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Project demo case study

Spreadsheet chaos to an AI-ready finance cockpit.

An inventory purchasing workflow rebuilt from scattered files into governed metrics, owner queues, BI, and approved AI context.

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  • Excel + Sheets
  • NetSuite + CSVs
  • BigQuery + dbt
  • BI + AI context
Monthly close cockpit
Sources 14
Transformation 142
ONE Enterprise Intelligence
Final end state

Walkthrough

A project review in six beats.

Click through the build sequence: each step shows the operating view, signal, chart, or human checkpoint that turns the reporting cycle into a controlled workflow.

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01 / Source pile

Open the source pile.

The review shows where uncertainty enters: ERP exports, spreadsheet edits, CSV drops, email notes, and SharePoint files all explaining the same dollars.

ERP export Purchasing record
  • PO numbers, vendor IDs, received quantities.
  • Imported with cycle date and source owner.
3PL CSV Warehouse movement
  • Inbound receipts, transfers, and damage codes.
  • Checked against expected file cadence.
AP notes Invoice context
  • Payment holds, vendor replies, and bill status.
  • Connected to the matching exception queue.
Planner sheet Operating forecast
  • SKU demand assumptions and buy-plan overrides.
  • Tagged so manual changes are visible in review.
SharePoint Supporting files
  • Approved workbooks, supporting PDFs, and exports.
  • Folder freshness is monitored before review.
Web data extract External market signal
  • Supplier portal data, freight updates, or market pricing.
  • Stored with scrape date, URL, and approval status.

Portal view

Smart Assistant keeps the review tied to approved context.

Ask about refresh timing, cost movement, or close blockers with compact source notes.

Smart Assistant

Approved context, exception logic, and next-action guidance.

AI context ready 4 governed sources online
4sources Policychecked Ownerrouted
Ask Data Integration Assistant

How recent is AP data and are we ready for the board meeting?

Ongoing support

The handoff stays useful after launch.

Source stewardship

Fields, owners, cadence, grain.

  • Source inventory with owner, cadence, and business purpose.
  • Change log for new files, renamed fields, and retired extracts.
  • Monthly review of missing, stale, or duplicate inputs.

Governed logic

Business rules, tests, joins.

  • Documented close rules for matching, aging, scrap, and cost variance.
  • Release notes for model changes and sign-off decisions.
  • Regression checks before new logic reaches the portal.

BI portal

KPIs, queues, evidence.

  • Ready, open, and fresh review tiles with drillable evidence.
  • Exception views by AP, Ops, Finance, vendor, and SKU.
  • Executive readout templates for weekly operating meetings.

AI context pack

Definitions, prompts, approvals.

  • Approved metric dictionary and answer boundaries.
  • Prompt patterns for root cause, owner notes, and meeting prep.
  • Human approval workflow before actions update the queue.

Modeled business impact

The modeled upside is practical and measurable.

Plain English targets with less manual work and fewer avoidable purchases.

Inventory efficiency 32%

Reduced unnecessary POs and excess inventory.

Man-hour savings 96 hr/week

Weekly reconciliation work removed from AP, Ops, and Finance.

Financial close cycle 50% faster

Evidence and owners are ready before close review.

Apply the pattern

Turn one messy reporting cycle into a working demo.

Map the inputs, model the rules, prove the numbers, route the exceptions, and package AI context.

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