Use Case · Construction

Total Intelligence Over a 50-Project Portfolio — in Real Time

How we turned scattered data from a billion-dollar portfolio into precise decisions: from the executive dashboard to the AI agent that answers management questions in seconds.

50 Projects
Active Portfolio Monitored
€330M+
Financial Volume Under Management
1 Agent
Conversational AI Analyst
Chapter 1

360° View of the Project Portfolio

The starting point is an executive dashboard that consolidates — in a single screen — all active projects, their financial status, geographic location, and performance indicators. No more fragmented reports scattered across spreadsheets and siloed systems: management visualizes the entire portfolio and filters by any relevant dimension with a single click.

The interactive map positions each project on the map, with KPIs overlaid directly on the physical location. The side panel lets you quickly navigate between projects, cross-reference delivery status, and compare revenue figures per project. The result is an operational control room that previously took days to compile manually.

Geographic View

Each project pinned on the map with overlaid KPIs. Instant identification of geographic concentration and regional performance gaps.

Multi-Dimensional Filters

Instant segmentation by client, status, project type, zone, and date. Management isolates any portfolio slice without relying on manual reports.

Real-Time Financial KPIs

Total volume, operating result, contract value, and revenue consolidated automatically — always up to date, with no human intervention.

Chapter 2

Project Drill-Down with Generative AI

From Numbers to Narrative

Selecting a project in the portfolio opens a full project panel: financial history, milestones, status of each block, and much more. But the real differentiator is the generative AI layer that transforms that data into business language — a Project Summary and a series of Insights generated automatically with every update.

  • Automated Summary: AI-generated narrative on the current state of the project, risks, and progress.
  • Business Insights: Analysis of variances between planned and actual, with prioritized alerts.
  • SAP & PEE Metrics: Critical financial KPIs extracted and contextualized with no manual intervention.

Connected Data Per Project

Dimension Available Information Source
Financial Contract value, revenue, SAP cost Automated
Schedule Actual start date, milestones and phases Automated
Status In Progress, Completed, On Hold Automated
Generative AI Contextualized Summary and Insights Real Time

* Project panel integrated with the Foundry platform with continuous updates.

Flow: From Click to Insight

Project Portfolio 50 active projects Project Selection 1 click on the map Project Panel Full detail view Volis AI Engine Generative Analysis per Project Project Summary Contextualized narrative AI Insights Alerts and variances

Demo: Drill-Down with AI

Chapter 3

AI Analytical Agent — Self-Service without SQL

Meet Eugene — the portfolio data analyst that never sleeps. Through a conversational interface, any manager can request complex analyses in plain English and receive — in seconds — dashboards, tables, and cross-references that previously took a dedicated analyst days to produce.

How Eugene Works

Manager asks a question in plain English Interpretation Dimensions and metrics identified Eugene Volis AI Agent Powered by Foundry ontology-aware Visual Dashboard Data Table Time Series Analysis

Eugene knows the complete portfolio ontology: projects, clients, typologies, phases, blocks, and financial KPIs. That means a question like "Which project type has the largest variance between planned and actual?" instantly generates a comparative bar chart — with zero lines of SQL written. Managers stay focused on the decision, not on data extraction.

Natural Language

Questions in plain English. No forms, no manual filters, no SQL.

Generated Dashboards

Bar, line, and composition charts created dynamically by the AI on demand.

Detailed Tables

Granular data by period, project, phase, and block exported directly from the analysis.

Time Series Analysis

Monthly evolution of planned vs. actual for any slice of the portfolio.

Chapter 4

Data Quality and Geographic Intelligence

Reliable Data at the Foundation

No dashboard is more trustworthy than the data feeding it. That's why the platform includes a dedicated Data Quality module that continuously monitors the completeness and consistency of every project in the portfolio — flagging missing fields, outdated records, and inconsistencies before they contaminate your analyses.

  • Completeness Monitor: A clear view of which projects have incomplete records and which fields are missing.
  • Status by Type: Distribution of projects by type and data update status.
  • Project Registry: Centralized registry management panel with active alerts.

Strategic Geographic Filter

The map isn't just visualization — it's also a high-precision strategic filter. Management can draw a region on the map and instantly see only the projects in that area, with KPIs automatically recalculated. Perfect for regional delegation analysis, geographic client clustering, or expansion zone planning.

  • Regional Zoom: KPIs recalculated in real time for the selected map area.
  • Territorial Comparison: Side-by-side regions for resource allocation decisions.
  • Intuitive Navigation: Geolocation-based filtering with zero additional configuration.

Data Governance Cycle

Ingestion Automated Validation Rules Alert Deviations Correction by Team Trust Data OK Analysis BI + AI Volis Data Quality

Demo: Data Quality & Map

Conclusion

Same portfolio. Completely different management.

Fifty projects, hundreds of variables, a management team that now answers questions in seconds — not days. That's what Volis delivers. If your construction company still deals with fragmented reports, outdated dashboards, or analysts buried in manual data extraction — this problem already has a solution. We can do the same for you.

Símbolo Volis