Build a working dashboard from a document you already have, in minutes
Most dashboards take a BI team weeks. In a Working Session, your team builds one from a document you already own (an SOP, a process note, a checklist) and watches it become a live tool in front of them.
Not a mock-up. Not sample data. A dashboard built from your real work, that your team uses on Tuesday morning.
Source
The proof
A full dashboard from an SOP,
in 10 minutes
I built the one below from a standard operating procedure. Start to finish, it took ten minutes.
It is a complete Systems Investigation Dashboard, with an overview, four phases worked in order, progress tracking, findings, and a printable summary. Everything the SOP described, turned into a tool you can actually work inside.
Real dashboard. Built from one document. Details anonymised.
That is the point. The document already contained the process. AI just made it usable.
Why this matters
You already have the documents. Nobody opens them.
Your organisation is full of documents that describe how work should happen: SOPs, playbooks, onboarding guides, compliance checklists. They sit in folders. Nobody opens them.
A dashboard built from that same document changes the dynamic.
The process becomes something you do, not something you read.
Progress is visible. What is done, what is left, what is stuck.
Nothing gets skipped, because the structure is in front of you.
It took minutes to build, not a project plan and a budget.
Not a demo
This is a Working Session, not a demo
The dashboard above is not a feature we show off. It is the kind of thing your team builds, on their own documents, during the session.
The Working Session is half a day inside your own Microsoft 365 environment: two 2-hour blocks, up to 12 people, working on your real tasks. We do not train on sample data in a generic course. We work on what your team actually does, so what they practise in the session is what they do the following week.
If your team writes reports, we build report tools. If they run an investigation, an onboarding, or a compliance process from an SOP, we turn it into a dashboard, live, together.
One fixed price. Everything included:
Who this is for
This is for you if
You have SOPs, processes, or checklists that nobody actually uses.
You are paying for Copilot licences and your team is barely touching them.
You want your team trained on their real documents, not generic demos.
You would rather your team leave the session already using AI, with something to show for it.
Not sure where to start? The free 7-minute assessment points you to the right first step.
What comes next
Your team leaves doing something they were not doing before
The Working Session is a complete engagement on its own. Your team leaves having built real tools on real work. For many organisations it is also where they spot the workflows worth a deeper build, which is where the AI Enabled Workplace comes in.
Either way, your team leaves doing something they weren't doing before.
Half a day inside your own environment