# AI for Business Intelligence & Decision-Making

> Move from a business question to a checked, explainable decision brief.

Teams practise a complete data-to-decision workflow: frame the question, inspect the data, explore patterns, challenge assumptions and communicate what the evidence does—and does not—support.

## What this program changes in practice

Better analysis does not begin with asking AI to find an insight. It begins with a decision, a clear definition of the numbers and an honest view of what the data cannot answer. This workshop helps teams slow down at precisely those points, then use AI to explore tables, question variances, compare scenarios and explain findings more efficiently. The aim is not automatic analysis; it is a decision brief that another person can follow, challenge and approve.

The session is not a fixed sequence of demonstrations. The facilitator works with the team on Frame the decision, Prepare the data, Explore patterns, using Spreadsheets & data tools, ChatGPT, AI search & deep research when those systems are approved and available. Participants compare first results, make missing context visible and improve the work together. They learn not only which request works, but why an output is reliable enough to move into the next working step.

The value should not end when people leave the room. Exercises therefore produce concrete outputs such as Decision and analysis brief, Reusable question library, Verification checklist. They give colleagues a traceable starting point, show where human review is still required and make the next pilot smaller and more realistic. Optional follow-up work can build on those artefacts instead of beginning again with another general introduction.

## What an AI Workshop looks like

These are photographs from real AI Workshop sessions in Switzerland—not generated illustrations. The captions preserve the actual session context, even when an image is used to show a wider part of the learning experience.

![George facilitates an AI-in-finance exercise with participants. Innovation Time Lausanne × AI Workshop · UNIL · May 2026.](https://aiworkshop.ch/images/evidence/ai-finance-facilitated-exercise-lausanne.webp)

_George facilitates an AI-in-finance exercise with participants · Innovation Time Lausanne × AI Workshop · UNIL · May 2026_

![A live output is reviewed with the group rather than accepted at first sight. Agentic AI workshop · Lausanne · May 2026.](https://aiworkshop.ch/images/evidence/agentic-ai-training-switzerland-agent-export.webp)

_A live output is reviewed with the group rather than accepted at first sight · Agentic AI workshop · Lausanne · May 2026_

![The group discusses boundaries and review before building. Agentic AI workshop · Lausanne · May 2026.](https://aiworkshop.ch/images/evidence/agentic-ai-training-lausanne-facilitated-discussion.webp)

_The group discusses boundaries and review before building · Agentic AI workshop · Lausanne · May 2026_

![A participant turns the discussion into a written workflow brief. Innovation Time Lausanne × AI Workshop · UNIL · May 2026.](https://aiworkshop.ch/images/evidence/university-ai-workshop-student-worksheet-exercise-lausanne.webp)

_A participant turns the discussion into a written workflow brief · Innovation Time Lausanne × AI Workshop · UNIL · May 2026_

## Program facts

- Recommended format: Core workshop · 4–6 hours
- Alternative formats: Focused workshop · 4 hours
- Delivery: On-site / in person, online, or hybrid
- Languages: Delivered in English, French or German
- Prerequisites: No technical prerequisite; exercises use approved tools and non-sensitive examples.
- Audience: Analysts, managers, finance, operations and commercial teams that work with recurring reports, spreadsheets or management decisions.
- Reviewed: 2026-07-10

## Tools participants use

- **Spreadsheets & data tools:** Explore tables, test assumptions and create checked summaries without losing the source trail.
- **ChatGPT:** Draft, analyse, research and turn recurring work into reusable team instructions.
- **AI search & deep research:** Find, compare and cite current sources, then separate evidence from interpretation.

## Outcomes

- Start analysis with a decision rather than a chart
- Use AI to explore tables without hiding assumptions
- Check trends, anomalies and calculations
- Create a concise decision narrative with limits

## Practical syllabus

### 1. Frame the decision

Define the question, owner, timeframe and evidence needed.

**Working output:** Decision and analysis brief

### 2. Prepare the data

Inspect columns, missing values, definitions and sensitive fields.

**Working output:** Reusable question library

### 3. Explore patterns

Investigate trends, variances and anomalies with plain-language questions.

**Working output:** Verification checklist

### 4. Test scenarios

Make assumptions visible and compare alternatives without presenting guesses as facts.

**Working output:** Recurring reporting pattern

### 5. Communicate and sign off

Build charts and commentary with a source trail and human approval.

**Working output:** Decision and analysis brief

## What the team takes away

- Decision and analysis brief
- Reusable question library
- Verification checklist
- Recurring reporting pattern

## Prepared delivery

- Sponsor alignment call
- Short participant questionnaire
- Examples adapted to your work
- Facilitated live practice
- Digital resources
- Concise facilitator summary

## Frequently asked questions

### What will our team achieve in the AI for Business Intelligence workshop?

Move from a business question to a checked, explainable decision brief. The practical outcomes are: Start analysis with a decision rather than a chart; Use AI to explore tables without hiding assumptions; Check trends, anomalies and calculations; Create a concise decision narrative with limits.

### Who is the AI for Business Intelligence workshop designed for?

Analysts, managers, finance, operations and commercial teams that work with recurring reports, spreadsheets or management decisions.

### Which tools will participants use?

The practical stack includes Spreadsheets & data tools, ChatGPT, AI search & deep research. Exercises are adapted to the licences and systems your organisation has approved.

### How long is the workshop and how is it delivered?

The recommended format is Core workshop · 4–6 hours. Every core workshop is designed to stay within four to six hours; alternatives include Focused workshop · 4 hours. Choose an in-person session at your organisation or an agreed venue, a fully online workshop, or a hybrid format. Delivery is available in English, French or German.

### What preparation is required?

No technical prerequisite is required. We hold a short sponsor alignment call and participant questionnaire, then adapt examples to approved tools and non-sensitive work.

### What does the team take away?

The working package includes Decision and analysis brief, Reusable question library, Verification checklist, Recurring reporting pattern, digital resources and a concise facilitator summary.

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Provider: AI Workshop Switzerland  
Canonical page: https://aiworkshop.ch/workshops/ai-for-business-intelligence/  
Contact: hello@aiworkshop.ch