# Module 6: Research, Analytics, KPIs & Strategy with AI Agents OVERVIEW Business decisions require more than collecting information. Organisations need to research business opportunities, understand performance, identify risks, analyse trends and develop strategies based on reliable information. In this module, you will explore how AI agents can support business research, qualitative analysis, descriptive analytics, predictive analytics and strategic planning. You will learn how to use AI research agents to conduct feasibility studies and SWOT analysis, analyse information from multiple business sources, generate KPIs and develop forecasts using AI analytics capabilities. You will also explore how research findings and analytical insights can be converted into business strategies and management presentations using different AI models and multimodal personas. The focus is on using AI to move from raw business information to meaningful insights, measurable performance indicators and informed business decisions. > Tools covered: AI Research Agent, AI Analytics Agent, Machine Learning Models, > ChatGPT, Claude, KPI Assistant and Strategic Advisor AI Agent. WHAT WILL BE COVERED 6.1 PROMPTING TECHNIQUES FOR RESEARCH, QUALITATIVE ANALYSIS, STRATEGY FORMULATION & KPI GENERATION Learn how to use structured prompts to perform business research, analyse qualitative information and develop measurable performance indicators. You will learn how to: * Develop prompts for business and industry research. * Use AI to organise and analyse qualitative information. * Identify patterns, themes and important findings from collected information. * Structure prompts for business strategy development. * Generate KPIs based on business objectives and operational requirements. * Define KPI names, measurements, targets and performance indicators. * Refine AI-generated findings and recommendations based on business context. Practical application: Develop research summaries, analyse customer feedback, formulate business strategies and generate KPIs for departments such as sales, marketing, finance and HR. 6.2 CONDUCT FEASIBILITY STUDIES, SWOT ANALYSIS, RISK ANALYSIS & COLLECT PRIMARY DATA AT SCALE USING AI AGENTS Explore how AI research agents can support business research and help organisations evaluate opportunities, challenges and potential risks. You will learn how to: * Conduct feasibility studies using AI research assistance. * Identify business strengths, weaknesses, opportunities and threats through SWOT analysis. * Perform risk analysis and identify potential business challenges. * Collect and organise primary data using AI-assisted research workflows. * Structure research questions for different business requirements. * Analyse collected information to identify important findings. * Prepare research summaries to support business planning. Practical application: Evaluate a new business opportunity, assess the feasibility of launching a product or service, analyse market conditions and identify risks before making investment decisions. 6.3 CONDUCT DESCRIPTIVE ANALYTICS WITH AI ANALYTICS AGENT ON GROUPS OF EXCEL SHEETS, PDFS, CRM FEEDS, FABRIC & AZURE DATA SOURCES AND OTHER ENTERPRISE RESOURCES Learn how AI analytics agents can help analyse business information collected from multiple enterprise data sources. You will learn how to: * Work with multiple Excel spreadsheets and PDF documents. * Explore business information from CRM feeds. * Understand how Fabric and Azure data sources can support enterprise analytics. * Bring information from different business sources into an analytical workflow. * Use AI analytics agents to summarise datasets and identify patterns. * Perform descriptive analysis to understand historical business performance. * Generate insights from sales, finance, marketing and operational data. * Interpret analytical findings and identify areas that require attention. Practical application: Analyse information from multiple departments to understand sales performance, customer activity, financial results and operational efficiency without reviewing every source manually. 6.4 PREDICTIVE ANALYTICS AND FORECASTING USING AI ANALYST AGENT Explore how AI analytics agents and machine learning models can support forecasting, risk assessment and business planning. You will learn how to: * Understand the fundamentals of predictive analytics. * Explore how historical data can support forecasting. * Use AI analyst agents to identify potential future trends. * Apply forecasting techniques to project management planning. * Assess project risks and potential delivery challenges. * Support operational planning using historical performance data. * Explore financial modelling and business forecasting. * Interpret predictive outputs to support planning and decision-making. Practical application: Forecast project completion timelines, identify potential operational risks, estimate future financial performance and support resource planning using historical business information. 