Start from the OI decision
We clarify which briefing, scorecard, or watch needs trustworthy numbers — and how often the answer must arrive.
← How we engage
Extends Managed OI
Analytics Pipelines
Most companies do not need another generic dashboard. They need trusted numbers flowing into Operational Intelligence — briefings, scorecards, and watches — on a cadence the business can act on.
The question
What should the business answer every week without a manual spreadsheet project — and who needs that answer in time to act?
We work backwards from the operational decision, clean the definitions, build the pipeline, and wire outputs into Feeds, scorecards, and watches inside the OI engagement.
What this adds to OI
A working pipeline: sources connected, metrics trusted, and recurring outputs that feed the OI loop — briefings and scorecards on a reliable cadence.
In practice
What this looks like for a real client.
A mid-size manufacturer (or distributor network) has the numbers — but they live in six export formats and three definitions of “on time.” Finance spends days reconciling before anyone can act. We build the pipeline that ingests the formats, resolves product and order identity, validates confidence, and publishes into the workspace. Morning briefings and monthly impact scorecards run on trusted numbers. BI can still look back; OI finally has a current, actionable layer.
How it works
Designed as part of your Managed OI engagement.
Map and clean the data
We identify sources, joins, conflicting definitions, and quality checks before metrics can be trusted.
Build the analytical layer
Transformations, matching, validation, and auditable metrics — not one-off spreadsheet analysis.
Publish into the OI loop
Outputs land as Feeds, scorecards, or watch inputs. We stay on so cadence and definitions stay sharp as the operation changes.
Role of AI
Not a generic chatbot. Specific techniques, applied to specific data.
Multi-format parsing, semantic matching, and confidence scoring turn messy operational files into typed records. High-trust rows auto-publish into Entities; low-trust rows queue for review — so publishing never waits on a full manual cleanse.
Selected engagements
Not slides. Shipped work, running in production.
Pharma
Secondary Sales DMS Automation
1,500+ distributors, 6 file format families
250+ person-hours/month saved; product match from ~50% to 94%+. Sales could intervene in the current cycle instead of reading last month’s cleanup.
Media / Film Production
Financial Document Management & Reconciliation
Multi-project, multi-year financial data across 5+ document types
Unified ledger with automated reconciliation. Budget exceptions surfaced while the project could still correct course — not at final wrap.
Banking / Cross-industry
Mystery Shopping Analytics Platform
Multi-branch network, weekly + monthly reporting
Branch scorecards with automated insight generation. Client delivery cycles shortened because the picture was current enough to brief on, not recompiled by hand.
What you get
Shipped into your OI engagement
- Source map and integration plan for the OI workspace
- Metric definitions and data-quality rules
- Pipeline, queries, and validation checks
- Briefing, scorecard, or dashboard wired to the target audience
What we need
What we need from your team to begin
- Business questions and current reports
- Source exports, API access, or sample files
- Owners for metric definitions and sign-off
- Target audience and publishing cadence
Timeline
A practical delivery cadence, not an open-ended discovery.
Questions, sources, and definitions
Decision mapping, data inventory, metric definitions, and access. Working model by Friday.
Pipeline and analysis build
Connections, transformations, matching, validation, and first report drafts inside the workspace.
Publishing rollout
Audience review, cadence setup, and handover into Managed OI operations.
Industries
Where we have delivered this service.
Manufacturing
OTIF and variance pipelines, supplier quality scorecards, production utilisation
Pharma & Healthcare
Secondary sales consolidation, multi-format distributor ingest
Financial Services
Multi-source reconciliation, risk analytics, project-level P&L
Good fit
When this service is the right answer
- Recurring analysis that still depends on manual compilation
- Data trapped across ERP, spreadsheets, and operational systems
- OI engagements that need trusted KPIs for briefings and scorecards
Honest call
When this is not the right choice
- You already have a mature BI stack and only need a one-off pull
- Two clean APIs with standard schemas — off-the-shelf ETL is enough
- You need a one-off analysis, not a recurring pipeline
Start the engagement
Start with the question your team still answers with a spreadsheet pull.
We scope this as part of Managed Operational Intelligence — deliver a working result in weeks, and stay on so the picture keeps getting sharper after go-live.