Self-study course · Syllabus v1 · October 2026

AI Transformation with Claude

A technical, hands-on path from Claude power user to independent AI transformation consultant for small and mid-size companies. Every module ends with something you build and can show to a client.

12 weeks8–10 h / weekPython-first12 portfolio deliverables1 capstone engagement
Discoveraudit Designarchitecture BuildClaude + MCP Deploygovernance MeasureROI, evals The engagement loop this course teaches. It mirrors the Vastama design → build → test → monitor pipeline.

Who this is for and what you leave with

Written for one learner: a data scientist and Python developer who already runs an IT services company and wants to sell AI transformation work. The course skips ML fundamentals and spends the time on three things clients actually pay for: finding the right use cases, building reliable Claude-based systems quickly, and proving the value afterwards.

Technical outcomes

  • Design Claude solutions across apps, Claude Code, the API and the Agent SDK
  • Build and ship MCP servers that connect Claude to client systems
  • Write Skills and plugins that package a company's know-how
  • Run evals, cost routing and guardrails in production

Business outcomes

  • A repeatable AI readiness audit you can sell as a fixed-price entry offer
  • Proposal, SOW and ROI templates
  • A public portfolio of 12 working demos plus a case study
  • A positioning statement and outreach plan for Israeli SMBs

The Claude product map

Most SMB work is picking the lowest layer that solves the problem. Start at the top; go down only when you need more control.

Claude appsProjects · Artifacts · Docs/Slides/Sheets · Research · Memory · Chrome · Slack Packaged know-howSkills · Plugins · Connectors directory · Scheduled tasks Agentic buildingClaude Code · Claude Agent SDK · Managed Agents · subagents · hooks PlatformMessages API · tool use · prompt caching · batches · MCP servers faster to deliverlower cost more controlmore engineering
Rule of thumb for proposals: a quick win lives in the top two layers; a durable system usually needs the bottom two.

Part 1 · Foundations

weeks 1–3
1
Week 1

The AI transformation landscape

What "AI transformation" means for a 10–200 person company, where the money is, and how Anthropic's products are positioned against the alternatives.

  • Model families (Opus, Sonnet, Haiku) and how to choose by task, latency and cost
  • Augmentation versus automation; reading the Anthropic Economic Index for task-level evidence
  • Data privacy, retention and plan types (Pro, Team, Enterprise, API) as they matter to a client
Claude appsEconomic Indexmodel selection
Deliverable: a one-page "Claude for SMBs" briefing you can send to prospects.
2
Week 2

Prompt and context engineering

The core craft. Structured prompts, examples, XML tags, system prompts, long context, and how Projects and memory change what you put in each message.

  • Prompt patterns: role, task, constraints, examples, output format
  • Context engineering: what goes in the Project, the Skill, the prompt, or a tool
  • Extended thinking and when it pays off
Projectssystem promptsprompt library
Lab: build a prompt library of 15 reusable business prompts (sales, finance, HR, ops) with test inputs and expected outputs.
3
Week 3

Claude apps for knowledge work

Most clients start here. Learn to deploy Claude to a team so it is used daily, not tried once.

  • Projects as team knowledge bases; artifacts, Docs, Slides, Sheets and dashboards
  • Connectors (Google Workspace, Microsoft 365, Atlassian, Slack) and research
  • Claude in Chrome and scheduled tasks for recurring work
  • Rollout playbook: champions, training, usage reviews
Team planconnectorsChromescheduled tasks
Lab: set up a demo "company workspace" for a fictional 30-person logistics firm with three Projects, two connectors and one weekly scheduled report.

Part 2 · Building with Claude

weeks 4–8
User / trigger Claude agent loop plan → call tool → read result → decide → answer Skills + system prompt MCP CRM / ERP Docs / Drive Database / API
The reference architecture behind modules 4–8. Each module builds one box.
4
Week 4

Claude API in Python

The platform layer. Everything later is built on these calls.

  • Messages API, streaming, structured outputs, vision and PDF input
  • Tool use (function calling) and the manual tool loop
  • Prompt caching and the Batch API for cost control
  • Error handling, retries, rate limits, logging
anthropic SDKtool useprompt cachingbatches
Lab: an invoice and receipt extractor (PDF → validated JSON → CSV) that runs 500 documents through the Batch API and reports cost per document.
5
Week 5

Knowledge retrieval (RAG) for company documents

The most requested SMB use case: "ask our documents". Learn when long context is enough and when you need retrieval.

  • Chunking, embeddings, hybrid search, contextual retrieval
  • Citations and grounding to cut hallucinations
  • Hebrew and Russian documents: tokenisation and search quality
APIcitationsvector DB
Lab: a bilingual (Hebrew/English) policy assistant over 200 pages of HR and procedures, with cited answers.
6
Week 6

Model Context Protocol (MCP)

MCP is how you plug Claude into a client's systems once, and reuse that connection across apps, Claude Code and agents. This is a strong consulting differentiator.

