Case Study · 02 / 10

Compliance & Reporting Automation

Reduced compliance documentation effort by more than 40% and delivered a live regulator-facing dashboard replacing quarterly PDFs.

Descriptive AIIndustrial & Energy

-40%

Doc effort

Real-time

Freshness

Unified

Sources

Challenge

Compliance evidence was scattered across 6+ source systems, budget and resource reporting was assembled manually in Excel, and regulators demanded near-real-time transparency.

Solution

Landed source systems into Snowflake via Fivetran and dbt, built Prophet-based budget/resource forecasts, and generated compliance reports through templated LLM prompts with clause-level citations back to the warehouse.

Impact

Reduced compliance documentation effort by more than 40% and delivered a live regulator-facing dashboard replacing quarterly PDFs.

Tech stack

SnowflakedbtFivetranProphetAirflowMetabase

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