Strategic Planning Demo¶
Target Audience: C-level executives, strategic decision makers, board members
Duration: 5-8 minutes
Focus: Investment decisions, market expansion, strategic intelligence
Executive Summary
Demonstrate how Snowflake Intelligence transforms scattered strategic documents into unified decision-making intelligence for multi-million dollar business choices.
Demo Objective¶
Show executives how their existing business documents become actionable strategic intelligence for:
- Investment Analysis - $2.8M technology modernization decisions with complete ROI context
- Market Expansion - 15% revenue growth opportunities across new markets
- Strategic Planning - Board-level decision support with comprehensive document intelligence
- Competitive Positioning - Strategic advantages derived from organizational knowledge
Required Documents¶
Document Requirements for Strategic Planning Demo
To run this demo successfully, ensure these documents are uploaded to your Google Drive connector:
Core Strategic Documents¶
📊 Strategic Planning Images
Source Files: sample-data/google-drive-docs/Strategic Planning/
2025-Festival-Expansion-Strategy-0.jpg→ Upload to:Strategic Planning/folder2025-Festival-Expansion-Strategy-1.jpg→ Upload to:Strategic Planning/folder2025-Festival-Expansion-Strategy-2.jpg→ Upload to:Strategic Planning/folder2025-Festival-Expansion-Strategy-3.jpg→ Upload to:Strategic Planning/folder2025-Festival-Expansion-Strategy-4.jpg→ Upload to:Strategic Planning/folder
Contains: Market expansion strategy, 15% revenue growth projections, target markets
📝 Executive Decision Documentation
Source File: sample-data/google-drive-docs/Executive Meetings/Board-Meeting-Minutes-Q4-2024.docx
Upload to: Executive Meetings/ folder as Q4 2024 Board Minutes.docx
Contains: Strategic discussions, board-level decision context, executive priorities
💰 Financial Intelligence
Source File: sample-data/google-drive-docs/Financial Reports/Q3-2024-Financial-Analysis.pdf
Upload to: Financial Reports/ folder as Q3 2024 Analysis.pdf
Contains: Financial projections, competitive analysis, strategic positioning
Google Drive Upload Structure¶
Your Google Drive/Festival Operations/
├── Strategic Planning/
│ ├── 2025-Festival-Expansion-Strategy-0.jpg
│ ├── 2025-Festival-Expansion-Strategy-1.jpg
│ ├── 2025-Festival-Expansion-Strategy-2.jpg
│ ├── 2025-Festival-Expansion-Strategy-3.jpg
│ └── 2025-Festival-Expansion-Strategy-4.jpg
├── Executive Meetings/
│ └── Q4 2024 Board Minutes.docx
└── Financial Reports/
└── Q3 2024 Analysis.pdf
Browser Upload Instructions
- Create folder structure in Google Drive as shown above
- Drag and drop files from your local
sample-data/google-drive-docs/directory - Rename files to match the suggested naming convention
- Verify Openflow connector can access these folders
Converted Document Formats
These documents were converted from markdown source files using the Taskfile: - JPG Images: Strategic overview for dashboards and visual presentations - DOCX Files: Collaborative documents for meeting minutes and project planning - PDF Files: Formal financial reports and executive documentation
Demo Customization
Replace these documents with your organization's strategic planning materials to create a customized demo relevant to your business context.
Pre-Demo Setup (30 seconds)¶
Setup Required
Ensure you've completed the basic setup before running this demo: Setup Guide
-- Verify Cortex Search service is active
SHOW CORTEX SEARCH SERVICES LIKE 'FESTIVALS_OPS_SEARCH_SERVICE';
Expected Result: Service status should show READY
Demo Script¶
Query 1: Strategic Intelligence (90 seconds)¶
Business Context: "Let's start with strategic planning - the foundation of executive decision-making."
Expected Results:
- Market expansion strategy documentation
- 15% revenue growth projections
- 3 new target markets identified
- Timeline and resource requirements
Executive Message: "Notice how we instantly access strategic planning intelligence that would normally require hours of document review across multiple departments."
Query 2: Investment Analysis (90 seconds)¶
Business Context: "Now let's look at technology investments - critical for board-level decisions."
Expected Results:
- Sound system infrastructure upgrade: $2.8M investment
- 18-month implementation timeline
- Complete ROI analysis and business justification
- Technology risks and mitigation strategies
Executive Message: "This demonstrates how document intelligence supports multi-million dollar investment decisions with complete financial context and risk assessment."
Query 3: Cross-Functional Intelligence (90 seconds)¶
Business Context: "Strategic decisions require insights across all business functions."
Expected Results:
- Operations manual: 22 collaborative comments
- Expansion strategy: 18 strategic discussions
- Cross-departmental decision patterns
- Knowledge management insights
Executive Message: "This reveals the collaborative intelligence behind strategic decisions - showing you where your organization's most critical thinking happens."
Query 4: Competitive Intelligence (90 seconds)¶
Business Context: "Finally, let's extract competitive and strategic positioning insights."
Expected Results:
- Market differentiation strategies
- Competitive analysis insights
- Strategic positioning documents
- Business development opportunities
Executive Message: "This is how strategic intelligence becomes accessible - transforming organizational knowledge into competitive advantage."
Business Value Summary (60 seconds)¶
Quantified Executive ROI¶
Time Savings:
- Strategic research: Hours → 3 seconds
- Investment analysis: Days → Real-time insights
- Board preparation: Weeks → Instant intelligence
Decision Quality:
- Complete Context - All relevant documents for strategic choices
- Risk Assessment - Comprehensive risk intelligence across business functions
- Competitive Intelligence - Market positioning insights from organizational knowledge
Strategic Impact:
- $2.8M Investment Decision - Complete ROI analysis with document-driven justification
- 15% Revenue Growth - Market expansion opportunities identified through document intelligence
- Board-Level Confidence - Strategic decisions backed by comprehensive organizational knowledge
Executive Next Steps¶
-
Strategic Intelligence Implementation
Deploy document intelligence across strategic planning processes
Timeline: 30-60 days for strategic document integration
-
Investment Analysis Enhancement
Integrate financial documents and investment analysis capabilities
ROI: 40% faster strategic decision-making, 60% improvement in decision confidence
-
Board & Executive Adoption
Executive dashboard integration and board presentation capabilities
Impact: Real-time strategic intelligence for executive leadership team
Transition Options¶
To Operations Demo¶
"Now that you've seen strategic intelligence, let me show you how this applies to operational excellence for your operations teams..."
To Compliance Demo¶
"Strategic decisions also require compliance confidence - let me demonstrate how this system handles risk management..."
To Technical Deep Dive¶
"The architecture behind this strategic intelligence is designed for enterprise scale - would you like to see the technical implementation?"
Key Executive Messages¶
For CEOs
"Transform scattered strategic documents into unified business intelligence that accelerates board-level decision-making and competitive positioning."
For CFOs
"Get complete financial context for multi-million dollar investments with instant access to ROI analysis, risk assessment, and budget justification."
For Strategic Leaders
"Access organizational knowledge as strategic intelligence - competitive advantage through comprehensive document intelligence."
⏱️ Demo Timing: 5-8 minutes total
🎯 Success Metric: Executive engagement with strategic use cases
📈 Expected Outcome: Request for strategic document intelligence pilot program