Sales & solutions engineering

Enterprise demo guide

Scripted paths that match what is live today. Use the safe flow for every evaluation; pick a role script for persona-specific depth.

Safe demo path

/try → /signup → /new-analysis → /report/{id} → Client Delivery Package + PDF

Start sample demo Upload client data

Production readiness

67/100

P0 closure 81% · P1 partial 33% · Verdict: demo ready with script

Role scripts

Data Analyst

~12 min · entry /try?demo=retail

ORINEL handles first-pass DA work: KPIs, rankings, SQL Agent queries, dashboard specs, and Excel handoff from your data.

1. Instant sample /try?demo=retail
Run retail sample — show risk, opportunity, wow summary
Show: Headline insight + charts
2. Upload path /new-analysis
Upload CSV or import public website table
Show: Schema detection + analyze
3. Report workspace /report/{id}
Open Analyst + SQL Agent + Dashboard tabs
Show: KPI tables, generated SQL, widget specs
4. Client package /report/{id}#client_delivery_package
Download Excel workbook + copy email summary
Show: 10-sheet workbook, meeting agenda
5. PDF export /report/{id}
Export PDF from toolbar
Show: Branded PDF with delivery section

Do not claim: Native Power BI or Tableau file export · Live Snowflake/BigQuery unless pre-wired in demo env · SAML/Okta unless explicitly configured · Public share links (beta paused) · …

Business Analyst

~10 min · entry /try?demo=saas

ORINEL translates data into BA artifacts: stakeholder matrix, action plan, KPI definitions, and weekly review deck structure.

1. Sample /try?demo=saas
Show SaaS sample decisions
Show: Risk + opportunity + weekly actions
2. Business tab /report/{id}
Open Business Analyst execution panel
Show: BRD outline, stakeholders, decisions
3. Department views /report/{id}#client_delivery_package
Switch CEO / Sales / Finance department tabs
Show: Role-filtered KPI narrative
4. Presentation /report/{id}
Open Presentation studio + export basic PPTX
Show: Weekly business review deck outline

Do not claim: Native Power BI or Tableau file export · Live Snowflake/BigQuery unless pre-wired in demo env · SAML/Okta unless explicitly configured · Public share links (beta paused) · …

Data Scientist

~15 min · entry /try?demo=ml

First-pass data science: AutoML baselines, forecasting studio, model review deck — not production MLOps.

1. ML sample /try?demo=ml
Run ML sample demo
Show: Feature signals + model framing
2. Scientist tab /report/{id}
Show AutoML leaderboard + forecast pack
Show: Baseline models, validation notes
3. Technical appendix /report/{id}#client_delivery_package
Highlight notebook spec-only warning
Show: Reproducibility appendix (honest limitations)
4. Rossmann path /new-analysis
Optional: upload Rossmann-style CSV if prepared
Show: Competition metric framing

Do not claim: Native Power BI or Tableau file export · Live Snowflake/BigQuery unless pre-wired in demo env · SAML/Okta unless explicitly configured · Public share links (beta paused) · …

Data Engineer

~12 min · entry /new-analysis

Pipeline specs, schema maps, DQ rules, and connector rollout decks — definitions today, not deployed Airflow DAGs.

1. Upload multi-table CSV /new-analysis
Upload file with joinable columns
Show: Schema map + join plan
2. Engineer tab /report/{id}
Show DE execution: ETL JSON, lineage, refresh plan
Show: Pipeline spec + DQ rules
3. Connectors /dashboard/connectors
Show Postgres/MySQL/Sheets if configured
Show: Live connector test (env-dependent)
4. Excel technical sheets /report/{id}#client_delivery_package
Download workbook — schema + pipeline tabs
Show: DE-oriented Excel sheets

Do not claim: Native Power BI or Tableau file export · Live Snowflake/BigQuery unless pre-wired in demo env · SAML/Okta unless explicitly configured · Public share links (beta paused) · …

Executive / C-suite

~8 min · entry /try?demo=retail

Decision memo, CEO summary, boardroom deck structure, and 30/60/90 roadmap from your numbers — directional, not audited financials.

