Demonstration · Illustrative data · BI Consulting Services

Gallagher Bassett Technical Services × BI Consulting Services

Loss Control Survey Board — hazard surveys scheduled and completed, recommendations issued, open and closed, turnaround and ageing by region, industry and consultant. Built entirely from the CSV exports your team already produces.
Prepared for JaySenior Loss Control Consultant
SEPTEMBER 2026
Why nowWhen we spoke in September 2024 the plan was to keep the Power BI build in-house. Two years on, this is a working sketch of what the same CSV extracts can become — every number below recalculates from the filters.
Trend · monthly

Surveys completed vs scheduled, and recommendations issued

CompletedScheduledRecs issued (right axis)
What this board answers

Three questions Jay's team asks every month

Signature view · recommendation lifecycle

From survey visit to closed recommendation — where the backlog sits and how old it is

Breakdown · hazard category

Recommendations issued, closed and still open

ClosedOpenOpen critical
Ranking · consultant

Consultant workload and report turnaround

Matrix · industry × region

Open critical & high recommendations

Ask the data · AI layer (mock-up)

Plain-English questions over the same model

AIWhich open critical recommendations are older than 90 days?
Also from BI Consulting Services

Private AI on your own server

The "ask the data" ideas on this board are designed to run on a GPU server inside your own network — an open-weight model over your own documents, cited answers, no per-seat licence, nothing leaving the building. The short deck below explains how it works. Scroll through, or download it as a PDF.

Private AI Servers — slide 1 of 14
Private AI Servers — slide 2 of 14
Private AI Servers — slide 3 of 14
Private AI Servers — slide 4 of 14
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Private AI Servers — slide 6 of 14
Private AI Servers — slide 7 of 14
Private AI Servers — slide 8 of 14
Private AI Servers — slide 9 of 14
Private AI Servers — slide 10 of 14
Private AI Servers — slide 11 of 14
Private AI Servers — slide 12 of 14
Private AI Servers — slide 13 of 14
Private AI Servers — slide 14 of 14

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