Understand before building.
Start with the business question, current workflow and available source records.
Meet the founder
Local perspective. Useful intelligence.
A data and ERP specialist with more than 10 years of enterprise experience and an MBA in Data Analytics.
Surrey AI Automation brings that experience to practical business reporting, connected data and repeatable workflows.

Work directly with Manish
Manish works across Power BI, Dynamics 365 Business Central, Excel, SQL and reporting automation. The focus is on understanding the operating process behind the numbers and making the result useful to the team.
You work directly with the person designing and delivering the solution, from the initial review through handover.
Explore the technology services
The working principles
A useful system needs more than a polished screen. The measures, data and operating responsibilities need to make sense together.
Start with the business question, current workflow and available source records.
Agree definitions, document calculations and surface records that need review.
Show the team how the solution works and define the process for keeping it useful.
Founder implementation experience
Anonymized enterprise implementations delivered by Manish. Each case explains the problem, the change, the recorded checks and the limits of the evidence.
Power BI · DAX · Business Central data
A shared input calculation replaced conflicting list and KPI definitions. Missing conversion evidence stays visible as REVIEW.
Saved correction · October 1, 2026
Source freshness and later report states remain outside this acceptance scope.
Read the implementationPower Automate · SharePoint · Copilot · Jira
A contradictory decision gate was repaired. One genuine request was traced through creation, destination read-back and queue completion.
Recorded execution · October 2, 2026
Historical action statuses rechecked October 6; wider coverage remains unverified.
Read the implementationSharePoint · Document metadata
A defined library structure and governance fields were tested with a bounded document copy while retaining the originals.
Completed pilot · August 3, 2026
Wider migration, owner review and access validation remained expansion gates.
Read the implementationPower BI · DAX · Business Central data
A staging report brought component availability and shortage review into one workflow, with corrected search, reset and rounding behavior.
Validated in staging · September 29–30, 2026
Production deployment is not established; later layout and exports are not independently rechecked.
Read the implementationThese cases describe the founder’s work within an enterprise environment. They are not presented as paid Surrey AI Automation client engagements. No savings or ROI are claimed.

A practical place to start
Fraser River & Deas Island · Delta