Use case · Consult with Your Data

Ask your data a question. Get the answer, with the source.

Shelly connects to your operational data and answers questions in plain language, on a call or in the middle of a meeting. Every answer comes with where it came from, so nobody argues about whose number is right.

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Conversation

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Operations VP

How many claims over $50K have been open more than 30 days in the Northeast?

Shelly

137. That's up 12% from last month, mostly in commercial property.

Source: Claims data warehouse · refreshed today, 6:00 AMDefinition used: "Open" excludes reopened claims

The reality

You know how getting a number really goes.

Your organization doesn't lack data. It lacks a fast, trustworthy way for the people making decisions to ask it a question.

01
A simple question becomes a ticket in the data team's queue.
02
Dashboards answer last quarter's questions, not today's.
03
Analysts spend their week on one-off requests instead of real analysis.
04
Two people bring two different numbers to the same meeting.
05
Nobody can say where a number came from or how it was calculated.

The process

Getting answers, with Shelly.

Step 1

Connect the right sources

Today

Data lives in warehouses, reports, and spreadsheets only a few people know how to use.

With Shelly

You connect Shelly to the data sources and fields she's allowed to read. Nothing more.

Step 2

Set the definitions

Today

"Active customer" means three different things in three departments.

With Shelly

You give her your approved metric definitions, so every answer uses the same terms.

Step 3

Ask in plain language

Today

Write a request, wait for the data team, then clarify what you actually meant.

With Shelly

Ask her on a call or during a Teams or Zoom meeting. If the question is ambiguous, she asks what you meant before answering.

Step 4

Get the answer with its source

Today

A number in an email with no context.

With Shelly

She gives you the answer, the source, when the data was refreshed, and the definition she used.

Step 5

Know when the data can't answer

Today

Someone fills the gap with a guess.

With Shelly

If the data isn't there, she says so and routes the question to a person on your team.

Step 6

Spot the questions that keep coming back

Today

The same ad-hoc request lands every month.

With Shelly

She tracks which questions get asked most, so your data team knows what to automate or build into a dashboard next.

The deliverables

What lands on your desk

Answers in real time.

In meetings or on a call, without opening a dashboard.

Source and definition with every answer.

Where the number came from, when it was refreshed, and how it was calculated.

Honest gaps.

Clear notice when the data can't answer, instead of a guess.

Question log.

Every question asked, by whom, and what was answered.

Recurring-question report.

The questions worth turning into dashboards or automated reports.

You stay in control.

Shelly only reads the sources and fields you expose. She's read-only unless you explicitly allow more. She shares answers only with people who are allowed to see the data, and every question and answer is logged. Your data stays isolated to your organization.

See how Shelly handles security →

Sample output

Every answer shows its work.

This is what each answer looks like. Illustrative example.

How many claims over $50K have been open more than 30 days in the Northeast?

Asked by: VP Operations · during weekly ops review · Oct 21

Answer: 137 claims. Up 12% from last month. 61% are commercial property.

How Shelly got there

Source: Claims data warehouse, open claims table
Data refreshed: Oct 21, 6:00 AM
Definition used: "Open" means status is open or pending. Reopened claims are excluded, per the approved claims glossary.

Shelly flagged: If reopened claims are included, the total rises to 154. Finance's monthly report uses this broader definition.

Getting started is simple.

What you provide

Access to the data sources you want her to use and your approved metric definitions.

What Shelly works with

Data warehouses, operational systems, reports, and documents you choose to connect.

How fast

Shelly can answer her first questions within a week of setup.

Questions data leaders ask

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Built for

Business leaders who need answers without opening a dashboardOperations and finance teamsData and analytics teams buried in ad-hoc requestsCDOs building trust in shared numbers

Ask Shelly a real question.

Talk to Shelly for about 10 minutes and see how she handles the questions your team asks every week.

Ask your data a question. Get the answer, with the source.

You know how getting a number really goes.