AI-Powered Document Processing & Knowledge System for a Major Consulting Firm
A global consulting firm modernised knowledge discovery with an AI system connecting SharePoint, RAG pipelines, and prompt-based search — cutting research cycles from days to hours.
65%
Faster knowledge discovery
50%
Reduction in document prep time
RAG
Citation-backed AI search
SharePoint
Seamless integration
About the Client
A global consulting firm with thousands of consultants and analysts needed to transform how they handled internal documents, discovered knowledge, and managed content workflows. Consultants struggled to find relevant deliverables using outdated keyword search, document creation was manual and time-consuming, and competitive benchmarking was slow and error-prone. The solution needed to integrate directly with their existing SharePoint infrastructure and enterprise technology stack.
The Challenge
Inefficient Search & Knowledge Discovery
Consultants struggled to find relevant deliverables, reports, and proposals due to outdated keyword-based search — wasting hours on what should be simple lookups.
Manual Content Workflows
Document creation for proposals, Statements of Work, and client reports required significant manual effort and coordination, slowing down delivery timelines.
Competitive Benchmarking & Due Diligence
Analysing competitor moves, financial reports, and contracts manually was slow and error-prone — limiting the firm's ability to surface insights at speed.
What We Did
1Intelligent Document Understanding & Search
- Integrated AI-powered search with SharePoint repositories for contextual document discovery
- Enabled prompt-based search with direct citations from source documents
- Built summarisation and extraction tools for project plans, invoices, and regulatory filings
- Implemented RAG (Retrieval-Augmented Generation) pipelines for citation-backed responses
2AI-Powered Content Creation & Automation
- Developed a digital assistant for drafting proposals, SoWs, and pitch decks
- Built auto-newsletter generation filtered by industry, theme, and geography
- Automated resume parsing and candidate matching for internal hiring
- Created an onboarding assistant to guide new hires through internal knowledge
3Predictive Analytics & Competitive Intelligence
- Applied LLMs with reasoning capabilities for market trend forecasting
- Automated due diligence of financial documents and contracts
- Integrated survey data into real-time analytics dashboards
- Built competitive benchmarking tools for tracking bids, wins, and competitor hiring
The Results
65% Faster Knowledge Discovery
Reduced time to find critical information by 65%, empowering consultants with faster access to the knowledge they need.
50% Less Document Preparation Time
Automated summarisation and drafting cut document preparation times in half, freeing consultants for higher-value work.
Data-Driven Competitive Insights
Enabled predictive forecasting and automated competitor benchmarking previously done manually.
Seamless Workflow Automation
Automated ingestion and indexing eliminated manual document handling errors and reduced operational friction.
Real-Time Q&A on Documents
Talk-to-docs functionality allowed consultants to ask questions directly, reducing research cycles from days to hours.
