Utilities · Case study
Leading US Power Generation & Distribution Utility
Every morning, leaders manually worked through 200+ Tableau reports before a single dispatch decision could be made.
The context
A power generation and distribution utility serving an entire northeastern US state had built a mature Snowflake warehouse and a Tableau estate spanning 200+ reports. Operations teams still lacked a fast, unified way to access the intelligence already sitting inside it, and end customers had no self-service channel at all.
At a glance
- Sector
- Utilities
- Headline result
- 200+reports unified into one interface
- Service lines
- AIData & Cloud Transformation
What we did
The approach.
- 01
Harvested the existing estate
Pulled metadata from Tableau's API and a 200-entry report register, combined with the Snowflake data dictionary, with zero rebuild of existing BI.
- 02
Indexed for natural language
Vectorised the metadata into Pinecone so AskNeo could map plain-English questions to the right dashboard automatically.
- 03
Inherited access controls
RBAC carried over directly from Tableau and Snowflake, so no permissions had to be rebuilt from scratch.
- 04
Extended to customers and agents
Deployed a conversational layer for end customers, covering outage checks, tariff queries and ServiceNow ticket logging, and extended the platform to sales and marketing teams.
The outcome
What changed.
200+ reports
unified into a single natural language interface
Zero rebuild
RBAC inherited directly from Tableau and Snowflake
First shift
outage summaries ready before the day even starts
More work
Other engagements.
Let's talk
Want an outcome like this?
A senior engineer on the call from day one. Two weeks to a written architecture and a working reference build.