How a Global Manufacturer Consolidated 10K+ Financial Docs with Agentic AI?
Client Overview
The client is a leading global cement and building materials manufacturer headquartered in Mexico, operating across more than 50 countries. Known for its commitment to innovation and sustainability, the company manages complex supply chains, large-scale production facilities, and a vast network of financial and operational data systems.
Business Context
In the manufacturing sector, controlling operations and financial planning depends on timely, accurate insights from both structured and unstructured data. However, inconsistent naming conventions, fragmented data sources, and the lack of natural language interfaces made data access slow and decision-making reactive.
Challenges
- Data Silos Across Formats: Similar metrics existed in multiple forms across different databases and documents, complicating interpretation and slowing audits.
- Inaccessible for Non-Technical Teams: Controllers and finance leads had no easy way to retrieve insights without relying on analysts or engineers.
- Dependency Analysis Bottlenecks: Manual tracing of input dependencies and waterfall impacts led to delays and inconsistencies.
Solution
iLink deployed a multisource agentic AI chatbot, built on iLink’s proprietary Copilots & Multi-Agent AI framework, the solution utilized Python scripts, memory agents, and Microsoft Fabric for orchestration, ensuring end-to-end performance and explainability.
- Aggregate data from 100+ structured tables and 10K+ expert documents
- Leveraged Azure OpenAI (GPT-4o) and semantic search to understand complex queries
- Interpret financial waterfalls, impact features, and dependency graphs
- Deliver context-rich answers in human language via Teams and WebChat channels
Business Outcome
- 80% Faster Dependency Analysis: Reduced manual effort with real-time insight into data linkages.
- 100+ Structured Tables Unified: Consolidated siloed data into a single intelligent layer.
- **10K+ Expert Documents Parsed: **Delivered contextual answers by indexing vast document repositories.
- Ease of Information Retrieval: Provide a way for non-technical users to access data as needed via human language
- **Quick Decision Making: **Provide answers from 10K+ documents and 100+ tables in the DW
- Improved Controllership Intelligence: Provided finance teams with always-on access to contextual and explainable answers.


