seby.
Oxford Economics
The roadmap
Oxford Economics · Australia · for Dave Walker

Build a brain for your business.

A playbook for connecting your whole team to one shared brain, and lifting your productivity and output within a few weeks. Your sources stay where they are: Outlook, your Teams recordings, Salesforce, SAP. The brain reads them, remembers everything, and you just talk to it. Powered by Claude.

ForDave Walker, MD ANZ
FromMichael Kingston
The goalOne shared brain, in weeks
01
The big picture

Your team, each with their own brain. Together, one shared brain.

Everyone on your Australian team gets their own private agent, holding their own private brain. They share only what they choose into one team brain that holds the deals, the pipeline, the research, the whole business. The private stuff, finance, HR, 1:1s, stays walled, even from the team. You stop logging into systems and just talk to it.

Oxford Economics · your team, your own brains Everyone gets their own private Seby Agent and brain. Together they share one team brain. Nothing ever leaves your space. WALLED TO OXFORD ECONOMICS · NOTHING LEAVES YOUR SPACE Dave Walker Managing Director, ANZ s Seby Agent private brain Rehan Panditaratne Head of Business Development s Seby Agent private brain Oliver Spence Head of Sales, Corporates (APAC) s Seby Agent private brain Giuliana Sframeli Business Development Manager s Seby Agent private brain Dominic Kong Account Manager s Seby Agent private brain SS Shaista Salamat Business Development & Marketing Executive s Seby Agent private brain you choose what to share ↓ Your shared team brain s Seby Agent on a secure VM · powered by Claude Everyone works with the agent in one shared brain. Tasks in, results out. Nobody re-explains context. SensesMemoryJudgmentActionSafetyBody one living memory · never forgets WHAT IT RUNS FOR THE TEAM Sales research Lead capture Sales proposals Contracts & signing Project management Meeting intelligence Follow-up cadence Marketing & content Invoicing & payments Bookkeeping & finance Your space is walled from every other client and from the people who build it. Nothing leaves without you.
02
What you'd get

Less chasing. More on the front foot.

The three things from our chat that you pulled toward hardest, in your words.

01

A proactive morning brief

Instead of going to Tim to ask where the residential-property product is up to, you get the answer, or a brief before you even ask. It manages project delivery for you.

  • An 8:30am digest, built exactly how you want it
  • Across your BD sub-teams without you chasing
  • Proactive, not another report to open
02

The 11pm UK calls, already read

You'll never watch an hour-long recording in the middle of your day. The agent consumes them, and surfaces only the 10 minutes that touch construction, your patch.

  • Every recording connected, not an island
  • Attributed: who said what
  • On top of it when you ask, even if you slept through it
03

A pipeline that fills itself

The thing Salesforce never does: it logs the emails but doesn't use them. What a rep would have typed in after a meeting is already in the brain, auto-processed.

  • Pipeline updates from emails and meetings
  • No chasing reps for input
  • Ask for this week's construction opportunities, it's there
03
Effort vs value

Start with your EA. Climb to the whole business.

Every green bubble is a domain the brain can run for you, sized by the hours it takes off your plate each month. Your private EA is the easy entry, bottom-left: low effort, real value from day one. From there value climbs with effort as you connect more of the business, all the way to one shared team brain. SAP and Salesforce sit far right in grey: real value, but you pay for it in licences and admin. Finance comes last, not first.

VALUE TO YOU → EFFORT TO BUILD → high low high Start here Team shared brain The end goal Finance & bookkeeping ~50 hrs/mo · finance last Sales & GTM ~40 hrs/mo Marketing & content ~35 hrs/mo Chief of staff ~27 hrs/mo SAP Heavy, coupled to finance Customer success ~17 hrs/mo Meeting intelligence ~22 hrs/mo Salesforce Licences + admin Surfaces & platform ~12 hrs/mo Inbox & comms ~22 hrs/mo Your private brain (EA) Low effort, value from day one
Read it by position and size. Each green bubble is a domain Seby runs for you, and the bigger the bubble, the more hours it takes off your plate each month. You start bottom-left with your own EA, low effort, real value, then climb to the right as value grows, one island at a time. SAP and Salesforce sit far right in grey: real value, but heavy on licences and admin. Finance comes last, not first.
04
Where to start

You don't build all of it. You start with one island.

