Enter your search text in the box above

Select a result to preview

Building an AI-Ready Data Platform: Data Agents, Ontology, and Governance in Microsoft Fabric

#fabcon2026 #session #friday #onelake #ai #data-agents #governance #learning #microsoft #fabcon2026-session

Description

AI agents and Copilots are only as effective as the data platforms behind them. Learn how to build an AI-ready Frontier Data Platform using Microsoft Fabric, powered by Data Agents, shared ontology, & governance. Learn how OneLake, semantic definitions, lineage, and policy-driven access enable safe AI at scale, & how Sonata's Lightning Data Suite accelerates readiness with prebuilt accelerators.

Key Takeaways

My Notes

Action Items

Slides

Building an AI-Ready Data
Platform: Data Agents,
Ontology, and Governance in
Microsoft Fabric
HUKUM CHANDU ROKKALA
VICE PRESIDENT- DATA ANALYTICS & AI
Agenda
Sonata Overview &
Microsoft Credentials
Sonata’s Unique Approach
to solve business problems
Demo: Operationalizing
AI with Ontologies &
Data Agents
Key Highlights
Key Trends &
Challenges
Green Mountain Case
Study
Demo: Fabric IQOperationalize AI with
Ontologies & Fabric IQ
Sonata’s Lightening Data
Suite Accelerator
Green Mountain
Technology Fabric Story
Sonata Overview & Microsoft Credentials
Sonata at a Glance : A modernization engineering firm
39 Years
IT solutions provider
6600+
$1.2B+
Engineers across US,
EU, Asia & ANZ
Revenue
Delivering Value
Digital Experience Platforms, AI/Data Platforms & Continuous Modernization
Launch Partner
Sonata & Microsoft - 30+ Years of jointly driving
Customer Success
Key Trends & Challenges in the Industry
The Reality
The Shift Required
• Many organizations are excited about AI,
but data foundations and governance
are not AI-ready
• From fragmented legacy data to Unified,
governed AI-ready platforms (Speed to
value and product-driven data services)
• Fragmented data and delayed insights
prevent AI from scaling beyond pilots
• From reactive dashboards to Intelligent
AI agents (Optimize labor and drive
operational excellence)
• Enterprises are tool-rich but data-poor,
limiting business value
• From pilots to Enterprise-scale AI
outcomes (Accelerate revenue growth
and expand partner ecosystems)
AI success starts with a trusted data foundation- AI-Ready Frontier Data Platform
Industry Use Cases & Business Outcomes

