Know Your Numbers: AI-Powered Business Insights

Data is one of the most valuable assets in any business, but many organisations struggle to turn it into something meaningful. Information exists everywhere, sales figures, customer records, and operational reports. But it is not always clear how to translate all of that into insights that actually support better decisions.

In many cases, teams spend a significant amount of time going through spreadsheets, checking numbers one by one, and trying to make sense of what is happening. Even when the data is available, it is not always easy to see patterns, understand trends, or know which information truly matters for the business.

This workshop is designed to help you approach your data in a clearer and more structured way. You will learn how to explore your sales data, customer data and operational data more effectively, identify what is important, and turn information into insights that you can actually use in decision-making.

By the end of the session, you will feel more confident in working with your data and using it to support better business outcomes.

What You Will Learn

• Using AI for data analysis: Learn how to work with sales, customer, and operational data in a more efficient way, even if you do not have a technical background.

• Asking better questions: understand how the quality of your questions directly affects the quality of insights you receive.

• Spot trends and patterns: Identify opportunities, risks, and changes that might not be obvious at first glance.

• Turning insights into action: Move beyond analysis and make decisions that actually impact your business.

• Understand key metrics: Get clearer on what your numbers really mean and how to use them.

Who Is This Workshop For?

• Business owners: You want clearer insights to support better decisions.

• Managers: You work with reports and need to make sense of the data quickly.

• Teams working with data: You handle spreadsheets or reports and want a more efficient way to use them.

What to Bring

• Laptop

• Previous prompts (If any): Bring a few examples of the prompts you have used so we can review and improve them together.

• Work examples: Something from your day-to-day work such as emails, reports, customer replies, or content tasks.

Outputs

• Structured prompt framework: A clear and simple framework that you can use anytime you need to write better instructions.

• Improved prompts: Refine your existing prompts so they become clearer, more structured, and more effective in producing consistent results.

• Custom prompt library: Ready-to-use prompts that are tailored to your own work.

About the AI for SMEs Workshop Series

This workshop is part of the AI for SMEs Series, a step-by-step program that helps small and medium-sized businesses adopt AI practically, at scale, and sustainably.

Powered by a strong collaboration between Platform, WA AI Hub, and CX Insight. It combines technology, real-world implementation, and business strategy in one complete learning experience.

Instead of just learning concepts, participants get hands-on guidance, proven use cases, and direct insights from practitioners. This ensures that AI is not only understood but also applied effectively in everyday business operations.

Workshop Flow:

1. Your First AI Assistant

2. Talk to AI Like a Pro

3. AI Health Check

4. AI Marketing on a Shoestring

5. AI Workflows & Automation

6. AI Safety & Responsibility

7. AI Service Desk

8. AI-Powered Insights ← You Are Here : You are now refining how you work with AI, improving quality, consistency, and control.