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AI agents

Letting non-technical users query steering metrics, with lineage

AI assistant

Natural-language questions over the validated ontology, with the definition and origin of every KPI on demand.

The engagement: existing, as built, in production

  1. Existing

    The challenge

    After the portfolio steering rollout, users needed a self-service way through complex portfolio metrics, financial KPIs and documentation. Dashboards demanded manual filtering and a knowledge of data lineage, slowing decisions and leaving non-technical users dependent on others.

  2. As built

    What we built

    • An ontology-driven assistant integrated with the validated enterprise ontology, so answers follow the governed data structures
    • Natural-language querying for portfolio figures, on-the-fly calculations and trends
    • An embedded guide explaining KPI definitions, data origins and documentation, for auditability
  3. In production

    The impact

    • Managers check the origin and logic of a KPI conversationally, with no manual lineage tracking
    • Ad-hoc questions answered without building a new report
    • Support overhead reduced through automated onboarding and documentation navigation

    Plain language

    over the validated ontology

The same problem elsewhere

The same assistant sits on any governed set of operational metrics: plant KPIs, network performance, service levels, clinical indicators.

Insurance & reinsurance
Portfolio and performance metrics queried in plain language, with the definitions to hand.
Manufacturing & engineering
Plant and supply KPIs asked for in plain language by people who never open the dashboards.
Healthcare & life sciences
Operational indicators queried by clinical and management staff without a report request.
Public sector
Service and performance metrics answered for policy teams, with the source behind each number.

Bring us the version of this you are living

Tell us where your programme stands, and we will say whether the same approach would work for it.

info@ainurinsights.com