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One class, two client academies.

This is one Alpine Academy class, shown the way two different companies' staff see it.Same class, different tools, rules, examples and brand.Nothing below is hand-edited per client: each academy is one config file.

Fictional example companies

FIG. 01 — ONE CLASS, TWO CLIENT ACADEMIES
Ashgrove AI AcademyCurriculum
Foundations · 1 session · 60 minutes

AI Foundations

Solve a real problem with AI

AI gets easier to use once you know how it works and where it fails.No slides, no lectures: you drive, the instructor rides shotgun.Learn the difference between AI reasoning and AI research, and how to push back when an answer is wrong.You solve a real problem before you leave.

  1. 01Explain how AI works, and where common beliefs about it are wrong
  2. 02Name the three layers of AI: browser-based, automations and agentic
  3. 03Tell AI reasoning from AI research, and pick the right one for the task
  4. 04Write a basic structured prompt, then improve it with push-back
  5. 05Ask "Could AI help with this?" before you start a task
Approved tools
  • AI assistantsMicrosoft Copilot
  • AutomationPower Automate

The models built into Microsoft 365 Copilot, in the Ashgrove tenant

Use Microsoft Copilot signed in with your Ashgrove account, and Power Automate in the Ashgrove environment.Other AI tools are not approved for client or firm data.

Financial services

Client data never leaves approved tools

Non-public personal information is protected under GLBA and Reg S-P.Use Copilot signed in with your Ashgrove account and nothing else.Never paste names, account numbers or balances into a public AI tool.

Check every number against the source

AI can produce a figure that looks right and is wrong.Any number that reaches a client, a report or a decision is checked against the system of record first.

In your role · Compliance & Risk

Ask Copilot to explain a new FINRA notice in plain English, then check its reading against the notice itself.

Comparison

What changed between the two.

Both columns are read from the two configs for AI Foundations.Change the class above and the table follows.

DifferenceAshgrove FinancialNorthwind Logistics
Tools namedMicrosoft Copilot and Power AutomateChatGPT Enterprise and Zapier
Model and tool policy

The models built into Microsoft 365 Copilot, in the Ashgrove tenant

Use Microsoft Copilot signed in with your Ashgrove account, and Power Automate in the Ashgrove environment.Other AI tools are not approved for client or firm data.

The models available in the Northwind ChatGPT Enterprise workspace

Use ChatGPT Enterprise signed in with your Northwind account, and Zapier in the Northwind workspace.Other AI tools are not approved for customer or shipment data.

Role example

Compliance & Risk

Ask Copilot to explain a new FINRA notice in plain English, then check its reading against the notice itself.

Operations

Ask ChatGPT to group a week of dock exceptions by root cause, then check the counts against the WMS.

Risk themes
  • –Client data never leaves approved tools
  • –Check every number against the source
  • –Customer and shipment data stays in approved tools
  • –Safety-critical calls stay with people
  • –Check every figure against the TMS and WMS
Brand

Ashgrove AI Academy

  • primary #0b3d2e
  • accent #0f6b4f

Northwind AI Academy

  • primary #0b2e59
  • accent #b45309

Your company is the third column.

We scope your tools, rules and roles, then build your version.

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