Power BI · Head of Procurement

Power BI data, read for procurement

Ward reads straight from Microsoft Power BI read-only and delivers daily cards scoped to procurement. Merchandising wants Ward. You sign the contract.

Ward and Power BI for Head of Procurement

Merchandising wants Ward. You sign the contract. Ward delivers findings scoped to procurement decision-making.

How the connection works. Ward connects to the same data sources Power BI uses. Or reads Power BI datasets via REST API. Your reports stay untouched.

app.getward.ai Live demo
Acme Retail @Merchandising: VP Analyst claude-sonnet default
A

Chat

Ask anything. Ward routes to the right agent and returns cited answers.

Why did Store 37 miss target last week?
You · 9:42 AM
Schema Scout · routed to Merchandising Agent

I pulled Store 37’s last 28 days against the chain baseline. Two root causes, both compounding.

SignalFinding
labor_efficiencyRev/labor-hour −22% vs. cluster, staffing mismatch at 11a–1p peak
inventory.freshFresh fill 83%, backroom replenishment lag at 2–4p
promo.liftBOGO crackers cannibalized Brand Y by 28%, net category +6%

Recommend: re-baseline Store 37 schedule against true peak, raise replen window to 1p, and review the BOGO before next cycle.

8 parallel queries 3 sources cited confidence 0.92
Show me how to fix the staffing mismatch.
You · 9:43 AM
Labor Agent · drafting schedule diff
Querying labor_scheduling
Ask anything, Ward routes to the right agent. Cmd+K

Reporting

Pinned views built from saved data-lake queries. Every number re-derivable from its SQL.

7d13w52w
Revenue vs. forecast
$48.2M
+4.2% WoW
Gross margin %
24.1%
−3.2pp
Fill rate, fresh
83.4%
−4.1pp
Shrink, West region
2.41%
+0.8pp
Revenue vs. forecast 13 weeks actual, 6 weeks forecast, 80% interval
Actual Forecast 80% interval
% of plan 106 94 100 forecast → W−13 W−5 today +6wk
Holt-Winters + weather regressor MAPE 4.1% at 4wk Backtested 24 months Crosses plan in 3 weeks
Forecast error by horizon MAPE, 24-month backtest
1wk 2.1%
2wk 3.0%
4wk 4.1%
8wk 6.3%
13wk 8.9%
Accuracy bar for promo decisions: ≤5% at 4wk
Models in production Every forecast ships a model card
ModelHorizonMAPE
holt_winters4wk4.1%
arima_sarimax13wk8.9%
gbm_demand1wk2.1%
bayes_hiernew store11.4%

Sources

Connect external systems to the data lake.

NameTypeLast sync
sap_pos_transactionsimport2m ago
sap_inventory_shrinkageimport2m ago
sap_labor_schedulingimport14m ago
retail_inventory_weeklyimport1h ago
retail_google_ads_dailyimport1h ago
retail_meta_ads_dailyimport1h ago
retail_ga4_website_dailyimport1h ago

Policies

Browse and manage Cedar access policies for your tenant.

TLS 1.3 AES-256 Read-only SOC 2 II
Policy IDEffectResources
merch-read-defaultpermitModel::*
finance-read-shrinkagepermitModel::"inventory_shrinkage"
vendor-blockedforbidModel::"labor_*"
region-west-onlypermitTenant::"acme"
on Power BI data, live product demo.

What Ward delivers

  • MSA, DPA, SOC 2 Type II underway, and architecture review available before signature
  • Month-to-month contracts. No multi-year lock-in. No auto-renew traps
  • Transparent pricing set by scope and store count
  • 14-day insight guarantee. If Ward doesn't deliver, month two is on us
  • AI strategy, orchestration and reporting-layer work in enterprise grocery at nine-figure revenue. Reference calls available before signature

Data Ward reads from Power BI

Power BI REST API datasets
Underlying SQL/Azure data
Dataflow outputs

What Ward has eyes on.

Ward ingests Power BI rather than replacing it. Power BI REST API datasets, underlying SQL/Azure data, dataflow outputs come across on a read-only connection, get enriched with contextual data, and come back as findings. Your BI is untouched.

