Wilmar AI Hub

How to use this framework

Read the tiers & skills — see what each level looks like and the 18 skills that make it up.
Check the target matrix — find the target level set for your role on each skill.
Self-assess — enter your name, job title and tier, then score yourself 0–4 and tick what you want to learn.
Follow your learning path — close the gaps using the curated resources, then save your development plan.

01

AI capability tiers

Four tiers describe how deeply a person works with AI. Your tier is a guide, not a grade.

02

The skills, by category

18 concrete AI skills grouped into six categories. Each is a real thing you can do at your desk — not theory. Every skill is flagged with where it works: many run on basic Copilot, some need an enterprise licence or Claude.

03

Target matrix

Tier qualification — minimum level on each skill to reach each tier

This matrix is a general reference, not a strict checklist. To actually qualify for Tier 3 (AI Power User), you need level 3 on at least 12 of these 18 skills; choose whichever skills are most relevant to your role. Tier 4 (AI Champion) is the opt-in stretch goal. Hover a skill code for its name.

Level 0 1 2 3 4

0 None · 1 Aware · 2 Guided · 3 Independent · 4 Coach

How you earn a level: reach Level 2 by joining a training session or watching a tutorial and following along. Reach Level 3 by working on something individually and showing the result to Xinran.

04

Your self-assessment & gap analysis

This is a repeatable self-assessment for you to understand your current AI level and identify the gap to reach your goal. Do it now, then again in about six months to track your progress. If you've done it before, load your previous plan to see how far you've come. The Target for each skill defaults to your tier's baseline — use the +/− buttons to adjust it if a skill matters more or less for your role. Enter your current level (0–4) for every skill and tick "want to learn" for anything you'd like to develop. Click Save development plan to download an Excel — keep it as your record for next time.

Your name

Job title

Target Tier

Enter your details above to begin.

05

Learning paths

Three staged paths. Start at Foundation (everyone), then move to the path that matches your role. Each step links to a resource in the table below.

06

Curated resources

Hand-picked videos, docs and guides — free YouTube plus official Microsoft and Claude docs — organised by category and skill, with the minimum licence each resource’s tool needs. Start with the one marked ★.

Licence key: Basic & Premium = works on the free Copilot Chat (so Premium too) · Premium = needs the paid Microsoft 365 Copilot add-on · Claude Team = a Claude work account · All = no specific licence · Copilot Studio = a Copilot Studio trial/licence.

A

The tools we use

We have several AI tools, each strong at different things. Read the cards, then use the matrix below to pick the right one for a task. Not sure which? Jump to the rule of thumb.

B

Which tool for which task

For each task, find the best starting tool. ★ = best choice · ✓ = works well · — = not suited. Many tasks have more than one good option — pick what you already have access to.

Heads-up on Claude + MicrosoftClaude now has an official Microsoft 365 connector (Outlook, Teams, SharePoint) and a Claude-for-Outlook add-in — but they’re not rolled out at Wilmar yet, pending IT enablement. Until then, for inbox, Teams and SharePoint jobs use Copilot or Power Automate. Claude still works fully on files you upload and on non-Microsoft connectors.

Rule of thumb

Working inside an Office app (Excel, PowerPoint, Outlook, Word)? → Copilot Premium.
Big PDF / contract, deep analysis, or build a live tool? → Claude.
Quick draft, rewrite or summary — or you only have basic Copilot? → Copilot Basic.
Repetitive file / email routing on a schedule? → Power Automate.
Coding or ad-hoc number-crunching? → Claude or ChatGPT.

A

Scheduled sessions

Upcoming AI training sessions for the team. More will be drawn from the internal training ideas below.

