AI Quarterly Business Review Generator for Industrial Equipment Account Managers

How Cassidy automates QBR preparation using AI

Step 1: Trigger on QBR schedule or manual request

The Workflow activates automatically based on your quarterly calendar or when an account manager initiates a review—pulling the relevant account, site, and asset scope from your CRM.

Step 2: Aggregate and normalize cross-system data

Cassidy connects to your CRM, ERP, FSM/CMMS, and APM/IoT sources, stitching together work orders, telemetry, contracts, and entitlements while normalizing asset IDs, time zones, and coverage calendars.

Step 3: Compute reliability and service KPIs

Using your Knowledge Base of metric definitions and SLA rules, Cassidy calculates uptime, MTBF, MTTR, FTFR, SLA attainment, PM compliance, and parts fill rates—honoring exclusions and contract-specific clocks.

Step 4: Analyze incidents and generate root cause summaries

Cassidy identifies major incidents, builds timelines with downtime impact, and summarizes failure modes, corrective actions, and lessons learned using your failure code taxonomy and RCA templates.

Step 5: Generate narrative and assemble the QBR deck

The Workflow produces an executive summary, KPI scorecards with trend comparisons, incident pages, maintenance recommendations, and a forward roadmap—exported to your branded PowerPoint or PDF template.

Step 6: Human-in-the-Loop review and distribution

The draft QBR routes to the account manager for review and refinement before Cassidy distributes pre-reads to customer stakeholders and syncs action items back to your CRM and service systems.