Analyzing KPIs with AI
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Prerequisites
- SoftExpert Suite environment hosted in the cloud.
- SoftExpert OKR as part of the solutions acquired by the organization.
- Access to the KPI (OK003) menu.
- Previously configured KPI.
- Previously configured generative AI and NLP API.
- ''AI features'' permission enabled in Configuration > Access group (CM011) > Other permissions > AI features.
Introduction
In SoftExpert OKR, the Analyze with AI feature for KPIs is responsible for performing automatic analyses based on the system data.
With AI, it is possible to interpret KPI performance, presenting forecasts, risks, historical comparisons, action plan suggestions, and strategic ideas that support decision-making.
This article will demonstrate how AI operates in SoftExpert OKR.
Analyze KPIs with AI
1. Access the KPI (OK003) menu.
2. Search for the desired KPI.
3. Click on More (...) and then on Open data.
4. On the KPI data screen, click on Analyze with AI.
5. On the chat screen, choose one of the analysis methods:
- Chat with the AI: directly enter what you want to obtain a customized analysis.
- Use pre-defined reports: choose between Executive summary and Full report to generate an automatic analysis.
Chat with the AI
To interact directly with the AI, clearly describe what you want and click on Send.
The AI will generate the results based on the information provided.
Pre-defined reports
Executive summary
To create an executive summary, select the corresponding option and click on Send.
Full report
To create a full report, select the corresponding option and click on Send.
In the full report, in addition to the information from the executive summary, more detailed analyses are also included, such as comparisons with previous periods.
See below what each report includes:
Executive summary |
Full summary |
|
| KPI summary | X |
X |
| Result of the last month and accumulated | X |
X |
| Forecast (Target, Actual, and Forecast) | X |
X |
| Risk analysis (Impact x Probability) | X |
X |
| Comparative analysis | - |
X |
| Recommendations | X |
X |
7. All analyses, whether by direct interaction, executive summary, or full report, can be saved, exported, and accessed later. To do so, on the chat screen, click on Saved artifacts.
The analyses are generated automatically by the AI and must be reviewed before decision-making.
Conclusion
With the use of AI in SoftExpert OKR, the evaluation of KPIs becomes more accessible, objective, and data-driven, contributing to more assertive decisions based on updated information.