Southwest Properties - VOLTA AI Lab Projects

☍

Bishop's Cellar

Sales Data Analysis for Marketing

Active Solution Design

Customer intelligence from WooCommerce transaction data. RFM segmentation, taste profiles, campaign opportunities, and time-period analysis across 18,609 customers and $22.3M in revenue.

18,609 Customers

$22.3M Revenue

138K Orders

Next Step

Mapped out campaign action plans with Matt Rogers. Working session to be booked with Matt Rogers, Ryan, and Catherine.

⚙ POC Scope Document › ☰ Customer Intelligence Report ↗

🔍

Simon 2.0

Internal Knowledge Search

Active Solution Design

Enabling semantic search on SharePoint using existing Microsoft 365 Copilot licenses. Piloting with Jim Mullan's Construction & Development folders before expanding to other departments.

3 Pilot Folders

16 Copilot Licenses

~6 wk Pilot Duration

Next Step

App registration created by Ikenna Odo with API access to Jim's pilot folders. Client ID and Tenant ID verified working. Awaiting client secret value from Ikenna to complete Graph API connection and begin testing.

⚙ POC Scope Document › ⚡ Copilot Setup Guide ›

Recent Activity

Mar 29

App registration tested and follow-up sent to Ikenna Simon 2.0

Confirmed SharePoint guest access working. Tested Graph API credentials; Client ID and Tenant ID valid. Requested client secret value from Ikenna to complete programmatic access to pilot folders.

Mar 20

Matt Rogers sync: campaign action planning Bishop's Cellar

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

Mar 10

All Matt Rogers feedback addressed and deployed Bishop's Cellar

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.

Mar 17

SharePoint walkthrough with Ikenna Odo Simon 2.0

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.

Mar 6

Revenue opportunity sliders shipped Bishop's Cellar

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

Mar 6

Report UX improvements deployed Bishop's Cellar

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

Mar 6

Matt Rogers call: report review and roadmap Bishop's Cellar

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.

Mar 5

Taxonomy import and report update Bishop's Cellar

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

Mar 4

WooCommerce data received from Kula Partners Bishop's Cellar

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

Feb 25

Jim Mullan meeting: pilot scope confirmed Simon 2.0

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.

Jan 29

Matt Rogers discovery call Bishop's Cellar

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.

Dec 11

In-person kickoff with Southwest management team

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).