What we did
AI training and a unified operating platform for a legacy, family-run business.
CADRE needed two things at the same time: practical AI training for a team starting at different confidence levels, and a better operating system for the information that drives the business every day.
The business had a lot of important data spread across legacy workflows: sheets, documents, emails, files, and manual approval paths. Through conversations with management, an audit, and a comprehensive form design process, the same roadblocks became clear: email overload, manual data entry, and approvals slowing down work.
The training side is designed to bring people up to pace without overwhelming them. The goal is useful fluency: how to use AI in everyday work, how to communicate with it, and how to understand what it can and cannot do.
Alongside that, we are building a unified platform that brings scattered data into one system. The platform includes a project management layer for tasks and approvals, an organisational communication layer, and a conversational AI layer that uses Claude and OpenAI across multiple layers to make the system easier to work with.
The result is a more practical AI adoption path for CADRE. The team is learning AI in a grounded way while the business moves toward a platform that reduces manual work, centralises context, and makes approvals and communication easier to manage.
Technology used