Building an Enterprise Conversational Analytics Layer on Claude for an Intelligent Networking Leader

Building an Enterprise Conversational Analytics Layer on Claude for an Intelligent Networking Leader

Client Overview

  • $40M+

    Subscription ARR the analytics serves

  • 5,59,000

    recurring subscribers

  • $700M

    Annual revenue

INDUSTRY

  • Consumer & Business Networking/ Enterprise Self-Service Analytics & AI

TECH STACK

  • Conversational AI
    • Claude
    • Claude Projects
  • Connectors
    • Snowflake MCP
    • Tableau MCP
  • Data & Metadata
    • Snowflake
    • Cortex
  • Presentation
    • Tableau dashboards

Executive Summary

As subscription and services revenue grew into a strategic priority, executives, sales, and marketing needed fast, reliable answers from a large Snowflake estate. Tableau dashboards were the only interface available — but complex questions required moving across multiple reports, queries on large data volumes could time out, and a generic AI assistant had no knowledge of the company’s tables or business definitions. Inferenz built a customized conversational analytics layer on Claude, connected via Snowflake MCP and Tableau MCP, grounded with AI context pages and enriched metadata. Business users now ask questions in plain English and receive HTML visualizations and narrative explanations in a single conversation. Subscription Analytics is the first project in production, with org-wide rollout underway.

Challenges

01

Dashboard sprawl

Answering a single executive question often meant navigating across multiple Tableau dashboards and reports. A natural follow-up — such as why a particular subscription channel was underperforming — required opening several more, with no ability to keep context across the conversation.

02

Query timeouts on large data volumes

With tens of millions of records flowing in continuously, Tableau queries against the full data volume could time out, slowing the very people who needed answers fastest and undermining confidence in the analytics platform.

03

Generic AI could not be trusted

An off-the-shelf AI assistant had no knowledge of the company's tables, column definitions, or business logic, so it could not reliably generate correct SQL or route to the right data in the Snowflake estate.

04

Visualizations without the why

A dashboard could show thatthe number was high or low but not what was driving it. Understanding the root cause required further manual investigation across additional reports — adding time and friction to every leadership decision.

Our Solution

Inferenz built a customized conversational analytics interface on Claude, connecting it to the governed Snowflake estate and existing Tableau visualizations through MCP connectors, then grounded the assistant in the company's own data definitions and business context.

Snowflake MCP and Tableau MCP

Snowflake MCP connects Claude directly to the governed production Snowflake estate for text-to-SQL queries. Tableau MCP connects it to existing visualizations. Both connectors read from the same trusted data the business already relies on, keeping self-service answers and existing dashboards consistent.

AI Context pages and business instructions

Using Claude Projects, AI context pages describe the business, its KPIs, and how each metric is defined. Instructions tell the assistant how to interpret the company's specific data model, so responses reflect how the business actually uses its numbers rather than generic assumptions.

Table and Column comments via Snowflake Cortex

Table and column comments were added across the production schema, generated efficiently using Snowflake Cortex. Every data point carries a description the assistant can reference, ensuring MCP queries route to the correct tables and views rather than guessing from column names alone.

Plain-English queries returning HTML visualizations

Business users ask questions in plain English and receive answers as HTML visualizations paired with narrative explanations — the number, a chart, and the reasoning behind it — all in a single conversation. Follow-up questions remain in context, eliminating the need to navigate between reports.

Subscription Analytics live, Org-Wide sharing enabled

Subscription Analytics is the first Claude Project taken to production, with a feedback loop that checks response accuracy and refines context over time. Because Claude Projects can be shared across an organization, the same grounded experience is being extended to executives, sales, and marketing beyond the initial analyst team.

Impact Delivered

1 Interface

For analytics

Plain-English questions, HTML visualizations, and explanations in one conversation.

2 MCPs

Snowflake + Tableau

The assistant reads the same governed data the business already trusts.

Grounded

In company data

Table and column comments route every query to the right tables and views.

Org-wide

Self-service

Shareable Claude Projects extend access to executives, sales, and marketing.

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