Everything your firm runs on already lives inside BigTime Enterprise PSA – every project, every billable hour, and every dollar across your multiple legal entities. The challenge has never been a lack of operational data. The challenge is getting fast answers out of that data exactly when leadership needs to make an operating decision.
On June 22, 2026, that wait ends. The Enterprise BI Agent brings two things to Enterprise PSA:
- An AI agent that answers questions and builds dashboards in plain English.
- Five ready-to-use Premium Dashboards for the questions PS leaders ask constantly.
The answer’s no longer locked in a dashboard or queued behind anyone in the company. You just ask, and it’s there.
Why Does a Simple Follow-Up Still Take Days?
Operating and financial leaders need immediate visibility to manage project performance, but traditional workflows frequently slow down decisions:
- Board and investor questions take days to answer.
When a follow-up question arises during an executive meeting, leadership must wait for data to be manually extracted, reformatted, and compiled before taking action. - Month-end financial reconciliation requires manual spreadsheet rollups.
Pulling together project-level margins, revenue recognition, and work in progress (WIP) to reconcile directly to the general ledger remains a complex, offline task. - Consolidated visibility across entities is delayed.
Tracking overall performance across separate offices, geographic branches, and currencies requires piecing together separate data exports by hand. - Simple dashboard modifications require technical intervention.
Stakeholders cannot easily adapt an existing chart to answer a unique business question, so a quick follow-up turns into a queued task.
Ask in Plain English. Get the Answer Back.
The Enterprise BI Agent is the first artificial intelligence capability built directly into BigTime Enterprise PSA. It connects to the purpose-built Enterprise PSA data model, so leaders can get answers and build the views they need themselves, in plain language, without routing the work to anyone else.
Here is what that changes day to day:
- Get answers in the meeting, not days later
When a margin question comes up mid-discussion, you ask it directly – for example, “How is our project margin trending compared to last quarter?” – and get instant answers to ad-hoc questions without waiting for someone to pull and format the data. - Build the view you need by describing it
Need utilization by practice across entities for a board pack? Type what you want – “Show utilization by practice for the last two quarters, split by entity” – and the dashboard builds itself, taking you from idea to published dashboard up to 20X faster. - Give the whole team the story behind the chart
Numbers still need interpreting, and not everyone reads them the same way. The agent writes a plain-language summary next to your data and updates it as you change filters, so your management team aligns on what the numbers mean before deciding what to do next.
Premium Dashboards Package
Alongside the agent, the release includes a separate package of five ready-to-use Premium Dashboards. Each one answers a question professional services leaders ask constantly:
- Resource Demand & Supply
See where you are about to be short-staffed or overcommitted, while there is still time to hire, move people, or reshape the pipeline. - Resource Utilization
Spot who is under-booked and who is overloaded, so you protect both margin and your people. - Project Plan vs Actual
Catch an overrun while the project is still running and you can act on it, not at month-end when it is already a write-off. - Delivery Readiness
Confirm every requested role on every project is actually staffed, so delivery does not stall after the deal is signed. - Audit Trail
Know exactly what changed, when, and who changed it, so governance and audit questions answer themselves.
Shaping the Role of the Analytics Architect
When leaders and managers can answer standard operational questions themselves, your data experts get their time back.
Your business intelligence specialists shift their focus from manual data formatting to high-value data design, forecasting, and strategic interpretation. The analyst becomes the analytics architect – the expert who owns the core data model, manages governance, and designs the strategic reporting layer for the entire firm. Because routine requests are handled in plain language, standard dashboard requests now require zero analyst hours.
How You’ll Access It
The package fits into your existing setup with no new data lake project for your technology team to stand up. The five Premium Dashboards stay embedded directly within the Enterprise PSA application, under your existing user configurations and permission roles.
The conversational experience runs through a dedicated Power BI workspace hosted and managed by BigTime. Customer data is not used to train shared or public AI models, AI processing runs through Microsoft Azure OpenAI Service, and existing EPSA permissions carry through.
Join the Customer Launch Webinar
The Enterprise BI Agent and Premium Dashboards package will be generally available on June 22, 2026. To see these capabilities handle realistic reporting challenges live, register for our customer launch webinar on June 30, 2026 at 12:00 PM CT.
