Calefa runs its Strategy 2030 on Claude agents in production

Calefa runs its Strategy 2030 on Claude agents in production

Calefa, a Finnish provider of industrial heat pumps and energy solutions, runs its strategy work on Claude in production. Since September 2026, Calefa’s six-person leadership team has used its own Claude Cowork organization, connected to Microsoft 365, as its standing strategy tool. Claude agents prepare the analysis from Calefa’s own material, and the leadership team makes the decisions. Codento designed and deployed the solution.

The result: Calefa delivered its first Strategy 2030 result in under three weeks, against about four months for its previous strategy round, and saves about 20 person-days of preparation per strategy cycle.

A board deadline measured in weeks, not months

Calefa’s board wanted a first Strategy 2030 result within three weeks. A traditional strategy round could not fit that window: material is prepared for weeks, options are chosen in discussion, and competitor reactions are rarely modelled. Calefa also set a firm condition: board minutes, financials and customer material had to stay within the company’s own environment.

Deployed in Calefa’s own Claude environment

Codento did not build a separate platform. The solution runs in Calefa’s own Claude Cowork organization, which Calefa administers and its leadership team uses in its daily work.

Microsoft 365 connectors bring the material to the agents. Calefa’s documents already lived in SharePoint, OneDrive, Outlook and Teams. Through 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 make the method repeatable. Codento packaged its AI-assisted strategy method as four 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 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 are the working record. The agents deliver driver maps, scenario matrices, scoring tables and board decks as Claude artifacts. When the leadership team challenges a view, the agent re-runs it on the spot, and the updated artifact becomes the written record the same day.

How Calefa uses it in production

The deployment is part of how Calefa’s leadership works, not a one-off exercise:

• The leadership team works with the agents in every strategy workshop. Each step runs in a 25–30 minute cycle: the agent runs, the team discusses and prioritises, and the summary goes back to the agent.
• Board strategy material is produced from the same environment and delivered as Claude artifacts, each figure traced to its source.
• When new information arrives in SharePoint or Teams, the agents re-run the affected analysis, so the strategy base stays current between meetings.
• Data never leaves Calefa’s environment. Access is limited to the Microsoft 365 sources Calefa approved, under Calefa’s own administration.

Results

• Time to result: first Strategy 2030 result and the board’s interim report delivered in under three weeks, against about four months for Calefa’s previous strategy round.
• Time saved: about 20 person-days of leadership and staff preparation saved per strategy cycle.
• Evidence base: 63 change drivers mapped, sourced and scored, backed by 200 dated external sources, broader than anything Calefa’s earlier strategy decisions rested on.
• Quality: 21 conflicts between sources logged as findings, and 15 data gaps named explicitly.
• Joint judgement: 20 critical strategic questions framed jointly by the leadership team and the agents. The leadership team re-scored 38 of the agents’ 63 assessments (60%), and that gap became a key input for choosing the scenario axes.

“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 in under three weeks, where a strategy round used to take us four months. Claude is now simply part of how we run our strategy work.”

Petri Vuori, CEO, Calefa

Technologies used

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 strategy work on Claude Cowork could run for your leadership team.