Role-Based Programme
RB0145

Claude for Operations

Analyse, Optimise & Build Smarter Operational Workflows

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in applying Claude across process documentation, operational planning, issue resolution, performance analysis, vendor coordination, and continuous improvement.
  • Apply advanced prompting and context-engineering techniques to produce structured, actionable, and operationally relevant outputs.
  • Use Claude with SOPs, reports, spreadsheets, operational records, Web Search, and Research to identify bottlenecks, exceptions, risks, and improvement opportunities.
  • Build reusable Claude Projects and workflows for recurring operational analysis, reporting, documentation, and coordination.
  • Apply confidentiality, accuracy, safety, source validation, governance, and human-approval controls across AI-assisted operational workflows.

Tools covered

ClaudeGenerative AIAdvanced Prompt EngineeringExtended ThinkingClaude ResearchWeb SearchFile AnalysisProjectsArtifacts & Google Workspace Connectors

Who should attend

  • Operations Managers
  • Business Operations Professionals
  • Operations Executives
  • Operations Analysts
  • Process Excellence Professionals
  • Operational Excellence Professionals
  • Service Operations Professionals
  • Production & Manufacturing Operations Professionals
  • Supply Chain Operations Professionals
  • Logistics & Distribution Professionals
  • Vendor Operations Professionals
  • Shared Services Professionals
  • Process Improvement Specialists
  • Operations Team Leads & Supervisors

Prerequisites & Participant Readiness

  • Basic familiarity with business or operational processes
  • Understanding of SOPs, operational reports, workflows, issues, or performance measures
  • Basic document and spreadsheet handling skills
  • Familiarity with workplace productivity applications is helpful
  • Basic understanding of Generative AI is beneficial but not mandatory
  • No programming knowledge required
  • Completion of a shorter Claude programme is not required

TOC Modules

Concepts
  • Understanding Claude capabilities across operational analysis, documentation, planning, research, and communication
  • Identifying suitable AI-assisted activities across recurring operations workflows
  • Understanding hallucinations, incomplete context, outdated information, and AI limitations
  • Identifying safety, compliance, or operational decisions requiring qualified human judgement
Practical activities
  • Mapping recurring operational activities to suitable Claude-assisted workflows

Scenarios

Operational Issue to Process Improvement

Operational Issue → Process & Performance Data → Claude Analysis → Root-Cause Investigation → Improvement Options → Corrective Actions → SOP Update → Monitoring Plan

Participants use Claude to analyse a recurring operational issue, investigate possible causes using available evidence, develop improvement actions, update supporting procedures, and establish a structured monitoring approach.

Weekly Operations Performance Review

Operational Data → Claude File Analysis → KPI / SLA Review → Exceptions & Bottlenecks → Priority Actions → Owners → Management Summary → Follow-Up

Participants use Claude to consolidate operational performance information, identify significant exceptions and recurring issues, prioritise actions, and create a concise management-ready operations review.

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