A global consulting firm with thousands of consultants and analysts. The client needed an AI-powered platform to transform internal document processing, knowledge discovery, and content workflows by integrating with their existing SharePoint repository and digital tools.
The Challenge
The client’s knowledge management system was limited by keyword-based search and manual document handling. Key challenges included:
Inefficient Search & Discovery
Consultants struggled to find relevant deliverables, reports, and proposals due to outdated keyword-based search.
Manual Content Workflows
Document creation for proposals, SoWs, and client reports required significant time and manual effort.
Competitive Benchmarking & Due Diligence
Analyzing competitor moves, financial reports, and contracts manually was slow and error-prone.
What Did We Do
Accelerated the sufficient discovery and planning with the automated content workflow management to streamline the operations.
Integrated AI-powered search with SharePoint repository for contextual content discovery.
Enabled prompt-based search (“What are Q1 trends for Client-X?”) with direct citations.
Built summarization & extraction tools for project plans, invoices, and regulatory filings.
Implemented retrieval-augmented generation (RAG) for accurate, citation-backed responses.
Developed a digital assistant for drafting proposals, SoWs, and pitch decks.
Built auto-newsletter generation tailored by industry, theme, and geography.
Automated resume parsing & matching for hiring workflows.
Created an onboarding assistant to guide new hires with company policies, documents, and videos.
Used LLMs with reasoning for predictive analysis and forecasting trends.
Automated due diligence of financials, contracts, and annual reports.
Integrated survey data (SurveyMonkey, internal feedback) into dashboards for insights.
Built competitive benchmarking tools for tracking bids, wins, hiring, and technology adoption.
The Results
The project yielded significant improvements and benefits
including:
The project yielded significant improvements and benefits including:
Improved Knowledge Discovery
Reduced time to find critical information by 65%, empowering consultants with faster access to insights.
Enhanced Productivity
Automated summarization and drafting cut document preparation times by 50%.
Data-Driven Insights
Enabled predictive forecasting and competitor benchmarking, giving consultants a strategic edge.
Seamless Workflows
Automated ingestion and indexing eliminated manual document handling errors.
Faster Decision-Making
Talk-to-docs functionality allowed real-time Q&A, reducing research cycles from days to hours.
Technologies We Used
Helping businesses innovate, automate, and scale with confidence