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

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.
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.
The next chapter
Let’s build what comes next.
Design vision. Strong teams. Products that earn trust.
