AI analytics layer

AI Analytics Layer as a Core Ad-Hoc Assistant

A mid-size SaaS company wanted AI on top of its analytics instead of a bigger BI team. Deploying and calibrating data.Ask took three weeks. It involved building the accuracy and trust, reconciling the definitions and logic, and building the further governance plan.

  • B2B SaaS
  • AI analytics layer
  • 2 days to 6 min
Result panel reading 2 days above an arrow pointing down to 6 minutes, captioned from question to a sourced answer

Challenge

A ~400-person SaaS business was about to grow its BI team again. The team was constantly fighting ad-hoc requests and firefighting the system. Paying more people to answer "what-is-the-number" & "where-is-this-dashboard" questions was the expensive option. Pointing an assistant at the warehouse was not safe though. The poor governance and documentation along a trapped business logic created AI hallucinations and inconsistencies. The trust wasn't there.

Solution

Deployed d.Ask across four sources: Tableau Cloud for live dashboard metadata and calculated field formulas, Snowflake and Postgres for the numbers and data verification, and GitHub documentation and DDL for definitions and context. HubSpot and Asana were deliberately left out, because a layer is only as credible as its least trustworthy source. Not to mention the complexity and costs of crawling those. Most of the engagement was calibration rather than installation. We reconciled the competing definitions of each core metric and agreed which one was authoritative, corrected the logic, and set processes and monitoring for further improvements.

Results

Questions that used to take about two days came back in about 6 minutes, with their sources attached. Analysts stopped running a lookup service and went back to analysis and tech-debt removal. Three weeks start to finish, and we had a working layer, a documented set of authoritative metric definitions that outlives it, and a clear path for the next AI project.

What the people we worked with say

Next step

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It is rarely the report. It is usually what feeds it. That is a fixable problem.

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