6.5 FORMULATE STRATEGY & CRAFT PRESENTATIONS BASED ON RESEARCH & ANALYTICS USING MULTIMODAL PERSONAS & LLMS Learn how to convert research findings and analytical insights into business strategies and management presentations. You will learn how to: * Consolidate research findings and analytical outputs. * Identify key business opportunities and challenges. * Develop strategic recommendations based on available evidence. * Use different AI personas for strategic planning and business analysis. * Work with multiple LLMs to refine business recommendations. * Convert analytical findings into structured presentation content. * Develop management presentations using text, data and visual information. * Communicate strategic recommendations clearly to decision-makers. Practical application: Prepare a management strategy presentation using research findings, business performance data, KPIs, forecasts and risk analysis. SKILLS YOU WILL GAIN By completing this module, you will develop the ability to: * Use AI research agents for business research and feasibility studies. * Apply structured prompting techniques for qualitative analysis and strategy development. * Conduct SWOT analysis and identify business risks. * Generate KPIs based on business objectives. * Analyse information from Excel, PDFs, CRM feeds and enterprise data sources. * Use AI analytics agents for descriptive analysis. * Understand predictive analytics and forecasting techniques. * Apply AI-assisted forecasting to project management, operations and financial planning. * Interpret analytical findings and translate them into business recommendations. * Develop strategy presentations using AI tools and multimodal capabilities. LEARNING OUTCOMES After completing this module, you will be able to use AI agents and analytical techniques to understand business performance, identify opportunities, assess risks and support strategic decisions. You will be able to: * Make research more efficient: Conduct feasibility studies, SWOT analysis and business research using AI agents, reducing the time required to collect and organise information. * Turn business data into meaningful insights: Analyse information from multiple Excel sheets, PDFs, CRM systems and enterprise data sources to understand overall business performance. * Develop measurable business KPIs: Convert business objectives into measurable indicators that help departments monitor progress and identify performance gaps. * Understand relationships between business functions: Analyse how marketing activities influence sales, how IT performance affects employee productivity and how financial performance connects with operational activities. * Improve management reporting: Consolidate information from different departments to prepare a clearer picture of organisational performance. * Identify business risks earlier: Use research and risk analysis to identify potential challenges before they affect projects, operations or financial performance. * Improve planning through forecasting: Use historical information and predictive analytics to estimate future sales, project timelines, operational requirements and financial performance. * Support better resource allocation: Use analytical findings to identify areas that require additional resources, process improvements or management attention. * Connect analysis with business strategy: Convert research findings, KPIs and forecasts into practical recommendations for management. * Improve strategic decision-making: Prepare evidence-based presentations that help decision-makers understand business conditions, evaluate opportunities and plan the next steps. MICROSOFT AB-731 EXAM ALIGNMENT AB-731 knowledge area How this module supports it Identify the business value of generative AI solutions Understand how AI agents can reduce research effort, improve analysis and support business planning. Identify business use cases for generative AI Apply AI to feasibility studies, SWOT analysis, risk assessment, KPI generation and strategy development. Identify benefits and capabilities of Microsoft's AI applications and services Explore AI-assisted business analysis and the role of enterprise data sources in supporting business insights. Identify opportunities for AI adoption Recognise opportunities to introduce AI research and analytics into existing business processes. Understand AI implementation and adoption opportunities Explore how AI agents can support research, reporting, forecasting and strategic workflows. CONTINUE TO THE NEXT MODULE In the next module, you will explore how AI can be used to build applications, automate business processes and connect different enterprise tools into practical workflows. Next Module 7: Workflow Automation, Enterprise AI Tools & Business App Creation Using AI [https://teamacademy.help.center/article/1309-module-7-workflow-automation-enterprise-ai-tools-business-app-creation-using-ai] Learn how to use AI tools to simplify business processes, automate repetitive activities and develop practical business applications. [https://teamacademy.help.center/article/1309-module-7-workflow-automation-enterprise-ai-tools-business-app-creation-using-ai]