A GenAI knowledge assistant for a consulting firm
How retrieval-augmented generation could let consultants find past proposals, methods and expertise in seconds.
The situation
A professional services firm has years of proposals, deliverables and methodologies spread across file shares and SharePoint. Consultants struggle to find relevant past work, so they rebuild material from scratch and miss chances to reuse proven approaches.
Our approach
Prioritise the content
Agree which repositories matter, who owns them and which documents are confidential to specific clients.
Build a permission-aware index
Extract and chunk documents, add metadata (client, industry, service, date) and enforce existing access rights at query time.
Launch an assistant
Consultants ask questions in natural language and receive answers with citations to the source documents.
Evaluate continuously
A test set of real questions measures retrieval accuracy and answer quality on every change.
Embed with a pilot team
A forward deployed engineer works with one practice to tune the assistant before wider rollout.
Typical technology
What success looks like
Metrics we would agree with you up front and track throughout:
- Time to find relevant past work
- Proposal preparation time
- Weekly active users
- Answer accuracy on the evaluation set
- Share of answers with valid citations
This is an illustrative scenario showing how Inspired Infotech approaches this type of problem. It does not describe a specific client, and actual approach and outcomes depend on each organisation’s systems, data and goals.
Services behind this scenario
Generative AI
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