VOLTA AI Lab Projects

Matt Rogers returned to the customer dashboard while preparing a project update. He asked for the campaign suggestions to be restored and for renewed access to the Southwest project page and its project summaries.

Jennifer Poirier and Leslie McIntyre confirmed the pared-back pilot direction: configurable variance thresholds, a complete property list, year-over-year comparisons, property-level Excel exports, source data and bill evidence, quarterly reporting, and per-unit or per-square-foot views.

553 bills across 8 properties now stored with page-level traceability — every value tied to the exact bill page it was read from, double-checked by two independent AI readers, with anything uncertain flagged for human review. Two vendor billing corrections were found and repaired from the bills themselves.

The extraction pipeline surfaced that NS Power had been billing several Southwest meters at the wrong meter multiplier for months, then issued retroactive correction bills — exactly the class of billing error the anomaly portal is designed to catch early.

Leslie's team delivered two years of utility bills across 30 properties via SharePoint. Coverage independently verified page by page (~4,800 pages) — the delivery is materially complete, with only a handful of narrow gaps confirmed back to the team.

Jennifer and Leslie prioritized the dashboard feature list (13 must-haves) and reviewed the wireframe — "exceeds my expectations." An 8-model bake-off selected the bill-reading approach: two independent AI readers cross-checking each other at a fraction of a cent per bill.

Mapped out campaign action plans from the customer intelligence report. Working session to be booked with Matt Rogers, Ryan, and Catherine.

Addressed all 11 items from Matt's review: added cross-sell insights section (co-purchase patterns with lift analysis), LTV definitions, RFM segment explanations, expanded price tiers, methodology notes on reorder patterns and drift-away thresholds, fixed channel scoping bug, corrected and clarified "Better Bottles" LTV labeling. Deployed to production.

Discussed SharePoint setup for the Copilot pilot. Shared project portal and setup guide with Ikenna, Jim, and Derrick. Requested SharePoint account access and Copilot license for Matt during the pilot period.

Interactive conversion rate sliders on 8 campaign cards with real-time revenue estimates. Qualitative notes on 2 non-revenue campaigns. Responds to period switching.

Sticky date filter bar, nav dot labels, and dynamic period filtering for all campaign text and footer. All verified in browser and deployed.

42-min review call. Agreed on two-dashboard concept (internal ops + customer-facing). 3-6 month roadmap confirmed. Matt showed report to ops/supply chain team. Catherine to validate data accuracy.

Imported 2,834 taxonomy terms (48 countries, 266 regions, 252 varietals). Added Taste Profile Intelligence section and time-period toggle. Deployed to Netlify.

Trevor Barbrick delivered 15 core tables + 4 taxonomy tables. Full analysis completed: RFM segmentation, channel analysis, frequency tiers, timing intelligence.

3 SharePoint folders confirmed (Development, Properties/RE, Construction). Approach: enable M365 Copilot search. Jim will test 30 min, 2-3x/week. POC scope document drafted.

40-minute discovery call. Mapped tech stack (NCR > WooCommerce > HubSpot), identified 6 key pain points, agreed on MVP approach with Matt as human-in-the-loop.

57-minute meeting with full management team. Reviewed wish lists from all departments. Two initiatives selected: Simon 2.0 (Jim Mullan) and Sales Data Analysis (Matt Rogers).