Find where the follow-up stalls
A report may correctly show a problem, but the next step may still wait for a supporting record, a manager or a reply from another team. Check what causes that wait. Your current software may already have alerts or ways to assign and track the work.
For example, a report shows spare stock at one store and a shortage at another. Before moving anything, merchandising still needs to check reservations, transport limits and current stock. Find out which part your current setup does not cover before adding 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 terms overlap. A reporting tool can also help with approvals, and a new tool may not need AI for every step. Judge each product by the work it actually does.
Measure the wait between seeing and fixing a problem
A report may update every hour while the review waits for a weekly meeting. Or a manager may act quickly once a delayed file arrives. Measure where the time is lost before deciding what to change.
Record when the problem happened, when someone saw it, when a decision was made and when the work was done. Note time lost waiting for missing records or other people. The guide to finding delays has a worked example.
Write down what happens after the report
Records
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 declined suggestion tells you something about that case. Saving it does not make the AI improve by itself. Test any changes to its instructions, rules or source material before using them on later work.
Compare the ways to solve it
| Approach | When to assess it | What to check |
|---|---|---|
| Current reporting software | 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 tool | Several users need a shared queue or review interface. | Role access, record state, action authority and ongoing ownership. |
The cost and responsibility depend on how each option is set up and maintained. Test each one with the same example records and checks for a good result.
Keep useful reporting and test one gap
Genaima starts with one business task. A first test might use your existing report to prepare a review, while keeping your reporting software. We would check which files or connections are available and how current the data is.
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.
How do we know whether it helped?
Check whether the result is accurate enough, difficult cases are handled properly and the full task takes less effort than it did before.
Can we see an example?
The examples show sample screens with made-up figures. They can help you explain what you want your team to see.
Talk through your taskTell us what still happens manually after your report is ready.