Workplace technology · Enterprise SaaS
Enterprise Workforce Reporting Copilot
An embedded reporting copilot that lets facility managers at a large workforce-management SaaS platform ask natural-language questions of workforce and booking data, no SQL required.
The problem
The client, one of Australia's larger workforce management SaaS platforms serving top-tier Australian businesses, had workforce and booking data locked in a warehouse only technical staff could query directly. Facility managers and workplace strategists had to wait on a manual report or a SQL request for even a simple utilisation question, a pattern that didn't scale across a growing multi-tenant platform.
The solution
We took a working proof of concept to production: an agent built on the Model Context Protocol that composes calls across dozens of purpose-built analytics tools spanning bookings, resource utilisation, buildings and floors, and departments, backed by session memory for follow-up questions, SQL guardrails, prompt-injection protection, verified per-tenant isolation, and a feedback loop, embedded directly into the client's own web application as a native tab.
The outcome
The assistant is live in production across the platform's tenants, with cross-tenant isolation verified before go-live. The engagement has since expanded into a second phase adding inline charts and trends inside the chat window and a Super Admin analytics dashboard, with a further initiative already scoped.
What went into it
The build.
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