🎯
Business Objectives
- ›Replace static reports with conversational reporting
- ›Customer self-service reports
- ›Always-on compliance reporting
⚙️
Operational KPIs
- ›Reports delivered on time
📈
Management KPIs
- ›Self-serve report adoption
🤝
Customer KPIs
- ›Customer-portal report downloads
🗄️
Available Data
- ›All portal data
- ›Report templates, schedules, recipients
✨
AI Use Cases
- ›Natural-language to report
- ›Auto-narrated executive reports
- ›Personalized customer reports
🔮
Predictive Analytics
- ›Report-of-the-day per user
🚨
Anomaly Detection
- ›Reports nobody opens (kill them)
🎁
Recommendation Engines
- ›Suggested next report
🤖
AI Copilot Features
- ›'Build a customer-facing OTD report for Enterprise'
💬
Natural-Language Reporting
- ›'Email me weekly margin per customer every Monday'
📊
Executive Dashboard Metrics
- ›Reporting usage, satisfaction
⚡
Workflow Automation
- ›Auto-narrate and email scheduled reports
🛰️
Autonomous Agents
- ›Reporting Concierge Agent
🖥️
Recommended Dashboards
- ›Reporting Operations
💡
Example Executive Insights
- ›NL reporting reduces analyst load 4 days/wk
📦
Required Datasets
- ›All
📅
Historical Data Needed
All-time
🧠
ML Models / AI Approaches
- ›LLM + SQL generation + RAG