2026.06 – 至今Jun 2026 – now
全员 AI 转型｜从选型到全员培训Company-wide AI adoption｜from tool selection to training
独立负责：整体策划、选型评估、落地推进、课程设计与全程授课Sole owner: planning, tool evaluation, rollout, course design and delivery
背景Background · 管理层提出全员 AI 转型。此前公司以单一 SaaS 工具推动全员 AI 化，推进近一年未取得突破；员工使用 AI 仍以对话框问答为主，对实际工作效率的提升有限。 · Leadership set a goal of company-wide AI adoption. An earlier attempt to drive it through a single SaaS tool had stalled for nearly a year, and staff still used AI mainly as a chat window, with little effect on day-to-day productivity.
挑战Challenges · 员工普遍缺乏对 Agent 的基本认知，学习意愿参差不齐；客户数据安全是管理层的首要顾虑，任何方案须先满足这一前提。 · Most staff had no working concept of an agent and motivation varied widely; client data security was leadership's first concern and a precondition for any proposal.
方案Solution- 需求调研：访谈各团队的 AI 使用现状与工作流痛点，确认推广受阻的根源在于认知缺口：员工并不了解 Agent 能承担哪些工作。Discovery: interviewed each team on current AI use and workflow pain points, and traced the stalled rollout to a gap in understanding: people did not know what work an agent could take on.
- 推广策略：放弃自上而下推行单一工具，改为先在小范围试点、建立可复制的使用范例，再分批推广至全员。Rollout strategy: replaced the top-down push of a single tool with a small pilot that produced repeatable examples, followed by a phased rollout to all staff.
- 选型评估：横向对比腾讯 WorkBuddy 及火山引擎、阿里云等 MaaS 平台，以数据安全为首要标准确定 Claude Code + DeepSeek 方案；独立撰写选型报告并获管理层批准，为全员配置独立 API Key。Tool evaluation: benchmarked Tencent WorkBuddy against MaaS platforms including Volcano Engine and Alibaba Cloud, with data security as the primary criterion, and selected Claude Code + DeepSeek; wrote the evaluation report, secured leadership approval, and issued every employee an individual API key.
- 课程设计与授课：围绕业务流程独立设计课程并全程授课；依据试点反馈多轮迭代，将核心概念拆解为循序渐进的模块，并以完成度高的实际案例开场，提升学员投入度。Curriculum and teaching: designed a course around real business workflows and taught every session; iterated over several rounds of pilot feedback, breaking core concepts into progressive modules and opening with polished real-world demos to hold attention.
价值Impact · 全员课覆盖 31 人、分 12 组授课；Agent 已进入同事的日常工作流程，多位同事自主开发 Skill，例如文案同事搭建的竞品文案工具，可自动汇总竞品过往文案，并参照其语气改写新稿。 · The company-wide course reaches 31 people across 12 cohorts; agents are now part of daily workflows, and several colleagues have built their own skills, such as a copywriter's tool that collects competitors' past copy and adapts its tone for her next draft.
Claude CodeDeepSeekTool evaluationCurriculum
2026.06 – 09Jun – Sep 2026
客户月报自动化｜接手停滞项目，两周完成开发Client report automation｜revived a stalled project, built in two weeks
独立负责：项目接手与推进、数据盘点、方案设计、工具开发、跨团队协作与培训推广Sole owner: taking over and driving the project, data audit, solution design, development, cross-team coordination, training and rollout
背景Background · 客户执行团队需按月为每家客户交付社媒月报，单份从取数、制作到返修平均耗时约 35 小时。该项目此前推进近一年未能落地，后由我接手。 · Account teams deliver a monthly social media report for every client, each taking about 35 hours from data pull to revisions. The project had failed to ship for nearly a year before I took it over.
挑战Challenges · 公司内部有三套数据库，自建与外购并存，数据相互交叉却彼此割裂，多数同事并不知道它们的存在；各客户报告版式均需定制；最终使用者为非技术背景的同事。 · The company ran three databases, some built in-house and some licensed, with overlapping data but no connection between them, and most staff were unaware they existed; every client required a custom layout; the end users had no technical background.
方案Solution- 数据盘点：历时一至两个月，借助 AI 梳理客户执行日常所需的数据资产，明确需定期更新的数据项，协同数据团队完成更新，并统一接入 Brand Knowledge MCP。Data audit: over one to two months, used AI to map the data assets account teams rely on and identify what needed regular refreshes, then worked with the data team to update them and consolidate access through a single Brand Knowledge MCP.
- 工具开发：基于 Claude Code 独立开发，两周完成从立项到可用；采用「通用引擎 + 客户配置」架构适配各家定制版式，产出后自动质检。Development: built the tool solo with Claude Code, from kickoff to working version in two weeks; an engine-plus-client-config architecture handles each custom layout, with automated QC on every output.
- 上线推广：与全员 AI 转型并行推进，9 月末正式上线；完成客户执行团队全员培训并持续指导上手，交由业务团队在日常工作中自主使用。Launch and rollout: delivered in parallel with the company-wide AI programme and launched at the end of September; trained the full account team, coached them through adoption, and handed day-to-day use over to the business.
价值Impact · 一句指令即可生成 pptx + pdf 报告，单份月报耗时由约 35 小时缩短至十几分钟；已覆盖中国区十余家客户，现有客户的月报与季报均可通过该工具完成；三套数据库整合为全公司统一的数据入口。 · A single instruction produces a pptx + pdf report, cutting each one from about 35 hours to 10–20 minutes; the tool covers more than ten clients in China and every current client's monthly and quarterly reports; the three databases now sit behind one company-wide entry point.
Claude CodeSkillMCPBigQuerypython-pptx
