💼 Knowledge Work 🎯 Decision & Strategy

Analysis & Insights

Data exists in spreadsheets and dashboards, but insights are buried. Asking questions requires SQL skills or waiting for the data team.

How AI Helps

Upload data files and ask questions in plain English. Get instant charts and explanations—no coding required.

In Knowledge Work

Who uses it

Partners identifying most profitable clients and projects

Implementation Tiers

Quick Win
1 day

Export data to Excel or upload CSV to AI Chatbot (ChatGPT, Claude). Ask 'why did sales drop?' in plain English and get instant charts and explanations.

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Examples
Sales trend analysis, customer segmentation, inventory turnover insights, budget variance reports
Business Impact
Get answers in minutes instead of days. Make data-driven decisions without waiting for analysts.
Efficiency
🔧
Workflow Fix
6-8 weeks

Connect data to Business Intelligence Platform (Power BI, Tableau) or Excel with Power Query. Self-service dashboards for your team—typically requires data consultant for complex data warehouse setup.

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Examples
Automated sales dashboards, financial reporting, customer health tracking, operational KPI monitoring
Business Impact
Everyone gets answers without bothering the data team. Consistent insights across the business.
Scale
💎
Tailored Asset
6-10 weeks

Build predictive models trained on your specific business data—the kind of insight competitors would need a data science team to match. Automated alerts catch problems before they cost you money.

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Examples
Churn prediction alerts, demand forecasting, anomaly detection, automated insight reports
Business Impact
Own your analytics edge. Predict issues 2-4 weeks ahead and react to market shifts before competitors even notice.
Strategic Moat

Problems This Solves

🎯

Flying blind

Make decisions with data instead of gut feel

Data exists but insights take days to pull. Decisions get made on gut feel while answers sit locked in spreadsheets.

🐌

Can't keep up

Get answers as fast as questions arise

By the time you've pulled the numbers the moment has passed. Questions stack up faster than you can answer them.

Ready to implement?

Take our assessment to see how this fits with your other priorities, or book a call to discuss implementation.