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01 / Summary · Mavenix AI · agentic analytics

Agentic AI-Powered BI

Conversational insight and agentic workflows for executive data exploration, without losing analytical rigour.

Context

Mavenix AI

My role

Product & Design Lead

Delivery boundary

Product concept and strategy

Agentic BI · original portfolio concept screen

02

Problem statement

Executives need to explore business information without relying on a new analyst-built dashboard for every question. Treating a chat interface as the product would lose the rigour analytics demands.

03

Role and team

I worked across product, design and engineering on PRDs and product/design operations deliverables. The focus was a shared model of the product, its data boundaries and the workflows that agents would support.

04

Approach

I defined five core modules and collaborated on streaming ingestion, row-level security and a microservices approach. Product requirements and interaction design connected AI capability to a usable executive experience.

05

Challenges

Conversation is an entry point, not the whole experience. Trustworthy analytics still needs clear data boundaries and a way for users to inspect, compare and act on results.

06

Solution

Five core modules with agentic workflows, streaming ingestion and row-level data access in product planning — conversation sits alongside inspection and direct manipulation rather than hiding the product behind a prompt.

07 / Design & delivery evidence

From intent to tangible work.

Agentic BI · original portfolio concept screen

08 / Results and impact

5

Core product modules defined

Agentic

Executive exploration and workflows

Secure

Row-level data access in product planning

What I take forward

Conversation is an entry point, not the whole experience. Trustworthy analytics still needs clear data boundaries and a way for users to inspect, compare and act on results.

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MLOps Platform Redesign

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