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CONFLUENCE.／ 匯流顧問

SERVICES

AI wired into everyone's daily work,and into the results the company is after.

Confluence Partners is a Taiwan-based AI adoption consultancy. We help companies adopt AI across the organization, and also run in-house training. We come to your company and help each person connect AI to the files and reports already at hand. No coding needed; back at your desk, you keep using it.

Three things make that possible.

FILES
It reads your files. Reports, documents, the files in your folders — it opens them itself. No copying and pasting piece by piece.
ACTION
It finishes the job on your computer. Sorting, calculating, charting, writing it up — it does these itself, rather than only telling you how.
SYSTEMS
Your existing systems stay as they are. Reports are exported from your systems as before; the cleanup, calculations, and charts that follow go to the AI. Where a direct connection is available — email or calendar, for example — it connects directly.

THE CLAUDE ECOSYSTEM

ClaudeMade by Anthropic
Claude CodeWHERE WE STARTClaude DesignClaude for Excel
and PowerPointOUR CORESAME FAMILYClaude for
WordClaude in
ChromeDesktop & mobile

The AI we use is Claude, made by Anthropic. Claude is a family of tools that run on the same AI under one account. Which one to use depends on your work. In most cases we recommend starting with Claude Code; it is what makes the three things above possible. Teams that live in Excel and PowerPoint can add Claude inside those two apps. For slides and design work, add Claude Design. Adoption that stays inside a chat window, one question and one answer at a time, doesn't carry into daily work. We don't take on that kind of engagement.

Read our full approach

01TWO WAYS TO WORK WITH US

DEPARTMENT WORKSHOP · 部門工作坊

Start with one department.Each person wires AI into their own work.

Built for the people doing the work. The exercises use your own reports and files, and what they build goes straight back to their desks.

  • 3sessionsIncl. presentation
  • 3.5hoursEach session
  • 20peoplePer cohort, max
  1. Sessions 1–2Method, hands-on
  2. Outside classFinish your project, with Q&A office hours
  3. Session 3Results presentation
WHO
A single department, or a cross-functional group. No coding needed
TEAMS
  • Sales: weekly reports, revenue and margin analysis, store-by-store comparison
  • Purchasing and merchandising: arrivals and inventory tracking, price checks, replenishment analysis
  • Marketing and e-commerce: campaign copy and assets, competitor research, order and stock checks
  • HR and finance: reconciliation, audits, roster and report checks
  • Service and repair: repair-data cleanup, returns matching
  • Project management: progress tracking, meeting notes, cross-team updates
  • R&D: spec document review, project planning and progress tracking
FORMAT
We come to your company. Sessions are one to two weeks apart
PREP
Before we start, the needs of this cohort are mapped out. Usually you collect them internally first, then talk them through with us. We build the exercises from these. Two things to have ready before the first session: a paid Claude account for each participant (Pro, Max, or Team all work), and a computer that allows software installation. We send installation steps in advance; you can pass them straight to IT. With everything installed beforehand, the first session goes entirely to your work. If anything still isn't installed, we fix it on the spot in the first session
DATA
On a Team account, commercial terms apply: what you put in is not used to train models by default. On a personal account, we walk each participant through turning off the training-data setting in the first session

WHAT EACH PERSON KEEPS

  1. AI is wired into your work.

    It's your assistant: it reads the reports and files on your desk and remembers how you work, so nothing has to be explained from scratch. Where email and calendar can be connected, it's also your secretary: each morning it tells you which email to answer first and what to prepare for which meeting.

  2. Your methods stay in your hands.

    Get something working once, write it down, and AI reruns it from a single sentence — like the weekly report that used to eat half a day, now done on request. Your colleagues can use what you wrote down, too.

  3. Research, data, and slides can all go to AI.

    What you look up goes into your own knowledge base, every entry traceable to its source; hand AI a report and it analyzes and charts it; when a deck is due, give it the data and your key points and it produces the whole thing.

  4. You build the tools you need.

    You know the problem, so you build the tool — a progress board, a data dashboard — and it runs on your own computer.

