What you'll be able to do- ✓Read a board question, choose the two functions that can answer it, and write the decision and the one number that would change it before opening a file
- ✓Join two functions' files by hand, name the key and the grain of every join, and spot what is lost (no region in the sales file, unpaid invoices left out)
- ✓Rate each link of a cross-function story as shown, consistent with, or not shown, and say what record would show the rest
- ✓Pick the one chart that carries a decision, label it so it cannot mislead, and check a deck against a ledger so no number changes
- ✓Write a two-page board memo with a recommendation, every number traced to a file, the places an AI was wrong, a statement of confidence and a data-handling section, and defend it to a panel
Turn the files from four business functions and a question from the board into a two-page memo and a five-slide deck you can defend — a recommendation, a story whose every link is rated, one honest chart, every number traced to a file, and a note on how people's data was handled.
⌁ How analysts brief a board across functions with AI assistants — decide first, join carefully, separate a story that fits from a cause, keep a ledger of where every figure came from, show the one chart that carries the decision, and say what the data cannot tell.