Problem this solves
Leadership has dashboards, meetings, Teams messages, and spreadsheets, but still lacks one trusted view of performance, risk, decisions, and owner follow-through.
Executive Intelligence
Turn scattered data, meetings, and follow-up into executive clarity.
Executive Intelligence is LUMATARRA's flagship operating layer. We connect Microsoft Fabric, Power BI, Azure, Teams, Microsoft 365, and AI agents so leaders get trusted scorecards, weekly AI-assisted briefs, exception alerts, and follow-through without burning out the team.
What we build
A practical executive intelligence layer: Fabric-backed KPI model, Power BI scorecard, weekly AI brief, exception alerts, Teams workflow, and decision/action log.
What the client gets
Trusted scorecards, concise briefs, earlier risk visibility, clearer owners, fewer status scrambles, and a repeatable operating cadence.
Timeline
Discovery in days. A focused V1 in about 30 days when the required data and stakeholders are available.
Microsoft stack
Microsoft Fabric, Power BI, Azure, Teams, Copilot workflows, Entra ID, Purview-aligned governance, and Microsoft 365 data surfaces.
What a V1 includes
The first version should be useful in the next leadership meeting.
We do not start with a platform fantasy. We start with the metrics, owners, risks, and decisions leadership already needs, then build the Microsoft-backed operating layer around that cadence.
Sample Executive Brief
Monday leadership view
KPI model
Revenue, margin, delivery, capacity, pipeline, and operating health tied to named owners and thresholds.
Weekly AI brief
What changed, why it matters, where risk is building, and what decisions leadership needs to make.
Exception alerts
Missed targets, stalled owners, margin risk, handoff gaps, and workflow exceptions surfaced in Teams.
Decision/action log
Decisions, owners, due dates, stale commitments, escalations, and unresolved blockers in one place.
Built on
Built on the Microsoft operating stack leaders already trust.
Executive Intelligence is designed around Microsoft identity, security, governance, data, BI, collaboration, and workflow surfaces - not a separate AI black box.
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Power BI
Executive dashboards, semantic models, scorecards, and leadership reporting.
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Microsoft Fabric
Unified analytics foundation for governed data products.
MS
OneLake
Single logical data lake for cross-system operating data.
MS
Azure SQL
Reliable operational data layer for structured business systems.
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Power Automate
Workflow automation that turns insight into follow-up action.
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Microsoft 365 Copilot
AI assistance inside the productivity layer leaders already use.
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Teams
Collaboration surface for decisions, alerts, and accountability loops.
Security & governance FAQ
Secure, governed, and reviewable by design.
Is this just another dashboard?
No. Dashboards show numbers. Executive Intelligence connects numbers to briefs, exceptions, decisions, owners, and follow-through.
Does AI replace managers or operators?
No. AI handles repeatable monitoring, drafting, summarizing, and routing. Humans keep judgment, approval, relationships, and accountability.
Where does the data stay?
Where applicable, data remains in the customer-controlled Microsoft/Azure environment with identity, access, and governance aligned to existing controls.
What makes this trustworthy?
The work is grounded in governed data models, visible source systems, reviewable workflows, human approval, and Microsoft-aligned permissions.
Ready to replace dashboard sprawl with operating clarity?
Start with an AI Operating Review. We will identify the first Executive Intelligence surface worth building.