Case study
From one governed model to AI in production
Multi-brand retail
Foundation then Activation then Acceleration then Stewardship- Situation
- A retail group running several brands, each with its own systems, its own reporting habits and its own answer to what a margin is.
- What we built
- Foundation. A review of each brand’s reporting that showed where the brands’ figures could not be compared, margin first, and ended in a fix-first list.
- Activation. One governed semantic model spanning the brands, with a single definition per metric and the brand differences that genuinely exist modelled rather than argued about.
- Acceleration. Then, and only then, AI enablement on top of that model, so the assistants answer from the same definitions as the reports.
- Stewardship. The AI work continues under Reporting Stewardship, which keeps the model and its definitions current.
- What was broken
- Every brand could report on itself and the group could not report on any of them together without a week of manual work. That made group-level questions expensive enough that people stopped asking them, which is the quiet cost nobody puts in a business case.
- Where it left them
- An engagement that runs the whole way from clean data to defensible AI. The model built for consolidated reporting turned out to be the thing that made AI answers trustworthy, which is the argument this whole site makes, running in production at one client.
- Stack
- Metric definitions
- AI enablement
- Stewardship
The other engagements
Hospitality & real estate
Foundation then ActivationA CFO cockpit over a group that closed its books separately
A holding group across hospitality and real estate, with entities that each closed their own books and a CFO who had to answer for all of them.
- Microsoft Fabric
- Databricks
- Semantic model
Industrial manufacturing
Foundation then Activation then AccelerationGoverned reporting across a production network
An industrial manufacturer reporting across a production network of sites, each with its own view of what was running.
- Row-level security
- Power BI
- Governance
Omnichannel e-commerce
Foundation then ActivationFinance reporting that keeps up with the day
An omnichannel retailer whose finance leadership was steering on yesterday’s numbers in a business that changes within the day.
- Direct Lake
- Eventstream
- Finance BI
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