RAG-Powered Boardroom Assistant Executive Insights Platform for Data-Driven Decision Making

Result

🕒 40% faster executive decision-making
📉 Board prep time cut from 40+ hours to 8
🔍 Root cause detection up 62%
💡 Strategic blind spots identified in 3 business units
💰 $3.8M in revenue uncovered in first 30 days

How We Helped a $10B Tech Giant Cut Boardroom Prep Time by 80% and Unlock $3.8M in Revenue — In 30 Days

▫️Board meetings used to cost them 40+ hours a week. Now it takes 8.
▫️And in Month 1, their execs uncovered $3.8M in new revenue—just by asking the right questions to the right AI.
▫️Duration: 14 weeks Team
▫️We built them a custom RAG-powered assistant that turned executive chaos into clarity—real answers, real-time, across every department.

Client Overview

▫️Confidential (multinational technology manufacturer)
▫️Industry: Enterprise Technology / Executive Decision Support Engagement
▫️Duration: 14 weeks Team
▫️Deployed: 2 AI engineers, 1 business analyst, 1 data integration specialist from TechSteck Solutions

Objectives

▫️Create an AI system that answers strategic business questions
▫️Connect siloed data across departments for holistic insights
▫️Auto-generate executive briefings and board materials
▫️Identify root causes for performance anomalies
▫️Deliver actionable recommendations with supporting evidence

Problem

- - ▫️C-suite couldn’t get fast answers to critical questions
  - ▫️Strategic blind spots across key business units
  - ▫️SBoard prep was eating 40+ hours every cycle
  - ▫️Root causes of performance dips stayed buried

Solution

- - TechSteck deployed a cross-functional team to design and implement a RAG-powered executive insights assistant. Powered by:
  - ▫️GPT-4 for business reasoning and insight generation
  - ▫️BigQuery for enterprise data warehouse integration
  - ▫️Slack/Notion for workflow integration
  - ▫️PowerBI connector for visualization
  - ▫️Multi-department RAG with dynamic weighting
  - - - What it does:
    - ▫️Execs ask natural-language questions—get real answers
    - ▫️Identifies root causes across departments in seconds
    - ▫️Flags anomalies, explains why they happened, and what to do
    - ▫️Auto-generates board decks, weekly reports, and scenario planning

Implementation Highlights

1. Enterprise Data Integration
- - ▫️Secure connectors to financial, sales, operations, and HR systems
  - ▫️Real-time metrics synchronization from CRM and ERP
  - ▫️Customer support logs and sentiment analysis
  - ▫️Market intelligence and competitive data sources
1. Strategic Query Processing
- - ▫️Natural language queries about business performance
  - ▫️Cross-departmental data correlation for root cause analysis
  - ▫️Anomaly detection with causal factor identification
  - ▫️Evidence-based recommendations with confidence scoring
1. Executive Briefing Generation
- - ▫️Automated board meeting prep materials
  - ▫️Weekly executive summaries of key metrics
  - ▫️Scenario planning with supporting data
  - ▫️Competitive analysis with market positioning
1. Multi-channel Accessibility
- - ▫️Slack integration for real-time executive queries
  - ▫️Notion workspace for persistent knowledge base
  - ▫️PowerBI dashboards with AI-generated insights
  - ▫️Email digests with prioritized action items

Conclusion

▫️This wasn’t a dashboard. It was a weapon.

▫️We gave the C-suite a tool that thinks like an analyst, sees like a strategist, and responds like a Chief of Staff—on Slack, in Notion, in real-time.

▫️Now, they don’t wait for insight—they lead with it.

WANT THIS FOR YOUR TEAM?

We build AI systems that don’t just answer questions. They find money.

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