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Case study · Internal copilot

Natural-language operations dashboard for a logistics company

Ask an operations question in plain language; get the query, the chart, and the answer — without waiting on the data team.

5min → 20s
time to an answered ops question
client Logistics companyindustry Logisticsteam 300 staff, 4-person data teamtimeline 5 weekscodename Compass
01 · Problem

Four analysts, three hundred askers

Every operational question — “which routes ran late last week?” — became a ticket for a four-person data team. Answers took hours to days; many questions simply went unasked.

02 · Why it mattered

The cost of leaving it alone

Ops managers made daily decisions on stale numbers. The data team spent its time on repetitive queries instead of the modeling work it was hired for.

03 · Architecture

Text-to-SQL with guardrails

A Slack-native copilot that translates questions into governed SQL over Snowflake, renders charts, and always shows its query.

  • Semantic layer of vetted table and metric definitions — no raw schema guessing
  • Generated SQL runs read-only under a warehouse resource cap
  • Every answer includes the query, so analysts can audit and correct
  • Unanswerable questions route to the data team with context attached

Stack: Claude · Snowflake · Slack

04 · Implementation

How it was built

  • Week 1–2: semantic layer built with the data team over the 40 most-asked question patterns
  • Week 3–4: Slack app, chart rendering, and query audit trail
  • Week 5: pilot with ops managers, correction loop, then company rollout
05 · Results

What the numbers say

time to answer
5min → 20s
data-team tickets
−63%
weekly active users
210
06 · After launch

What happened next

The correction loop matters most: when analysts fix a generated query, the fix updates the semantic layer. The system gets more trustworthy with use, and the data team finally ships models.

This system is an example of Fractional Technical Operations Support work.

$ erick --find-bottleneck 

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