Setting the Stage

To make this lab feel realistic and engaging, we will work within the following imaginary scenario.

Situation

We are all part of Crystal Sphere Insights (C-Sphere), a global leader in financial services intelligence.

C-Sphere Specializations

  • Business Intelligence: Delivering actionable insights tailored for the financial sector.

  • Market Analytics: Providing cutting-edge analysis of market trends and dynamics.

  • Benchmarking Solutions: Offering comparative data to guide strategic decision-making.

A Company in Transformation

To remain competitive in an evolving landscape, C-Sphere is undergoing a digital transformation. This initiative focuses on:

  • Modernizing Workflows: Improving efficiency and fostering innovation.

  • Integrating Advanced Technologies: Leveraging AI to stay ahead of industry trends.

  • Elevating Client Satisfaction: Providing faster, smarter insights to clients.

Key Roles at C-Sphere

The company’s diverse workforce drives its transformation, including:

  • Financial Analysts: Delivering expert insights and advising clients using in-depth market data.

  • Customer Service Engineers:

    • Dedicated to solving customer inquiries related to data delivery and functionality of business intelligence portals.

    • Supporting clients in accessing actionable insights, resolving technical issues, and optimizing their use of C-Sphere’s platforms.

Challenge

A cross-functional team of four employees has been tasked with addressing a critical business challenge:

  1. Assess how the company generates, processes, and delivers business intelligence reports to clients.

  2. Identify inefficiencies and areas for improvement in workflows.

  3. Propose actionable solutions to modernize and optimize operations.

    • The team must present their findings to the executive board, with the following goals:

    • Highlight Impacts: Showcase how inefficiencies in delivering insights affect productivity and client satisfaction.

    • Recommend Innovations: Propose solutions, such as agentic AI, to streamline reporting, enhance client interactions, and improve decision-making speed.

Opportunity

Success in the presentation to the board could result in:

  • Green Light for AI Pilot Project: Launching a full-scale initiative to integrate agentic AI frameworks.

  • Funding for Modernization: Securing resources to upgrade tools and workflows across departments.

  • Competitive Positioning: Establishing C-Sphere as a technology-driven leader in business intelligence.

The stakes are high. These recommendations will shape the company’s ability to maintain its competitive edge in a rapidly digitizing industry.

The materials in the following sections reflect the team’s findings and vision for how agentic AI can redefine business intelligence and customer service at Crystal Sphere Insights.