Transforming Investor Reporting with Personalised, Data‑Driven Insights  

Investment teams are under growing pressure to deliver timely, accurate, and personalised reporting to their customers. Yet for many organisations, the process behind these reports is still heavily manual. Data must be extracted from operational source systems, calculations run in spreadsheets, and visuals assembled for one customer at a time. It’s slow, resource intensive, and…

Approach for modelling and analysing qualitative and quantitative survey data in Power BI

Survey data is one of the most powerful tools organisations have to measure impact. But when qualitative and quantitative responses sit in a single, wide table, extracting meaningful insight becomes complex. This article a practical approach to modelling and analysing survey data in Microsoft Power BI, demonstrating how a carefully designed star schema and advanced…

What OpenAI’s Internal Data Agent Gets Right (And What It Means for Your Business) 

The recent deep dive into OpenAI’s internal data agent from OpenAI has been circulating for good reason. Beyond the impressive engineering and scale, it highlights something far more important: What actually makes AI systems useful inside an organisation. The most interesting takeaway wasn’t the volume of data or the sophistication of the agent. It was…