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

Result

Executive decision-making time reduced by 40%
🔍 Root cause identification improved by 62%
📊 Board preparation time decreased from 40+ hours to 8 hours
💡 Strategic blind spots identified across 3 business units
💰 $3.8M revenue opportunity identified in first month of use

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

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

Solution

- - TechSteck Solutions developed a comprehensive policy RAG system using:
  - ▫️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

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

By creating an AI-powered boardroom assistant, TechSteck Solutions transformed how the client’s executives access and interpret business data—enabling faster, more informed decision-making and creating a strategic advantage through unified intelligence across previously siloed departments.

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