SAMPLE AND DEMONSTRATION ONLY. Illustrative analysis of publicly available information, prepared by BI Consulting Services. Not affiliated with, endorsed by or produced for any company shown.
Demonstration · Illustrative data · BI Consulting Services
Gallagher Bassett Technical Services × BI Consulting Services
Loss Control Survey Board — hazard surveys scheduled and completed, recommendations issued, open and closed, turnaround and ageing by region, industry and consultant. Built entirely from the CSV exports your team already produces.
Prepared for JaySenior Loss Control Consultant
SEPTEMBER 2026
Why nowWhen we spoke in September 2024 the plan was to keep the Power BI build in-house. Two years on, this is a working sketch of what the same CSV extracts can become — every number below recalculates from the filters.
Trend · monthly
Surveys completed vs scheduled, and recommendations issued
CompletedScheduledRecs issued (right axis)
What this board answers
Three questions Jay's team asks every month
Signature view · recommendation lifecycle
From survey visit to closed recommendation — where the backlog sits and how old it is
Breakdown · hazard category
Recommendations issued, closed and still open
ClosedOpenOpen critical
Ranking · consultant
Consultant workload and report turnaround
Matrix · industry × region
Open critical & high recommendations
Ask the data · AI layer (mock-up)
Plain-English questions over the same model
AIWhich open critical recommendations are older than 90 days?
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Private AI on your own server
The "ask the data" panel above is built to run on a GPU server inside your own network: an open-weight model over your own documents, with every answer citing the file it came from. No per-seat licence, works offline, and nothing leaves the building.
How it sits in your environment
One appliance-class server on your rack or in a secured closet. Your files are indexed where they already live; the model runs locally; answers come back with the source page attached.
What that means in practice
1
Your data only, on your hardwareAn open model over your own documents and exports. No third-party AI processor, no data-transfer agreement to review.
2
Every answer cites its sourceReplies point to the file and page they were drawn from, so people check the answer instead of trusting it blind.
3
No per-seat licenceThe whole team can ask questions. Cost is the server and our build, not a monthly number that grows with headcount.
4
Works offlineIf the internet connection goes down, the answers still come. Nothing depends on a vendor's uptime or pricing changes.
The short deck
14 slides on how a private AI server is scoped, secured and rolled out. Click through, or take the PDF.
