Southwest Properties - VOLTA AI Lab Projects

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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

⚙ POC Scope Document › ☰ Customer Intelligence Report ↗

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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

⚙ POC Scope Document › ⚡ Copilot Setup Guide ›

Recent Activity

Mar 6

Derrick Bertrand call: Copilot setup walkthrough Simon 2.0

Walk through enabling SharePoint indexing and Copilot search for Jim's pilot folders.

Mar 6

Matt Rogers call: report review Bishop's Cellar

Walk through customer intelligence report with taxonomy layering and time-period filtering.

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 problem wish lists from all departments. Two initiatives selected: Simon 2.0 (Jim Mullan) and Sales Data Analysis (Matt Rogers).