Boardroom Copilot connects executives to live business data through natural language, with OWMS governance ensuring every answer is policy-compliant, auditable, and accurate. No SQL. No tickets.
Plain English queries
No SQL
From question to slide-ready answer
<60 sec
Data source connectors
10+
Policy-governed access on every query
OWMS
THE PROBLEM
The data exists. The dashboards exist. But every non-standard question still requires a ticket to the analytics team and a 48-hour wait. The bottleneck is not capability — it is architecture.
Pre-built dashboards answer questions you thought of last quarter
Every dashboard was designed around a question someone anticipated when they built it. The question the CEO asks in this morning’s meeting — margin compression in one region, inventory risk on two SKUs, a comparison no one expected — is not on any of them. It becomes a ticket.
Every non-standard question is a 48-hour delay
The analytics team is not slow. They are handling twenty requests from twelve stakeholders, all marked urgent. By the time the answer arrives, the decision has been made on instinct, with the data arriving as a postscript. The bottleneck is not capability — it is architecture.
Ungoverned data access creates two equally bad outcomes
Lock down data access and executives cannot get what they need without IT involvement. Open it up and sensitive financial data reaches people who should not have it. Both outcomes are unacceptable. OWMS-governed access is the third option: every executive gets exactly what their role allows, enforced automatically.
WHAT IT DOES
Boardroom Copilot does not replace your BI stack. It sits on top of it, making it accessible to every executive, on any device, with full OWMS governance on every query.
Natural Language Querying — Ask the question you have, not the one the dashboard anticipated
Type any business question in plain English. Intent is translated to SQL, executed against live data, and returned as a business-readable answer — not a raw table. The CFO who cannot write SQL can now query the same data their analyst does, in the time it takes to type a sentence.
OWMS Governance — Access enforced by policy, not IT configuration
Before any query touches a data source, OWMS validates whether the requesting user has policy-level access to that data context. CFO-level consolidated data stays with the CFO. Regional P&Ls are scoped to the relevant regional heads. Access is enforced at the moment of the query — not managed through ticket-based permission changes.
Live Data Connections — Answers from today’s data, not last night’s export
Connects to Snowflake, BigQuery, Redshift, PostgreSQL, Salesforce, and SAP. Every answer is sourced from live data at the moment of the query. No cached exports, no data warehouse copies, no answers that reflect yesterday’s close rather than this morning’s actuals.
Slide-Ready Export — From question to board-ready in 30 seconds
One click exports the answer as a formatted PowerPoint slide: chart, business-language headline, data table, and source footnote with query timestamp. The answer is ready to share before the meeting ends — no analyst involvement, no reformatting, no waiting until tomorrow.
Query Audit Trail
Every query is logged with: the question asked, the user who asked it, the SQL generated, the data source accessed, the policy applied, and the result returned. Board minutes can cite a query result with full traceability.
Context Memory
After asking “What is our Q3 margin by region?” the follow-up “Which region is underperforming against target?” works without restating the original context. The system holds the session scope the way a smart analyst in the room would.
HOW IT WORKS
No SQL. No tickets. No waiting.
1
STEP 1
Executive asks in plain English
In the chat interface, on mobile, or in Slack. Any business question about live data — margins, inventory, pipeline, forecast vs. actuals, any cross-source comparison. No SQL, no data catalogue, no knowing which table the number lives in.
2
STEP 2
OWMS validates access before any data is touched
The requesting user is matched against their OWMS policy profile. Authorised queries proceed. Unauthorised queries are blocked with a reason — not a generic error, but a specific explanation of which policy applies. No sensitive data is ever reached by an ineligible query.
3
STEP 3
Query executes against live data
The question is translated into optimised SQL and executed against the connected data sources. Results are pulled in real time — not from a cache, not from last night’s export. The answer reflects the state of your data at the moment the question is asked.
4
STEP 4
Answer returned, slide ready in one click
A clear, business-language response with the number, its context, and the source it came from. Export as a formatted PowerPoint slide or share the query link directly in the meeting. The entire flow — question to slide — completes in under 60 seconds.
INTEGRATION
No data migration. No new warehouse. No changes to your existing infrastructure. Boardroom Copilot connects directly to your existing data sources and queries them live.
Snowflake, BigQuery, Redshift, PostgreSQL — native connectors
Salesforce CRM and Sales Cloud
SAP S/4HANA and ECC
Microsoft Dynamics and Power BI datasets
Custom REST APIs, internal data services, and OWMS policy enforcement on every query
Snowflake
BigQuery
Salesforce
SAP
PostgreSQL
REST APIs
POST /ask
REQUEST
{
“query”: “Q3 margin by region, top 5”,
“user”: “cfo@client.com”
}
RESPONSE
{
“answer”: “North leads at 31.2%”,
“policy”: “passed”,
“source”: “Snowflake”,
“export”: “slide_ready”
}
ANSWERED
Slide ready in 24s
