Strategy Sam: Accountable Answers Before Broad Access

What?

In one busy month, our support team kept hearing the same asks: test results, data adds, and what the model actually did. Before Sam, we stitched exports by hand—tedious Excel work—because not all data was available in one place. We ran an internal pilot on several customers, first to connect all relevant data, then to route every question to Strategy Sam. By month’s end, Sam answered 100% of requests in seconds. We saw the work, not guesses, and knew we were ready to open access.

A data agent retrieves, explains, and shows actions taken on data or a model.

So What?

Quality hinges on data availability. The Excel era slowed us and hid context. Once we connect all relevant data, one accountable agent can show sources and steps, reduce handoffs, and build confidence to scale self-serve.

Myth: “You must launch broadly to learn.” Correction: a focused internal month exposes gaps (often data plumbing), lets you fix them, then expand.

Now What?

Try this sequence this week:

1. Map and connect every needed source before the pilot (no partial feeds).
2. Route all data questions to one agent for a one-month internal run.
3. Log sources and actions in each answer; review weekly coverage, then widen access.

Results

• Internal case study; live customer; one-month pilot.
• 100% of data requests answered; answers in seconds.
• Excel stitching replaced by unified sources; fewer handoffs.
• Confidence to broaden access; many users rely on Sam.

Key Takeaways

• Connect all relevant data before you automate.
• Clear ownership beats ticket ping-pong.
• Validate in production, then widen access.

Curiosity Spark

Which missing data source keeps your team stuck in Excel today?