Democratizing Data with AI in a Self-Served BI Environment
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Daki

Marcus Vinicius Velleca bernardi, Head of Data and Analytics

Democratizing Data with AI in a Self-Served BI Environment

Marcus Vinicius Velleca bernardi, Head of Data and Analytics
Marcus Vinicius Velleca bernardi, Head of Data and Analytics, Daki

The wave of digitization has ushered in a new era of analytics, where every organization is striving to make the most of the vast amounts of data they generate. Being a food-retailer delivery company, we have always strived to provide our departments with the most granular and effective data for decision-making. However, with all advancements, there come challenges - and ours lay in addressing the needs of those who wanted swift access to data for nimble decision-making.

The Traditional Approach: Centralized Data and Data Visualization

Our initial approach was built around a centralized database, coupled with a state-of-the-art data visualization tool. This setup empowered different departments to craft their own analytics and dashboards, all based on standard KPIs. With the collaborative spirit of my team, these departments developed dashboards that aligned with the company's overarching requirements.

This endeavor was a success in many ways. A sizable number of our employees (approximately 250 core members) actively utilized our data visualization tools, averaging an hour of engagement each week. This showed us the hunger for data-driven decision-making within our ranks.

The Underlying Challenge: Need for Swift Data Access

However, as with most stories of innovation, there was a twist. Despite our elaborate system, we identified a significant gap. A substantial chunk of our users, often those at decision-making levels, required quick access to specific data points. The intricate, albeit effective, dashboards we had set up were not always the quickest route to these critical numbers.

 Through the blend of AI and our existing BI structures, we managed to bridge a crucial gap, allowing data to seamlessly integrate into the micro-decisions that shape our business every day. 

The gravity of the issue became evident when we realized that these quick decisions, when aggregated, bore a massive influence on our overall business direction. The sheer weight of data, and sometimes the slight lags in accessing large dashboards, were becoming roadblocks.

The AI-infused Solution

Enter AI. We forged a partnership with an innovative startup that had been harnessing the capabilities of ChatGPT, a natural language model. Their solution was ingeniously simple: the model would sit atop our KPI and data structures and respond to user queries with precision and speed. But how did we ensure its accuracy and relevance?

Our data visualization tool played a crucial role here. As we had documented all our critical KPIs in it, the AI model was trained to scan, comprehend, and only produce results from this documentation. This way, it could only furnish answers from pre-documented KPIs, ensuring a balance between automation and curated insights.

The Impact: Data at the Fingertips

This AI-driven approach transformed our data landscape. What once took minutes, if not hours, was now available in under 30 seconds. Leaders had up-to-date figures at their fingertips, ready to bolster discussions and decisions. And it wasn't just the top brass; this democratization of data meant that even the smallest decision at any level could be data-informed.

Of course, the tool wasn't without its learning curve. Like all tech solutions, it required training and understanding of its limitations. However, the benefits overwhelmingly overshadowed these teething issues.

Conclusion

In retrospect, this journey reemphasized a fundamental truth: data, in its essence, must be accessible. Through the blend of AI and our existing BI structures, we managed to bridge a crucial gap, allowing data to seamlessly integrate into the micro-decisions that shape our business every day. And as we look to the future, this tale underscores our commitment to always pushing boundaries and ensuring that every decision, big or small, is data-backed.

The articles from these contributors are based on their personal expertise and viewpoints, and do not necessarily reflect the opinions of their employers or affiliated organizations.