Case study · Citi and a children's healthcare nonprofit · 2023 – 2025

One-click analytics at Known

How much of an analyst's week is rebuilding the same dashboard, and what could they do with that time back?

analyzepresent

The question

Agency analysts spent much of each month reassembling recurring reports by hand. Clients waited days for dashboards that were mostly the same as last month’s.

Analyze

We mapped the recurring pipelines, then rebuilt them as automated jobs in Python and R with data validation at each step, so a broken upstream feed failed loudly instead of silently.

Present

Dashboard generation was automated end to end, and a set of LLM-driven web tools (OpenAI APIs, Streamlit, retrieval-augmented generation, Google Docs and Slides integrations) turned several multi-day workflows into one click.

Impact

For Citi, over 1,000 analyst hours saved annually and dashboard delivery time reduced by 95%. For a leading children’s healthcare nonprofit, new revenue-generating marketing opportunities identified inside a new data architecture spanning digital-asset-management and customer-data-platform systems.

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