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.
Recommended format
Core workshop · 4–6 hours
Delivery
On-site / in person, online, or hybrid
01 · Best for
Is this the right workshop?
Analysts, managers, finance, operations and commercial teams that work with recurring reports, spreadsheets or management decisions.
Not the best fit when
- — You need a finished software implementation rather than team training.
- — You want a passive keynote without practical work.
- — You require a legal or compliance guarantee.
02 · What changes after the workshop
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.
- 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
03 · Tools your team will use
Tools your team will 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.
04 · From uncertainty to a shared way of working
Move from a business question to a checked, explainable decision brief.
- Before
- Reports contain plenty of data, but questions, assumptions and review steps are not always explicit.
- In the room
- The team uses Spreadsheets & data tools, ChatGPT, AI search & deep research on its own examples. Every exercise ends with checking, improvement and a clear human decision.
- The day after
- Participants leave with more than notes: Decision and analysis brief, Reusable question library, Verification checklist and an agreed next step.
05 · A practical syllabus
A practical syllabus
01 Frame the decision
Define the question, owner, timeframe and evidence needed.
Working output: Decision and analysis brief
02 Prepare the data
Inspect columns, missing values, definitions and sensitive fields.
Working output: Reusable question library
03 Explore patterns
Investigate trends, variances and anomalies with plain-language questions.
Working output: Verification checklist
04 Test scenarios
Make assumptions visible and compare alternatives without presenting guesses as facts.
Working output: Recurring reporting pattern
05 Communicate and sign off
Build charts and commentary with a source trail and human approval.
Working output: Decision and analysis brief
06 · What your team takes away
A prepared workshop, not a generic presentation
- Decision and analysis brief
- Reusable question library
- Verification checklist
- Recurring reporting pattern
Optional follow-up clinics and adoption support can be added after the workshop.
- • Sponsor alignment call
- • Short participant questionnaire
- • Examples adapted to your work
- • Facilitated live practice
- • Digital resources
- • Concise facilitator summary
07 · Delivery options
One workshop, three ways to take part
The learning goals, practical exercises and take-away resources stay consistent. We adapt the room, collaboration tools and facilitation rhythm to the way your team is joining.
- On-site / in person
- Delivered at your organisation or an agreed venue, with the facilitator and participants working together in the room.
- Online
- A fully live, facilitated workshop using an agreed video platform, shared exercises and structured small-group work.
- Hybrid
- Designed for a team split between the room and remote participants, with activities adapted so both groups can contribute and receive support.
08 · Facilitated by a practitioner
Facilitated by a practitioner
George Raymond Alchoufi combines software engineering, facilitation and executive coaching. The session is adapted to your team’s work, approved tools and review responsibilities.
Program content reviewed July 2026
Delivered across Switzerland
Available on-site in Zürich, Geneva, Lausanne, Basel, Bern and other Swiss locations by arrangement, with hybrid delivery for distributed teams.
Continue your team’s learning
Questions before booking
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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