Stage 01 — Setup
Setting up Claude and AI
We get AI properly stood up for your leaders and your teams — configured for a healthcare environment, connected to the systems people already work in, and governed from day one rather than a year later.
Deliverables
- Workspace configuration — Claude Team or Enterprise setup, single sign-on, roles and permissions, seat planning by function
- Privacy and data posture for healthcare — what may go in, what never does, and how that is enforced rather than just documented
- Connectors to where work already lives — mail and calendar, document repositories, CRM, ticketing, BI and reporting
- Projects and shared knowledge bases by function, loaded with your own policies, contracts, specifications and templates
- The right tool per person — Claude for executives and analysts, Cowork for document and file work, Claude Code for technical teams
- Executive setup sessions — working one-to-one with leaders to put AI into how they actually run their week
- An acceptable-use and governance policy written for a healthcare organization, plus a champion network and internal support path so adoption doesn't depend on us