Find where the follow-up stalls
A dashboard may correctly show an exception while the next step still waits for supporting evidence, a reviewer or a response from another team. That is a workflow problem to inspect. It does not mean dashboards cannot support action: many platforms include alerts, collaboration and automation features.
Consider an illustrative stock review. A report shows availability at one store and a shortage at another. Before approving a transfer, merchandising still needs to check reservations, transport constraints and current stock. Identify which part is missing in the current setup before deciding to add software.
BI, decision intelligence and decision system, defined
- Business intelligence: tools and practices for preparing, analysing and presenting business data. The implementation may also support alerts and connected workflows.
- Decision intelligence: an approach to understanding a decision's inputs, options, constraints and outcomes so the process can be improved.
- AI decision workflow: software that uses selected data, rules and model outputs to prepare or carry out part of that process, within defined authority.
These are working definitions for this comparison, not mutually exclusive product categories. A BI platform can participate in a decision workflow, and a custom workflow may not need a model for every step.
Measure the time from signal to action
Separate data availability from operational follow-through. A report might refresh frequently while a review waits for a weekly meeting. Equally, a reviewer might act promptly once a delayed export arrives. The intervention should address the measured delay rather than the most visible screen.
Record when the event occurred, when it was detected, when a decision was made and when the action completed. Break out missing data and external waiting time. The decision latency guide provides a worked example and a way to compare the stages.
Specify the missing workflow
Evidence
Identify the records, versions and calculations the reviewer needs.
Prepared output
Describe the exception, relevant options and unresolved questions.
Responsibility
Name the person who decides and the authority required for any action.
Outcome
Record whether the follow-up completed and whether the issue was resolved.
A rejected suggestion is useful feedback about that case, but storing the rejection does not automatically improve a model. Changes to prompts, rules or source material should be evaluated before they affect future work.
Compare the implementation choices
| Approach | When to assess it | What to check |
|---|---|---|
| Current BI features | The main need is a report, alert or supported action. | Whether the configuration provides the required data and review path. |
| Simple automation | The follow-up follows clear rules. | Permissions, handling of errors and repeated events. |
| AI-assisted preparation | A reviewer must read varied documents or correspondence. | Factual accuracy, source references, gaps and review effort. |
| Custom web workflow | Several users need a shared queue or review interface. | Role access, record state, action authority and ongoing ownership. |
None of these is inherently more accountable or less expensive. That depends on the scope, configuration and work needed to operate it. Use the same examples and acceptance criteria when testing the alternatives.
Keep useful reporting and test one gap
Genaima's starting point is a defined business task. A pilot may take an existing report as input and prepare the next review without replacing the BI platform. Available exports, interfaces and update timing still need to be verified.
For a retailer that might be a stock-transfer review; for a distributor, a claim note; for finance, an invoice reminder draft. The industry pages and solution pages describe the inputs and reviewers for those examples.
Begin with a manageable sample and include incomplete records, changing information and a declined suggestion. Measure whether the whole task becomes easier and more reliable. A faster generated paragraph is not enough if it increases the reviewer's correction work.
Common questions
Do we need AI to improve follow-through?
Not necessarily. A clear owner, an existing alert or a rule-based automation may solve the gap. Use a model where reading or drafting varied material adds value.
Does the software decide for the manager?
The review examples on this site prepare evidence and proposals. Any automated action requires a separate agreement about authority and controls.
What should a pilot prove?
That the output is accurate enough for its task, exceptions are handled appropriately and the full preparation and review process improves against its baseline.
Can we see an example?
The demos show operational views and decision queues with illustrative or synthetic data. They can help define the interface you want to evaluate.
Launch your autopilotTell us what still happens manually after your report is ready.