AI Analytics Co-Pilot for a B2B SaaS Platform
The Challenge
The data team was overwhelmed. Every department — sales, marketing, customer success, finance — submitted ad-hoc report requests that were simple in concept but required SQL knowledge to execute. The backlog stretched weeks, frustrated stakeholders, and prevented the data team from doing strategic analytical work. The existing BI dashboards only answered the questions someone thought to pre-build; they couldn't handle new questions.
Our Approach
Tequity built a RAG-powered analytics co-pilot connected to the client's existing data warehouse. Users type questions in plain English — "How many enterprise customers churned last quarter by region?" — and the system automatically generates the correct SQL, executes it, and renders the result as a chart or table with a natural language summary.
The system uses a schema-aware retrieval layer that understands the client's data model, business terminology, and common query patterns. Query results are cached for performance and cost efficiency. Role-based access controls ensure users only see data they're permitted to access. The interface is embedded directly into the SaaS product's admin portal.
The Results
Ad-hoc data team requests dropped 80% within 60 days of launch. Over 500 non-technical employees now self-serve their own data questions daily. Average time-to-insight dropped from 2 days (waiting for the data team) to under 2 minutes. The data team reprioritized to strategic modeling and product analytics work that directly influenced roadmap decisions.
