01 / INTELLIGENCE
AI on your terms.
Explore local models with Ollama, a working interface with Open WebUI, and document workflows shaped around your infrastructure, information access and review requirements.
Explore on-premise AI ↗HUMAN EXPERTISE. NEW POSSIBILITIES.
Make AI part of
how business works.
Build capable people.
Connect your processes.
Transform the way you work.
01 — THE POSSIBILITY LANDSCAPE
A different perspective changes everything.
Move your pointer. Explore the three pathways. PEOPLE + PROCESS + TECHNOLOGY
Move your pointer. Explore the three pathways. PEOPLE + PROCESS + TECHNOLOGY
TOOLS WE TEACH & WORK WITH.Explore the people, processes and possibilities behind the names.
ChatGPTClaudeGeminiMicrosoft CopilotNotebookLMPerplexityOllamaOpen WebUIOpenWhisprn8nPower BIPower AutomatePythonLovableGammaSarvam AI
THE WORK BEHIND THE POSSIBILITY
Your business.
More connected.
From the environment where AI runs to the work your people do every day. Bring the right pieces together around a real business need.
02 / ORCHESTRATION
Let the process flow.
Connect applications, route work and handle exceptions with n8n and purposeful automation. Keep people involved where decisions matter.
Discuss a process ↗03 / BUSINESS APPLICATIONS
More from Microsoft.
Turn reporting, requests, approvals and information into connected business solutions with the Microsoft tools your team uses.
Power BIPower AutomatePower AppsSharePoint
Connect your Microsoft tools ↗04 / INFRASTRUCTURE
A place for the work.
Plan virtual server environments around your applications, users and client requirements—including work involving UK and Canadian clients.
Plan your environment ↗Tools are selected to suit the task, the people and the working environment.
A practical toolkit
The tools are many.
The purpose is practical.
Choose the right tools for the work in front of you. Explore the platforms across my teaching and implementation practice, from everyday AI to private deployments and connected business processes.
Showing 6 tools for everyday AI and research.
ChatGPT
Turn a practical question into a useful draft, structured analysis or small business tool, then check the result against your inputs.
Claude
Work through documents, explain financial information and develop practical applications, with clear instructions and a review of the resulting work.
Gemini
Explore everyday AI tasks, compare different approaches and create reusable Gemini Gems that follow instructions for a recurring business need.
Microsoft Copilot
Bring AI into familiar Microsoft work, from drafting and summarising to analysing information, with examples matched to the available product features.
Perplexity
Explore research questions, find relevant sources and build an initial briefing, then verify important statements against the original published material.
NotebookLM
Ask questions of selected documents, compare information across sources and develop useful briefings while keeping the supporting material close at hand.
Ollama
Explore running language models on your own computer or server, with practical attention to hardware, model selection and the surrounding data workflow.
Open WebUI
Give local AI a usable interface so people can work with selected models and documents as part of a planned deployment.
OpenWhispr
Use voice dictation to capture thoughts and prepare working text, then review names, figures and wording before using it in business communication.
Whisper
Turn recorded speech into a transcript for further work, with review of important details before producing meeting notes or document drafts.
Sarvam AI
Explore multilingual speech and conversational voice applications, choosing a practical use case and checking how well the output serves its audience.
PDF redaction tools
Prepare documents for appropriate sharing by identifying sensitive information and checking that redaction actually removes the information from the resulting file.
n8n
Connect information intake, checks, approvals and reporting into a repeatable workflow, with visible steps that make failures easier to investigate.
Make
Explore visual automation by connecting applications and moving information through defined steps, with clear conditions for exceptions and human review.
MCP servers
Understand how assistants can connect with tools and data, then examine access, responsibilities and review points before allowing actions to run.
Custom GPTs
Package instructions and reference material into a reusable assistant for a defined task, then test typical requests and likely failure cases.
Gemini Gems
Create a reusable assistant for recurring work by setting clear instructions, supplying relevant context and refining the response through practical examples.
Claude Projects
Organise related documents and working instructions around a business task so analysis, drafting and follow-up work share a consistent starting point.
