docs: add talk-to-data case study
Add anonymized architecture, governance examples, diagrams, and interview materials.\n\nCo-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
This commit is contained in:
55
case_study_one_page.md
Normal file
55
case_study_one_page.md
Normal file
@@ -0,0 +1,55 @@
|
||||
# Talk-to-Data
|
||||
## Governance-first semantic analytics for quotation workflows
|
||||
|
||||
### The challenge
|
||||
|
||||
More than 30 salespeople could depend on internal experts to answer routine quotation questions about products, discounts, and customer agreements. Manual lookup and email or chat coordination introduced an estimated **5–30 minute delay per question**.
|
||||
|
||||
### The approach
|
||||
|
||||
Build a proof of concept around a curated semantic layer instead of exposing raw enterprise tables to an LLM.
|
||||
|
||||
```text
|
||||
SAP ERP
|
||||
│ daily batch
|
||||
▼
|
||||
Snowflake raw → dbt staging → dbt transforms
|
||||
│
|
||||
▼
|
||||
Semantic views
|
||||
│
|
||||
▼
|
||||
Cortex guardrails & audit
|
||||
┌────────┴────────┐
|
||||
▼ ▼
|
||||
Snowflake UI Internal chatbot
|
||||
```
|
||||
|
||||
### Architecture decisions
|
||||
|
||||
| Decision | Why |
|
||||
|---|---|
|
||||
| Snowflake + Cortex | Fast POC path with data, AI, and governance in one platform |
|
||||
| dbt layers | Reproducible SQL, lineage, testing, and versioned business logic |
|
||||
| Semantic views | One business contract for dashboards and natural-language queries |
|
||||
| Daily refresh | Sufficient for the quotation research use case; avoids premature real-time complexity |
|
||||
| Guardrails in the data layer | Protection of personal and customer information, access control, freshness checks, and exception escalation are enforceable—not only prompt instructions |
|
||||
|
||||
### Estimated outcome
|
||||
|
||||
| Signal | Estimate |
|
||||
|---|---:|
|
||||
| Routine answer latency | **5–30 min → <1 min** |
|
||||
| Sales users in scope | **30+** |
|
||||
| Data freshness | **Daily batch** |
|
||||
| Main benefit | Less coordination overhead and faster quote responses |
|
||||
|
||||
These are **estimates based on the human workflow**, not measured production KPIs. The next delivery step is a controlled pilot that captures actual latency, adoption, escalation rate, and answer quality.
|
||||
|
||||
### Delivery lesson
|
||||
|
||||
The reusable asset was not just the chatbot. It was the delivery pattern: establish the semantic contract, encode business rules, apply governance, and then expose the smallest useful interface.
|
||||
|
||||
**Stack:** SAP source system · Snowflake · dbt · Snowflake semantic views · Cortex Analytics · internal chatbot workspace
|
||||
|
||||
*All examples are anonymized and contain no proprietary source data.*
|
||||
Reference in New Issue
Block a user