How Montrose Turned a Spreadsheet Jungle into a Scalable Intelligence Platform (and Future-Proofed It with AI)

wiktoriasierzant
3 days ago
2 min read

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Automated Project & Contract Tracking – Say goodbye to outdated spreadsheets and hello to up-to-date operational transparency.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: