The problem
Dashboards existed, but complex questions still required analysts to stitch together many queries in spreadsheets and pivot tables. Decision-makers waited on IT, and one quiet spreadsheet error could break the answer.
US retail-analytics / BI SaaS vendor
Plain-language answers over the existing data model, no analyst required.
Outcome
New recurring-revenue module
A passive reporting product became a paid AI layer that every business user can query.
The problem
Dashboards existed, but complex questions still required analysts to stitch together many queries in spreadsheets and pivot tables. Decision-makers waited on IT, and one quiet spreadsheet error could break the answer.
What we built
Business impact
Usage expands from a few analysts to merchandising, planning, operations, and executive teams. That supports seat expansion, higher-tier upsell, and stronger net revenue retention.
Why it stands up
Users ask business questions in plain language and receive precise answers and charts from the existing structured data model.
Related use cases
Margin + customer experience
~70% lower handling time
Margin + growth
New markets, no local callers
Growth + sales conversion
5 minutes to a clean report