GenAI for Business Intelligence: Conversational Analytics and Narrative Reporting

Program Description

This two-day strategic program is designed for non-technical executives to move beyond static dashboards into the era of Conversational Business Intelligence .
While traditional BI tells you "what happened," GenAI allows you to ask "why it happened" and "what should we do next" using natural language.
This workshop focuses on the "Thinking Partner" model - leveraging Generative AI to automate data cleaning, generate complex analytical formulas (DAX/SQL) via no-code prompts, and translate raw charts into board-ready strategic narratives.
Participants will learn to bridge the gap between technical data silos and executive execution while ensuring 100% compliance with PDPA and national AIGE standards.

While this outline serves as a foundational framework with use cases from multiple industries and functions, the final program is fully customized to your industry and internal workflows.

Participants work on real-world problems, not generic examples. We engage in a pre-workshop alignment to inject your specific organizational datasets, pain points, and proprietary use cases directly into the curriculum.

Learning Objectives

Master AI-Augmented Data Discovery: Use structured prompt engineering to "talk to your data" and uncover hidden correlations without manual filtering.
Automate Narrative Reporting: Prototype workflows that instantly translate Power BI/Tableau visuals into executive summaries and stakeholder briefing notes.
Execute No-Code Analytical Logic: Learn to generate complex spreadsheet formulas and data queries using natural language prompts to reduce dependency on IT.

Program Details

Content

Day 1: Conversational Analytics & Rapid Insights

Module 1: The New BI Stack – From Dashboards to Dialogue

Understanding the shift from “Passive BI” (static reports) to “Active BI” (AI-led discovery). Exploring how LLMs act as a bridge between raw data and executive decision-making.
Scenario (Retail): A Category Manager uses GenAI to analyze raw transaction logs from a festive sale, identifying three unexpected consumer buying patterns that the standard dashboard missed.
Hands-on: Practice “Analytical Prompting” – turning a vague business question into a multi-step data investigation plan using a “thinking partner” prompt.
Expected Impact: Immediate ability to extract insights from raw data without waiting for IT report cycles.

Module 2: No-Code Formula Generation & Data Cleaning

Using GenAI to solve the “Excel Barrier.” Learning to generate complex formulas, macros, and data cleaning scripts using plain English.
Demo (Manufacturing): Using AI to instantly generate a formula that calculates “Mean Time Between Failures” (MTBF) and cleans inconsistent sensor data from multiple factory lines.
Hands-on: The “Formula Challenge” – participants use AI to create complex lookup and logic formulas for a mock supply chain dataset, automating hours of manual work.
Expected Impact: 80% reduction in time spent on manual data preparation and spreadsheet troubleshooting.

Module 3: Sentiment BI – Analyzing the Unstructured

Moving beyond numbers. Using GenAI to quantify “soft data” like customer reviews, employee feedback, and social media mentions into structured BI metrics.
Scenario (Banking): A Head of Customer Experience uses AI to categorize 2,000+ open-ended survey comments into a “Sentiment Scorecard” that correlates with monthly churn rates.
Hands-on: Input raw customer feedback → Use AI to extract key themes, quantify sentiment intensity, and generate a “Path to Resolution” report.
Expected Impact: Ability to integrate qualitative insights into traditional quantitative BI for a 360-degree business view.

Module 4: AI for Executive Presentation & "The Why" Narrative

Bridging the gap between the dashboard and the boardroom. Using AI to translate visual trends into persuasive, data-backed storylines.
Scenario (E-commerce): Turning a raw “Conversion Rate” chart into a 3-paragraph executive narrative that explains the why behind the drop and proposes three strategic pivots.
Hands-on: Create a “Board-Ready” slide outline for a quarterly performance review, converting raw charts into concise executive “So What?” summaries.
Expected Impact: Faster approval cycles for strategic proposals; more polished and data-driven executive communication.