Why this combination
is its own problem.

Microsoft Power BI was built for transactions, not for procurement decisions. The data is right there and it is in the wrong shape. Ward pulls from power BI REST API datasets and underlying SQL/Azure data and rewrites them as a decision.

What the first 90 days
actually look like.

  1. 01

    Week 1: connect

    Read-only credentials to Microsoft Power BI. Ward reads straight from power BI REST API datasets, underlying SQL/Azure data, dataflow outputs and starts building baselines. First findings land inside 48 hours, before baselines are stable, so you can see the shape of the output early.

  2. 02

    Weeks 2 to 3: baselines

    Ward needs roughly two weeks of history per store to separate a real deviation from normal variance. During this window the findings are directionally right and the thresholds are still moving.

  3. 03

    Weeks 4 to 12: steady state

    Ward hands back cards on a daily cycle, each with what caused it and a recommended move. Volume settles at a level a single person can read over coffee. The measure of success is not how many insight cards arrive, it is how many get acted on.

How Ward connects to Microsoft Power BI

Ward sits alongside Power BI. Your dashboards visualize. Ward detects and explains what changed. No dashboard login needed for your morning brief.

Setup: Ward connects to the same data sources Power BI uses. Or reads Power BI datasets via REST API. Your reports stay untouched.

Data Ward reads from Power BI

Power BI REST API datasets
Underlying SQL/Azure data
Dataflow outputs

Impact metrics with Power BI

Time to Insight
Push, not pull
Insight cards delivered without waiting for someone to look.
Anomaly Detection
Between-refresh coverage
Issues surfaced before the next scheduled Power BI review.
Decision Velocity
Cause analysis included
No drill-down investigation; cards carry root cause context.
Report Efficiency
Ad-hoc requests reduced
Proactive cards answer questions before analysts get asked.

Data lake enrichment

Ward enriches Power BI data with: Power BI datasets, Underlying SQL/Azure data, Weather & events, Demographics, Custom feeds

Merchandising wants Ward. You sign the contract.

Pain points
  • ×Business sponsor saw the demo. You have a week to vet a vendor you didn't pick
  • ×AI vendors price by seats and tokens. Total cost is unknowable until invoice three
  • ×Multi-year commits with auto-renew. No exit if the pilot stalls
  • ×Renewals come back 30% higher, with no room to push back and no benchmark to cite
  • ×Security and DPA reviews start after the team has already committed
How Ward helps
  • MSA, DPA, SOC 2 Type II underway, and architecture review available before signature
  • Month-to-month contracts. No multi-year lock-in. No auto-renew traps
  • Transparent pricing set by scope and store count
  • 14-day insight guarantee. If Ward doesn't deliver, month two is on us
  • AI strategy, orchestration and reporting-layer work in enterprise grocery at nine-figure revenue. Reference calls available before signature

Enterprise SaaS spend grew 18% YoY. 53% of subscriptions are underused or duplicative. Source: Gartner

Frequently asked questions

Ward connects to the same data sources Power BI uses. Or reads Power BI datasets via REST API. Your reports stay untouched. Data points include: Power BI REST API datasets, Underlying SQL/Azure data, Dataflow outputs.

Merchandising wants Ward. You sign the contract. Ward solves this with automated insight cards: MSA, DPA, SOC 2 Type II underway, and architecture review available before signature. Month-to-month contracts. No multi-year lock-in. No auto-renew traps. Transparent pricing set by scope and store count.

First insight cards arrive within 48 hours of data connection. Ward needs approximately 2 weeks to establish stable baselines for your specific operation.

No. Ward sits on top of your existing stack. It is the proactive intelligence layer that watches your data continuously and delivers insight cards, so your team acts on findings instead of hunting for them.

See what your stores are hiding.

Root causes, not just alerts. See it on your data.

Read-only to start · your LLM keys · SOC 2 Type II underway · or book a call directly

Find out what your data has been hiding.

Tell us about your operation. We’ll show you the problems Ward catches, and the ones your current tools miss.

Step 1 of 3
What are your goals?
Step 2 of 3
About your operation
Step 3 of 3
Your contact info