Let’s be honest - most “business intelligence” platforms are really just a pretty face on a spreadsheet monster.
Data is scattered across inboxes, misaligned formats, filters that never quite work, and reports that still end up in Excel. That’s exactly where CBI found itself - a brilliant organization sitting on top of a mountain of insights… buried under a mountain of manual processes.
They came to us with a deceptively simple request:
“Help us get out of Excel.”
What they really needed? A centralized, scalable platform that could not only clean up the chaos, but also unlock visibility, control, and eventually — intelligent forecasting.
So we got to work.
Data-Led, AI-Ready: The new mission intelligence portal
CBI’s MI Portal was more than a dashboard. It was a full-stack intelligence system built to unify fragmented processes across operations, HR, recruitment, and delivery.
We didn’t just digitize reports — we re-engineered how decisions are made.
Here’s what we built (and what most companies secretly wish they had):
- Custom Reporting Engine – Dynamic, real-time access to critical metrics across every department — no Excel patchwork required.
- Modular Architecture – Built for change, so CBI could scale the platform as fast as their operations grew.
- User Role Management – From executives to recruiters, each stakeholder gets tailored access and views.
- Automated Project & Contract Tracking – Say goodbye to outdated spreadsheets and hello to up-to-date operational transparency.
- Advanced Financial Reporting – Pipeline and performance analytics all in one place, ready to fuel better forecasts.
And yes — it’s built with AI in mind. Predictive dashboards, data validation logic, and future integrations with NLP-powered assistants are already scoped and ready for takeoff.
Why this is a sneaky-good AI use case
Here’s the twist: This wasn’t pitched as an “AI project.”No chatbots. No generative fluff.
But now? CBI has a centralized, structured, clean data layer — the exact foundation you need for:
- Automated forecasting
- Resource allocation optimization
- Smart KPI alerts
- Predictive talent pipeline management
This is the quiet revolution — where we build something solid today, and unlock exponential intelligence tomorrow.
Built by Montrose. Backed by Engineering.
At Montrose, we don’t do one-size-fits-all dashboards. We build real software — purpose-built platforms that integrate AI, data engineering, and product thinking from day one.
Whether you’re a public agency, a financial firm, or a fast-scaling startup, we help you move from spreadsheet survival to scalable intelligence — with full transparency, modern tech stacks, and clean delivery.
Let’s talk if:
- You’re still managing operations through Excel gymnastics.
- You want smarter visibility across teams, finance, or delivery.
- You know your data has potential — and you’re ready to unlock it.
Contact us to see what we’d build for you!
Real software. Real data. Ready for the future. Montrose Software AI.