Start With AI. Turn Business Data Into Decisions.
Modern AI can organise, clean, combine and analyse business data; identify trends and exceptions; create formulas, charts, dashboards, KPIs and management commentary; and guide repeatable reporting processes.
For many SMEs, startups and entrepreneurs, AI can deliver a substantial share of the practical capabilities commonly associated with Power Query, Power Pivot and Power BI—more quickly and with a far easier learning curve. The specialist Microsoft tools are introduced when scale, advanced modelling, governed refreshes or persistent interactive reporting genuinely requires them.
Start with one practical training day.
Practical, business-focused training delivered on-site, live online or through an agreed hybrid format. Training is tailored around the organisation’s priorities and the work delegates already perform.
Nine practical modules for AI-first reporting.
Designed and developed by Streamline Intel, these modules build reporting capability from secure data preparation through management decisions. Responsible and secure AI use is applied throughout every module.
01AI-First Business Intelligence Foundations+
Understand how modern AI can accelerate data preparation, analysis, visualisation and management reporting before specialist tools are considered.
02Approved Data, Accuracy and Responsible Use+
Work securely with authorised business information, protect confidential data, check calculations and retain human responsibility for decisions.
03AI-Assisted Data Preparation+
Use AI to structure, clean, standardise and understand spreadsheet exports and other approved business data.
04Combining Multiple Data Sources+
Bring information from multiple files or systems together, identify mismatches and prepare a usable consolidated view.
05AI Data Analysis and Business Insight+
Find trends, exceptions, risks, relationships and opportunities, then translate the findings into useful business insight.
06KPIs, Dashboards and Visual Reporting+
Use AI to help develop formulas, charts, KPI views, dashboards and decision-ready performance summaries.
07Management Commentary and Decision Support+
Turn figures into clear commentary, priorities, recommendations, actions and management reporting packs.
08Reusable Reporting Projects and Workflows+
Build prompts, Projects and repeatable reporting methods that make recurring analysis faster and more consistent.
09Microsoft Power Query, Power Pivot or Power BI—Only If Required+
Introduce specialist Microsoft tools when data volume, advanced modelling, governed refreshes or persistent interactive dashboards genuinely require them.