excelinbi.

DATA INTEGRATION · WHOLESALE BUSINESS · CHILE

Different places.
One governed source of truth.

A shared foundation for reporting, operational analysis and AI.

Illustrative business setting

THE PEOPLE BEHIND THE PROCESS

Make the company’s knowledge usable.

Sales, stock, purchasing and workflow information lived in different places. Spreadsheets and changing business rules made consistent reporting and cross-system questions difficult.

EXPLORE A PROJECT EXAMPLE

From separate records to a shared business view.

ILLUSTRATIVE · SAMPLE DATA

Interactive concept, not a live client system. Data, connections and rules are scoped for each project.

WHAT WAS BUILT

The work behind the result.

  • ✓Built a Google Cloud and BigQuery foundation for operational and finance records
  • ✓Modelled sales, stock, orders and related business records
  • ✓Documented company-specific calculations, including credit-note treatment
  • ✓Prepared curated views for reporting and business-data AI access

WHAT CHANGED

A connected foundation.

The business had a shared data foundation supporting reporting and the demonstrated AI assistant. In the review, purchasing reporting used connected order information instead of relying on a separately emailed spreadsheet. Further integrations and automation remained separate pieces of work.

These two stories describe related work for the same wholesale business: a data foundation and an AI-agent pilot. All website demonstrations use fictional information.

Explore the related project ↗

A FOCUSED PROJECT. A USEFUL RESULT.

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need a clearer next step?

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