Power Automate
Connect recurring business steps across the Microsoft environment, such as collecting information, requesting a review and distributing an updated report.
Power Apps
Explore focused business applications that give people a clear way to enter information, follow a process and work with shared data.
Power BI
Turn business data into useful reporting and interactive dashboards, with attention to definitions, the right visual and the question being answered.
SharePoint
Bring shared information and documents into a planned Microsoft workflow, with clear ownership and access appropriate to the people using it.
Copilot Studio
Explore assistants within the Microsoft ecosystem, starting with a specific business task and defining what information and actions the assistant needs.
Office Scripts
Make repeated spreadsheet steps more consistent through scripts, using clear inputs and checks before connecting the task to a wider workflow.
Python
Build practical scripts for analysis, file processing and business automation, with AI helping prepare the code and people checking its behaviour.
Google Colab
Explore Python analysis in a notebook, moving from a practical question and sample data to calculations, charts and an explanation of results.
Streamlit
Turn a Python analysis or calculation into an application with useful inputs and outputs that colleagues can understand and test themselves.
Lovable
Develop an initial business application from a clear description, then refine the workflow, inspect its behaviour and test the important user journeys.
Bolt
Explore AI-assisted app building through a focused business problem, turning requirements into a working interface and improving it through hands-on testing.
Google Apps Script
Connect Google Workspace tasks such as collecting responses, preparing documents and sending reminders, with explicit conditions for each step in the process.
Gamma
Build a first presentation from organised ideas, then strengthen the narrative, check its figures and refine each slide for the intended audience.
Napkin.ai
Turn a written explanation into a useful diagram, selecting a visual that makes the relationships clear without distracting from the underlying message.
Canva
Prepare visual communication for a business audience, using AI-assisted design as a starting point and reviewing wording, layout and brand consistency.
VideoGen
Explore turning a useful message into a short video, with attention to the script, supporting visuals and suitability for the intended audience.
NotebookLM audio
Explore audio summaries of selected source material as another way to learn and communicate, while checking important details against the underlying documents.
AI image tools
Develop visual ideas from a clear brief, then select and refine the result according to its purpose, accuracy and intended context.
Example workshop task: Turn a source document into a concise briefing, then verify the statements that matter.
LEARN. PRACTISE. PUT IT TO WORK.
Upcoming
programmes.
Find a practical learning programme that fits your work. Check the format, sessions and enrolment status before applying.
Checking the latest programme details…
Applications are reviewed before a place is confirmed. A waitlist entry does not reserve a place.
LESS WATCHING. MORE DOING.
Learn it.
Build it. Use it.
Practical AI and automation learning for professionals, business teams and institutions. Bring curiosity. Leave with something you understand.
COHORTS & WORKSHOPSPRACTICAL LEARNING
THE NEXT CHAPTER
Build alongside
people like you.
Paid online cohorts for professionals ready to apply AI and automation to their work. Guided practice, useful workflows and shared learning.
Explore upcoming programmes See the current schedule for programme details, dates, fees and availability.Tailored workshop pathways
Choose the work you want
to get better at.
Start with the tasks your team faces. These pathways combine relevant tools with practical exercises and review, shaped around the audience, available time and working environment.
01Practical AI for everyday work+
Build the confidence to use AI for research, documents and recurring communication, with a repeatable way to check the work.
- Rewrite a vague request into a clear prompt with useful context and a defined output.
- Compare a document briefing with its original sources and correct unsupported statements.
- Create a reusable assistant or prompt library for a recurring task.
02Private AI & document intelligence+
Understand how local AI fits into your work and explore document and voice workflows with appropriate data handling.
- Explore a local model with Ollama and an interface such as Open WebUI.
- Ask questions of selected documents and check answers against the source material.
- Try OpenWhispr dictation or a Whisper transcription workflow, then review the resulting text.
03Workflow automation & AI agents+
Move from an isolated AI task to a connected process, with a clear route for exceptions and decisions that need people.
- Map the inputs, checks, actions and review points in a recurring process.