ADOPTION PROGRAM · 企業導入計畫

For the person leading AI adoption.We do the work with you.

Built for whoever is driving this: a training lead, HR, or you, if it landed on your desk. You can pilot with one cohort and expand, or plan for the whole company from the start. Either way, it starts with the needs; then we plan with you who attends, how they are grouped, and when. You don't have to schedule everything up front. Each cohort in the program is one Department Workshop. On top of that, the program covers the six questions every adoption raises, and we work through them with you.

  1. Map the needs
  2. Plan together
  3. Roll out in cohorts
  4. Share company-wide
NEEDS
  • What does each department actually need?Usually you run a survey internally first: each person lists, item by item, the work they repeat every week. Once the responses are in, we sort through them and turn them into the basis for grouping and for the exercises.
GROUPING
  • Who goes next, and how are cohorts formed?We write a grouping proposal. Cohorts are formed by type of work, not by department: people with similar work sit together so the exercises apply, and managers and staff sit in the same cohort. The order of cohorts, and each cohort's starting point and targets, are all in it. We build each cohort its own exercises from that cohort's work.
IT
  • Will IT block it?We sit down with you and your IT team and agree on which data AI may touch and which it may not, and who opens and manages accounts.
ACCOUNTS
  • How do we buy accounts, what does it cost, and what happens when someone leaves?Company accounts run on Claude's Team or Enterprise plan, paid for by the company, under commercial terms: what you put in is not used to train models by default. Which plan to choose, how per-account costs are calculated, how to hand over when people change or leave — we put it in writing and set it up alongside you.
HANDOVER
  • Who takes over what was built?Methods that have been written down are set up so anyone in the company can use them. Systems meant for a whole department are transferred to the owner the company names, with handover steps and an acceptance checklist.
RESULTS
  • What do I tell my boss?Each department's results reports are gathered in one place, ready to use when you report to management. After each cohort we also run a short survey and write up the results as a one-page report.

WHAT THE COMPANY KEEPS

  1. People who can do it themselves.

    When a new need comes up, they build it themselves, without calling us back.

  2. Methods that stay with the company.

    What has been written down belongs to the company. It doesn't disappear when the person who wrote it moves or leaves.

  3. Departments connected.

    What each department built is laid out side by side; where upstream and downstream line up, they are joined into one flow. Everyone reads the same numbers.

02THREE ASSURANCES

Whichever way you choose,you get three assurances.

TOOLS
  • Built on Claude.Our courses and delivery are built on Anthropic's Claude ecosystem.
PEOPLE
  • Led or supervised by certified consultants.Every cohort is led or supervised by consultants holding an Anthropic certification (Claude Certified Architect – Foundations).
RESULTS
  • Results you can take to management.The last session of every cohort is a results presentation. The reports are written by your own people and can go straight to management. For engagements with strong results, we invite you to write a public case study with us and submit it to Anthropic. Case studies Anthropic selects are published on its official websites.
    See our cases

03FOR NONPROFITS

When you do well, Taiwan does well.

A small child in a brick-red jacket, seen from behind, walking along a park path at dusk holding an adult's hand.

Nonprofits run short on both people and budget. Confluence Partners wants to do its part: let AI take some of the routine work off your hands.

WHO
Registered nonprofit organizations, such as associations and foundations
WHAT
One day, six hours. We send installation steps beforehand; please have everything installed before the day. On the day, each person connects AI to their own files and takes it back to work. Fees are discounted
ACCOUNTS
Each participant needs a paid Claude account (Pro, Max, or Team all work). The subscription is paid to Anthropic and is not part of the discount
CAPACITY
Our time is limited. To do each engagement well, we take only a few of these each year. In choosing, we look at what the organization does, what it actually needs, and whether we can genuinely help. We're sorry we can't take on every request
CONTACT
Tell us briefly about your organization and the problem you want to solve
Write to us

Write to us and we'll set up a time to talk through what you need. We start with where you're stuck, then talk about how.

When you write, tell us your company and department, roughly how many people, and the problem you'd like to solve first.

Talk to us mail@confluence-partners.ai