1. 60-second wow /try?demo=retail
Show headline risk + opportunity
Show: Plain-language executive insight
2. Executive tab /report/{id}
CEO summary + decision memo
Show: Talking points + roadmap
3. PDF + deck /report/{id}
PDF export + presentation outline
Show: Board-ready artifacts
4. ROI honesty /report/{id}#client_delivery_package
Show ROI section — directional only, no fake dollars
Show: Honest limitations list

Do not claim: Native Power BI or Tableau file export · Live Snowflake/BigQuery unless pre-wired in demo env · SAML/Okta unless explicitly configured · Public share links (beta paused) · …

Consultant / SI partner

~15 min · entry /try?demo=retail

Full client delivery package: role template, department reports, email/meeting drafts, Excel + PDF — validate against client source before handover.

1. Sample → signup /try
Demo sample then signup handoff to /new-analysis
Show: Continuity from demo to client data
2. Full package /report/{id}#client_delivery_package
Walk all exports: Excel, email, meeting, departments
Show: 14+ deliverable types (honest scope)
3. QA banner /report/{id}#client_delivery_package
Show enterprise delivery QA score
Show: Automated presence audit
4. Role template /report/{id}
Show consultant template sections
Show: Diagnosis, roadmap, handover

Do not claim: Native Power BI or Tableau file export · Live Snowflake/BigQuery unless pre-wired in demo env · SAML/Okta unless explicitly configured · Public share links (beta paused) · …

Avoid in live demos

· /dashboard/reports/{id} (legacy — redirects to /report)
· /reports/s/* (public share paused)
· /invite/* (stub)
· /dashboard/enterprise (requires ORINEL_ENTERPRISE_SYSTEM=1)
· Legacy GET /api/reports/[id]/pdf (501 — use POST /api/orinel/report-pdf)

Enterprise demo guide

Scripted paths that match what is live today. Use the safe flow for every evaluation; pick a role script for persona-specific depth.

Safe demo path

/try → /signup → /new-analysis → /report/{id} → Client Delivery Package + PDF

Start sample demo Upload client data

Production readiness

67/100

P0 closure 81% · P1 partial 33% · Verdict: demo ready with script

Role scripts

Data Analyst

~12 min · entry /try?demo=retail

ORINEL handles first-pass DA work: KPIs, rankings, SQL Agent queries, dashboard specs, and Excel handoff from your data.

1. Instant sample /try?demo=retail
Run retail sample — show risk, opportunity, wow summary
Show: Headline insight + charts
2. Upload path /new-analysis
Upload CSV or import public website table
Show: Schema detection + analyze
3. Report workspace /report/{id}
Open Analyst + SQL Agent + Dashboard tabs
Show: KPI tables, generated SQL, widget specs
4. Client package /report/{id}#client_delivery_package
Download Excel workbook + copy email summary
Show: 10-sheet workbook, meeting agenda
5. PDF export /report/{id}
Export PDF from toolbar
Show: Branded PDF with delivery section

Do not claim: Native Power BI or Tableau file export · Live Snowflake/BigQuery unless pre-wired in demo env · SAML/Okta unless explicitly configured · Public share links (beta paused) · …

Business Analyst

~10 min · entry /try?demo=saas

ORINEL translates data into BA artifacts: stakeholder matrix, action plan, KPI definitions, and weekly review deck structure.

1. Sample /try?demo=saas
Show SaaS sample decisions
Show: Risk + opportunity + weekly actions
2. Business tab /report/{id}
Open Business Analyst execution panel
Show: BRD outline, stakeholders, decisions
3. Department views /report/{id}#client_delivery_package
Switch CEO / Sales / Finance department tabs
Show: Role-filtered KPI narrative
4. Presentation /report/{id}
Open Presentation studio + export basic PPTX
Show: Weekly business review deck outline

Do not claim: Native Power BI or Tableau file export · Live Snowflake/BigQuery unless pre-wired in demo env · SAML/Okta unless explicitly configured · Public share links (beta paused) · …

Data Scientist

~15 min · entry /try?demo=ml

First-pass data science: AutoML baselines, forecasting studio, model review deck — not production MLOps.

