Customer story · Investment group · Morocco
Saham Group made Claude a primary working tool for its holding-company teams. AI Crafters supported 30 leaders and managers, including Executive Committee members, and brought 11 business workflows into production through a shared library of business plugins, skills and custom agents.
Saham’s teams bring deep expertise to finance, investment and strategic management. Their analyses and decisions draw on financial data, internal documents and external research. The engagement focused on accelerating preparation and automating recurring tasks, giving teams more time for analysis and decision-making. Business plugins and skills bring Claude’s capabilities into the holding company’s working practices and professional standards.
From May 14 to June 20, 2026, 30 Saham leaders and managers, including Executive Committee members, worked with AI Crafters on their use of Claude. Advanced training and onboarding centred on their documents, objectives and requirements for deliverables.
The plugin and skill library translates the teams’ methods into reusable instructions, sources and output formats. Custom agents support recurring activities, with Claude Cowork and Claude Code in the working environment.
Saham’s teams and AI Crafters brought 11 workflows into production across finance, research and due diligence, management coordination, decision support and skills assessment.
Leaders and managers define the questions, guide the analysis and exercise judgement on the results. Claude supports document preparation and information exploration. Reviewing sources, assumptions and recommendations remains part of that professional work.
The library supports finance, investment, management and human capital. Each workflow incorporates the sources, methods and deliverable formats relevant to the teams.
Reporting material is prepared automatically from Excel expense data, following the presentation formats used by the teams.
Teams investigate anomalies with a working spreadsheet that consolidates the evidence presented in slides and screenshots.
Guided by the teams’ brief, Claude supports focused external research and a documented four-to-five-page report for investment and due diligence work.
Presentations and meeting minutes feed an Excel tracker supporting oversight of decisions and actions.
Teams receive support in combining internal figures and macroeconomic developments into a ten-slide presentation for strategic analysis.
Reference frameworks, information and voice notes feed an Excel framework supporting the assessment of competencies and problem-solving skills.
A council-style skill offers contrasting perspectives on a question and prepares a structured recommendation to inform the decision-maker’s thinking.
Calendar, collaboration and email information support weekly and monthly views for managing priorities.
Results from Excel models are incorporated into the teams’ presentation formats to support the review and communication of financial analyses.
Claude supports the preparation of profiles bringing together relevant facts and figures. Teams conduct the professional analysis and checks.
Cowork and connected sources support financial monitoring and the preparation of syntheses that inform the teams’ work.
Across the workflows covered by the engagement, due diligence work is prepared 5 times faster and syntheses twice as fast compared with previous preparation times. The reporting preparation workflow is fully automated, from source data to presentation material. These gains give teams more time for analysis, assessing business implications and making decisions. The 30 leaders and managers have a reusable library of business plugins, skills and custom agents covering 11 production workflows. Claude is embedded in their daily work, supporting their expertise and management responsibilities.
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