Connect data sources
ERP, CRM, finance, project software, spreadsheets – with defined access.
Reporting & business intelligence: Connect company data into a clear basis for decisions.
Data from CRM, ERP, projects and other sources is consolidated, prepared and made usable in reports, key figures and explainable analyses.
In short: Instead of gathering figures from different systems by hand, you connect defined data sources and calculate key figures reproducibly. AI can prepare summaries, anomalies and pointers for further research. The key figure itself needs a clear definition of its data and calculation.
Starting point
Where time is lost today.
- Several versions of the truthThree Excel reports, three different figures.
- Too lateThe monthly report arrives when the month is over.
- Different definitionsWhat “revenue” or “open” means differs from department to department.
- Lengthy root cause analysisFinding out why a figure deviates takes days.
- Manually written reportsThe commentary on the report is rewritten every time.
How it works
What the solution does, step by step.
Define the data model
Which figure comes from where and how it is calculated.
Calculate key figures
Reproducibly, based on the central definitions.
Spot deviations
Flag anomalies compared with the previous period, plan or threshold.
Prepare the analysis
Summary, hypotheses and research pointers as a draft.
Distribute the report
To the defined recipients at the agreed time – after approval.
Before – after
What changes in day-to-day work.
Examples from the workflow – no percentages, as only a measurement in your business can provide those.
| Situation | Today | With the solution |
|---|---|---|
| Weekly report | Friday, by hand in Excel | produced at the agreed time, checked by management |
| Key figure | calculated differently by each department | one definition, one calculation |
| Deviation | noticed if someone happens to look | flagged, with pointers to possible causes |
| Commentary | rewritten | draft from the data, reviewed by experts |
Benefit
What this use case improves.
Consistent key figures
Central definitions and traceable origin.
Less manual work
No more gathering and formatting by hand.
Faster root cause analysis
Deviations are flagged, hypotheses prepared.
More transparency
Key figures are designed to show their data source.
In action
What working with it looks like.
Sample images from our visual library – the interfaces shown are illustrations, not client data.
Responsibility
What stays with people.
The definition of the key figures, the expert review of causes and every decision that follows from the report. AI prepares; people check causality.
The solution prepares, sorts and hands over – your staff make decisions and grant approvals, following rules you set.
Systems & integrations
Where the solution connects.
For example – what exactly gets connected depends on interfaces and permissions and is checked in the AI potential assessment.
- ERP
- CRM
- Finance
- Project software
- Data warehouse
- Spreadsheets
- BI systems
Building blocks & products
The technology behind it.
Solution building blocks are the technical components of the Swiss AI Platform, combined by process.
Research & analysis
Preparation, summary, anomalies.
View building blockProcess automation
Data flows and schedules.
View building blockCustom AI applications
When the data model and reports are bespoke.
View building block
Control, data & operation
Control stays part of the system.
Depending on the product and interfaces, we run the solution on your premises, in a Swiss cloud or as a combination. Before the pilot, we clarify data flows, access rights and compliance requirements. Background: Private AI and On-premise & hybrid (running on your own servers or a mix of both).
| Topic | Implementation |
|---|---|
| Data | Financial, customer and project data – confidential. |
| Approvals | The responsible manager reviews reports before distribution; key figures shared externally are approved. |
| Roles & permissions | Who sees which key figures and raw data, by role; source system permissions still apply. |
| Logging | Data origin, calculation and distribution traceable for each report. |
| Operating model | Running on your own servers or in a private cloud for financial data; existing BI platforms can be supplemented. |
Industries
Where this use case is typical.
- Accounting & fiduciary
- Manufacturing
- Real estate
- cross-industrythe workflow is not tied to a single industry
Standard approach
How a trial run (pilot) can start.
The pilot does not cover the whole process straight away. We pick a clearly defined part, set approvals and success criteria and test it with real data and the people who work with it. This approach is the same for every use case.
- Choose a processA clearly defined part of the workflow that takes up time today and can be measured.
- Clarify data and systemsWhich data, which interfaces, which permissions – and what is missing.
- Implement a defined workflowWith defined approvals and success criteria, not the whole process at once.
- Measure in real operationWith real data and the people who work with it; then expand or stop.
Related use cases
Related pages.
Frequently asked questions
Frequently asked questions: reporting & BI
Does AI replace a BI system?
Not necessarily. It can complement existing BI and data platforms.
Can the AI determine causes automatically?
It can prepare correlations and hypotheses. Experts must check cause and causality against the data.
How do you prevent different KPI values?
Through central definitions, data lineage and traceable calculation logic.
Which companies is this use case suitable for?
Companies with several data sources and regular reports to management, project management or the board of directors that are currently compiled by hand.
Next step
Check this task for your business.
Describe your current workflow in two sentences. We check the benefit, data situation, integration effort and risks and show whether a product, a solution building block or a custom solution makes sense.