If you are on Claude Pro and you have been stripping client details out of every document before you paste it, this one is for you.
Emma Marlow and Beau Warren are both on the AI Institute team and today they came on to reflect with Maryrose about their experience moving the organisation off Pro. In August they moved the whole organisation off individual Pro accounts and onto a Claude Teams account, in four weeks, while everybody carried on working. Asked for one word on how the redacting had felt, the answers were "slow", "a burden" , and "made me nervous".
They tell Maryrose Lyons why they treated it as a change project rather than an IT one, and set out the three roles they say you need before you move anything: ideas from the bottom, a named product owner at the top, and champions in the middle.
Plus the button that does not exist, and the one thing a Teams account will not let you do.
• Name a product owner on day one. Emma's rule: somebody owns that tool for its whole life in the organisation. Ideas come from the bottom, scaling responsibly comes from the top, and the product owner is how the second half actually happens.
• Champions in the middle. Beau's third role, and the one most organisations skip.
• Three people, one word each. Asked how redacting every sensitive document by hand felt: slow, so burdened, actually nervous. Nobody had raised it, because nobody thought it was wrong.
• Treat it as a change project, not an IT one. Project plan, a responsibility matrix, one channel for the whole conversation, and personalisation settled before any data moved. Four weeks, in August, alongside the day job.
LINKS
Anthropic's trust centre, where the compliance documents live: https://trust.anthropic.com/
Claude AI Skills, our course for people who moved across and never got shown the good bits
All AI Institute courses
Hosted by Maryrose Lyons, founder of AI Institute, talking to people actually implementing AI in their work.
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