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Capability · Anthropic Claude · Microsoft 365 Copilot

AI Enablement for the mid-market.

From signed contract to a Claude or Microsoft 365 Copilot deployment your security team trusts and your operations team uses every day. Identity wired in, connectors and grounding locked down to least-privilege, custom skills or Copilot agents capturing your institutional knowledge, and an admin runbook your team can actually maintain.

Or download the service brief (PDF) — three-page brochure for procurement and execs.
Target$50M–$250M revenue
Timeline3–8 weeks to live
EngagementFixed fee, scoped per client
PlatformsClaude · M365 Copilot
GeographyHouston · Gulf Coast · National
Two platforms · one practice

Anthropic Claude or Microsoft 365 Copilot — chosen per client.

We deploy both. Discovery determines which fits your stack, identity provider, and where the highest-leverage use cases sit. Engagement tiers are platform-agnostic — what changes is the configuration playbook, not the rigor or the runbook.

Anthropic Claude Teams / Enterprise

Best when
  • Knowledge work spans systems beyond Microsoft 365 — Salesforce, NetSuite, custom ERPs, document repositories outside SharePoint
  • You need long-context reasoning over large reference documents, contracts, or institutional knowledge
  • Custom skills + MCP connectors are the right shape for compounding institutional knowledge over time
  • You want connector flexibility outside the Microsoft estate, including custom MCP servers

Microsoft 365 Copilot Word · Excel · Outlook · Teams · SharePoint

Best when
  • Microsoft 365 is already the system of work — Word, Excel, Outlook, Teams, SharePoint where the day happens
  • Microsoft Entra is the identity provider and Conditional Access is already enforced
  • The highest-leverage gains are in-app — drafting in Word, summarizing in Outlook, analyzing in Excel, recapping Teams meetings
  • Sensitivity labels, DLP, and Purview are part of how data is governed today

Some clients run both — Copilot for in-app productivity, Claude for cross-system knowledge work and bespoke skills. Discovery is where we agree on the shape.

Where it fits

A capability that sits on top of the model — not beside it.

AI Enablement is not a sixth F. It is a cross-cutting capability that depends on the layers below it. Without Fidelity (clean, governed data), AI hallucinates against your own systems. Without Flow (integrated applications), AI can't reach the data it needs. We deploy Claude only after we know your foundation supports it — or we install the missing layer first.

AI AI Enablement Cross-cutting capability — Anthropic Claude
04FeedbackVisibility, cadence, metrics
03FidelityClean, governed data
02FlowIntegrated systems
01FoundationReliable, secure environment
The status quo

Most companies are doing AI wrong.

Either it's chaos — every employee using a personal Claude or ChatGPT account and pasting in client data — or it's frozen, because IT and legal can't approve a deployment without governance scaffolding nobody has built. Both states leave value on the table.

01

Shadow AI sprawl

Employees signing up for personal Claude or ChatGPT accounts and pasting in client data, with no central governance.

02

One-off prompts, no institutional knowledge

Each user reinvents the same prompts. The company never compounds learning.

03

Enterprise procurement says no

Security and legal block AI rollout because the data-handling and access controls aren't documented.

04

Connectors are read-only or risky

Either AI can't see real data, or it can see too much. Both fail.

05

Pilots that never scale

An IT team runs a 90-day AI pilot and nothing reaches production because operationalization was never planned.

There is a better way.

Corvell deploys Claude the way a Fortune 100 IT organization would — and we do it in weeks, not quarters, at mid-market pricing.

What you get

An AI capability that actually works — and your security team will sign off on.

We measure ourselves on adoption and business outcomes, not on whether Claude is installed. Every engagement ends with the team trained, the runbooks documented, and a measurable usage baseline.

  • A properly provisioned, identity-bound, locked-down workspace — Claude Teams / Enterprise, or a Microsoft 365 Copilot tenant configuration tied into Entra and Conditional Access.
  • A documented admin runbook your IT team can maintain after we leave.
  • A library of custom skills (Claude) or grounded Copilot agents and prompts (M365 Copilot) encoding your institutional knowledge — sales playbooks, SOPs, brand voice, regulatory requirements.
  • Connectors configured with least-privilege scopes — MCP for Claude across Microsoft 365, Salesforce, ERP, and document stores; Graph connectors and Copilot Studio actions for the M365 Copilot path.
  • Cowork project templates (Claude) or reusable agent / prompt libraries (Copilot) that turn one-off conversations into reproducible workflows.
  • Memory hygiene, data-handling, sensitivity-label / DLP posture, and AI-tools contractual language ready for procurement, legal, and clients.
  • Team trained and actually using it — measured by adoption metrics defined in the engagement.
Who this is for

Mid-market companies treating AI as a competitive lever.

