Can it query our business database directly?
Start with read-only access and limit what can be queried; during the pilot, prioritize using a separate copy of the data.
FDE ServicesEfficiency Use Case · Business Reports
Business data analysis and report automation
BeforeEvery week, manually pulling data from several systems and piecing together reports.
NowReports update automatically, and the source of every figure can be traced.
Who should join the conversation
Business executivesBusiness analystsBusiness leaders
01How it works
Get up and running in three steps
- 1Standardize calculations first
Agree on how key metrics are calculated.
- 2Generate reports automatically
Connect the data sources so frequently used reports update automatically.
- 3Ask about your data in Chinese
Ask questions directly to look up figures when needed, with data sources shown.
02Frequently Asked Questions
Frequently asked questions
Can we do this if our metrics are not standardized yet?
Yes. Clarify the metrics before building reports; otherwise, automation will only amplify errors.
What do we need to prepare?
Existing reports, metric calculation methods, some anonymized data, and a colleague responsible for the data.