Highest value, lowest effort first, so you feel it work before anyone touches the hard stuff. Finance is last, not first.

Start here
Your private brain (your EA)
Low effort
Connect Outlook · OneDrive · Teams · GitHub
Prove it on One micro-island (your morning brief)
You get An EA that knows your business
Best ifWhere you feel it click, start here.
Your sales island
Medium effort
Replace The part of Salesforce that hurts
Scope Your six-person AU sales view
You get A pipeline that maintains itself
Best ifThe work that actually moves the number.
05
Staying safe

Private by default. Nothing leaves your space.

The same things your IT team will want to hear, built in, not bolted on.

01
Walled to you
Sees: Your space is sealed off from everyone else. Your private brain is private even from your own team, you choose what is ever shared.
02
Attributed
Sees: Every line is tagged to who said it before anything moves. Noise is dropped; the rest stays private unless a rule you wrote routes it.
03
Governed & audited
Sees: Every rule is written down on GitHub, where your IT team can see it, and an automated check proves the walls hold, every day.
04
You press send
Sees: It drafts and prepares, but nothing goes out on its own. Read-only on your sources; you stay in control of every outbound step.
06
Your sales island

Picture it for your own team first.

You and your Australian sales team, each with your own private brain, sharing into one Oxford Economics ANZ brain, the deals, the pipeline, the context, in sync, without anyone re-explaining anything. This is the micro-island you said was the right place to start.

Dave Walker
Dave Walker
Managing Director, ANZ

You, at the head of it. Your 8:30am brief, every UK call already read, the whole island reporting to you instead of you chasing it.

Rehan Panditaratne
Rehan Panditaratne
Head of Business Development

The front of your funnel, his deals, emails and meetings flow into the shared brain automatically.

Oliver Spence
Oliver Spence
Head of Sales, Corporates (APAC)

The APAC view, disaggregated for you, Australia surfaced cleanly, without the manual untangling.

Giuliana Sframeli
Giuliana Sframeli
Business Development Manager

Construction-sector forecasting and research, exactly the patch your morning brief would keep you across.

Dominic Kong
Dominic Kong
Account Manager

Client relationships and renewals, the contract reads itself into the brain, no re-keying into Salesforce.

SS
Shaista Salamat
Business Development & Marketing Executive

Where sales meets marketing, both sides feed one brain, so nothing gets lost between them.

07
The roadmap

The staged path, work backwards from the end goal.

Everything above is thousands of hours, already built. For you it's staged. You're at Stage 0 today: Claude on your laptop, connected to nothing.

0

Unblock Claude

You are here. Confirm the swap from your Copilot licence to a Claude enterprise licence (already requested), and get IT's sign-off to connect Claude to your own Microsoft 365. Get it off the public internet and onto your own context.

1

Your private brain

Just yours, on your laptop. Connect Outlook, OneDrive, Teams recordings and GitHub (where the brain lives). Pick one micro-island to prove it, the morning brief, or your six-person AU sales view. This is where it clicks.

2

Your sales island

Once the EA earns its keep, point it at the work that moves the number: the brain replaces the part of Salesforce that relies on reps typing it in. Run it in parallel, nothing is ripped out until you trust it.

3

The team brain, in Teams

The end goal: your Australian team each with a private brain, sharing into one Oxford Economics ANZ brain, everyone talking to it in Teams. Governance lives on GitHub, written down and audited. The whole setup lifts and shifts onto your island when you're ready.

08
What this isn't

Where the lines are, Dave.

So you know exactly what you'd be starting, and what you wouldn't.

09
Ask your IT team

Four small, reasonable asks, not a transformation project.

For your UK IT meeting. Each one is a normal, governed request. Work backwards from where you want to get to.

