Training course · Claude Code · Consulting

Claude Code for Consultants

Agentic coding with Claude Code in the terminal and IDE: CLAUDE.md, subagents, hooks, MCP, CI pipelines and secure permissions.

Duration
2 days (14 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

“Claude Code for Consultants” is designed for roles such as Management and strategy consultants, IT and process consultants and In-house consulting teams and shows step by step how to use Claude Code productively, safely and transparently in Consulting – from the fundamentals to advanced workflows.

Claude Code is not only for professional developers. Business users with no programming background can use it to analyse data, clean up Excel and CSV files, generate reports or build small internal tools, all in plain language. You describe what should happen, and Claude Code writes and runs the necessary scripts itself. This course variant shows you how to put these capabilities to work in your daily job without needing to understand code, and how to check the results reliably before anyone relies on them.

You will work through realistic office scenarios: merging exports from several systems, producing analyses with charts, generating documents and mail merges automatically, or turning repetitive file chores into a single command. Working safely is a central theme: which data may be processed, how you stay in control of approvals, and when to involve your IT department. The result is a set of useful helpers that take load off your team while remaining transparent and easy to hand over.

Consulting thrives on rapid onboarding, structured analysis and persuasive communication – exactly where generative AI makes a difference. Consultants use AI assistants to get up to speed on new industries, synthesise interview notes, build hypothesis trees, analyse client data and develop storylines for steering committees. AI agents support desk research, document comparison and first slide drafts. At the same time, AI is reshaping the business model: clients expect faster results and ask what value consultants add beyond what they could generate with AI themselves. Consultants who use AI confidently shift their time from grunt work towards judgement, implementation support and relationship building.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • Management and strategy consultants
  • IT and process consultants
  • In-house consulting teams
  • Independent consultants
  • Analysts and junior consultants

Typical challenges we address

  • Short ramp-up time for new clients, industries and topics
  • Large volumes of interviews, documents and data under time pressure
  • Heavy effort for slides, reports and proposals
  • Confidentiality of client information when using AI

What you will be able to do

  • You commission data analyses and file tasks from Claude Code in plain language.
  • You clean and combine Excel and CSV data and check the results for plausibility.
  • You automate recurring document and reporting tasks with reusable instructions.
  • You have small internal helper tools built and refine them step by step.
  • Accelerate onboarding, research and synthesis in consulting projects with AI.
  • Develop structured storylines, slides and proposals with AI support.
  • Use AI in client work in line with confidentiality obligations and communicate its use transparently.

Course outline

Day 1

Module 1 Getting started without coding skills
  • What a coding agent is and what it is allowed to do on your computer
  • Launching Claude Code and setting up a protected working folder
  • Describing tasks in everyday language: goal, input files, expected result
  • Understanding approval prompts and consciously accepting or declining them
Module 2 Analysing data in Excel and CSV files
  • Cleaning exports: duplicates, date formats, missing values
  • Combining several tables and calculating key figures
  • Producing charts and summaries as Excel files or images
  • Sanity-checking results with spot checks and cross-calculations
Module 3 Automating documents and routine tasks
  • Generating reports, minutes and mail merges from templates and data
  • Renaming, sorting and converting files automatically
  • Saving recurring procedures as reusable instructions
  • Writing a simple team guide in CLAUDE.md
Module 4 Building small scripts and internal tools
  • From idea to working helper: stating requirements clearly
  • Having simple input forms or local web interfaces created
  • Improving step by step: describing problems instead of debugging yourself
  • Documenting results so colleagues can use them

Day 2

Module 5 Working safely and responsibly
  • Handling personal and confidential data correctly
  • Limiting permissions and working only in approved folders
  • Recognising limits: when a tool should be handed over to IT
  • Coordinating with IT, data protection and business owners
Module 6 Hands-on project: your own solution for Consulting
  • Interview synthesis board – A small app where interview notes are uploaded, tagged by theme and displayed as an overview with quotes for each topic area.
  • Bid checklist – An internal tool that captures requirements from tenders, maps them to proposal sections and highlights open items before submission. Formal exclusion criteria are flagged separately.
  • Benchmark calculator – A simple web app that compares a client's KPIs with stored reference values and highlights deviations graphically. Sources and dates of reference values are documented transparently.
Module 7 Data protection, quality & transfer to daily work
  • Client information is usually covered by confidentiality agreements and may only be processed in AI environments cleared contractually and under data protection law. AI use should be agreed with the client, and personal interview data must be handled in line with the GDPR.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Rapid onboarding

AI produces industry overviews, explains terminology, value chains and typical KPIs and drafts key questions for the kick-off – as a starting point to be verified with reliable sources.

