Case Study
Confidential Client
AI-Powered Knowledge Search with Source Citations
The Challenge
The client's team relied on a growing library of internal documents containing valuable business information. As part of their research processes, team members often needed to locate specific insights across multiple documents. While the information was available, finding it could take time, particularly when content was phrased differently or distributed across various files.
This created several challenges:
- •Time-Intensive Research Process: Teams needed to open and review multiple documents to find relevant information.
- •Limited Semantic Search: Traditional keyword search made it difficult to surface relevant content when wording varied.
- •Document Discovery Challenges: It wasn't always obvious which documents contained the most relevant information, leading to additional time spent searching.
- •Fragmented Research Experience: Gathering insights across multiple sources required switching between documents and tools, adding friction to the research process.
These challenges made it more difficult for the team to efficiently access and fully utilise their internal expertise and knowledge.
The Solution
We built a custom AI-powered knowledge platform that enables the team to search and retrieve information across documents using natural language.
- AI-Powered Semantic Search:
Users can ask questions in plain English and receive accurate, context-aware answers - even when queries don't match exact wording.
- Citation-Grounded Responses:
Every answer includes clickable references to the exact document and page, enabling users to verify and explore the source material.
- Multi-Format Document Support:
Supports PDF, DOCX, PPTX, and TXT files, with automatic processing and indexing.
- Centralised Knowledge Hub:
Documents are stored, searchable, and managed in one platform via a simple admin interface.
- Microsoft SSO Integration:
Integrated with Microsoft Entra ID for secure, seamless access within the client's existing environment, alongside a dedicated admin interface for managing documents and content.
- Solution Process:
- •Discovery & Alignment: Worked closely with the client to understand their workflows, document usage, and research processes, ensuring the solution aligned with how the team already operated.
- •Build & Iteration: The platform was developed iteratively, incorporating regular feedback from the team throughout. This approach allowed us to continuously refine search quality, enhance the user experience, and expand functionality around document ingestion, citation handling, and interface usability. In addition to the initial scope, we also introduced further enhancements during development to improve usability and overall effectiveness.
- •Deployment: The solution was deployed within the client's existing cloud environment, ensuring alignment with their infrastructure and security setup.
The Outcome
The platform has enhanced how the team accesses and works with internal knowledge, making research faster, more intuitive, and more efficient.
Up to 5 hours/employee
Time Saved Per Week
Significantly Improved
Research Efficiency
Beyond Initial Requirements
Scope Delivered
Up to 5 hours saved per employee per week by reducing manual document review and streamlining research
Faster, more intuitive access to relevant information through natural language search and citation-backed answers
Improved research experience with less context switching and a more streamlined workflow
Additional value delivered beyond initial scope, with enhancements introduced during development to further improve usability and effectiveness
Ready to Transform Your Business?
If you're facing similar challenges with manual workflows or data management, let's talk. Contact us today to find out how we can help optimize your processes and save your team time and resources.