- Build an n8n or Make example for information intake, reminders or reporting.
- Test a task-specific assistant and define what it can do when information is missing.
04Microsoft productivity & business intelligence+
Connect information, analysis and action across the Microsoft tools your organisation already uses or plans to adopt.
- Prepare repeatable data transformations and turn the results into a useful Power BI view.
- Explore a Power Automate workflow for review, reminders or report distribution.
- Map how Power Apps, SharePoint and Copilot can support a specific team process.
05Build your own business tools+
Turn a practical requirement into a small working application or script, and learn how to check that it does the job.
- Describe a calculator, tracker or document tool through its inputs, rules and expected outputs.
- Build a focused HTML app, Python tool or app-builder prototype with AI assistance.
- Test sample records and edge cases, then refine the tool for its intended users.
06AI for finance & professional practice+
Apply AI and automation to familiar finance, audit and professional workflows while keeping calculations, evidence and judgement visible.
- Analyse sample financial data and prepare variance commentary that reconciles to the figures.
- Build a reconciliation or exception review using synthetic records with known issues.
- Prepare a document or meeting-note draft and separate source facts from items needing review.
A PRACTICAL ROUTE FORWARD
Start with the work.
Build what matters.
A useful transformation starts with a defined problem, a manageable first step and people who can carry it forward.
Understand
Map the task, people, information and constraints. Agree what a useful result looks like.
Build & test
Develop a focused pilot. Test the logic, permissions and exceptions with representative work.
Enable people
Help the team understand and use the solution through practical training and documentation.
Improve
Review what happens in use. Refine the process and decide what is worth extending.
THE PERSON BEHIND THE WORK ↗MEET YOUR TRAINER & TRANSFORMATION PARTNER
Technology changes.
Experience connects it.
I’m Jagjeet Singh Gulati,
founder of With Singh Private Limited.
PROFESSIONAL QUALIFICATIONS
CA|CMA|CS|ACMA CGMA|LL.B.
ERM Certified (ICAI)IFRS Certified (ICAI)
My work brings together 25+ years of finance experience and extensive hands-on work in business automation, reporting and Excel. That journey includes VBA, Python, SQL and Power BI—and now a focus on practical AI training and transformation.
I connect technology choices with the tasks, responsibilities and decisions that business teams actually handle.
Empanelled AI FacultyICAI · ICMAI · ICSI
Guest FacultyCIMA APAC
25+YEARS OF FINANCE EXPERIENCE
Business understanding. Practical application.
Connect on LinkedIn ↗Business understanding. Practical application.
NOTES FROM THE WORKBENCH
Ideas worth
putting to work.
A few practical starting points, plus what is coming next in training.
PRACTICAL NOTE · PRIVATE AI
“Local AI” starts with the whole workflow.
Look beyond the model to documents, interfaces, connections and access.
PRACTICAL NOTE · VOICE TO WORK
Give your ideas a quicker first draft.
Use voice dictation as a starting point, with review before the work moves on.
PROGRAMME UPDATE
Find your next learning opportunity.
Browse upcoming cohorts and workshops, view their schedules and register your interest.
Register your interest ↗A FEW THINGS TO KNOW
Before we begin.
Who is this for?
Professionals, business teams and institutions looking to apply AI in practical work. Finance and governance are areas of particular experience; we can also discuss wider business processes and team requirements.
Can AI run on our own premises?
Some AI applications can run on local infrastructure. Suitability depends on the task, model, hardware and information involved. We start by identifying what should run locally and whether any connected service sends information elsewhere.
Can you help with our Microsoft environment?
We can explore reporting, applications, approvals and information management using Power BI, Power Automate, Power Apps and SharePoint. The approach depends on your existing setup, licensing and access requirements.
Where can I find upcoming programmes?
The programme schedule lists current cohorts and workshops. Each listing shows whether applications are open or whether you can join an interest list while dates are being finalised.
LET’S MAKE THE NEXT STEP PRACTICAL
What could
work better?
A team to train. A process to connect.
An AI idea to explore. Let’s begin there.