Built for $50M–$250M companies — PE-backed, VC-backed, founder-led, family-owned — preparing for scale, M&A, or a step-change in operating discipline.

Industries we serve
  • Energy & oil/gas
  • Manufacturing
  • Logistics & distribution
  • Engineering & construction
  • Professional services
  • Family offices & private capital
Trigger events
  • Preparing for scale or M&A
  • Executive capacity gaps
  • Operational bottlenecks where AI compresses decision time
  • Compliance pressure on AI usage
  • Data-quality investment ahead of an AI program
Three engagement tiers

Pick the engagement model that matches your stage.

All three tiers share the same operational rigor. Choose by where you are today: net-new to AI, ready to scale custom skills, or treating AI as an ongoing capability.

Tier 01

Starter

3–4 weeks
Fixed fee · one-time
Companies new to AI; need a clean foundation before scaling.
Deliverables
  • Workspace provisioning — Claude Teams or Microsoft 365 Copilot — with identity verification and domain capture
  • Microsoft 365 connector enablement (read-only, least-privilege)
  • 2–3 starter skills (Claude) or grounded Copilot prompts and agents (M365) capturing your most-used reference content
  • Admin runbook covering roles, security, upgrade triggers
  • 4 hours of executive + admin training
  • 30-day post-launch support window
Scope a Starter engagement →
Tier 03

Managed AI Enablement

Ongoing · 6 mo. minimum
Continuous capability
Companies treating AI as a continuous capability — adding skills, expanding connectors, governing usage as the org grows.
Deliverables
  • Continuous skill / Copilot agent development — 2–4 new or updated per quarter
  • Connector management — MCP, Graph, Copilot Studio actions — reviewed, expanded, retired as needs change
  • Quarterly governance review — usage analytics, security posture, compliance refresh
  • User support and adoption coaching
  • Roadmap planning — what's coming next on Anthropic and the Microsoft 365 Copilot platforms
  • Quarterly business review with executive sponsor
Scope a Managed engagement →
Add-ons

Bolt onto any tier.

When the standard tiers don't fully cover the surface area, these modular add-ons extend the engagement.

Custom skill development

A purpose-built skill capturing a specific workflow, document set, or domain — your sales conversation playbook, SOP library, or regulatory checklist.

Custom MCP server development

A bespoke MCP server that lets Claude read from or write to a system without a stock connector — your proprietary database, a legacy ERP, or a domain-specific tool.

AI governance & policy package

Internal AI usage policy, employee acceptable-use agreement, customer-facing data-handling disclosures, and a board-ready governance summary.

Compliance audit preparation

SOC 2, HIPAA, or industry-specific audit-prep workstream covering AI tooling controls, data handling, vendor management, and access reviews.

The process

Six phases. Clear deliverables. No surprises.

Discovery to stabilization in 6–10 weeks for Starter and Pro engagements. Every phase has a named owner and a deliverable you can hand off.

01

Discovery

1 week
  • Workshop on current AI usage, gaps, and goals
  • Stakeholder interviews (exec sponsor, IT, security, legal, end-user reps)
  • Existing systems inventory and connector candidate list
  • Skill candidate identification
DeliverableAI Enablement Plan tailored to your org
02

Foundation Setup

1–2 weeks
  • Workspace provisioning — Claude Teams / Enterprise or Microsoft 365 Copilot tenant configuration
  • Identity binding (Entra / Okta / Google), domain controls, admin role assignment with service-account hygiene
  • Connector enablement at least-privilege scope (MCP for Claude; Graph + Copilot Studio actions for M365 Copilot)
  • Theme, branding, and Conditional Access alignment
DeliverableFunctioning, governed AI workspace on the chosen platform
03

