We assessed the Claude Enterprise and Claude Cowork setup, reviewed security settings, access boundaries, connector risks, and configuration gaps, then created a roadmap for governed rollout.
Meet our client
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Client’s Challenge
A US-based PE firm had launched Claude Enterprise and identified 15 AI use cases across investment, legal, and finance teams, but needed to turn experimentation into secure, repeatable workflows. Key blockers included sensitive data permissions, connector governance, fragmented environments, and uneven AI adoption maturity.
Our Solution
We assessed the Claude Enterprise and Claude Cowork setup, reviewed security settings, access boundaries, connector risks, and configuration gaps, then created a roadmap for governed rollout. We also implemented top 5 most valuable plugins to speed up the team work. The team also delivered workshops on advanced use of Claude Cowork, MCP servers/connectors, service integrations (Outlook, SharePoint, OneNote, Planner, Affinity).
Client’s Benefits
The client gained a clearer path to secure enterprise AI adoption, stronger governance, and alignment. We created a foundation for standardized AI workflows, including deal memos, meeting prep, document comparison, reporting, and finance analysis.
