Environmental, Social, and Governance (ESG) reporting relied on emailed PDFs and manual spreadsheets, creating inconsistent evidence and audit gaps. We used Azure AI Document Intelligence to extract data into Workiva with attestations. Reviews shortened and disclosures became consistent and auditable.
Impact reporting lagged as field PDFs and emails varied, forcing manual retyping and redaction. We automated extraction into Airtable with validations and a human review, then surfaced a board dashboard with narrative links. The board saw consistent, evidence?backed outcomes and made decisions with less rework.
Status updates arrived via meetings and emails, with slide summaries obscuring real variance. We automated check-ins with a Slack bot writing structured fields to Smartsheet and refreshed a Power BI portfolio view with Project Management Office (PMO) variance gates. Leaders saw early signals and course-corrected sooner.
Committees stalled as enrollment, peer, and accreditation data sat in silos, producing stale, conflicting packets. We added a retrieval?augmented generation (RAG) layer with role?based access and an approval step. Reviews aligned faster with clear citations and traceable decisions.
Briefing prep faltered as research lived across PDFs and notes, risking misquotes and license issues. We deployed a permissions-aware retrieval-augmented generation (RAG) layer indexing AlphaSense, Gartner, and Notion with policy filters and citations. Executives got concise, sourced briefs and prep cycles tightened.
Footprint decisions lagged as lease clauses, point-of-sale (POS) results, and foot traffic sat in silos, fueling spreadsheet debates. We unified NCR POS and Placer.ai with extracted lease terms in Snowflake and a Power Apps decision view with Legal gates. Options were clearer, meetings fewer, approvals traceable.
Quarterly reviews dragged as analysts rebuilt charts and pasted screenshots, with drifting filters and cutoffs. We automated deck assembly, pulling Tableau views and Databricks Delta narratives into Google Slides with a two-step approval. Teams worked from one snapshot and focused on decisions.
Route planning stalled as teams reconciled fuel hedges, slot rights, and booking curves in spreadsheets on different cadences. We built an Apache Airflow pipeline unifying OAG, PSS, slot rules, and Treasury hedges in Snowflake, plus a scenario app with Revenue Management approvals. Options were clearer and decisions moved faster.
Capacity scenario planning stalled as analysts hand?loaded spreadsheets and aligned pipeline, backlog, and capacity over email, causing drifting cut?offs and data debates. We connected Salesforce and SAP data and constraints to Anaplan with checks and exception flags. Teams focused on comparable scenarios and decisions.
Stage-gate reviews stalled as trial status conflicted across Clinical Trial Management System (CTMS), electronic Trial Master File (eTMF), and finance plans, with late Regulatory and Safety input. We unified sources in a governed model with approvals. Decisions were clearer, audit-ready, and required less rework.
Intelligex helps organizations achieve measurable digital transformation without disrupting how their teams work. We design and build secure, outcome-driven systems, often behind the scenes, that improve speed, scalability, and cost by at least 5× within weeks, not years.
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