DataSelf for AI Tools

AI technologies (such as Claude, Fabric, OpenAI and others) present new options for retrieving, analyzing and presenting key business metrics—but those metrics are only as good as the data behind them. That’s where DataSelf comes in.

DataSelf improves data for AI-based reporting in three ways:

(Including ERP, CRM, HR, Excel, & up to 500k other sources)

Data Optimization.
DataSelf cleanses, organizes, and loads your data into a data warehouse for better, more reliable reporting.

Automated data modeling.
DataSelf automates the definition, calculation, and relationships of database structures. This saves time, ensures accuracy, and fast-tracks business insight.

Scalable, secure, & high-performance data storage.
DataSelf supports both on-prem and cloud-based data warehousing for greater accessibility and resource optimization.

Business Insight Provided by DataSelf

DataSelf provides insight into all aspects of your business from AP, AR, Cash flow, and GL financials to Bill of Materials, Sales, Field Service, Marketing, and more.

See dashboards in action (2-minute demos):

• 360-degree View
• Sales Slicer
• Year over Year Variances
• Cash Flow Projection
• Daily Flash: Sales
• Salesperson Performance
• Inventory Planning
• Hot & Cold Customers
• High-Risk Debt Customers
• Interactive P&L

View more dashboards here >>

The DataSelf Difference

By optimizing and organizing your data before it reaches your AI technology, DataSelf unlocks faster, more reliable insights.

Our automated data modeling, simplified deployment, and built-in Business Glossary empower both technical and non-technical users to build better reports – faster.

This overcomes typical pain points including:

• Slow refresh times and/or refresh failures
• Inconsistent KPIs across reports (no “single version of the truth”)
• Difficulty aligning with governance policies (e.g., GDPR, HIPAA)
• Inability to blend data from multiple silos
• Uncertainty regarding how to prompt the AI tool in order to get the right answers

How DataSelf Creates Superior Data

DataSelf ETL+ optimizes your data by (e)xtracting it, (t)ransforming it, and (l)oading it into a secure SQL Server data warehouse.

DataSelf DFT+ automates the data modeling process using standard dimension, fact, and time methodology. This provides AI users with superior performance, ease of use, scalability and compatibility.

DataSelf AI+ simplifies and expedites deployments by enabling non-technical users to easily create and customize reports and dashboards right in your AI tool of choice – eliminating the need to rely on data analysts for every new request.

DataSelf KPI+ completes your analytics picture by providing over 8,000 examples of reports and dashboards for specific industries, CEOs, Supply Chain/Inventory, Sales, Finance, CRM, eCommerce, Marketing, and more.

Data Security

By combining DataSelf with your AI solution, you have multi-tiered security, including:

• Row-Level Security (RLS): Access is controlled at the record (or “row”) level and is customizable to customer-specific needs.
• Project Security: Access is controlled based on user roles (i.e., Admin, Creator, Explorer, Viewer) and controls access and collaboration rights.
• Data Source Security: Access is controlled at the ‘connection’ level to determine access to specific data sources.

Are you ready to see if DataSelf is right for you? Contact us today.