krobin-aiml-agent/businessmodels-dashboards-and-projects

Purpose and Operating Model

This is a portfolio repository of business decision-support artifacts rather than a deployable application. It groups spreadsheet models, BI workbooks, and written case studies that connect operational improvement, financial analysis, and reporting. The top-level entry point is README.md; domain-level navigation is provided by files such as analytics-bi/README.md, ci-process-tools/README.md, and financial-modeling/README.md.

BI and Dashboard Delivery

The BI area packages completed analytical dashboards for interactive consumption in vendor desktop tools. Tableau workbooks are the primary multi-dashboard format under analytics-bi/Tableau/Dashboards/, including analytics-bi/Tableau/Dashboards/Customer & Sales Analytics.twbx and analytics-bi/Tableau/Dashboards/Order Analytics.twbx. Power BI is represented by analytics-bi/PowerBI/Employee Data BI Dashboard.pbix, while Excel-based analysis is available in analytics-bi/Excel/Call Center Data Analysis.xlsx.

Tableau Storytelling Layer

Separate Tableau Story workbooks appear intended for narrative or guided analysis, distinct from standalone dashboards. This layer includes analytics-bi/Tableau/Story/Sales Channel Mix.twbx and analytics-bi/Tableau/Story/SuperDrugs Prescription Analysis Tableau Dashboard.twbx. A second Tableau artifact exists in the data-engineering project area: Data Engineering Pipelne/Project Artifacts/Data Viz-Tableau/Sales by Market by Region (Tableau).twbx.

Continuous-Improvement Toolkit

ci-process-tools provides operational diagnostics and improvement models, with Excel tools as the executable analysis boundary and Markdown case studies as interpretation/documentation. Core artifacts include ci-process-tools/TOOLS/Business Process Modeling.xlsx, ci-process-tools/TOOLS/Statistical Tests.xlsx, and ci-process-tools/TOOLS/Theory of Constraints & Monte Carlo Simulation Probabilistic Modeling.xlsx. Supporting business applications are described in ci-process-tools/CASE STUDY/Business Process Modeling Toolkit.md and related case-study files.

Financial Modeling Layer

Financial models are spreadsheet-centered and cover valuation, forecasting, ratios, scenario analysis, and operating finance. Principal models are located in financial-modeling/Projects/Costco Forecasting & Valuation Project.xlsx, financial-modeling/Projects/Financial Modeling Toolkit.xlsx, and financial-modeling/Projects/Pro-Forma.xlsx. Their intended methodologies and business framing are documented in matching materials under financial-modeling/README/.

Data Flow, Boundaries, and Runtime

The implied flow is source/business data → spreadsheet or model analysis → BI visualization/dashboard → executive or operational decision support. Files are self-contained desktop artifacts: .xlsx runs in Microsoft Excel, .pbix in Microsoft Power BI, and .twbx in Tableau. No application source code, orchestration runtime, database schema, SQL/ETL implementation, cloud infrastructure, API integration, or external service configuration is present in the supplied tree. Although README.md references supply-chain models and a data-engineering pipeline, the corresponding scm-operations-models directory and SQL/ETL artifacts are not present; the visible pipeline area contains project artifacts and Tableau output only.