Turn scattered AI experiments into a board-ready Claude implementation plan in two weeks. Most financial services organisations have already experimented with AI — the hard part now is deciding which workflows are worth taking toward production, what governance is required, and how Claude should connect safely to existing systems, documents and teams.
A Claude Production Readiness Sprint is a short, fixed-price engagement that helps a financial services organisation assess its current AI experiments, identify the most promising Claude workflow, define the governance required, and produce an implementation plan for a production pilot.
This sprint is for financial services organisations that have already run AI experiments, pilots or workshops and now need a practical path forward.
Eight executive questions. One coherent set of answers, evidenced and ready to brief.
Seven structured workstreams across the two weeks, sequenced so each output feeds the next.
Review existing AI work, experiments, vendor engagements and internal use cases. Identify what worked, what stalled and why.
Assess readiness across data, security, identity, workflow ownership, controls, auditability, integration, legal, evals, change management and sponsorship.
Identify and prioritise 3–5 possible Claude workflows by value, feasibility, governance complexity and implementation effort.
Choose one workflow as the recommended starting point for a production pilot — with reasoning attached.
Show how Claude could connect to the relevant systems, documents, users, approvals and audit logs.
Define the minimum viable governance required to take the selected workflow forward safely.
A practical plan for the follow-on implementation phase: scope, timeline, roles, risks, assumptions and indicative budget.
It creates the evidence, architecture, governance model and implementation plan required to move confidently into a production pilot. Specifically, the sprint does not include:
Each stage is optional and sized to outcome. Most clients move into a workflow build within 30 days of the sprint readout.
Diagnose, prioritise, design and plan.
Build the first governed Claude workflow.
Monitor, improve, govern and expand Claude workflows over time.
We typically begin within two to three weeks of a signed engagement letter, depending on stakeholder availability. The sprint runs for two consecutive weeks of calendar time.
A nominated executive sponsor, the workflow or operations owner closest to the candidate use cases, and a security or risk representative. We can also work with data and platform leads as needed.
No. The sprint is designed for organisations that have not yet moved a Claude workflow into production. We will recommend a path, including any Anthropic commercial conversations required.
That's expected. Most of our clients have Copilot, ChatGPT, internal LLM trials or vendor demos in their history. The pilot autopsy explicitly covers prior work regardless of model.
Yes — NZD $20,000 + GST, scoped to the deliverables above. If during scoping it becomes clear additional discovery is needed beyond the standard sprint, we will say so before signing.
Yes. We have standard NDA and DPA templates and are comfortable working under customer paper.
Book a 30-minute scoping call. We'll confirm fit, walk you through the sprint structure and answer any questions before contracting.