AI, Automation & Dashboards
Turn operating data into decisions, automatically.
Summit connects cultivation, production, workforce and financial data into a practical intelligence layer that reduces administrative burden and gives leaders a real-time view of the business. We build the dashboards, reporting databases, KPI frameworks, automated readouts and AI agents, and can stay on to run and evolve the system with you.
One operating picture
Operations, people and finance in one real-time view.
We extract data from the grow, the production floor, payroll, HR and the books, add cost and financial context, and automate the reporting and workflows around it.
Summit intelligence layer
Connected, automated, decision-ready
- KPI architecture
- Data model and reporting database
- Workflow automation and AI agents
What leaders see
A real-time view of the whole operation.
Switch views to see how cultivation, production, workforce and finance come together on one screen.
Executive dashboard
Trailing 12 weeks · updated daily
Illustrative dashboard with example figures. Your dashboard is built around your KPIs and data sources.
What we build
Dashboards, data and automation, end to end.
Real-time executive dashboards
Decision-ready views that connect operational, workforce and financial performance in one place.
- Operator scorecards
- Executive dashboards
- Investor and PE reporting views
KPI architecture
Define the measures leaders should watch, including measures they may not know they need yet, and automate how they surface.
- Operational KPIs
- Workforce KPIs
- Financial and investor measures
Reporting database and data foundation
Decide where operating data should live, how systems connect and which reporting platform fits your size, then build it.
- Data model and reporting database
- Source-system integration
- Data quality and ownership
Automated reporting cadence
Repeatable weekly, monthly and quarterly reporting, so leaders spend less time assembling data and more time acting.
- Weekly operating readouts
- Monthly business reviews
- Quarterly board and investor packs
AI agents and workflow automation
Reduce repetitive work by automating recurring tasks, data pulls, summaries, follow-ups and management workflows.
- Scheduled operating summaries
- Action tracking and follow-up
- Recurring management workflows
Finance and performance reporting
Automate management reporting, variance analysis and operating-finance workflows so trends show up earlier.
- Budget vs. actual views
- Cost and labor variance reporting
- Management reporting automation
Workforce intelligence
Connect labor utilization, turnover, staffing, employee relations, productivity and leadership indicators to operating performance.
- Labor and staffing analytics
- Turnover and ER trends
- Leadership and workforce risk
Responsible AI and governance
Practical AI with human review where decisions affect people, clear data access controls and policies your team can follow.
- AI use policy
- Access and data controls
- Human review steps
Automation
Less manual work, on the floor and in the back office.
Automation pays off fastest where people repeat the same steps every day.
Automation in operations
- Production and batch logs
- Environmental and inventory alerts
- Shift handoffs and task assignments
- Quality checks and exception reporting
Automation in administration
- HR intake, onboarding and approvals
- Vendor invoices and purchase approvals
- Meeting summaries and action tracking
- Recurring reports and data pulls
Automated management cadence
Presentation-ready reporting without rebuilding the deck every time.
We can build the dashboards, reporting databases, automated readouts and AI agents and hand them over, or stay engaged to run and evolve the system with the business.
What you receive
Intelligence your leaders use every day.
From blueprint to production, with your team trained to own it.
- AI and automation opportunity map
- KPI framework
- Dashboard blueprint and build
- Reporting database
- Automated reporting calendar
- Agents and workflows in production
- AI use policy
- Team training and handover
How it connects
Connected services
Most engagements draw on more than one practice. That is the reason to have cultivation, operations and people expertise at the same table.
FAQ
Frequently asked questions
Do we need new software?
Not always. We start with the systems you already use, such as track-and-trace, payroll, accounting and Microsoft or Google tools, and recommend new platforms only when the business case is clear.
Is it safe to use AI with our business data?
We design with data controls and human review from the start, keep sensitive data out of public tools, and document how each AI workflow is used.
Can you run the dashboards and automation for us?
Yes. We can build and hand over, or stay engaged to run, maintain and improve the system.
Is Summit a software company?
No. We are advisors who design and implement practical reporting and automation with established tools, focused on business results.
Ready when the operation needs to evolve
Stop assembling reports. Start running the business on live numbers.
Book a consultation to map your data, reporting and automation opportunities.