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Case Study
How Turner Fleischer is rethinking analytics with Unanet AE ERP and ChampAI™
TurnerFleischer, a Toronto-based architecture, interior design, and experiential graphic design studio, uses Unanet AE ERP software as a core system across the business. As the firm expanded its use of operational data for dashboards, applications, and reporting, it needed a better way to turn structured data into insight without overcomplicating the process for end users.
How trusted ERP data unlocks AI value
Turner Fleischer was not starting from scratch. The team had already invested in Power BI, APIs, and internal reporting workflows to connect business data and make it more usable across the organization.
That maturity created the next opportunity. Instead of continuing to rely only on manual dashboard creation and technical development cycles, Brent Mauti, Chief Technology Officer and Principal at Turner Fleischer, saw the potential to build on top of a trusted, structured data environment and make insight dramatically faster and easier to access.
In Brent’s view, AI only becomes valuable when it sits on top of accurate, structured, trusted data. Without that foundation, AI risks amplifying bad inputs instead of improving decisions. With that foundation in place, however, AI becomes a meaningful lever for speed, scale, and better decision-making.
Enter ChampAI — I can just have a dialogue and say, ‘I want to make a dashboard that does A, B, and C,’ and it just does it in minutes.
Building AI on top of a trusted ERP foundation
Turner Fleischer leaned on Unanet AE ERP as the operational system of record while exploring Champ Agents, powered by Wyatt as a faster, more conversational layer for analysis and action. The appeal was not just speed. It was the ability to ask for dashboards, reports, reminders, and analyses in natural language, then refine those outputs conversationally instead of rebuilding them manually.
Learn about how Turner Fleischer uses AE ERP to run its high performing studio.
A deliberate path to governed AI adoption
Turner Fleischer’s approach has been deliberate. Rather than pushing AI to every user all at once, Brent has focused on proving trust first, then scaling carefully.
That meant starting with practical validation:
- asking Champ Agents questions that could be checked directly against Unanet data
- teaching the system how to interpret business-specific questions correctly, such as who charged to a project and how fiscal year should be defined
- creating reusable prompts and shared outputs so other users would not have to reinvent the same work from scratch
He has also framed rollout around a beta-user model: start with trusted use cases, give selected users something useful, then see what each role wants to build from there.
Why conversational analytics changes the future of AEC decision-making
The value extends beyond today’s use cases, creating a model for growth where access to insight does not depend on adding more manual reporting work, more dashboard backlog, or more technical bottlenecks.
As the business grows, that matters. A strong Unanet AE ERP data foundation paired with conversational AI creates a more scalable way to support leaders, teams, and future workflows without rebuilding the reporting model each time the business evolves.
That positions Unanet as more than a system of record. It becomes part of the firm’s long-term strategy for making trusted data more usable across the organization.
It shifts my focus from building systems to enabling people. Instead of designing dashboards for roles, I can help individuals get what they need directly from the data.
From manual reporting cycles to insight in minutes
For Turner Fleischer, the value of AI is not simply faster reporting—it is fundamentally changing how people interact with business data. Built on a trusted Unanet AE ERP foundation, ChampAI™ is helping the firm move beyond traditional business intelligence workflows that often require technical expertise, lengthy dashboard development, and multiple rounds of refinement before insights can be delivered.
The impact is already measurable. Tasks that previously required significant effort in Power BI can now be completed through natural language conversations. Dashboards that once took up to a week to build can be created in approximately 12 minutes, while comparative income statements spanning multiple years can be assembled in roughly 15 minutes. Rather than waiting for reports to be developed, users can ask questions, explore trends, and refine outputs in real time.
Just as important, Turner Fleischer is expanding access to analytics across the organization. Instead of relying on a small group of specialists to create reports for specific roles, employees can interact directly with trusted business data and uncover the information most relevant to their work. This shift allows leaders, project teams, and operational stakeholders to move from requesting information to actively using it.
For leadership, the opportunity extends well beyond productivity gains. As the firm continues to grow, ChampAI™ provides a scalable way to deliver insights without increasing reporting complexity or creating additional bottlenecks. By combining trusted ERP data with conversational analytics, Turner Fleischer is positioning itself to make faster decisions, empower more users, and unlock greater value from the information it already owns.
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Dashboard creation reduced from days to minutes
A dashboard that previously took about a week to build can now be created in roughly 12 minutes with ChampAI™. -
Multi-year financial analysis accelerated
Comparative income statements spanning multiple years can be assembled in approximately 15 minutes. -
Expanded access to analytics
Business users can ask questions in plain language rather than relying solely on technical reporting specialists. -
Faster decision-making
Leaders can move from data requests to actionable insights without waiting for manual dashboard development. -
Trusted AI built on trusted data
ChampAI™ is powered by structured AE ERP data, improving confidence in outputs and reducing reporting risk. -
Scalable analytics model
Turner Fleischer can support growing information needs without increasing reporting complexity or BI bottlenecks.
Preparing the Firm for an AI-Driven Future
"AI is transformational—like moving from candles to electricity. Champ AI has the potential to impact every part of the business."
— Brent Mauti, Principal and CTO, Turner Fleischer
For Turner Fleischer, AI is not being viewed as a standalone productivity tool or a short-term technology trend. Instead, the firm sees it as a fundamental shift in how information is accessed, analyzed, and applied across the organization. As AI capabilities continue to mature, the focus is not simply on automating existing processes but on creating entirely new ways for teams to interact with data and make decisions.
That vision is rooted in a strong foundation of trusted business information. Mauti believes that successful AI adoption begins with data readiness—ensuring information is accurate, consistent, and connected across systems. By combining a disciplined data strategy with emerging capabilities such as ChampAI™, Turner Fleischer is positioning itself to capitalize on future innovation while maintaining confidence in the insights being generated.
Looking ahead, the firm expects AI to play an increasingly important role in helping employees uncover insights, streamline workflows, and make faster decisions. Rather than replacing expertise, Turner Fleischer sees AI as a force multiplier that empowers people to focus on higher-value work, enabling the organization to scale knowledge, improve agility, and unlock new opportunities for growth.
With Champ Agents, powered by Wyatt, every user can be a power user
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Accurate, sourced answers
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Proactive alerts
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Delegate complex tasks
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A unified experience
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