Executive AI Training
Bring the thing you're stuck on.
We work with AI securely and privately on your files — with you in the chair.
We work it with AI, on your files, with you in the chair. You leave with it moving and a setup you can run again without us.
No course. No homework. 60 minutes, in person or online, one-on-one or with your team.
Tell me what you're stuck onarrow_forwardStart with a problem you actually have.
What is stuck because it still depends on me?
Find the work, decisions, and follow-ups waiting on you — then turn them into clear owners and next steps before they become bottlenecks.
It's 7:40. My 8:00 is someone I last spoke to in March.
Get the full history from email and notes before you dial.
We need to respond. Where is the information?
Pull together the emails, files, and conversations you need from a specific period without losing hours searching for them.
Why are we still doing this manually?
Find repetitive work consuming your team's time and use AI to dramatically reduce the manual effort.
Use AI without being careless with your information.
Not every AI tool is right for sensitive work. We help you decide what can be shared, which AI setup makes sense, who can access the information, how long it is kept, and when a person needs to check the result.
What can be shared
Decide what information is appropriate for AI and what should remain private before sensitive work ever reaches a model.
Which AI setup to use
Choose the right enterprise AI environment based on the sensitivity of the work, data handling, retention, and security controls.
Who can access it
Control who can access sensitive information and use the right permissions for the people and systems involved.
When a person needs to check
Keep human review in the loop for important decisions and work where accuracy, privacy, or judgment matters.
What this looks like.
Mendy Ezagui. I built PwC's first AI SDR agent on Agentforce. Now I sit next to executives and make AI do the work.
Scott Management
Scott Management got a request for information. The answers were scattered across every tool they use. We pulled it together across all of them in minutes, then showed them how to do it next time without us.
A family office
A family office had thousands of documents. Nobody had time to catalogue them, let alone categorize them. AI read every one, named it, and filed it by category. We can't tell you which office.
Abraham C., COO, LCLA
A stale website and software nobody wanted to touch. The website is updated. Once the team knew how to use the tools, a long list of other tasks got streamlined too.