slalom
Tauber Oil Proposal
July 2026 · Confidential
Prepared for Tauber Oil Company

Realize the full potential of Claude — from the trading desk to the back office.

A Claude Enterprise rollout built around how petroleum products actually move — deals, logistics, settlements, and the people running them. Educate, scale, and operate as an AI-native marketer.

See the 12-week planReview investment
1953
Year Tauber Oil was founded — 70+ years of Gulf Coast trading heritage
4
Personas we equip: leadership, enterprise, champions, technical teams
12 wks
From executive alignment to a self-sustaining champions network
Why now, why Tauber

Value comes from the collision of human process and AI tooling.

Tauber trades and moves fuel across a network of terminals, carriers, and counterparties. That business runs on judgment — negotiated deals, ops calls under pressure, credit decisions, settlements that have to reconcile to the penny.

Adoption that stops at "everyone got a license" leaves that judgment untouched. Our program drives Claude from both directions at once — top-down through executive alignment and department goals, and bottom-up through a champions network embedded in your desks.

+
Executive coaching
×
Champions network
=
Measurable ROI
The full Claude surface

We support the full suite of Claude products — because an enablement model that ignores half of it produces shallow adoption.

Conversational
Claude.ai

The chat surface most users meet first.

Best for: Quick answers, drafting market notes, exploring ideas.
In-workflow
Claude for Office

Claude inside Excel, PowerPoint, Word, and Outlook — where trading desks and back office already live.

Best for: Anchored workflows, role-specific output, deep adoption.
Builders
Claude Code

Where technical work moves from translation to creation for your IT and analytics teams.

Best for: Engineering, analytics, automation builders.
Personal exec layer
Cowork

Multi-step delegation — Claude as a coworker for recurring project work.

Best for: Personal workflows, recurring work, project-level tasks.
Org infrastructure
Managed Agents

Always-on, cloud-hosted, triggered by anyone. Built once, used by teams or systems.

Best for: Shared workflows, business process automation.
Slalom's Claude enterprise rollout

Three phases, one continuous program — tailored to Tauber's calendar.

Each phase carries the outputs of the last forward. Scale includes everything from Educate. Optimize includes everything from Educate and Scale.

01Weeks 1–5
Educate
Lay the foundation
Outcomes
  • Organization-wide AI literacy and confidence
  • Decision framework: which tool when
  • Custom projects, skills, and plugins on real Tauber problems
  • Clear metrics to demonstrate success
Activities
  • →Executive alignment workshops with Tauber leadership
  • →AI 101, 201, and 301 training across the firm
  • →AI sprints for the initial champions cohort
  • →Tailored prompts, skills, and plugins for trading & ops
  • →ROI tracking and impact reporting stood up
02Weeks 6–10
Scale
Expand impact
Outcomes
  • Champions network driving adoption across departments
  • High-value skills injected in key workflows
  • AI maturity acceleration across teams
  • Roadmap for sustainable AI integration
Activities
  • →Executive 1:1 AI coaching for Tauber sponsors
  • →Build and activate the champions' network
  • →AI sprints for trading, ops, credit, and back office
  • →Champions learning resources & Cowork playbook
  • →Deep embedding in 3–5 firm-critical workflows
03Weeks 10–12+
Optimize
Ongoing governance
Outcomes
  • Position Tauber as an AI leader in petroleum marketing
  • Agentic AI governance stage gates in place
  • Champion-owned innovation pipeline
  • High-impact initiatives with measured results
Activities
  • →Stand up agentic AI governance framework
  • →Top-down strategy with targeted cohorts
  • →Host innovation events and internal hackathons
  • →Identify and prioritize high-impact use cases
  • →Establish enterprise-wide AI governance
Slalom's AI Coaches

The anchor that guides leaders and teams to innovate with AI — across five key personas.

