In a recent project with a leading media company in Australia, we set out to demonstrate how IBM Watsonx Orchestrate can revolutionise finance operations through the power of Generative AI. The Commercial Finance team, under constant pressure to deliver timely, accurate and insight-rich reports, needed a smarter way to move beyond manual data wrangling and deliver executive-ready outputs in record time.
That’s where WatsonX Orchestrate came in. Unlike traditional BI or workflow automation tools, Watsonx Orchestrate leverages Generative AI to not only automate repetitive tasks but also to interpret, contextualise and generate meaningful outputs. The result is a system that empowers both analysts and executives to act faster, with confidence, while minimising human bottlenecks.
Key Capabilities:
Automated extraction, transformation and loading (ETL) of data from a data warehouse.
Automated generation of third-party and monthly executive summary reports.
AI-driven identification of key events influencing financial outcomes.
Analyst verification loop to ensure accuracy and compliance.
Business Impact:
Reports created in minutes rather than weeks.
Reduced data duplication and inconsistencies.
Analysts free to focus on high-value strategic analysis.
Executives receive timely, validated insights for faster decision-making.
Key Capabilities:
A bespoke AskFinance portal enabling natural language queries.
Secure access aligned with role-based permissions.
Pre-trained CFO scenarios to simulate executive decision contexts.
Integrated visualization tools for interactive reporting.
Business Impact:
Executives gain independence in accessing financial data.
Real-time insights without reliance on BI analysts.
Streamlined reporting across departments and report types.
Forecasting and scenario modeling made simple, accurate and quick.
Producing Monthly YTD Monetisation Reports: Automating the calculations behind key metrics, seamless PowerPoint slide generation, clean, consistent reporting outputs in a standardised format.
Delivering Monetisation Insights: Automated chart creation and AI-driven callouts, generative commentary highlighting anomalies or areas needing attention, a natural language interface to query insights and commentary directly.
~60% ROI: Analysts reallocated to higher-value activities, reducing attrition costs.
~99% efficiency gains: Manual reporting reduced to near-zero.
2 weeks → 10 minutes: End-to-end report creation compressed dramatically.
Improved data quality: Automated reconciliation reduces inconsistencies and errors.
Scalability: Built to handle larger datasets and evolving financial needs.
The use case resonates strongly across industries, such as airlines, where BI Analysts and Finance teams spend significant time manually preparing and reconciling data. In one example, reliance on IBM Planning Analytics was slowing executive decision-making as stakeholders had to wait for analysts to deliver real-time data insights.
Watsonx Orchestrate bridges this gap by delivering:
Automation of complex financial workflows.
Generative insights at scale.
Democratisation of access to financial intelligence.
Curious how Agentic AI could reshape your finance operations? Let’s start a conversation tailored to your requirements.