Most data teams do not have a shortage
of dashboards. They have a trust problem. People
ask which report is current, what a metric
means, who owns the data, and how to
get access. Every interruption slows analysts and increases
the chance that a decision starts from the
wrong number.
Ask where the revenue dashboard lives. The concierge
does more than return a link. It identifies
the certified Revenue Operations Dashboard, names RevOps Analytics
as owner, shows daily freshness, and gives the
user a safe next action. The answer is
useful because the governance context travels with it.
Now ask what active customer means. Instead of
inventing a definition from surrounding data, the concierge
returns the approved business rule, identifies Finance Analytics
as steward, and tells the user where that
definition applies. This reduces debates over timing, scope,
and which version belongs in executive reporting.
Product Margin Mart is restricted. The concierge does
not expose margin data and does not grant
access. It drafts the information Finance Analytics needs
to review: business purpose, requested fields, audience, and
duration. Automation speeds the handoff; a human data
owner keeps authority.
The old Pipeline Snapshot has stopped refreshing. The
concierge warns the user not to use it
for executive reporting, points to a certified alternative
for pipeline coverage, and routes questions to Sales
Operations. A confident answer from stale data would
be worse than no answer.
The evaluation set covers expected lookups, restricted access,
stale sources, missing assets, ownership questions, and requests
to grant access. These are deterministic prototype checks
using synthetic catalog data. They support the behavior
shown here; they are not a claim of
production readiness or measured client value.
A pilot can start smaller than a full
enterprise catalog rollout: an approved inventory, key metric
definitions, named owners, freshness rules, and escalation paths.
The same pattern can sit behind web, Teams,
or Slack while logs and human review create
an operating record.
This demonstration uses synthetic catalog content and does
not connect to live BI, Snowflake, identity, or
access systems. The reusable pattern is a practical
concierge layer that can find, define, route, and
draft requests while refusing to expose restricted data
or invent missing assets.
For a data leader, the value is practical:
fewer repetitive analyst interruptions, faster routing to the
right owner, clearer definitions, and less risk from
stale or restricted sources. The benefit is not
autonomous decision-making. It is a reliable front door
that knows when to stop.
If one report or metric domain is valuable
but not fully trusted, start with a one-week,
three-thousand-five-hundred-dollar Data Trust Mini-Audit. We inspect source readiness,
ownership, answer boundaries, and governance risks, then recommend
a fixed-scope first pilot. Bring one recurring data
question. We will determine whether it is ready
for a governed agent.