Claude AI
Client: Ocora
Claude Enablement and Custom Skills Rollout for Ocora
Deployed Claude across Ocora’s business functions alongside a governed library of custom Skills that encode Ocora’s own templates, tone of voice and process logic, turning ad-hoc prompting into consistent, repeatable workflows.
“As a small team, we can’t afford to have people spending hours assembling documents or reinventing the format every time. Kumulus didn’t just switch Claude on for us. They built Skills around how we actually work, so a proposal that used to take ten hours now takes two, and it comes out right whoever writes it. Within two weeks everyone in the business was using it, and we now own the library ourselves and keep adding to it.”
- Challenge
- For a small organisation like Ocora, every hour spent on repetitive drafting and document assembly across marketing, finance, sales and delivery was an hour not spent with customers. Output quality depended on individual prompt-writing ability, and AI adoption needed proper governance and data controls from the outset.
- Approach
- Configured the Claude workspace with SSO, user provisioning, role structure, data handling guidance and an acceptable use policy, and connected Claude to Ocora’s existing stack (document repositories, CRM, finance system and project tooling) via MCP. Built function-specific custom Skills for brand and tone of voice, content creation, invoicing, timesheet and PO reconciliation and month-end reporting, and mapped further Skills for sales, delivery, HR, IT and knowledge management. Delivered role-based training, a champions programme, Skill-authoring training so Ocora can build its own Skills, and a catalogue maintenance process.
- Outcome
- Within two weeks of kickoff, Ocora’s entire team was using Claude across four business functions, with governance and data controls in place from day one and Claude connected to Ocora’s core systems. Five custom Skills cut proposal preparation from 10 hours to two and made output quality a property of the process rather than the person, while an internal owner at Ocora now grows the Skills library independently after handover.
- Professional Services
- Claude
- Anthropic
- Custom Skills
- MCP
- Governance
- Generative AI
- Adoption
- Productivity