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Confidential investment holding Holding headquarters

Executive leadership: one operating layer for the holding

A nine-week AI implementation programme that unified the leadership workspace, trained the team and put personal AI agents into daily work.

AI implementation AI Acceleration Enterprise IT
Duration
9 weeks

From constraint to outcome

What was blocked, what changed, and what the client gained.

01

Problem

Leadership lacked a single view of the holding, while every subsidiary prepared reports in its own format.

02

System

A shared Notion, Google Workspace and Claude Team foundation connected to personal agents, training and an executive dashboard.

03

Outcome

Leadership gained a consolidated operating layer and staff left with working tools they could use without a developer.

The challenge

The holding had no single place where the owner could see consolidated information across its companies. Decisions depended on reports assembled manually from many subsidiaries in different formats, while employees relied on personal accounts, scattered files and individual task lists.

What we built

  • A shared operating foundation. Notion became the knowledge base and process layer; Google Workspace unified mail, files, calendars and meetings under the company domain; Claude Team added an AI layer for work with documents and data.
  • Training that stays with the company. A dedicated portal brought together materials, recordings, a leadership roadmap and mentor Q&A. The programme covered dialogue, delegation, processes and agents.
  • Personal AI agents. Thirteen agents with role-specific memory and knowledge bases supported tasks, reports, analytics, spreadsheet work, presentations, legal summaries and reminders. Integrations included Telegram, Notion, Google Calendar, Gmail, Google Workspace, MCP and 1C cloud export.
  • An executive dashboard. A central view consolidates data from subsidiaries, with per-company AI summaries and natural-language questions across holding data. The deployment direction is on-premise, keeping holding data inside.

The outcome

The programme created one secure operating layer for leadership and a practical foundation for wider rollout. Participants could turn routine work from hours into minutes themselves, while the company retained the training portal, working materials and prototypes after the programme.