About this webinar:
Everything your firm runs on already lives in Enterprise PSA – every project, every billable hour, every dollar across your entities. The hard part has always been getting answers back out. Most questions still turn into a report request or a wait on whoever owns Power BI, and the moment you need a slightly different view, you start over.
In this session, BigTime’s Steve Schneider and Pete Cote walk through the release that closes that gap: two new ways to draw conclusions about your business without adding another disconnected tool. You’ll see the Enterprise BI Agent answer plain-English questions in seconds, alongside a set of ready-made Premium Dashboards built for the questions PS firms ask every day.
Watch to learn:
- Ask Your Data Questions in Plain English:
How the Enterprise BI Agent – the first AI module in Enterprise PSA, built on Microsoft Copilot – turns a question like “what’s the margin on customer A?” into an answer in seconds, with no Power BI knowledge required. - Build Views and Summaries as You Think of Them:
How to describe the dashboard you need and watch it get built, then let AI-generated narrative summaries rewrite themselves in plain English as you slice by date, project, or user. - Five Premium Dashboards for Everyday Decisions:
A tour of the ready-made views for Resource Demand & Supply, Resource Utilization, Project Plan vs Actual, Delivery Readiness, and Audit Trail – so you can spot capacity gaps and margin risk before they cost you. - AI That Honors Your Governance:
How the conversational layer runs in a secure workspace BigTime hosts for you, respects your existing user types and permissions, and publishes nothing without review.
Hosted by Steve Schneider, General Manager for CPQ, and Pete Cote, Strategic Enterprise Consultant at BigTime. Hit play to see how much faster your Enterprise PSA data answers back.