Add anonymized architecture, governance examples, diagrams, and interview materials.\n\nCo-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
56 lines
2.4 KiB
Markdown
56 lines
2.4 KiB
Markdown
# Talk-to-Data
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## Governance-first semantic analytics for quotation workflows
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### The challenge
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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**.
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### The approach
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Build a proof of concept around a curated semantic layer instead of exposing raw enterprise tables to an LLM.
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```text
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SAP ERP
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│ daily batch
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▼
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Snowflake raw → dbt staging → dbt transforms
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│
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▼
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Semantic views
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│
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▼
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Cortex guardrails & audit
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┌────────┴────────┐
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▼ ▼
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Snowflake UI Internal chatbot
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```
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### Architecture decisions
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| Decision | Why |
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|---|---|
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| Snowflake + Cortex | Fast POC path with data, AI, and governance in one platform |
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| dbt layers | Reproducible SQL, lineage, testing, and versioned business logic |
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| Semantic views | One business contract for dashboards and natural-language queries |
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| Daily refresh | Sufficient for the quotation research use case; avoids premature real-time complexity |
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| Guardrails in the data layer | Protection of personal and customer information, access control, freshness checks, and exception escalation are enforceable—not only prompt instructions |
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### Estimated outcome
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| Signal | Estimate |
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|---|---:|
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| Routine answer latency | **5–30 min → <1 min** |
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| Sales users in scope | **30+** |
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| Data freshness | **Daily batch** |
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| Main benefit | Less coordination overhead and faster quote responses |
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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.
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### Delivery lesson
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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.
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**Stack:** SAP source system · Snowflake · dbt · Snowflake semantic views · Cortex Analytics · internal chatbot workspace
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*All examples are anonymized and contain no proprietary source data.*
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