AI Copilots for BI: Turn Dashboards Into Decision Engines

We bring generative and agentic AI into your BI stack—so users can ask questions, surface insights, and take action without waiting on analysts or reports.
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We helped a $100B engineering firm embed GenAI into AWS analytics pipelines - extracting insights from legacy config files with zero manual queries.
For a national GPO, we deployed AI dashboards that flag shortages, suggest redistributions, and highlight missed rebates in real time.

What We Offer

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We embed generative and agentic AI into your analytics workflows - turning dashboards into copilots that answer questions, generate narratives, and suggest business actions in plain English.
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Natural Language Interfaces for BI Tools
Enable stakeholders to query data in plain English - integrated into existing tools like Tableau, Power BI, or Looker, or deployed through standalone chat interfaces.
Narrative Generation & Automated Insight Surfacing
Use GenAI to generate executive-ready summaries, root cause narratives, and anomaly alerts — eliminating the manual work of slicing, pivoting, and interpreting data.
DataStoryHub: AI Copilot for Analytics
Deploy DataStoryHub — our proprietary GenAI platform — to allow business teams to explore data, ask complex questions, and auto-generate presentations, reports, and analysis flows without writing a single query.
Agentic BI Workflows
Build AI agents that not only explain what’s happening in your data but proactively suggest actions — like redistributions, pricing tweaks, or supplier changes — based on rules, context, and thresholds.
Analytics Acceleration with Enterprise-Grade Controls
Ingest and process data with full compliance (HIPAA, SOC 2, etc.), apply row-level access controls, and maintain lineage and auditability across the GenAI interaction chain.

Natural Language Interfaces for BI Tools

Enable stakeholders to query data in plain English - integrated into existing tools like Tableau, Power BI, or Looker, or deployed through standalone chat interfaces.

Narrative Generation & Automated Insight Surfacing

Use GenAI to generate executive-ready summaries, root cause narratives, and anomaly alerts — eliminating the manual work of slicing, pivoting, and interpreting data.

DataStoryHub: AI Copilot for Analytics

Deploy DataStoryHub — our proprietary GenAI platform — to allow business teams to explore data, ask complex questions, and auto-generate presentations, reports, and analysis flows without writing a single query.

Agentic BI Workflows

Build AI agents that not only explain what’s happening in your data but proactively suggest actions — like redistributions, pricing tweaks, or supplier changes — based on rules, context, and thresholds.

Analytics Acceleration with Enterprise-Grade Controls

Ingest and process data with full compliance (HIPAA, SOC 2, etc.), apply row-level access controls, and maintain lineage and auditability across the GenAI interaction chain.

Why Ideas2IT

Designed for the BI Stack, Not Around It

We don’t build disconnected copilots. We layer GenAI inside your existing BI platforms—Power BI, Tableau, Looker—without disrupting governance or trust.

From Dashboards to Decision Support

 We go beyond queries and summaries. Our agents diagnose issues, propose actions, and explain tradeoffs—all in plain language, with context your teams can act on.

Built on DataStoryHub

Our proprietary copilot platform is already deployed in pharma, retail, and health systems—with role-based controls, structured outputs, and enterprise-grade observability.

Compliance-Ready, Retrieval-Aware Systems

From PHI redaction to prompt logging, we build GenAI with HIPAA, SOC 2, and internal data policy compliance built in—not as an afterthought.

Claim a free GenAI pilot map for your analytics team.

We’ll identify one BI workflow where GenAI copilots can unlock immediate value.

Industries We Support

Discover Your Use Case
BI Copilots Built for Your Data, Domain, and Decision Velocity
Discover Your Use Case

Healthcare

Help clinicians, ops leaders, and execs query patient, claims, and operational data securely—with explainable, PHI-compliant outputs.

Pharma & Life Sciences

Auto-generate trial summaries, cost trend reports, and KPI analyses across commercial, R&D, and supply data.

Financial Services & Insurance

Surface anomalies, forecast risk, and narrate claims trends—all inside your BI stack, with RBAC and lineage tracking.

Enterprise SaaS

Give GTM, finance, and product teams self-service access to pipeline, churn, and user behavior data—without analyst bottlenecks.

Retail & Consumer Platforms

Turn campaign performance, inventory issues, and purchase patterns into actionable narratives—ready for execs and ops teams.

Manufacturing & Supply Chain

Monitor throughput, delays, and supplier risk with real-time GenAI copilots that integrate into your plant and ops dashboards.

Perspectives

Explore
Real-world learnings, bold experiments, and large-scale deployments—shaping what’s next
in the pivotal AI era.
Explore
Blog

AI in Software Development

AI is re-architecting the SDLC. Learn how copilots, domain-trained agents, and intelligent delivery loops are defining the next chapter of software engineering.
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Case Study

Building a Holistic Care Delivery System using AWS for a $30B Healthcare Device Leader

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Playbook

CXO's Playbook for Gen AI

This executive-ready playbook lays out frameworks, high-impact use cases, and risk-aware strategies to help you lead Gen AI adoption with clarity and control.
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Blog

Monolith to Microservices: A CTO's Guide

Explore the pros, cons, and key considerations of Monolithic vs Microservices architecture to determine the best fit for modernizing your software system.
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Case Study

AI-Powered Clinical Trial Match Platform

Accelerating clinical trial enrollment with AI-powered matching, real-time predictions, and cloud-scale infrastructure for one of pharma’s leading players.
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Blog

The Cloud + AI Nexus

Discover why businesses must integrate cloud and AI strategies to thrive in 2025’s fast-evolving tech landscape.
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Blog

Understanding the Role of Agentic AI in Healthcare

This guide breakdowns how the integration of Agentic AI enhances efficiency and decision-making in the healthcare system.
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View All

Your Dashboards Hold the Data.
Now Make Them Deliver Decisions.

What Happens When You Reach Out:
We assess your BI use case and GenAI readiness
You choose: roadmap, DataStoryHub pilot, or workflow deployment
We deploy a team that’s embedded copilots in pharma, SaaS, and ops
Trusted partner of the world’s most forward-thinking teams.
Tell us a bit about your business, and we’ll get back to you within the hour.

FAQs About Our MLOps & LLMOps Services

Can GenAI copilots work within my existing BI tools?

Yes. We layer GenAI over Tableau, Power BI, Looker, and Snowflake—with no rip-and-replace.

How do you ensure insight accuracy and compliance?

We log every prompt, apply grounding rules, and enforce access controls aligned to HIPAA, SOC 2, and your internal governance.

What if my teams don’t trust GenAI results yet?

We provide full traceability—users can review queries, verify sources, and give feedback. Copilots improve over time with your oversight.

Can GenAI copilots suggest actions, not just insights?

Yes. Our agents propose redistributions, pricing shifts, and operational fixes—based on thresholds, logic, and your business rules.

Do we need to clean up our data first?

Not necessarily. We build copilots that work with your current data stack and recommend enrichments over time.

How quickly can we go live?

You can see a working GenAI copilot in action within 3–4 weeks—starting with a single BI workflow.