Playbook
Board pack production takes a week and we want a day
The CFO's team produces the monthly board pack by hand from a tangle of Excel, Power BI, and ad-hoc data pulls. The board has asked for more frequent updates but the production cycle cannot compress further without breaking quality.
Trigger — Board pack pressure; finance team at manual-production limit.
Good outcome — Certified semantic model, automated board pack pipeline, Excel + Copilot in the finance workflow.