Day 2: Advanced Strategy, Visualization & Governance

Module 5: Adaptive Market & Competitor Intelligence

Using GenAI to synthesize external market data, competitor filings (Bursa Malaysia), and news into a real-time competitive intelligence feed.
Scenario (FMCG): Analyzing the pricing strategy and promotional volume of three key competitors by having the AI “read” and compare their latest digital catalogues and annual reports.
Hands-on: Build a “Market Intelligence Bot” prompt – create a customized assistant that can compare internal sales performance against external market trends.
Expected Impact: Significantly reduced reliance on expensive, slow-moving external market research reports.

Module 6: Visual Storytelling & AI-Augmented Mockups

Using Image GenAI to create “Visual Dashboards” – translating data insights into mood boards, POSM mockups, and conceptual retail layouts to support the numbers.
Demo (Retail): Turning a data insight about “Silver Hair” shoppers into a visual mockup of a more accessible store layout to pitch to the operations team.
Hands-on: Generate visual concepts for a Point-of-Sale (POSM) display based on store-level performance data before briefing the design agency.
Expected Impact: Lower production cost and faster visual alignment between marketing, sales, and operations.

Module 7: Responsible BI, PDPA & The Governance Playbook

Defining the legal boundaries of AI-driven BI. Focus on data residency, ensuring PII (Personally Identifiable Information) isn’t leaked to public LLMs, and verifying AI “hallucinations.”
Scenario (Legal/Finance): Auditing an AI-generated financial forecast for “hallucinated” figures and ensuring no sensitive bank account data was used in the prompting process.
Hands-on: Co-create a “Departmental BI-AI Playbook” – outlining do’s/don’ts, data anonymization steps, and “Human-in-the-loop” verification protocols.
Expected Impact: Structural protection of corporate reputation; 100% compliance with PDPA 2.0 and national AIGE standards.

Module 8: The 90-Day BI Transformation Roadmap

Consolidating the course into a practical rollout plan for the participant’s specific business unit.
The Framework: Prioritizing BI-AI initiatives based on Feasibility (Data availability) vs. Impact (Decision-making speed).
Hands-on: Develop a “BI Augmentation Backlog” – identifying 3 high-impact reporting tasks (e.g., month-end variance analysis) to be augmented with GenAI.
Expected Impact: A clear, actionable path from training to execution; measurable KPIs for AI-driven analytics.

List of Deliverables

Upon completion of the program, participants will have produced a tangible “AI Portfolio” including:

Executive BI Presentation Toolkit: Ready-to-use slide outlines and executive summaries for HQ and Board submissions.
Corporate BI-AI Playbook: A co-created framework for safe, ethical, and PDPA-compliant AI deployment in analytics.
LinkedIn & GitHub Showcase: All mini-projects generated (Sentiment Scorecards, Narratives) are "portfolio-ready" for professional platforms.

Prerequisites

Technical Knowledge: No prior coding, SQL, or technical BI experience is required. This is a non-technical program for business leaders.
Essential Equipment:Participants must bring a laptop with access to web-based tools (ChatGPT, Claude, etc.) and a sample (non-sensitive) performance report or dataset.
Mindset: A willingness to challenge traditional "static dashboard" models and embrace "Conversational Intelligence."

Who Should Attend

C-level Executives, GMs, and Senior Managers
Commercial & Business Development Leads
Heads of Marketing, Sales, and Supply Chain
Finance and HR Directors looking for deeper workforce/fiscal insights
Strategic Planning and Transformation Leads

Training Methodology

BI Ecosystem Lab: Hands-on application using actual industry briefs and anonymized performance datasets.
Applied Prompt Engineering: Interactive sessions focusing on logical reasoning, data cleaning, and narrative verification.
Strategic Co-Design: Group sessions to build the corporate BI-AI Playbook and phased 3-6 month adoption roadmap.

100% HRDC-Claimable

This program is fully registered and compliant with HRDC (Human Resource Development Corporation) requirements under the SBL-Khas scheme, allowing Malaysian employers to offset the training costs against their levy.

Certification of Completion

Participants who successfully complete the program will be awarded a “Professional Certificate in GenAI for Business Intelligence.”

Post-Workshop Consulting (Optional)

For organizations looking to bridge the gap between training and execution, we offer optional, paid consulting services. These engagements provide expertise and technical support for specific pilot development or full-scale operational integration of the data- and AI-driven use cases established during the program.