Industry Use Case
Fabric Components
Business Outcomes
Revenue Risk & Shipment
Intelligence
• Accelerate revenue
realization
• Reduce leakage
• Proactive risk
management
Supply Chain Visibility & Delay
Prediction
• Operational excellence
• Faster decisions
• Improved service levels
Financial Reconciliation &
Billing Insights
• Optimize labor
• Faster reconciliation
• Speed to value
Partner Performance &
Ecosystem Insights
• Partner ecosystem
expansion
• Improved collaboration
Workforce & Resource
Optimization
• Optimize labor
• Improve productivity
• Data-driven workforce
planning
Operationalizing AI Through Data Agents and Ontologies
Shipment &
Transportation Data
Raw Data
(OneLake /
EventHub)
Analytics/
AI Data Ready
(OneLake-Dims &
Facts)
Ontology
Fabric Data
Agent
Data Products
Persona Driven
UI/UX Workflows
Finance Data
Finance
Users
Transport &
Logistics
Users
Sonata’s Approach to Solve Business Problems using MS Fabric
Identify
Business
Value
Assess Data &
Governance
Readiness
Modernize &
Accelerate
with MS Fabric
& Sonata LDS
Deploy AI &
Agentic
Solutions
What Sets Us Apart: The AI-Powered Lightning Data Suite (LDS)
Autonomous Data
Discovery & Cataloging
Proactive Insight Delivery &
Recommendations
Dynamic and Adaptive
Dashboards
Intelligent Data Quality
Management
AI Powered Data Management & BI
Impact: 30 to 40% Faster Data Modernization
1.
IntelliPipe: Automates data pipelines to reduce
engineering effort and accelerate time-to-value.
2.
IntelliMapper: An AI-powered accelerator that
intelligently maps data schemas to slash effort and
improve accuracy during migration.
3.
IntelliDQ: AI-driven data profiling to assess the
quality of the data, ensuring high data quality and
mitigating migration risks.
4.
IntelliCatalog: An AI-driven catalog that
automatically discovers and governs data assets for
easy discovery and compliance.
5.
IntelliConvert: A Powered Data Migration & Code
Conversion Accelerator
6.
Leveraged IntellQA for the creation of Testcases,
Test Data and Test scripts to improve the
productivity
AI Powered Data Engineering
Intellipipe
IntelliCatalog
IntelliMapper
IntelliC360
IntelliDQ
IntelliConvert
IntellQA
Harmoni.AI: Responsible AI Framework
Microsoft Fabric
Lightning Data Suite (LDS)
Green Mountain Technology Case Study
Speaker Introduction
Nirav "Nir" Patel | Chief Technology Officer
About:
•
Strategic Leader driving transformation through modern platforms, unified data,
and AI innovation.
•
CTO focused on scalable architectures and simplifying legacy ecosystems for
end-to-end visibility.
•
Champion of digital and business transformation, making technology a true
growth engine.
•
Proven impact leader delivering profitable growth, market leadership, innovation,
and great workplaces.
Company Overview
FY2025
Annual Customer Savings
$541M
Average Customer ROI
1,577%
Our Value Proposition
Select Notable Clients
Enabling high-volume parcel and LTL shippers to optimize delivery performance and transportation spend
through data-driven insights.
Who We Are
A technology-driven logistics intelligence platform helping shippers optimize logistics, reduce costs, and
improve operational efficiency.
What We Do
Annual Shipments Processed
1.6B
Annual Carrier Spend Managed
$15B
We transform high-fidelity logistics data across clients and partners into actionable insights through our
platform and industry expertise.
How We Do It
We act as an extension of our clients’ teams to plan, execute, and continuously optimize parcel and LTL
networks.
Customer Case Study
Green Mountain Technology enables retailer to realize $387M in net gain over 12 years
Background and Challenge
Green Mountain Value Proposition
• 9 distribution centers, 1,000+ brick-and-mortar stores, 96,000+
employees, and booming eCommerce store
Partnership Solution
Implementation
Carrier Utilization
Expansion
• Needed an omnichannel experience and curbside, in-store
pickup solutions
Advanced Reporting
Optimization Opportunities
Identified
• Primary carrier volume commitment with limited flexibility
RFP Execution & Carrier
Evaluation
Carrier Contract
Improvements
• Direct-to-consumer, vendor-direct-to-consumer
Green Mountain’s Impact
$32.2M
Average Annual
Net Gain
387MClient′sCumulativeSavings( in millions)
$387.6
$326.8
Lifetime
Net Gain
$284.7
$288.8
$264.2
$224.9
3,439%
Return on
Investment
$158.0
1,227
Strategic
Deliverables
$109.8
$63.0
$37.7
$0.3
$8.3
$19.9
Business Transformation: Platform evolution for scalable growth
Purpose-built transition from a legacy, service-optimized stack to a cloud-native, data-centric, integration-ready platform designed for scalable
growth, automation, and AI-driven decisioning.
Objectives
Core Systems Modernization
Market Expansion
Digital Transformation Approach
Solution Architecture
▪ UI/UX Modernization
▪ Modular, domain-driven microservices
▪ API-first design, Event-driven for scalable integrations
▪ Self-service portal for shippers, carriers, Internal teams
▪ SaaS Multi-tenant Solution
Data Architecture
Cost Efficiency & Profitability
Enhanced Customer Experience
Scalability & Flexibility
Business Outcomes
▪ Medallion Architecture: Microsoft Fabric
▪ Semantic Layer for enhanced BI, reporting
▪ One Lake for Real-time advisory analytics
▪ AI/ML
Speed
to
Value
Optimize
Labor
Operational
Excellence
Product
Driven
Services
Accelerate
Revenue
Growth
Partner
Ecosystem
Expansion
Infrastructure
▪ Full Cloud using Azure services
▪ Scalable & Elastic Infrastructure
▪ Enterprise-Grade Security
Data-First Architecture
Green Mountain Data-First Platform
Data Governance Processes, Framework and Tools
Azure Cosmos For NOSQL
Azure Cosmos For PostgreSQL
Rules
Contracts
Audit
(Contract Data)
Shipper Data
[Flat Files, PDF, Email]

  1. Carrier Contracts & Pricing
  2. Carrier Billing Invoices & Scans
  3. Shipper logistics / order data
  4. Analytics results
  5. Re-rating simulation results
  6. Spend metrics
    AI enabled carrier pricing
    setup and contract visibility
    Data Ingestion &
    Transformation
    Seamless invoice, order, scan
    data ingestion
    Audit & Dispute
    Resolution
    Exception workflow
    automation & anomaly
    detection
    Re-rating Scenarios
    AI orchestrated scenario
    modeling and advisory
    Data Analytics
    Interpretation
    Chatbot capable advisory &
    Self-Service data insights
    Network
    Optimization &
    Predictive Analysis
    Business Outcomes
    Self-Service Customer Experience
    ✓ AI-enabled real-time contract intelligence
    ✓ AI-assisted self-service reporting and
    analytics
    ✓ Conversational AI (Chatbot) for instant
    operational insights
    ✓ AI-ready Power BI analytics models
    ✓ AI-driven improvements in delivery reliability
    and exception reduction
    ✓ Improved delivery reliability, reduced
    exceptions, brand credibility
    Agility, Productivity and Scale
    ✓ Faster scenario analysis and scalable, datadriven decisions across markets.
    Operational Efficiency
    What-If Analysis, Advisory &
    Self-Service Reporting
    ✓ Enhance productivity, automation, faster
    decisions
    Demo
    Thank You!
    Sonata Software | Booth No. 918
    Talk to us: partnerupdate@sonata-software.com
    Sound off.
    The mic is all yours.
    Influence the product roadmap.
    Join the Fabric User Panel
    Join the SQL User Panel
    Share your feedback directly with our
    Fabric product group and researchers.
    Influence our SQL roadmap and ensure
    it meets your real-life needs
    https://aka.ms/JoinFabricUserPanel
    https://aka.ms/JoinSQLUserPanel
    Sound off.
    The mic is all yours.
    Influence the product roadmap.
    Join the Fabric User Panel
    Join the SQL User Panel
    Share your feedback directly with our
    Fabric product group and researchers.
    Influence our SQL roadmap and ensure
    it meets your real-life needs
    https://aka.ms/JoinFabricUserPanel
    https://aka.ms/JoinSQLUserPanel
    How was
    the session?
    Complete Session Surveys in
    for your chance to WIN PRIZES!