Ask Your Data, Securely
dichter & neira, a leading market research firm, needed answers for its clients from huge retail datasets without waiting on a technical team. SunnyData added an AI assistant on Databricks, so users ask in plain language and every client sees only its own data.
The Project in 80 Seconds
From static dashboards to answers in plain language
Client Challenge
Simple questions, slow answers
dichter & neira is a leading market research firm in Latin America. Its clients, major consumer brands, get product, stock and competitor data through custom dashboards.
Those dashboards were static. To dig deeper, business users had to ask a technical team, and answers took hours or even days.
The platform held the firm back too. An older data catalog blocked Databricks' newest AI tools, and every client's data had to stay strictly separate.
The Solution
Plain-language answers, with every client's data kept apart
SunnyData upgraded the foundation first, then put an AI assistant on top.
Modernize the foundation
About 400 tables moved to Unity Catalog, unlocking Databricks' newest AI tools. SunnyData's Data Validator Accelerator checked each one, 65% faster than manual checks.
Simplify the pipelines
20 data pipelines became 5, now run inside Databricks.
Protect every client
Row and column-level rules make sure each brand sees only its own data, and competitors stay anonymous.
Ask in plain language
AI/BI Genie lets business users question the data directly. A custom AI agent learns each client's jargon, adds context and suggests metrics people might overlook.
Genie at Work
One question, one private answer
A user asks a question in plain language. Genie answers from live data, and competitors stay anonymous.
Four stages, every client protected
Illustrative representation. Not client data.
Illustrative sequence in a client's own analytics portal. Ask: the question "Which products grew fastest last quarter?" is typed into the Genie ask bar. Understand: a chip shows the agent reading the abbreviation QoQ as quarter over quarter. Protect: a "Filtered to your data" chip appears with a lock, and the three competitor names in the chart are redacted and replaced with "Competitor (anonymized)". Answer: the bar for your brand and the key figures appear, with fictional values: market share 20%, growth versus last quarter +10%, top product Product A. A "Suggested next metric" prompt appears under the chart. Not client data.
Key Benefits Achieved
Business results, before and after
What They Can Do Now
A data team that builds on its own
Answers without a ticket
Business users explore the data themselves, whenever they need to.
More AI, across the business
Thanks to knowledge transfer during the project, the internal team can build similar AI solutions for other business units without outside help.
Ready for what's next
The upgrade opened the door to Databricks' newest AI features, like Mosaic AI, when the firm wants them.
Ready to give your teams answers on demand, securely?
SunnyData prepares your platform, protects who sees what and puts Genie to work, so business users get answers without waiting on a technical team.
