Case Study

Enterprise Knowledge Management for a Global Consulting Firm

Objective

To centralize and unlock institutional knowledge across the firm using AI-powered search and access controls, enabling faster insights, stronger collaboration, and improved client outcomes.

Unlocking Institutional Knowledge Across a Global Network

Fragmented Knowledge Storage

Consultants must navigate siloed storage systems like SharePoint, Google Drive, and internal databases, making it difficult to find relevant insights quickly.

Loss of Institutional Knowledge

When experienced consultants leave, their accumulated expertise and best practices often go undocumented, leading to knowledge gaps.

Time-Consuming Search Processes

Traditional search methods require extensive manual effort, causing inefficiencies and redundant work.

Inconsistent Information Access

Sensitive client data must be carefully managed to ensure compliance and maintain confidentiality.

Solution

AI-Powered Smart Search & Retrieval

With PromptX, consultants can use natural language queries to locate precise information across multiple data sources. Whether searching for client-specific best practices, past project reports, or industry insights, PromptX delivers highly relevant results while highlighting key sections for quick comprehension.

Semantic Understanding & Context Awareness

PromptX goes beyond keyword matching—it understands industry-specific terminology, alternative phrasing, and even typos to ensure accurate search results. The AI can differentiate between similar but distinct queries, such as Investment risk assessment models This ensures that consultants receive information tailored to their specific needs.

Multi-Platform Knowledge Aggregation

By integrating seamlessly with SharePoint, Google Drive, and other internal databases, PromptX eliminates the need for manual searches across disparate systems. Consultants gain a unified, AI-powered search experience, streamlining knowledge retrieval and reducing time spent on administrative tasks.

Granular Access Control for Security & Compliance

Ensuring data security is paramount for any consulting firm. PromptX incorporates document-level permissions, ensuring that only authorized personnel can access sensitive client insights and proprietary information.

Collaborative Knowledge Sharing & Bookmarking

Consultants can save and share critical insights with their teams, fostering a culture of knowledge continuity. By bookmarking essential resources, teams working on similar projects can quickly reference best practices and avoid redundant work.

AI-Generated Summaries & Insights

Long, complex reports can slow down decision-making. With PromptX, consultants receive automated executive summaries, allowing them to extract key takeaways in seconds and focus on actionable insights.

Outcomes

30% Reduction in Search Time

Consultants spend less time looking for information and more time delivering value to clients.

Preserved Institutional Knowledge

By capturing and centralizing expertise, the firm minimizes the risk of knowledge loss when employees leave.

Enhanced Collaboration & Accessibility

Teams can seamlessly share insights, improving decision-making and client service delivery.

Better Client Outcomes

With faster access to critical information, consultants provide more strategic, data-driven recommendations. ‍

By leveraging PromptX’s AI-powered enterprise knowledge management, consulting firms can transform information retrieval, enhance collaboration, and maintain a competitive edge in a knowledge-driven industry.

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