Pillar 05 · Training
Train the people
who run what we built.
Ongoing enablement for integration clients. When we deploy automations, we stay to train your team on those systems, in your workflows, under your policies, so the governed path is the one people actually use.
Who this is for
Training follows the build.
This pillar is for clients in an Audit, Governance, or Security engagement with us. Enterprise-wide AI literacy programs live under Education.
Integration clients
Firms where we audited, governed, and built. Training is the enablement layer on the systems already in your environment.
The people who do the work
Brokers, analysts, asset managers, and ops staff who will use the new path every week, not only the sponsors who signed the SOW.
Leaders measuring adoption
If the sanctioned workflow is slower than the old one, people route around it. Training is how adoption becomes the metric, not licenses purchased.
Why this exists
A rollout nobody uses is just an invoice.
The build is not done at deploy. It is done when the people who do the work prefer the new path.
Builds die at handoff
A demo and a PDF are not enablement. Without guided practice in real workflows, the new system becomes optional by week two.
Workarounds form fast
When nobody answers how-do-I questions, people invent paths. Those paths often land back in shadow AI.
New hires start cold
Without a repeatable onboarding path, every hire relearns tribal knowledge, and the automation quietly loses coverage.
What you get
Enablement that starts when the system goes live.
Hands-on training on the automations we shipped, not a separate generic course catalog.
- 01
Role-based playbooks
Step-by-step for the jobs the automation touches: intake, underwriting support, reporting, lease admin, and the rest of your map.
- 02
Live go-live workshops
Short sessions on the actual screens and edge cases from your firm, not a generic slide deck.
- 03
Office hours
A window after launch for how-do-I questions, before workarounds form and stick.
- 04
Champions program
A few internal owners who can answer day-to-day questions without calling us every time.
- 05
Refreshers & onboarding
Scheduled follow-ups when you add workflows, hire, or change tools. New hires get the same path from day one.
Cadence
Tied to your integration timeline.
Training is scoped with the build. Literacy can start earlier under Education if you need a broader program.
At go-live
Workshops and playbooks for every role the system touches, timed with the cutover.
First 30–60 days
Office hours, issue triage, and champion coaching while habits form.
Ongoing
Refreshers for new workflows, new hires, and material product changes we ship for you.
Next step
Put training on the same plan as the build.
If you are already in an engagement, we will map training to your go-live. If you are evaluating us, thirty minutes is enough to see where enablement should sit in the sequence.