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A Global Health Brand Team Shipped a BI Agent in 21 Days

Brand teams that once waited in analyst queues for numbers now pull their own BI answers on demand, after a three-week build gave 30+ brands across 60+ countries a working agent.

~75%

Cut from expert lookup time

2–4 months

Implementation Time

Not disclosed

Project Cost
the challenge

Brand teams at a multinational consumer health company, whose household-name hygiene, health, and nutrition products sell in more than 60 countries, could not get business intelligence answers without filing engineering tickets or waiting on analyst queues. The company's prior AI usage amounted to raw API requests to LLMs, leaving a large gap between ambition and practice. The screen the team most wanted to automate turned out to depend on nearly 20 separate data workflows.

what they built

Lazer structured the engagement as three one-week phases: discovery and data preparation, build, and iteration with feedback. The discovery week did the unglamorous work that makes agent projects succeed: mapping where the data actually lived, how it was queried, and which workflows fired when. Calling all 20 underlying workflows directly was not feasible, so Lazer simplified the SQL those workflows shared into a form an agent could use reliably.

On that foundation, Lazer built agent flows using the Retool Agents framework on the company's Databricks data layer: agents that automatically run workflows and surface insights for brand teams on demand. The engagement also shipped two enablement assets, an agent development guide and a POC agent-and-tools breakdown, documenting the gotchas so the client's own team could build the next agents themselves. The system went from kickoff to production in 21 days.

Lazer structured the engagement as three one-week phases: discovery and data preparation, build, then iteration with feedback. The first week focused on the unglamorous groundwork that makes agent projects succeed: mapping where the data actually lived, how it was queried, and which workflows fired when. The team found that the single screen brand users most wanted to automate depended on nearly 20 separate data workflows. Calling all of them directly was not feasible, so Lazer simplified the SQL those workflows shared into a form an agent could invoke reliably, without changing the numbers the business already trusted. On that foundation, the build week assembled agent flows using the Retool Agents framework on the company's existing Databricks data layer, creating agents that run workflows and surface insights to brand teams on demand. Claude supported prompt engineering during the build. Alongside the agents, Lazer produced two enablement assets, an agent development guide and a POC agent-and-tools breakdown, documenting the gotchas so the client's own team could build subsequent agents without further help.

best fit for

Global consumer goods and CPG companies whose brand and marketing teams depend on analyst queues for routine data questions, and who want a working agent in weeks rather than a quarter-long platform program.

Ai ROLE
Retool-based agents run analytical workflows against the Databricks data layer and surface insights to brand teams on demand, effectively an AI-powered brand BI layer. Claude supported prompt engineering during the build. The agents replaced a request path that ran through engineering tickets and analyst queues.
impact

21 Days From Kickoff to Production

A three-week engagement (one week discovery, one week build, one week iteration) delivered a production agent, not a slide deck about one.

60+ Countries, 30+ Brands Self-Serving

Brand teams across the company's global portfolio now pull BI answers on demand instead of joining an analyst queue.

~20 Workflows Collapsed Into One Agent Path

The dependency web behind the target dashboard was simplified into agent-callable SQL, and the accompanying guides let the client's team extend the pattern without Lazer.

Aanikh Kler

Head of AI @ Lazer Technologies | Ex-Founder & COO, Surf (acquired) | Canada’s Young Entrepreneur of the Year
Lazer Technologies
Award-winning entrepreneur and tech leader helping startups and global brands like Netflix and Amazon drive growth by ethically harnessing consumer data and AI-driven innovation.
GEt an intro
industry
Consumer Goods & CPG
Healthcare & Life Sciences
business organization
Marketing
Operations
Executive & Strategy
AI TYpe
Conversational AI (Chatbot / Agent)
Data Synthesis & Reporting
value type
Time Savings
frequently asked questions
How did a global consumer health company ship a self-serve BI agent so quickly?

Lazer ran a three-week engagement, one week of discovery and data prep, one week of build, and one week of iteration, so the client went from kickoff to a production agent in 21 days.

What AI tools and models did the BI agent use?

The agents were built on the Retool Agents framework running against the client's Databricks data layer, with simplified agent-callable SQL. Claude supported prompt engineering during the build.

What results did the consumer health company see from the BI agent?

Brand teams across 30+ brands in more than 60 countries now pull BI answers on demand instead of joining an analyst queue, and roughly 20 underlying workflows were collapsed into a single agent-callable path.

How long did it take to build the BI agent?

The build took 21 days from kickoff to production, split into three one-week phases: discovery and data preparation, build, and iteration with feedback.

Who is a self-serve BI agent best suited for?

It fits global consumer goods and CPG companies whose brand and marketing teams rely on analyst queues for routine data questions and want a working agent in weeks rather than a quarter-long platform program.

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