Skills, Agents & Workflows

2–4 weeks · Pro+
  • Author and test custom skills (Claude) or grounded Copilot agents and prompt packs (M365)
  • Build Cowork project templates (Claude) or reusable agent + prompt libraries (M365) for top workflows
  • Configure MCP integrations (Claude) or Graph connectors + Copilot Studio actions (M365 Copilot)
DeliverableSkill / agent library + workflow templates
04

Compliance & Documentation

1 week · overlaps
  • AI Tools contract clause for client/vendor MSAs
  • Internal AI usage policy
  • Sub-processor disclosure
  • Admin runbook and recovery procedures
DeliverableCompliance package
05

Training & Launch

1 week
  • Exec-level briefing
  • Admin training
  • Power-user training
  • Launch announcement support
DeliverableAdopting team
06

Stabilize

30–60 days
  • Office hours
  • Issue resolution
  • Adoption tracking
  • First quarterly review
DeliverableSustained adoption
Why Corvell

Built for the mid-market gap between IT generalists and Big-Four consulting.

01

Operational rigor without enterprise overhead

We deploy AI the way a Fortune 100 would govern it, at mid-market pricing and timelines.

02

Two platforms, deep on both

We go deep on Anthropic Claude and Microsoft 365 Copilot. Discovery picks the right one for your stack — we're not platform-shopping for whichever pays us best this quarter.

03

Fixed fees, not time-and-materials

You sign a scope, we deliver. No meter running, no scope-creep invoices.

04

Founder-led

You work with Ryan and Trevor on every engagement. No SDR funnel, no junior re-briefing. Same model as the 5 F's diagnostic.

Frequently asked

Questions teams ask before signing.

How does this fit with the 5 F's?

AI Enablement is a capability, not a layer. It depends on Fidelity (clean data) and Flow (integrated systems) to be safe and useful. If those layers aren't in place, we'll tell you in Discovery and recommend the foundation work first.

How do you choose between Claude and Microsoft 365 Copilot?

Discovery. We look at where the work actually happens, what identity provider you use, what's in your Microsoft 365 estate, and where the highest-leverage use cases sit. Microsoft 365 Copilot wins when the day happens inside Word, Excel, Outlook, Teams, and SharePoint and Microsoft Entra is already enforced. Claude wins when you need long context, structured custom skills, MCP connectors across non-Microsoft systems, or institutional knowledge that compounds outside the M365 estate. Some clients run both — Copilot for in-app productivity, Claude for cross-system knowledge work.

What about other AI platforms — OpenAI ChatGPT, Google Gemini?

We don't lead with them. ChatGPT Enterprise and Gemini for Workspace are both credible, but for mid-market deployments today, Claude and Microsoft 365 Copilot are where we go deepest — both because of how they handle enterprise data isolation, governance, and connector posture, and because they're the platforms most of our clients are already standardizing on. If your stack genuinely points at a different platform, we'll say so.

Is this a one-time deployment or ongoing?

Both. Starter and Pro are one-time fixed-fee engagements. Managed is an ongoing monthly retainer. Many clients run Pro first and convert to Managed at month four.

What about data privacy?

Both Claude (Teams / Enterprise) and Microsoft 365 Copilot operate under contractual terms that exclude your prompts and data from model training. We design connectors with least-privilege scopes — MCP for Claude, Graph connectors and Copilot Studio actions for M365 Copilot — align with your sensitivity labels and DLP posture, document data-handling in your AI policy, and prepare procurement-ready language for your customers' security questionnaires.

Do you build custom AI applications?

Sometimes — through the Custom MCP Server add-on, or as a fractional CIO/CTO engagement under "Forward". For most mid-market companies, custom skills and stock connectors deliver 80% of the value at 20% of the cost. Start there.

What if we already use ChatGPT, Copilot, or another AI tool?

That's the most common starting state. If Microsoft 365 Copilot is already in flight, we typically take it from there — formalize governance, build out the agents and grounded prompt library, and wire it into your real systems. If ChatGPT or Gemini is what's in use, Discovery decides whether to consolidate onto Claude, M365 Copilot, or run a transition. Whichever ends up the governed primary, we make sure the layer underneath actually supports it.

Ready to deploy AI properly?

A 30-minute scoping call is the fastest way to know if we're a fit. You walk through your current state, we tell you which tier matches and what the timeline looks like. No proposal until we agree on scope.