The workshop will help you make these directional decisions:
Priority #1
which AI-driven business outcome matters most over the next 90 days.
First move
whether to go with simple support, run a controlled test, build the foundations, or deliberately pause.
Boundaries
what AI use is currently recommended, controlled, restricted, or prohibited.
Accountability
who owns the business outcome, technical feasibility, risk assessment, and escalation — and what mandate they need.
Verification
what needs to be confirmed before the company commits to further spending on licenses, vendors, rollouts, or scaling.
Decision
Additional outcomes:
- A unified board position on AI
- A clear list of business problems AI will solve and where it adds value
- A list of business topics AI won't currently solve
- Selected AI use cases with defined owners, sponsors, and success criteria
- A draft of your company's first AI policy
- Clarity on the current state of AI in the company
- 30-day check-in: a detailed review of results after the workshop
Format
How we work
STEP 1
First conversation
We establish where you stand as a company, what decisions you're facing, your current AI situation, who needs to be in the workshop, and who can approve and take ownership of next steps.
If the real need is basic tool training, we say so directly.
STEP 2
Preparation
Before the workshop, participants share only the information needed to work on the real situation: strategic priorities, current tools and experiments, known constraints, governance issues, and work in progress.
This is not a legal, cybersecurity, or technical audit.
STEP 3
Working session
We work with your priorities, what you've already tried, and your constraints. Together we identify what's working, what hasn't moved the needle, what to tackle first, and what to correct, pause, or drop.
STEP 4
Outcomes
You receive concise, usable documentation of the agreed direction, the first use case, the accountability model, decision criteria, how to measure progress, safe-use rules, and questions for specialist review.
STEP 5
30-day check-in
A review with the executive sponsor and internal owner. We check what's moving, what's blocked, whether the owner has the mandate they need, and whether anything needs correcting.
This is a checkpoint, not a hidden retainer.
Who should take part?
An effective workshop needs three people:
- a decision-maker who approves priorities and investment;
- an executive sponsor who removes obstacles;
- an internal owner with the real mandate to drive the first step.
Depending on the decision, Finance, HR/L&D, IT, Legal, Cybersecurity, or Risk representatives may also join the workshop.
A workshop without a decision is just a very expensive meeting.
What this program is not
- An AI lecture
- Prompting classes
- A vendor sales pitch
- A technical implementation project
- An information-security audit
- Selling tools or licenses
- A legal-compliance review
We can talk about the topics above, but that will be a completely separate conversation.
Frequently asked questions
Is this training on ChatGPT, Claude, or Copilot?
No. The tools are secondary. The workshop is about business decisions, governance, and the first step the organization commits to owning.
We already bought AI tools and they didn’t work. Does this still make sense?
Yes. We start with what the company already has, what has changed, what hasn’t, and why. The recommendation may be to continue, correct course, pause, or end one or more projects.
Will you tell us which AI tool to buy?
We explain the available options and trade-offs, but we don’t start from a predetermined vendor. The business problem, your current ecosystem, requirements, and organizational readiness will point to the right choice.
Does having an AI policy mean we’re legally compliant?
No. An AI policy gives you a practical starting point for action. Detailed legal, regulatory, and sector-specific questions require appropriate specialist review.
What if the right decision is “not now”?
That’s a good decision too. A well-justified “not now,” with criteria for revisiting it, is worth more than an AI project launched just to keep up appearances.
What happens after the workshop?
The price includes a check-in with the sponsor and owner after 30 days. Further implementation, legal analysis, security work, rollout support, or training is scoped only if and when the company decides it’s needed.