Benefits

• Faster adoption → higher ROI — Role-specific tracks turn abstract concepts into daily workflows, from sales and support to finance and ops.
• Risk-aware usage by default — Guardrails (privacy, security, accuracy) are taught in context of your policies and data—so teams build muscle memory for safe use.
• Measured outcomes — We evaluate reaction, learning, behavior change, and business results—not just course completion.
• Spaced reinforcement — Micro-lessons and refreshers fight the forgetting curve and keep skills current as tools evolve.
• Executive alignment — Leaders get a concise playbook on operating models, governance, and change levers to unblock adoption.
• Works in your stack — Content and labs are tied to the apps you actually use (Office 365/Teams, Salesforce, ServiceNow, BI platforms), with templates you can ship.

How It Works

1. Assess
   In week one we run a skills and needs assessment, map your use-cases by role, and baseline adoption and risk posture. We align training goals to your strategy and governance (responsible-AI policies, model/tooling choices), and define the KPIs we’ll move (time-to-value, task completion quality, risk incidents avoided, help-desk deflection).
   • Audience mapping — Executives, people managers, frontline users, and technical builders each get the outcomes they need.
   • Policy alignment — We bake your privacy, security, and accuracy requirements directly into exercises and checklists.
   • Measurement plan — We agree on how we’ll capture learning, behavior change in the flow of work, and results by team.
2. Implement
   We build a blended program—live workshops, hands-on labs, microlearning, and office hours—delivered in your LMS and collaboration tools. Every lab uses your systems (or close mirrors) so participants leave with reusable assets, not screenshots.
   • Curricula by role — Leaders: strategy, governance, operating model. Operators: day-to-day task copilot, prompt patterns, responsible use. Builders: retrieval (RAG), tool calling, evaluation, observability.
   • Hands-on labs — Guided exercises for common workflows (summaries, research, data prep, case notes, knowledge lookups, drafting, QA) with safe-use checklists.
   • Ecosystem labs: Salesforce Agentforce — Build, test, and publish an Agentforce agent; connect to Salesforce data and actions; wire guardrails and audit logs; practice skills for Service/Sales/Field scenarios; deploy safely within your org.
   • Ecosystem labs: Microsoft Copilot Studio — Build a standalone agent or extend Microsoft 365 Copilot; add tools/connectors to enterprise systems; publish to the channels your users already use (Teams, web); govern with approvals and telemetry.
   • Governance modules — Practical guardrails (data minimization, redaction, grounding/citation, approval thresholds) tied to your policy and risk register.
   • Change enablement — Manager toolkits, communication templates, and reinforcement nudges to convert training into daily behaviors.
   • Evaluation — Knowledge checks in-session, skill demonstrations in labs, and behavior/impact tracking in your systems.
3. Optimize
   Weekly, we iterate on content and nudges based on performance and feedback. We A/B test prompts and workflows, expand to new use-cases as adoption stabilizes, and publish playbooks and exemplars inside your knowledge base. Quarterly, we refresh for platform changes and add advanced clinics for power users.
   • Spaced reinforcement — Short follow-ups and scenario refreshers keep recall high and prevent skill decay.
   • Community of practice — Office hours and internal champions accelerate peer-to-peer learning and pattern sharing.
   • Executive reviews — KPI dashboards tie skill growth to outcomes (cycle time, quality, safety), keeping leadership engaged.

Training Tracks

• Executive & PMO — Operating models, governance, portfolio selection, value tracking, vendor risk, and communications.
• Frontline Users — Prompt patterns, grounded answers, working with documents/data, safe sharing, and approval workflows.
• Data & Builders — Retrieval pipelines, tool use, eval harnesses, red-teaming basics, and observability.
• Ecosystem: Salesforce Agentforce — Agent design, data access, actions/workflows, auditability, and deployment patterns across Sales, Service, and Slack.
• Ecosystem: Microsoft Copilot Studio — Agent design, connectors and custom tools, publishing to Microsoft 365 Copilot/Teams, environment strategy, and DLP/tenant controls.
• Risk & Compliance — Policy-to-workflow mapping, evidence capture, and audit-ready documentation.
• People Leaders — Coaching in the flow of work, role redesign, and performance criteria that reinforce adoption.

Case Snapshot

Anonymized example: A 1,200-person services firm trained executives, managers, and two frontline cohorts (support and sales). In six weeks they moved common tasks to governed AI workflows (case summaries, outbound drafts, research briefs) and added guardrails for sensitive data. Skill checks rose week-over-week; leaders reviewed behavior and results in dashboards. The program expanded to analytics and knowledge teams with advanced clinics, including Agentforce and Copilot Studio build labs.

Risk Reversal

Start with a 4-week pilot; continue only if KPIs are met. Day-0 baseline, day-14 checkpoint, day-28 readout. If jointly agreed targets (adoption behaviors, time-savings on target tasks, policy adherence) aren’t met, you can stop—no long-term commitment.

FAQ

What You Get

• Skills assessment and role-based curricula with live workshops, labs, micro-lessons, and office hours.
• Governed playbooks and checklists embedded in your tools (prompt patterns, grounding/citation, approval thresholds).
• Platform accelerators: Agentforce and Copilot Studio lab guides, starter templates, connector/tool checklists, and deployment runbooks.
• Manager and champion kits (coaching prompts, feedback rubrics, team challenges).
• Evaluation plan and dashboards across learning, behavior, and results, with quarterly refreshes.
• Templates and exemplars you can copy into your knowledge base on day one.
• Pilot readout with KPI deltas, rollout plan, and a 90-day roadmap for scale.

Get a Training Pilot Plan

Book a 30-minute scoping call. We’ll map roles and use-cases, align to your policies, and deliver a fixed-scope 4-week pilot—with Agentforce and Copilot Studio labs—plus KPIs and a go/no-go gate.

Schedule a call