Financial Intelligence and BEACON
How a warehouse and governed AI layer combined into an executive decision-support system.
Problem
Leadership needed live answers without handing arbitrary query power to an LLM.
Mechanism
Built the warehouse first, then added a constrained AI layer with query blueprints, validation, and streaming output.
What the work produced
15-minute executive reporting
no arbitrary SQL path
usable natural-language decision support
Capabilities behind the case study
Data / Analytics / Reporting
Warehousing, reporting, dashboards, and decision support that replace spreadsheet chaos.
ServiceAI Systems & Automation
Structured AI workflows, safe automation, and agent design that supports business outcomes.
ServiceFractional CTO / Technical Leadership
Decision support, architecture clarity, and leadership when the business needs direction more than noise.
Relevant markets
Data / Analytics / Business Intelligence
Data warehousing, dashboards, forecasts, and operational intelligence.
IndustryAI / Automation
Applied AI systems, safe workflows, and automation that supports the business.
IndustrySaaS / Subscription Platforms
Platforms that need strong product structure, clean workflows, and scalable operations.