1. ML sample /try?demo=ml
Run ML sample demo
Show: Feature signals + model framing
2. Scientist tab /report/{id}
Show AutoML leaderboard + forecast pack
Show: Baseline models, validation notes
3. Technical appendix /report/{id}#client_delivery_package
Highlight notebook spec-only warning
Show: Reproducibility appendix (honest limitations)
4. Rossmann path /new-analysis
Optional: upload Rossmann-style CSV if prepared
Show: Competition metric framing

Do not claim: Native Power BI or Tableau file export · Live Snowflake/BigQuery unless pre-wired in demo env · SAML/Okta unless explicitly configured · Public share links (beta paused) · …

Data Engineer

~12 min · entry /new-analysis

Pipeline specs, schema maps, DQ rules, and connector rollout decks — definitions today, not deployed Airflow DAGs.

1. Upload multi-table CSV /new-analysis
Upload file with joinable columns
Show: Schema map + join plan
2. Engineer tab /report/{id}
Show DE execution: ETL JSON, lineage, refresh plan
Show: Pipeline spec + DQ rules
3. Connectors /dashboard/connectors
Show Postgres/MySQL/Sheets if configured
Show: Live connector test (env-dependent)
4. Excel technical sheets /report/{id}#client_delivery_package
Download workbook — schema + pipeline tabs
Show: DE-oriented Excel sheets

Do not claim: Native Power BI or Tableau file export · Live Snowflake/BigQuery unless pre-wired in demo env · SAML/Okta unless explicitly configured · Public share links (beta paused) · …

Executive / C-suite

~8 min · entry /try?demo=retail

Decision memo, CEO summary, boardroom deck structure, and 30/60/90 roadmap from your numbers — directional, not audited financials.

1. 60-second wow /try?demo=retail
Show headline risk + opportunity
Show: Plain-language executive insight
2. Executive tab /report/{id}
CEO summary + decision memo
Show: Talking points + roadmap
3. PDF + deck /report/{id}
PDF export + presentation outline
Show: Board-ready artifacts
4. ROI honesty /report/{id}#client_delivery_package
Show ROI section — directional only, no fake dollars
Show: Honest limitations list

Do not claim: Native Power BI or Tableau file export · Live Snowflake/BigQuery unless pre-wired in demo env · SAML/Okta unless explicitly configured · Public share links (beta paused) · …

Consultant / SI partner

~15 min · entry /try?demo=retail

Full client delivery package: role template, department reports, email/meeting drafts, Excel + PDF — validate against client source before handover.

1. Sample → signup /try
Demo sample then signup handoff to /new-analysis
Show: Continuity from demo to client data
2. Full package /report/{id}#client_delivery_package
Walk all exports: Excel, email, meeting, departments
Show: 14+ deliverable types (honest scope)
3. QA banner /report/{id}#client_delivery_package
Show enterprise delivery QA score
Show: Automated presence audit
4. Role template /report/{id}
Show consultant template sections
Show: Diagnosis, roadmap, handover

Do not claim: Native Power BI or Tableau file export · Live Snowflake/BigQuery unless pre-wired in demo env · SAML/Okta unless explicitly configured · Public share links (beta paused) · …

Avoid in live demos

· /dashboard/reports/{id} (legacy — redirects to /report)
· /reports/s/* (public share paused)
· /invite/* (stub)
· /dashboard/enterprise (requires ORINEL_ENTERPRISE_SYSTEM=1)
· Legacy GET /api/reports/[id]/pdf (501 — use POST /api/orinel/report-pdf)