Most analyses begin with a question and end up taking hours of work. Reports are compiled, filters are set, charts are created, and numbers are checked. The actual question was asked long ago, but there’s still a long way to go—filled with clicks and manual work—before the answer is found.

Today, artificial intelligence can be integrated directly with your planning and analysis data. You ask a question in natural language—such as “How has the contribution margin changed by region?”—and receive an answer shortly thereafter. This could be a number, a ready-made chart, or a suggestion for your next planning cycle. You don’t have to build a report yourself, and there’s no need to click through dashboards either.

In this free live webinar, we’ll show you how this works in practice. We’ll connect data from Corporate Planner and Qlik directly to an AI and ask it questions live. You’ll see how a simple question turns into a report, a visualization, or a specific recommendation for action.

What the Webinar Is About

The focus is on a new way of working with your data, where you ask questions instead of searching for and building reports. We’ll show you how data from your planning in Corporate Planner or from your Qlik analyses can be connected to an AI via an interface. Through this interface, the AI accesses your actual numbers directly rather than relying on general knowledge from the internet. We’ll also explain the limitations of this approach and how to verify the results.

Next, we’ll ask questions in real time. You’ll see how the AI uses your data to generate a clear report, create a relevant chart if desired, and derive recommendations—for example, what you should focus on during your next planning session. We’ll also outline the various ways to integrate data and AI, and explain when each approach is most suitable.

Ultimately, what matters most is the speed with which you can go from a question to a reliable answer.

Typical Real-World Questions

Many decision-makers know exactly what they want to know. But getting to the answer can be a laborious process. In this webinar, we’ll address the questions that come up time and again:

• How can I quickly get answers from my data without having to build a report myself?
• Can I ask my planning data a question in plain language?
• How can I tell that the AI is working with my actual numbers?
• How does a question automatically turn into a chart or report?
• How reliable are the recommendations that AI generates for my next planning cycle?
• What are the different ways to integrate data and AI, and when is each approach worthwhile?

Your Benefits in Your Day-to-Day Work

After the webinar, you’ll know how to significantly reduce the time between asking a question and getting an answer. In many cases, asking the right question is all it takes for a well-founded analysis. You don’t need to build a report beforehand or click through dashboards. And you’ll see how AI, working with your real data, reveals patterns and supports you in making decisions.

Its practical value becomes apparent whenever you need a reliable answer quickly—whether in a meeting, during a planning session, or in discussions with shareholders and the bank. This means you no longer have to postpone the analysis.

Who is this webinar intended for?

This webinar is aimed at executives, CFOs, and controllers who want to analyze their data more quickly and effectively using AI. It is also specifically designed for beginners who have no prior experience with AI-powered data analysis and want to see how they can use it to gain insights from their existing data.

Your Benefits at a Glance

You’ll learn,

• How to Connect Corporate Planner and Qlik to AI
• How to query your data using natural language
• how a response is automatically turned into a report or a chart
• how the AI derives recommendations for your next planning cycle
• how to review and verify AI results
• Which approach to integrating data and AI is right for your company

Part of our webinar series on integrated business planning

This webinar is Module 9 in our modular series. The modules build on one another in terms of content, but each one can be understood on its own. You do not need any prior knowledge from the previous modules.

Why TD Trusted Decisions?

TD Trusted Decisions helps medium-sized companies structure their planning, reporting, and corporate management in a way that is clearer, more integrated, and more decision-oriented.

Our experience shows that the greatest leverage today lies in the speed with which existing data is turned into the right answers. AI that works directly with your numbers significantly shortens this process. For an answer to be reliable, three things are needed: clean data, the right question, and subject-matter expertise to interpret the result. We bring this combination of expertise from our consulting experience.

In this webinar, we combine our consulting experience with a hands-on live demonstration. This will show you how a simple question can turn your existing data into a reliable answer.