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Service 01 · Analytics Automation

AI Analytics Assistant

Give every decision-maker a senior analyst on demand. Ask questions in natural language, get trustworthy charts and narratives, and push actions to your stack without waiting on a queue.

Who it's for: leadership, finance, ops Timeline: 4–6 weeks to pilot Data hosting: cloud or on‑prem

What you get

Analyst-grade answers, governed automations, and visuals that can be dropped straight into reports.

Natural-language analytics

Ask “How did margin move last month?” and receive charts, drivers, and confidence notes pulled directly from your warehouse.

Guardrail-ready automations

Convert prompts into SQL/Python with approval steps, so risky changes never run without a human check.

Codified business logic

KPIs, exclusions, and thresholds are embedded so every answer uses the definitions your finance team trusts.

Secure rollout

SSO, role-based access, logging, and audit trails keep compliance teams comfortable from day one.

Outcomes

Fast answers, consistent numbers, and fewer back-and-forth cycles with analytics teams.

5x faster

Get insights in minutes instead of waiting days for a dashboard slot.

One source

Every answer references governed data and metric definitions.

Fewer tickets

Teams self-serve routine questions so analysts focus on strategic work.

Adoption built in

Short, opinionated prompts and examples get non-technical users comfortable quickly.

How it works

We deliver a guided pilot that proves value and fits your governance model.

Discovery & metric map

Identify top questions, sources, and the KPIs that must never drift.

Secure data wiring

Connect to your warehouse, set permissions, and add safety checks for generated code.

Pilot with real teams

Run against live use cases, capture feedback, and refine prompts and visuals.

Launch & enablement

Roll out training, playbooks, and admin controls so the assistant stays reliable.

Deliverables

A ready-to-use assistant plus the documentation to keep it accurate as your data evolves.

AI assistant workspace

Pre-built prompt library, sample questions, and role-specific views.

Secure connections

Configured data connections, secrets management, and logging.

Metrics playbook

Documented KPI definitions, owners, and acceptance tests for answers.

Operations runbook

Support steps, escalation paths, and guidelines for new data sources.

Ready to see it on your data?

Book a 30-minute session. We will map your top questions and show the assistant on a small pilot set.