Calefa builds its Strategy 2030 with AI agents
Calefa, a Finnish provider of industrial heat pumps and energy solutions, is renewing its Strategy 2030 with a leadership team that works side by side with AI agents. Codento configured Calefa’s own Claude Cowork environment with Microsoft 365 connectors, custom Skills and artifacts. The agents read Calefa’s own material where it already lives, and the leadership team makes the decisions in the room.
A board deadline measured in weeks, not months
Calefa’s board gave the company a mandate to pilot an AI-assisted strategy process for Strategy 2030, and it wanted a first result within three weeks. There was no room for a traditional strategy round, where material is prepared for weeks, options are chosen in discussion and competitor reactions are rarely modelled at all.
Calefa also set a clear condition from the start: board minutes, financials and customer material had to stay within the company’s own environment.
Strategy agents inside Calefa’s own Claude Cowork
Codento chose not to build a separate platform. The process runs inside Calefa’s existing Claude Cowork environment, configured by Codento for strategy work.
Microsoft 365 connectors bring the material to the agents. Calefa’s documents already lived in SharePoint, OneDrive, Outlook and Teams. With the connectors Calefa approved, Claude reads strategy documents, financial workbooks, order-book breakdowns and market analyses where they sit, without exporting or copying them.
Skills turn Codento’s method into repeatable agent behaviour. Codento packaged its AI-assisted strategy process as Claude Skills, one per agent:
- The Prophet maps change drivers and weak signals and builds alternative future scenarios.
- The Navigator breaks the strategy into measurable parameters and derives strategic options.
- The Wind Tunnel scores every option against every scenario with weighted criteria.
- The War Room simulates competitor counter-moves and defines triggers and an adaptation plan.
Together the four agents cover 21 process steps. Each Skill carries the method, the scoring rules and the output format, so every run follows the same logic and every figure traces back to a dated source.
Artifacts make the output usable in the room. The agents deliver driver maps, scenario matrices, scoring tables and board decks as Claude artifacts. The leadership team challenges an artifact, the corrected view is re-run on the spot, and the updated artifact becomes the written record the same day.
A wider evidence base, decided in the room
The first workshop and the board’s interim report were ready before the board meeting. After the first quarter of the process, the evidence base was already broader than anything Calefa’s earlier strategy decisions had rested on:
- 63 change drivers mapped, sourced and scored, backed by 200 dated external sources
- 21 conflicts between sources logged as findings, and 15 data gaps named explicitly
- 20 critical strategic questions framed jointly by the leadership team and the agents
The leadership team re-scored 38 of the agents’ 63 assessments. The gap between the agents’ view and management’s view became a finding in itself and a key input for choosing the scenario axes. Each workshop step runs in a 25–30 minute cycle: the agent runs, the team discusses and prioritises, and the summary goes back to the agent.
“We expected the agents to save us preparation time. What surprised us was how well they worked in the room. They had read our own material from SharePoint and Teams, backed every claim with a source, and re-ran the analysis the moment we challenged it. Our leadership team spent its time arguing about the right things instead of assembling slides, and the board got a well-grounded result within weeks of saying go.”
Petri Vuori, CEO, Calefa
Technologies used
| Technology | How it was used |
|---|---|
| Claude Cowork | Calefa’s own workspace where the agents run and the leadership team works with their output |
| Microsoft 365 connectors | Read-in-place access to SharePoint, OneDrive, Outlook and Teams, limited to the sources Calefa approved |
| Claude Skills | Codento’s four strategy agents packaged as reusable Skills across 21 process steps |
| Claude artifacts | Driver maps, scenario matrices, scoring tables, workshop records and board decks |
About Calefa
Calefa is a Finnish company delivering industrial heat pumps and energy solutions, with systems from 350 kW to over 30 MW.
Contact us to learn how an AI-assisted strategy process in Claude Cowork could work for your leadership team.