Persona
Leadership
Lead the change in how work gets done
Equip Tauber executives with the mindset, confidence, and hands-on experience to lead an AI transformation across a multi-generational trading business. Leaders model AI fluency, sponsor change credibly, and drive adoption across departments.
Persona
Enterprise
Build awareness and proficiency at scale
Structured training that rapidly equips every Tauber employee with AI skills through relevant use cases — offered facilitated and on-demand for immediate, practical application at the desk.
Persona
AI Champions
Elevate the use of AI for adoption
Activate a distributed network of empowered champions from trading, ops, credit, and back office who lead, coach, and scale AI adoption inside their functions — trusted peers who reinforce learning where it counts.
Persona
Business Teams
Integrate AI into role-based workflows
Through hands-on coaching, role-based training, and workflow experimentation, teams learn to solve real Tauber problems with AI — building fluency, accelerating throughput, and unlocking everyday innovation.
Persona
Technical Teams
Accelerate engineering with AI-native skills
Equip developers and analysts to code, test, and ship faster with Claude Code — pair-programming, automated review, and AI embedded into the SDLC to raise throughput and quality across Tauber IT.
Curriculum at a glance

101, 201, 301 — outcomes-first. Every level ends with something the learner walks out with.

Claude.ai
Knowledge workers, all Tauber employees
101Foundations

Walks out with: Apply prompting fundamentals and responsible-use practices to real Tauber tasks.

Lab: Build a better prompt with everyday work scenarios.

201Build & Apply

Walks out with: Create artifacts, set up Projects with persistent context, personalize Profile, Memory, Skills.

Lab: The Build Challenge — generate a polished artifact from a single brief.

301Orchestrate & Scale

Walks out with: Leave with a deployable SKILL.md and a plan to share it team-wide.

Lab: Build Your Own Skill — walk out with something deployable.

Claude Code
Engineers, technical practitioners
101Foundations

Walks out with: Install Claude Code, run a first agentic session, apply responsible-use practices.

Lab: Explore a repo, run tests, document undocumented code.

201Build & Apply

Walks out with: Structure a repo, configure sub-agents, connect MCP servers, run multi-file refactors and PR workflows.

Lab: Multi-file refactor with sub-agents and a real PR submission.

301Orchestrate & Scale

Walks out with: Leave with a deployable Skill, a scheduled Claude Code routine, and a plan for parallel agents.

Lab: Build a Skill, custom slash command, or scheduled routine you'll deploy this week.

Cowork
Department workflows, agentic delegation
101Foundations

Walks out with: Hand off a task to Cowork on your own files, steer through plan-review-approve.

Lab: Tame a real folder — review the plan before approving.

201Build & Apply

Walks out with: Authorize connectors, run cross-tool tasks, install a role plugin, package your own workflow as a Skill.

Lab: Build Your First Skill — connect two tools, package as a named Skill.

301Orchestrate & Scale

Walks out with: Leave with a scheduled task running on cadence and a custom plugin packaged from Skills + connectors.

Lab: Build, Schedule & Hand Off — convert a Skill to a shareable plugin.

How it runs: All sessions 90 minutes, live-facilitated, 1-to-many. Labs run between sessions on the learner's own real work. 301 is gated — learners must own a recurring deliverable.
Specialist workshops

Role-specific intensives for Tauber IT, security, and compliance teams.

These are education sessions — we share recommendations and best practices; Tauber handles configuration during activation.

Specialist workshop
Platform Setup & Admin Configuration
IT admins, platform engineers, system owners
Runs pre-launch — must complete before end-user training begins.
  • Console setup, domain verification & SSO
  • SCIM / JIT / invite provisioning
  • Role group mappings and rollout enforcement
  • Workspace defaults, retention, file upload controls
  • Deployment architecture: 1P Claude.ai vs. Bedrock / Vertex
Specialist workshop
Security, Governance & Compliance
CISO, IT security, compliance, legal
Recommended before or during Week 1.
  • RBAC roles and group-level controls
  • Data & privacy posture: retention, residency, SOC 2 applicability
  • Audit trail: what's logged, how to export
  • Spend governance: limits, alerts, cost attribution
  • Agentic AI governance: stage-gate framework
Investment structure

Priced by phase, sized to Tauber. Final commercials shared in a follow-up working session.

Educate
5 weeks
Executive alignment, 101/201/301 across core tools, first champions sprint, ROI tracking
Foundation phase — required to unlock Scale.
Scale
8–10 weeks (waves)
Department AI sprints, deep Cowork embedding, executive 1:1 coaching, adoption dashboards
Includes all outputs from Educate.
Optimize
Quarterly cadence
Executive advisory, agentic workflows, AI operating model, governance rhythm
Ongoing partnership. Includes outputs from Educate + Scale.