Role-Based Programme
RB0146

Claude for Operations

Advanced Process Intelligence, AI Workflows & Operational Automation

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Duration
32 Hours
Level
Advanced
Delivery
Instructor-Led
Format
Capability Development

Programme Objectives

  • Develop advanced proficiency in applying Claude across operational planning, process management, performance analysis, issue resolution, quality, coordination, and continuous improvement.
  • Build reusable AI-assisted workflows for SOPs, operational reporting, root-cause analysis, handovers, vendor reviews, exception management, and management communication.
  • Apply Claude to operational documents, spreadsheets, reports, communications, and external information to generate structured operational intelligence.
  • Design persistent and agentic workflows using Projects, Artifacts, Skills, Cowork, Connectors, and recurring automation.
  • Establish responsible AI practices covering data confidentiality, operational accuracy, permissions, validation, escalation, approvals, and accountable decision-making.

Tools covered

ClaudeAdvanced Prompt EngineeringFile & Data AnalysisResearchProjectsProject KnowledgeArtifactsSkillsClaude CoworkConnectorsScheduled Workflows

Who should attend

  • Operations Managers
  • Business Operations Professionals
  • Operations Analysts
  • Service Operations Professionals
  • Manufacturing & Production Operations Professionals
  • Process Excellence Professionals
  • Continuous Improvement Professionals
  • Quality Operations Professionals
  • Supply & Service Coordination Professionals
  • Shared Services Professionals
  • Vendor & Service Management Professionals
  • Regional & Site Operations Managers
  • Operational Excellence Leaders
  • Operations Directors
  • Business Operations Leaders

Prerequisites & Participant Readiness

  • Familiarity with operational processes, reporting, coordination, or service-delivery activities
  • Basic understanding of SOPs, KPIs, issues, risks, actions, and operational controls
  • Experience working with spreadsheets, reports, operational documents, or process information is helpful
  • Basic Generative AI experience is beneficial but not mandatory
  • No programming knowledge required
  • Advanced capabilities may depend on Claude plan, organizational configuration, Connectors, and administrator permissions
  • Completion of shorter Claude programmes is not required

TOC Modules

Concepts
  • Understanding Claude across Plan → Execute → Monitor → Resolve → Improve operational workflows
  • Understanding AI assistance versus accountable operational decision-making
  • Recognizing hallucinations, incomplete context, confidentiality, and execution risks
Practical activities
  • Mapping existing operational activities to appropriate Claude capabilities
  • Identifying high-value workflows suitable for advanced AI assistance

Scenarios

Operational Performance & Issue Resolution

Operational Data + Daily Updates → Claude Analysis → KPI Exceptions → Root-Cause Investigation → Corrective Actions → Owner Tracking → Management Report → Operations Leader Review

Participants build an advanced operational-intelligence workflow that converts fragmented performance data into validated exceptions, structured investigations, corrective actions, accountability, and management-ready reporting.

Continuous Operations Monitoring & Process Improvement

SOPs + Operational Systems + Connected Information → Claude Cowork → Scheduled Review → Emerging Issue / Bottleneck → Research & Analysis → Improvement Recommendation → Artifact-Based Action Plan → Human Approval

Participants design a recurring operations workflow that gathers approved information across connected systems, detects meaningful operational changes, develops evidence-backed improvement recommendations, and produces reusable management outputs while preserving human control over operational changes.

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