AI BI Analyst – "Morgan"

Leaders don’t need more charts – they need stories about what changed and what to do next. Morgan ships KPI narratives on cadence, highlights anomalies with context, and stabilizes definitions so everyone is working from the same truth.

Morgans’s Promise

Give me your KPIs and data sources and I’ll tell you, every week, what moved, why it moved, and where to look next.

What Morgan Actually Does (Day-to-Day Impact)

Morgan assembles KPI roll-ups, drafts plain-English explanations, and links to source dashboards for evidence. Anomalies are flagged with likely drivers and caveats. Experiments are tracked in a single log with hypotheses and readouts so learnings persist beyond a single deck or meeting.

Why Leaders Pick Morgan

Morgan reduces ad-hoc clarification pings, speeds period-close reporting, and raises decision quality with consistent definitions and lineage.

How the Role is Composed

KPI NarratorAnomaly ScoutExperiment LogkeeperDictionary Scribe

Delta explanations, spikes / dips with drivers, test tracking, and metric definitions.

Weekly Rhythm

Roll up KPIs

Narrate changes

Triage anomalies

Capture experiments

Update definitions

Publish summary

Guardrails

Definitions locked and versioned

Claims link to dashboards / queries

Least-privilege data access

Approvals for published packs

What to Measure

Time-to-report after period close

“What does this mean?” requests ↓

Definition drift and rework

Adoption of weekly narrative

Experiment velocity

Where Morgan Fits

Great for SMEs and mid-market teams with fragmented reporting or limited analyst bandwidth. Morgan connects to your BI layer and warehouse and respects existing governance.

Recommended Next Step

Pilot 2–4 weeks with a single KPI pack, weekly narratives, and anomaly triage; add experiment readouts once the cadence is proven.

Recommended Stack (Start Lean, Expand Later)

One BI source of truth, one narration workspace, one experiment log.

Example tools:

• BI: Looker/Power BI/Tableau
• Narration: LLM workspace with templates
• Definitions: Notion/Confluence
• Requests: Asana/Jira
• Add-ons: GA4/Search Console for marketing

Is Morgan a Good Match for Your Team?

If leadership time is lost to reconciling numbers and asking for context, Morgan brings clarity fast. Start narrow and expand coverage as adoption grows.