Date	Session	Audience	Tool focus	Status
Mon to Wed 4:00–5:00 PM SGT	AI Office Hours Recurring drop-in Drop in with any data / AI question or blocker and let's find a solution together — check Xinran's Teams calendar, and if the slot isn't booked, you're welcome to book it.	Everyone	Data & AI — any	Recurring
Thu, 25 Jun 2026 9:30–11:00 AM SGT	Secure & Responsible Generative AI with Microsoft 365 Copilot Microsoft Teams · company training event Get the most out of Microsoft 365 Copilot in everyday tasks Apply best practices for data security & privacy when using AI Understand responsible AI principles and avoid common pitfalls Build confidence using Copilot in a safe, compliant way Register →	Everyone with a Basic or Premium Copilot licence	Microsoft 365 Copilot	Email XR for the resources if you missed it
Fri, 3 Jul 2026 AM: 9:00 AM–12:00 PM SGT PM: 2:00–5:00 PM SGT	Claude Cowork training by Trainocate · company training event	Staff with a Claude licence	Claude Cowork	Email XR for the resources if you missed it
Fri, 10 Jul 2026 3:00–4:00 PM SGT	AI Cafe · Week 0 · Kickoff ☕ Wilmar Boardroom · AI Cafe series, season opener Prompt injection, human-in-the-loop, and who is responsible when AI gets it wrong The shared framework and approach we'll build on across the season How to stay connected, ask questions, and share ideas between sessions Open agenda →	Everyone (AI Cafe series)	AI Safety & Framework	Confirmed
Mon, 13 Jul 2026 AM: 10:00 AM–12:00 PM SGT PM: 2:00–4:00 PM SGT	Intro to Microsoft Copilot Cowork 🤖 by Trainocate · company training event Meet Copilot Cowork — your AI teammate that plans, executes, and completes tasks across your work tools Hands-on introduction to getting the most out of Cowork in real workflows Choose either the AM or PM session — both cover the same content.	M365 Copilot licensed users Non-licensed users welcome to join	Microsoft Copilot Cowork	Confirmed
Tue, 14 Jul 2026 AM: 9:00 AM–12:00 PM SGT PM: 2:00–5:00 PM SGT	MS-4022 · Extend Microsoft 365 Copilot in Copilot Studio 🔧 by Trainocate · company training event Integrate plugins, connectors, and enterprise data sources into Microsoft 365 Copilot Tailor Copilot responses to specific business needs and workflows Deliver more contextual, intelligent assistance across the organisation Course overview → Choose either the AM or PM session — both cover the same content.	M365 Copilot licensed users	Microsoft Copilot Studio	Confirmed
Fri, 17 Jul 2026 4:00–5:00 PM SGT	AI Cafe · Week 1 · Meet Your AI: Copilot & Claude 🤖 Wilmar office · AI Cafe series Settings, memory, and custom instructions, demonstrated live as you follow Image generation, then meeting notes and action items from a recording Rewrite weak prompts into strong ones and test the difference live Customize your AI — have it interview you, then draft your custom instructions for you Open agenda →	Everyone (AI Cafe series)	Copilot & Claude	Confirmed
Wed, 22 Jul 2026 AM: 9:00 AM–12:00 PM SGT PM: 2:00–5:00 PM SGT	PL-7008 · Create Agents in Microsoft Copilot Studio 🤖 by Trainocate · company training event Design, build, and deploy custom copilots for specific business scenarios Create conversational experiences and automate processes Integrate copilots with internal systems for scalable, business-ready solutions Course overview → Choose either AM or PM session. Participants are strongly encouraged to complete MS-4022 (14 Jul) before attending this session.	M365 Copilot licensed users	Microsoft Copilot Studio	Confirmed
Fri, 24 Jul 2026 4:00–5:00 PM SGT	AI Cafe · Week 2 · AI-Assisted VBA for Beginners 💻 Wilmar office · AI Cafe series Enable VBA and write your first macros with AI as your assistant Work through hands-on challenges: loops, calculated fields, if-else, filters, merges Download the practice and answer workbooks and follow along live Open agenda →	Everyone (AI Cafe series)	Excel · AI-assisted VBA	Confirmed
Fri, 31 Jul 2026 4:00–5:00 PM SGT	AI Cafe · Week 3 · Excel: Power Query & AI-assisted VBA 📊 Wilmar office · AI Cafe series Import a messy CSV, clean it, and shape data with both approaches Add new rows to the cleaned table using Power Query and VBA Build Trade Value and Risk Flag columns in both tools Download the practice workbook and sample CSVs from the agenda page and follow along live Open agenda →	Everyone (AI Cafe series)	Excel · Power Query / VBA	Confirmed
Fri, 7 Aug 2026 4:00–5:00 PM SGT	AI Cafe · Week 4 · Create Your AI Assistant 💬 Wilmar office · AI Cafe series Warm-up: a 10-min Workflow Copilot flow that sends today's agenda to Teams each morning Live demo of a Copilot agent answering questions from the Sugar SOPs (both provided to download) Generate a sugar risk review memo in a set format from an uploaded practice workbook Build something yourself on the spot, test it, and ask questions as you go Open agenda →	Everyone (AI Cafe series)	Copilot Agents	Confirmed
Fri, 14 Aug 2026 4:00–5:00 PM SGT	AI Cafe · Week 5 · Self-Review Session 🪞 Wilmar office · AI Cafe series, no new build this week Update your AI Hub skills self-assessment based on Weeks 1–4 Show what you've built so far and get feedback from Xinran and the room Set your focus for the remaining weeks of the season Open agenda →	Everyone (AI Cafe series)	AI Hub self-assessment	Confirmed
Fri, 21 Aug 2026 4:00–5:00 PM SGT	AI Cafe · Week 6 · AI-Built Dashboards with Copilot & Claude 📊 Wilmar office · AI Cafe series Walk through a finished AI-built dashboard and everything it does Read the instruction prompt that produced it, part by part Build your own from an Excel export and refine it with iterative prompting Open agenda →	Everyone (AI Cafe series)	Copilot · Claude · Excel	Confirmed
Fri, 4 Sep 2026 4:00–5:00 PM SGT	AI Cafe · Week 7 · AI in Excel, Reports & Presentations 📈 Wilmar office · AI Cafe series Interrogate eight months of sugar shipments with Copilot in Excel — in plain English, no formulas Turn the findings into a monthly execution review with an owner against every action Draft the five-slide deck for the operations meeting, then tighten it slide by slide Check what AI hands back — the habit that matters more than any of the three Open agenda →	Everyone (AI Cafe series)	Copilot in Excel · Word · PowerPoint	Confirmed
Fri, 11 Sep 2026 4:00–5:00 PM SGT	AI Cafe · Week 8 · Power Automate: Inbox, SharePoint & Teams ⚙️ Wilmar office · AI Cafe series Save email attachments automatically to OneDrive for Business Extend the flow with rules and alerts; replicate and test Build a real scenario from the room and adapt your own workflow Open agenda →	Everyone (AI Cafe series)	Power Automate	Confirmed
Fri, 18 Sep 2026 4:00–5:00 PM SGT	AI Cafe · Week 9 · Wrap-up & Showcase 🎉 Wilmar office · AI Cafe series, season closer Demo slots for participants or teams, with peer feedback and practical Q&A Share links to resources, templates, and code Decide community priorities and the next focus areas Open agenda →	Everyone (AI Cafe series)	Showcase	Confirmed

