Fulcrum Insights: Turning field data into answers

Explore Insights, a new AI-powered capability in the Fulcrum platform that turns raw field data into real-time answers. By enabling office teams to ask plain-language questions and receive instant summaries, maps, and charts, Insights removes delays and technical barriers from decision-making.

Key Takeaways

Insights allows users to ask plain-language questions about their field data and receive instant answers, charts, maps, or summaries.
Insights is a core part of the Fulcrum platform, drawing from live data collected through existing workflows.
Insights is designed for office-based teams who need fast access to field data without relying on analysts, technical staff, spreadsheets, or outside reporting tools.
Because it’s built into the browser-based Fulcrum platform, Insights is accessible across teams and roles without additional setup, making it easier for stakeholders to access and act on field information.
Insights supports cross-app analysis, allowing users to query patterns across multiple projects or operational units simultaneously.

Field teams collect mountains of critical information every day, but getting that data into the hands of decision-makers quickly has always been a challenge. Spreadsheets pile up, reports take days, and by the time the insights arrive, the moment to act may have passed. To solve these issues, we’re introducing Insights, a new AI-powered capability in the Fulcrum platform. It gives office teams the ability to interact with field data in real time using plain-language questions. Insights delivers immediate answers, summaries, maps, and charts — no data extraction, custom dashboards, coding skills, or outside reporting tools required.

From field data collection to field data clarity

Fulcrum has long helped teams collect complete and accurate data from the field. With Insights, that information becomes immediately usable for analysis and decision-making. Managers, analysts, and supervisors can type a question — for example, “Which inspections flagged high-priority issues this week?” — and receive a direct response grounded in their own operational data.

Because Insights is integrated directly into the Fulcrum platform, it understands the structure of all of your apps and workflows. It can reference location data, asset types, timestamps, and field conditions to generate relevant answers with context across different projects. The output may be a written summary, a chart, a time-series graph, or a distribution map, depending on what the question requires.

This capability brings field and office teams into alignment. Office staff no longer need to wait for a static report or rely on someone to extract the data for them. With Insights, the answers are available on demand.

Using Insights across field workflows

Insights is designed for any team that captures information in the field and needs to act on it quickly. It supports everything from asset management and safety checks to compliance tracking, inspection workflows, and distributed operations, giving you direct access to what’s happening without the need for custom reports or technical staff.

Some examples of how teams across industries can use Insights to accelerate decisions and improve visibility include:

Electric utilities. A utility planner can rank substations by the number of unresolved maintenance findings in the past month, directing crews to where attention is needed most.
Water utilities. A wastewater supervisor can pinpoint areas where inflow issues have been logged repeatedly, revealing system vulnerabilities before they escalate.
Environmental contractors. A compliance lead at an environmental firm can identify active sites missing photo documentation for required inspections, closing gaps before they delay permitting or trigger violations.

These are just a few ways Insights can help teams act faster and stay ahead of risks. Because it works across any combination of apps built in Fulcrum, the same intelligence and AI-generated visualizations can be applied in any workflow, in any industry.

Fulcrum Insights Pole Inspections Stacked Bar

Improving office productivity without technical barriers

Insights is built for office teams that need to make fast, informed decisions using field data. Supervisors, program managers, analysts, and coordinators can ask plain-language questions and get answers instantly, without waiting on reports or relying on technical staff. Because Insights runs directly in the browser-based Fulcrum platform, anyone can explore data and act on it — no SQL, APIs, or custom dashboards required.

What’s ahead for Insights

Interactive chat memory will soon allow users to maintain the context of a conversation for fluid, back-and-forth analysis. Upcoming releases will also introduce automated dashboards that refresh continuously, offering at-a-glance visibility into changing field conditions.

As Fulcrum continues to expand its AI capabilities, the goal remains the same: making it easier for organizations to use their data in the moment.

See how Insights works with your data

If your team is still waiting on reports to understand what’s happening in the field, it’s time for a faster, simpler approach. Insights helps you move from data collection to real-time answers without the delays, the overhead, or the complexity. The best way to see what it can do? Get a free custom demo. Contact us today to see how Insights fits your workflows, your data, and your team.

Fulcrum Insights: Frequently asked questions

What is the Insights capability within the Fulcrum platform?

Insights is an AI-powered capability in the Fulcrum platform that lets users query their field data using plain-language questions and receive immediate, structured responses like charts, maps, and summaries.

Who is Insights designed for?

Insights is built for office-based users such as program managers, supervisors, analysts, and coordinators who need quick, actionable visibility into field activity without waiting on reports or requiring technical expertise.

Does Insights require coding or data training to use?

Insights is a no-code feature. Users can type questions in natural language directly into the Fulcrum platform and receive real-time answers, without needing to write SQL queries or use external analytics tools.

What kinds of questions can be asked in Insights?

Users can inquire about trends, issues, status updates, or exceptions, for example, which inspections flagged high-priority issues, where maintenance has been delayed, or how conditions have changed over time.

How does Insights access data?

Insights uses data already collected within the Fulcrum platform. It reads the structure of existing apps and workflows, and returns responses based on live, contextual information, with no need for manual setup.

What types of outputs does Insights generate?

Depending on the question asked, Insights can return written summaries, data tables, bar charts, time-series graphs, or geographic maps, all drawn from live operational data.

Is Insights limited to certain industries?

Insights can be used across any industry that relies on field data, including utilities, environmental compliance, construction, public safety, transportation, and more.

Can Insights be used across multiple apps or workflows?

Yes, Insights supports cross-app analysis, allowing you to query patterns across multiple projects simultaneously. This removes the need to manually merge spreadsheets or use external reporting tools to see the big picture across your entire operation.

How is Insights accessed in the Fulcrum platform?

Insights is available within the browser-based Fulcrum interface. Users can open the feature directly from their workflow environment and begin asking questions without additional configuration.

How can I get access to Insights?

If you’re not currently a Fulcrum customer, you can request a free custom demo to explore the platform and see how Insights works with real field workflows. If you already use Fulcrum, Insights is built into the platform and available in the browser — no setup required. Just open your workflow and start asking questions.