Synthesising interviews

Notes from stakeholder interviews are organised by theme, pain point and quote, patterns and contradictions are drawn out and the results prepared as a basis for hypotheses.

Hypotheses and issue trees

Problems are broken down with AI into mutually exclusive, collectively exhaustive sub-questions, hypotheses are formulated and the required analyses and data sources derived. This quickly yields a robust workplan for the team.

Storylines and slides

Analysis results become pyramid-structured storylines, action titles and slide drafts, which the team then sharpens and builds out in the house style. The core message stays at the centre of every slide.

Proposals and bids

Tender documents are analysed, requirements turned into checklists and proposal sections on approach, work packages and team profile written with a clear focus. The client's evaluation criteria are addressed directly.

Faster data analysis

Client data is cleaned, analysed and visualised with AI support, for example for benchmarks, cost analyses or process KPIs, with documented calculation steps. Sanity checks safeguard quality before client presentations.

Possible hands-on projects

Interview synthesis board

A small app where interview notes are uploaded, tagged by theme and displayed as an overview with quotes for each topic area.

Bid checklist

An internal tool that captures requirements from tenders, maps them to proposal sections and highlights open items before submission. Formal exclusion criteria are flagged separately.

Benchmark calculator

A simple web app that compares a client's KPIs with stored reference values and highlights deviations graphically. Sources and dates of reference values are documented transparently.

Prerequisites

No programming knowledge is needed; confident use of Excel, files and folders on your own computer is sufficient. Experience in consulting projects or analytical project roles; no programming skills required.

Technical requirements

Your own laptop with admin rights, Git, a Node.js runtime and an up-to-date editor; a Claude subscription or Anthropic API access is required for the exercises.

Data protection & compliance

Client information is usually covered by confidentiality agreements and may only be processed in AI environments cleared contractually and under data protection law. AI use should be agreed with the client, and personal interview data must be handled in line with the GDPR.

Suggested dates

All dates are suggestions – your preferred date is always possible.

  • Mon, 23 November 2026 – Tue, 24 November 2026 Online Request
  • Wed, 2 December 2026 – Thu, 3 December 2026 Kaiserslautern Request
  • Mon, 7 December 2026 – Tue, 8 December 2026 Online Request
  • Tue, 12 January 2027 – Wed, 13 January 2027 Online Request
  • Mon, 25 January 2027 – Tue, 26 January 2027 Salzburg Request
  • Mon, 8 February 2027 – Tue, 9 February 2027 Online Request

Frequently asked questions

How is Claude Code different from traditional code completion?

Code completion suggests the next few lines, whereas Claude Code acts as an agent that handles whole tasks: it searches the repository, plans changes across several files, runs tests and commands, and corrects itself based on the results. You define the goal and review the outcome instead of steering every single line yourself.

Is Claude Code secure enough for enterprise use?

By default, Claude Code asks for approval before editing files or running commands. Permission rules, sandboxing, managed settings and hooks let you define precisely what the agent may do. During the course you learn to configure these mechanisms to match your security and data protection requirements and to assess risks such as prompt injection.

Does Claude Code work with my language and tech stack?

Yes. Claude Code is language-agnostic because it works with files, terminal commands and your existing build and test tooling. Whether you use Python, Java, TypeScript, Go, SAP-related code or infrastructure as code, what matters most is a well-written CLAUDE.md describing your commands and conventions. Each course variant adds the relevant domain focus.

Can I use client data in AI tools?

Only if the contract, NDA and your firm's policies permit it and the tool is covered contractually. It is often sensible to agree AI use with the client. The course shows how to work with anonymised data and set clear rules for project teams.

Will AI make consultants redundant?

Grunt work such as desk research or first slide drafts becomes cheaper. Judgement, industry experience, facilitation and implementation support remain in demand. Firms that use AI well deliver faster and can invest more time in real impact for clients. Value shifts towards advice quality and outcomes.

How much does “Claude Code for Consultants” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 2 training day(s) with a live trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. Our suggested dates are just a guide. In the request form you can always describe your preferred date or period in free text – we check availability and confirm within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart or Kaiserslautern. We can also run the course exclusively for your team.

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