A

Wilmar AI Cafe

A beginner-friendly, hands-on learning series for building practical Analytics, Automation, and AI capability together. Come to build, experiment, or simply listen and see what AI can do for your everyday work.

Open the cafe menu

Visit the Wilmar AI Cafe for the companion hub:

https://wilmar-sugar-pages.wilmarapps.com/ai-cafe/

A

Ideation Center

A place to showcase automation and AI projects colleagues have already built, collect new ideas through a Microsoft Form, and book time with Xinran to discuss what to plan first. Projects should be planned and prioritised before work starts.

Showcase

What we have built

Working on something useful? We encourage you to share it so the rest of the team can learn from your example — automation scripts, dashboards, copilots, agents and other AI projects all count.

Share your project →

Include project title, owner, problem solved, tools used and a short outcome summary.

Idea intake

Submit a project idea

Collect new ideas through a Microsoft Form so they can be reviewed, scoped and prioritised before any build starts.

Submit an idea →

Opens the Microsoft Form to submit a new project idea.

Planning

Book time with Xinran

Use a short discussion to brainstorm and validate the idea, confirm effort and resources needed.

Email Xinran to book time →

Projects should be planned and prioritised before work begins.

B

Project showcase

Completed automation & AI projects built here on the sugar desk. Each comes with a short walkthrough video and a step-by-step guide you can download and follow to build your own. Use the arrows or dots below to browse.

Want to use one of these? Reach out to Xinran to get the template, then customise it to your own use case.

C

Working examples

Ready-made playbooks that combine our AI tools for real sugar-desk jobs. Use them as a starting point — then adapt to your own workflow, or submit your own above.