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Guides

How do we get more value from Claude?

  1. Roll Out Claude Across Your Teams

    Pick the plan from a pilot's usage data, train each team on its own work, and switch on connectors team by team.

    IncludesPilot plan and enablement checklist

    1. Before rolloutChoose the plan from pilot usage
    2. During rolloutTrain team by team
    3. Before scaleSet connectors and spend limits
    • AI Adoption
    • Knowledge Work

  2. Claude Team or Enterprise

    Team caps usage per seat, and Enterprise meters every token. Compare the two on your pilot's usage before signing an annual contract.

    IncludesPlan comparison worksheet

    • AI Costs
    • Governance

  3. Claude Data & Admin Controls Checklist

    Confirm which data terms cover each user. Consumer plans train on chats when the user allows it, and Team and Enterprise do not by default.

    IncludesData terms and admin controls checklist

    • Security
    • Governance

  4. Governing Connectors, Cowork & @Claude

    Decide what Claude can read and what it can change before teams hand it tasks, starting with the connectors and Slack channels that hold sensitive data.

    IncludesConnector and agent permissions checklist

    • Security
    • Recurring Work Automation

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