AI for BI: A Practical Guide to Avoiding Common Pitfalls

Description

Every BI platform now includes AI—from Microsoft Fabric CoPilot to standalone chatbots. Yet without a unified strategy, these tools create fragmented user experiences and governance risks. This session introduces a clear Reference Architecture for implementing AI for BI at scale—helping enterprises eliminate silos, ensure control, and build a sustainable, scalable system.

Key Takeaways

• Yet without a unified strategy, these tools create fragmented user experiences and governance risks
• This session introduces a clear Reference Architecture for implementing AI for BI at scale—helping enterprises eliminate silos, ensure control, and build a sustainable, scalable system
• Every BI platform now includes AI—from Microsoft Fabric CoPilot to standalone chatbots
• Business-level overview — suitable for non-technical stakeholders

My Notes

Action Items

• [ ]

Resources & Links

Slides

AI FOR BI
AVOIDING THE COMMON PITFALLS
MARIUS MOSCOVICI
FOUNDER & CEO
BOOTH #703
EVERY TOOL IS INTRODUCING AN
“ASK YOUR DATA”
SOLUTION INTO THEIR PLATFORM
Turning these on seems like an easy first step…
AI FEATURES ≠ AI READINESS
AI FEATURES ≠ AI READINESS
LACK OF
BUSINESS CONTEXT
Leads to incorrect
answers
AI FEATURES ≠ AI READINESS
LACK OF
BUSINESS CONTEXT
SILOED
DOMAINS
Leads to incorrect
answers
Impossible to do root
cause analysis
AI FEATURES ≠ AI READINESS
LACK OF
BUSINESS CONTEXT
SILOED
DOMAINS
POOR USER
EXPERIENCE
Leads to incorrect
answers
Impossible to do root
cause analysis
Hard to verify results
AI FOR BI STARTS WITH
GOVERNED BI
“ASK YOUR DATA”
A METRICS FIRST APPROACH
Alert for Support Ticket Volume – Unusual Value in August 2025
The main cause of the 49.71% increase in Ticket Volume in August 2025 (5.48K tickets) was a large spike in Returns-related tickets.
Returns tickets jumped from 617 to 2,451, making up the majority of the overall increase (1,834 more tickets). This category dwarfed
all others in volume added. Other common support categories like Technical Support, Payment, Order Issues, Shipping, and Product
Info stayed flat or declined slightly compared to last month.
Check whether any supply chain issues, product launches, or promotional campaigns occurred that may have caused the spike.
KEYS TO AI FOR BI SUCCESS
KEYS TO AI FOR BI SUCCESS
AI & BI
work hand
in glove
KEYS TO AI FOR BI SUCCESS
AI & BI
work hand
in glove
Unify the AI for BI
user experience
across AI Tools
KEYS TO AI FOR BI SUCCESS
AI & BI
work hand
in glove
Unify the AI for BI
user experience
across AI Tools
Push insights:
what's happening
and why
Q&A
SCAN TO JOIN US FOR AN
IN-DEPTH WEBINAR ON
MARCH 24th
STOP BY BOOTH #703