AI & BI use case · Generative AI

Automated report generation

Create financial reports in seconds instead of days.

What it's about

Automated report generation gathers data from ERP, controlling and external sources to produce structured reports, so departments review instead of manually compiling.

  • Less manual work
  • Faster processes
  • More transparency
Business case & ROI
−70 %

reporting effort

100 %

consistency

3–6 Mon.

payback

x 5

reporting frequency

Calculated from saved administrative effort and faster closing processes.

How we do it
  1. 01

    Data integration

    Consolidate data from ERP, MES and further sources for Automated report generation.

  2. 02

    Data quality

    Clean, harmonise and validate data for plausibility.

  3. 03

    Model development

    Train and validate the Automated report generation model on historical data.

  4. 04

    Pilot

    Pilot Automated report generation in one area and collect feedback.

  5. 05

    Rollout

    Scale the solution and integrate it into operational processes.

5

Steps

6

Data sources

4

Stakeholders

From first data access to production – every step delivers a tangible interim result.

Data typically needed

Financial data

Cost centres, budgets, cash flows and invoices.

ERP data

Master and transaction data from ERP.

Documents

Specifications, quotes, contracts and reports.

Sales data

Orders, revenue, channels and customer feedback.

HR data

Shift plans, qualifications and absences.

Logistics data

Transport, delivery dates and routes.

Stakeholders
  • CFO

    Receives reliable financial and risk metrics.

  • Controlling

    Quantifies effects and supports budgeting.

  • IT

    Builds on a scalable and secure data infrastructure.

  • Management

    Receives reliable metrics for strategic decisions.

Typical business value
01

Less manual work

02

Faster processes

03

More transparency

04

Better decisions

05

Easier compliance

The data platform advantage

With a solid data foundation this use case gets faster, cheaper and far more stable.

Central data platform

Real-time data integration

Scalable analytics pipelines

Reusable data products

Build a data platform
Synergies & positive side effects

Automated reporting

Metrics are provided without manual effort.

GenAI assistance

Language models unlock documents and knowledge.

BI reporting

Metrics are delivered in dashboards.