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Dashboards, data and applied AI

Your business knows more than you can see.

Less waiting for someone to find a record, prepare a report or answer a routine question. AI connected to your business data can provide answers in seconds and help complete everyday tasks, with the right permissions and oversight.

  • A clearer view across the business
  • Less time searching and preparing reports
  • AI connected to a useful business purpose
Explore data and AI for your business

Free initial conversation. No technical brief needed.

Explore the possibilities

From information to a useful next step

Product conceptRosa Group
From information to a useful next step Choose a view to explore
Rosa workspaceOverview
Search your workspaceLast 6 months

The numbers behind the next decision.

Revenue
£84,320Selected period
Active orders
128Across all channels
Awaiting approval
03Ready for review

Revenue and operating costs

RevenueCosts
AprMayJunJulAugSep

Revenue by channel

Website
48%
Retail
32%
Trade
20%

Useful dashboards start with the decisions people make.

Rosa workspaceAssistant
Search your workspaceLast 6 months

Ask a business question.

Which jobs are waiting for approval?

Three jobs are waiting for a manager's approval. Two are due this week. Here are the records behind that answer.

1 · Order #10482 · Purchase #3083 · Job #206
View source records03
  1. 01
    Order #1048Production approval · Due Thursday
  2. 02
    Purchase #308Materials approval · Due Friday
  3. 03
    Job #206Service approval · Due next week

Only permitted business records are included.

A useful answer should be grounded and checkable.

Rosa workspaceBriefing
Search your workspaceLast 6 months

From insight to a useful update.

01 / 01

Operations briefing

Three approvals need attention. Two affect work planned for this week.

  1. Review order #1048 before Thursday's production slot.
  2. Approve or query purchase #308 for Friday's materials.
  3. Confirm the plan for job #206 next week.
1 · Order #10482 · Purchase #3083 · Job #206

Draft prepared from sample records. Nothing is sent automatically.

Assistance where it helps. Human control where it matters.

Interactive example · fictional dataIllustrative dashboard and AI workflow. Sample observations are fictional, not measured client results.

For businesses with information spread across tools, reporting that takes too long or questions about where AI could genuinely help.

What we can build

Better information. More useful intelligence.

The opportunity is wider than a chatbot. We help identify where data and AI can improve a real task, decision or customer experience.

Management dashboards

See the measures that matter to the people running the business.

Bring sales, costs, capacity, stock or service activity into a shared view. We agree how each measure is calculated, who sees it and how current the information needs to be.

Reports and operational alerts

Spend less time assembling information and more time using it.

Prepare recurring reports, compare agreed periods and flag defined exceptions. Dashboards can link back to the underlying records so the team can investigate rather than just watch a chart.

AI assistants and knowledge search

Help people find and use approved business knowledge.

Instead of waiting for a colleague to find a document or explain a record, your team can ask an assistant connected to approved knowledge. We define permissions, visible sources, refresh rules and when missing or uncertain information should be referred to a person.

Document and communication workflows

Turn routine reading and drafting into supported work.

Explore extracting fields, classifying requests, preparing summaries or drafting responses. Important output can be reviewed before it changes a record, reaches a customer or informs a decision.

Planning and decision support

Use patterns as an input to better judgement.

Demand, resource planning or customer trends may benefit from analytical models. We assess whether your data supports the use case and communicate uncertainty rather than presenting predictions as facts.

AI inside your existing systems

Bring assistance to the place where work already happens.

Let an assistant retrieve information, prepare updates or carry out approved tasks inside your CRM, internal app, website or WhatsApp workflow. We scope access, provider costs, testing and which actions need human approval before anything changes.

Our approach

Business understanding. Then the right build.

We bring years of helping businesses grow, not just a list of technologies. First we understand how your business works. Then we recommend what is worth changing, and why.

  1. Start with a decision or a task

    After your enquiry, we arrange a free meeting to understand what your team needs to know or do. We review the available data, permissions and tasks where faster answers or AI assistance could make a practical difference.

  2. Prove a useful, bounded application

    We propose a focused dashboard or AI workflow with clear inputs, evaluation examples and review rules. You see what the system should do, what it should not do and how it will be assessed.

  3. Build with visibility and oversight

    We validate calculations and test outputs against agreed examples. Source access, human review, monitoring and ongoing costs are addressed before rollout, with a plan to improve from feedback.

A practical way to get started.

Every project is assessed individually. We can discuss a deposit-led project fee with ownership, or a subscription with no upfront development fee where suitable. Hosting and support can be included in the agreed scope. Selected start-ups may suit a development partnership in exchange for an agreed stake, rather than a cash development fee.

Understand pricing and payment options

Practical questions

We want to use AI but do not know where to start. Can you help?

Yes. Start with how the business operates, not a specific model or product. We help identify tasks where AI may be useful, where simpler automation is enough and where human judgement should remain central.

Can an AI assistant use our own documents and systems?

It can be designed around selected, permitted sources. We assess access controls, data sensitivity, provider handling and update requirements. Not every document or record should be available to every user.

How do you handle inaccurate AI answers?

AI can make mistakes. We can include source references, restricted actions, review steps and explicit handling for missing information. We test representative scenarios, but do not promise that a model will never produce an incorrect answer.

Do we need perfect data or a large budget?

Not necessarily. We assess whether the available information supports a focused use case. Data preparation may be part of the first phase. Scope, usage costs and ongoing support are agreed individually, with no universal package or minimum.

Start a project

What would you like to know, or stop doing manually?

Bring the report that takes hours, the information no one can find or the AI idea you want to explore. We will help you work out a practical starting point.

Explore data and AI for your business

Free initial conversation. No technical brief needed.