923 B
923 B
AI for Planning & Analytics (SAC 2025.23)
Source: 002-ai-planning-analytics.md.
Key capabilities
- Just Ask / Search to Insight: natural language queries; use for quick checks and to seed stories.
- Smart Predict / Predictive Planning: time-series forecasts feeding planning versions; pair with predictive steps in multi actions.
- Smart Insights / Smart Discovery: driver analysis to explain variances; useful before setting allocations.
When to apply in planning
- Pre-allocations: use Smart Insights to find drivers, then set allocation drivers accordingly.
- Forecast cycles: run predictive forecasts into private versions, validate, then publish.
- Ad-hoc questions during planning meetings with Just Ask to reduce manual slice-and-dice.
Guardrails
- Validate AI outputs before publish; keep in private versions for review.
- Ensure model permissions align; AI respects data access control.