  • MCP concepts: servers, tools, resources, prompts; local versus remote servers
  • Writing a Python MCP server (FastMCP), auth, permissions, read versus write tools
  • Publishing as a custom connector; security review checklist
MCPFastMCPcustom connectors
Lab: an MCP server for a public Israeli data source or a small CRM, used from the Claude app and from Claude Code.
7
Week 7

Claude Code as a delivery engine

Use Claude Code to build client solutions several times faster, and teach clients' developers to do the same.

  • CLAUDE.md, project memory, slash commands, hooks, subagents
  • Plan → implement → test loops; orchestrating cheaper models for sub-tasks
  • GitHub workflows, code review, CI integration
Claude CodesubagentshooksGitHub
Lab: a reusable project template (CLAUDE.md, skills, MCP config, tests) that you start every client engagement from.
8
Week 8

Agents, Skills and plugins

From assistants to systems that complete multi-step work on their own, packaged so the client can keep using them after you leave.

  • Claude Agent SDK and Managed Agents; when an agent is the wrong answer
  • Writing Skills that capture a company's procedures; bundling them as plugins
  • Human-in-the-loop approvals for anything that sends, pays or deletes
Agent SDKSkillspluginsapprovals
Lab: a lead-to-proposal agent: reads an inbound email, researches the company, drafts a proposal from a template, and waits for approval.

Part 3 · Running it in production

weeks 9–10
9
Week 9

Evaluation, cost and reliability

What separates a demo from a system a client will pay for every month.

  • Building eval sets from real client data; LLM-as-judge with care
  • Model routing (Haiku for triage, Sonnet for work, Opus for hard reasoning); caching; batching
  • Monitoring: logs, token dashboards, drift, alerting
evalsroutingobservability
Lab: add an eval suite and a cost dashboard to your module 4 or 5 project; cut cost by 40% without losing accuracy.
10
Week 10

Security, governance and compliance

Clients ask about this before they sign. Have clear answers.

  • Prompt injection, tool permissions, least privilege for MCP
  • Data handling, PII, retention; Israeli Privacy Protection Law and GDPR basics; EU AI Act overview
  • An AI acceptable-use policy and approval matrix for SMBs
securitypolicyrisk register
Deliverable: an AI usage policy template and a 25-point security checklist for Claude deployments.

Part 4 · The consulting practice

weeks 11–12
1 · Ad hoc chat 2 · Team workspace 3 · Connected data 4 · Automated flows 5 · AI-native ops most SMBs today
The maturity ladder you score clients against in the audit. Each step maps to one layer of the product map.
11
Week 11

Discovery, ROI and proposals

Turn technical skill into a sellable offer.

  • The AI readiness audit: interviews, process mapping, use-case scoring (value × feasibility × risk)
  • ROI model: hours saved, error reduction, revenue lift; baseline before you build
  • Packaging: audit → pilot → retainer; pricing fixed-scope versus time-based
  • Change management: training, champions, adoption metrics
auditROI modelSOW
Deliverable: audit questionnaire, use-case scoring sheet, ROI calculator, and a proposal template.
12
Week 12

Capstone engagement and positioning

Run a full engagement for a real or friendly company (a garage, a ceramics studio, a logistics firm), then publish it.

  • Audit → architecture → 2-week pilot build → handover → measured results
  • Write the case study; update website and LinkedIn; record a 5-minute demo
  • Outreach plan: 30 target companies, two content pieces a week, one workshop offer
capstonecase studygo-to-market
Deliverable: a published case study with before/after numbers and a live demo.

Weekly rhythm

BlockTimeWhat you do
Learn2 hAnthropic docs, Anthropic Academy courses, cookbook notebooks
Build4–5 hThe module lab, in a dedicated repo, built with Claude Code
Package1 hREADME, 2-minute demo video, one-page summary for clients
Publish1 hOne LinkedIn post or short article on what you built and learned

Assessment

ComponentWeightPass criterion
Module labs (12)40%Runs from a clean clone; README explains the business problem
Eval and cost report15%Accuracy measured on 50+ cases; cost per task stated
Consulting toolkit15%Audit, ROI, policy and proposal templates ready to send
Capstone30%Real users, measured baseline and result, published case study

Toolkit and resources

Accounts

  • Claude Team or Max plan
  • Claude Console with API key and spend limit
  • Claude Code
  • GitHub

Python stack

  • anthropic, claude-agent-sdk
  • mcp / FastMCP
  • pydantic, FastAPI, pandas
  • a vector store (pgvector or Chroma)

Learning sources

  • docs.claude.com
  • Anthropic Academy
  • Anthropic cookbook (GitHub)
  • modelcontextprotocol.io
  • Anthropic Economic Index

Credentials to aim for

  • Anthropic Academy course completions
  • A public MCP server with real users
  • Two client case studies

Product names and features change quickly. Check each module's topics against docs.claude.com before you start it, and update this syllabus where something has moved.