  1. 1. Claude enterprise licence Swap the Copilot licence already on your machine for a Claude enterprise licence, with the security controls the enterprise agreement brings. (You've already started this.)
  2. 2. Microsoft 365 connector Allow Claude to read your own Outlook, OneDrive and Teams, read-only, your data only, inside your own tenant and policies.
  3. 3. GitHub connector Connect the GitHub you already pay for, it's where the brain and its written rules live. Microsoft-owned, secure, auditable.
  4. 4. One Teams app, later When you're ready for the team stage: approve a single agent app in Teams, reviewed once like any app, with its governance baked in.
MK
Michael Kingston Seby · [email protected]

Start with one brain. Yours.

Take this to your IT meeting, Dave. When you're ready, I'll help you stand up the private-brain first step so you can feel it work within weeks, then build out from there.

Back to the roadmap
10
Your notes

A recap of our chat, for your notes.

You asked for a summary of what we covered on 23 June, Dave, so you have it in your own words for the UK IT meeting. The confidential detail from the live build has been left out.

The core idea

  • Your work is sitting in disconnected islands Outlook, your Teams recordings, OneDrive, Salesforce, SAP. Each one useful, none of them talking to each other, and all of them needing you to go and look. The whole move is to connect them into one private brain that reads them for you.
  • You talk to it. It doesn't make you log in Instead of navigating Salesforce or chasing a report, you ask in plain language in Teams, or it tells you first. The dashboards and reports still exist for when a human wants to see them, but the point is you stop logging into systems to find things out.
  • It has a memory and your context, not just the internet We agreed that general AI falls down because it has no context. The internet is too big to distil, which is where the inaccuracies creep in. This is the opposite: it runs on your data, your files, and the human context from your meetings, with who said what attributed.

What you flagged as most useful

  • A proactive morning brief over project delivery Rather than going to a team lead to ask where a product is up to, you would get the update, or a brief before you even ask, built exactly how you want it and delivered each morning. You stress-tested it with the construction sector, the patch you care about.
  • The 11pm UK calls, already read The recordings you will never sit through in the middle of your day. The agent consumes them and surfaces only the few minutes that touch your area, so you are across them without having listened.
  • A pipeline that fills itself Your read on Salesforce was that it logs the emails but doesn't use them, so it relies on reps typing things in. What a rep would have entered after a meeting is already in the brain, auto-processed, so you can ask for this week's opportunities in your sector and it is there.

The complications in your world we talked through

  • Scale and structure Your Australian island is around 70 people, six of them in sales, with hundreds of customers and a set of subscription products. That is bigger and more complex than the small firms this is built for, so the move is to carve out one micro-island, not boil the ocean.
  • APAC reporting Your sales team is an APAC team with dual reporting, so the Australian view has to be disaggregated from the regional total. A reason to scope the first island tightly around what you actually own.
  • SAP and Salesforce are coupled Closing a sale in Salesforce triggers billing in SAP, and product permissioning lives in Salesforce too. So the early islands run in parallel, nothing is ripped out, and finance comes last, not first.
  • UK IT governs the enterprise agreement Your IT function in the UK sets the rules, so the first step is permission. There has to be governance, the only question is where it sits, and a clean Claude enterprise licence can carry a lot of it for you.

Where we landed

  • Start with your own private brain Get Claude properly licensed and connected on your laptop, add the Microsoft 365 connector and GitHub, and prove it on one micro-island, your morning brief or your six-person sales view. This is where you feel it click, and you need to feel the value yourself before going further.
  • Then the sales island, finance last Once the EA earns its keep, point it at the work that moves the number, the part of Salesforce that relies on reps typing it in. Work backwards from the end goal you actually want, and leave finance until last.
  • Take the four asks to your UK IT meeting A Claude enterprise licence in place of Copilot, a read-only Microsoft 365 connector, a GitHub connector, and later a single Teams app. Four normal, governed requests, not a transformation project.
Prepared for Dave Walker after our conversation on 23 June 2026. The confidential detail from the live build has been left out so you can share this with your IT team.