Training course · Claude · Consulting

Claude for Consultants

Claude as an AI assistant for knowledge work: projects, Artifacts, long documents, analysis and precise writing for teams.

Duration
1 day (7 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

“Claude 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 productively, safely and transparently in Consulting – from the fundamentals to advanced workflows.

Anthropic's Claude has become a go-to AI assistant for demanding knowledge work: it handles very long documents, reasons transparently and writes in a measured, easily steerable style. In this practical day you learn to exploit these strengths systematically. You analyse lengthy reports, contracts or policies, compare several sources and extract key findings with references to the exact passages. With Projects you store background knowledge and working instructions permanently, so Claude knows your terminology, templates and quality standards and you no longer start from scratch with every request.

We also show how to use Artifacts to produce standalone deliverables – structured documents, tables, charts or small interactive tools – and share them with your team. You analyse files with the built-in analysis capability, use research and connectors to company data, and put Claude to work as a critical reviewer of your own writing. A dedicated session covers Team and Enterprise plans, access management and data protection. By the end you have tested project set-ups and prompt patterns that you can apply straight away in your own function.

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 write precise, structured instructions that let Claude handle complex tasks reliably.
  • You analyse long and multiple documents and obtain referenced, verifiable summaries.
  • You set up Projects with a knowledge base and style rules and share them with your team.
  • You use Artifacts and the analysis capability to produce usable documents, tables and evaluations.
  • 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

Module 1 Understanding and directing Claude
  • Model family, strengths and limitations compared with other assistants
  • Clear instructions with context, examples and the desired output format
  • Structured input using sections and tags for complex tasks
  • Extended thinking and step-by-step approaches for demanding questions
Module 2 Analysing long documents
  • Uploading and querying large PDFs, reports and contract sets
  • Comparing multiple documents and surfacing contradictions
  • Summaries with references to specific passages
  • Deriving checklists and review grids from policies and guidelines
Module 3 Projects and knowledge base
  • Creating Projects with knowledge documents and persistent instructions
  • Storing style and terminology rules for consistent results
  • Sharing Projects with the team and developing them together
  • Making good use of connectors to drives and business applications
Module 4 Artifacts, analysis and writing
  • Creating Artifacts for documents, tables, charts and interactive tools
  • Analysing files and spreadsheets with the built-in analysis capability
  • Drafting, shortening, rewording and tailoring text to audiences
  • Using Claude as a critical reviewer of arguments and gaps
Module 5 Team use, data protection and quality
  • Team and Enterprise plans: administration, roles and sharing
  • Handling confidential and personal data in line with GDPR
  • Checking output: verifying facts, figures and quotations
  • Defining internal guidelines and reusable prompt patterns
Module 6 Practice lab: Consulting
  • Rapid onboarding
  • Synthesising interviews
  • Hypotheses and issue trees
  • Storylines and slides
  • Proposals and bids
  • Faster data analysis
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.

Prerequisites

Confident use of office applications and a web browser; prior AI experience is helpful but not required. Your own non-confidential documents are welcome as practice material. Experience in consulting projects or analytical project roles; no programming skills required.

Technical requirements

A laptop with an up-to-date browser or the Claude desktop app and a Claude account; we recommend Pro, Team or Enterprise access for Projects and larger files.

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.

  • Tue, 24 November 2026 Online Request
  • Fri, 11 December 2026 Stuttgart Request
  • Tue, 12 January 2027 Online Request
  • Thu, 28 January 2027 Berlin Request
  • Fri, 12 February 2027 Online Request
  • Fri, 19 February 2027 Munich Request

Frequently asked questions

How does Claude differ from ChatGPT in everyday work?

Both are capable general-purpose assistants. Claude particularly stands out with very long documents, careful reasoning and an easily steerable writing style, while Projects and Artifacts support structured work. Which tool fits better depends on your tasks, integrations and company policies – the course gives you criteria for an informed assessment.

What are Artifacts and why would I use them?

Artifacts are standalone deliverables that Claude creates in a separate panel next to the chat – a document, a table, a chart or a small interactive tool, for example. They can be revised in a targeted way, downloaded and shared. A conversation therefore produces ready-to-use results rather than scattered fragments of text.

Is my data used to train Claude?

On Team and Enterprise plans, business content is not used for model training as a matter of principle. For individual accounts this depends on settings you should review yourself. Regardless of the plan, GDPR and internal confidentiality rules apply. In the course we walk through the relevant settings and the questions to ask.

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 for Consultants” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 1 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.

More courses for Consultants

More Claude courses

All 45 Claude courses

Claude · MunichClaude · SalzburgClaude · BerlinClaude · AugsburgClaude · HanoverClaude · BremenClaude · StuttgartClaude · KaiserslauternClaude · Online