slide-factory/examples/customer-discovery.md

Customer Discovery Notes

Customer leaders described a reporting workflow that depends on manual exports, spreadsheet cleanup, and delayed operational data. Finance wants faster variance explanations. Supply chain teams need fresher inventory and order signals. Revenue leaders want consistent definitions before asking AI for account-level recommendations.

The strongest pain point is time-to-insight. Teams have useful data, but the last mile is manual and trust erodes when teams compare different numbers.

Recommended next steps:

• Confirm the top three operational decisions that need faster signal.
• Map the current export and reconciliation workflow.
• Prototype an executive dashboard narrative using governed metrics.
• Define how AI-generated explanations cite source metrics and definitions.