Enterprise Knowledge Assistant Unlocks Years of Consulting Know-How

Industry

Professional ServicesConsulting

Services

RAG DevelopmentGenerative AI DevelopmentAI Consulting

Technologies

Anthropic ClaudeLangChainAzure AI SearchSharePoint APIReactPythonAzure

Challenge

A management consulting firm had built up years of proposals, reports, models and research, stored across SharePoint sites and shared drives.

Consultants frequently recreated work that already existed because they could not find it quickly:

Hours spent searching for past work and experts.
Proposals rebuilt from scratch instead of reusing proven material.
Confidential client work requiring strict access controls.
Knowledge lost when consultants left the firm.

The firm wanted its collective knowledge to be instantly accessible while respecting client confidentiality.

Solution

Winklix delivered a firm-wide knowledge assistant that respects existing SharePoint permissions and cites every source.

Permission-aware indexing

Documents are indexed with their original access rights, so consultants only ever see content they are allowed to see.

Ask the firm

Consultants ask questions in plain language and get concise answers with links to the source documents and the people who worked on them.

Drafting support

The assistant drafts proposal sections, executive summaries and case study write-ups from relevant past material.

Adoption programme

Training sessions and prompt guides helped consultants use the assistant effectively from day one.

Management Consulting Firm solution delivered by Winklix

The Approach

Workflow first — We mapped the real workflow with the people doing the work before choosing models or tools.
Human in the loop — Every AI output had a clear review point, confidence thresholds and an escalation path to a person.
Prototype, then scale — A working pilot on real data proved the value before the solution was rolled out more widely.
Measured from day one — Baseline metrics were captured up front so improvements could be tracked objectively.

Outcome

The engagement delivered clear, practical results for the client:

Time spent searching for past work reduced by around 50%.
Proposals produced faster by reusing proven material.
Knowledge retained and shared across teams and offices.
Strict confidentiality maintained through permission-aware search.

Management Consulting Firm

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Challenge

A management consulting firm had built up years of proposals, reports, models and research, stored across SharePoint sites and shared drives.

Consultants frequently recreated work that already existed because they could not find it quickly:

Hours spent searching for past work and experts.

Proposals rebuilt from scratch instead of reusing proven material.

Confidential client work requiring strict access controls.

Knowledge lost when consultants left the firm.

The firm wanted its collective knowledge to be instantly accessible while respecting client confidentiality.

Solution

Winklix delivered a firm-wide knowledge assistant that respects existing SharePoint permissions and cites every source.

Permission-aware indexing

Documents are indexed with their original access rights, so consultants only ever see content they are allowed to see.

Ask the firm

Consultants ask questions in plain language and get concise answers with links to the source documents and the people who worked on them.

Drafting support

The assistant drafts proposal sections, executive summaries and case study write-ups from relevant past material.

Adoption programme

Training sessions and prompt guides helped consultants use the assistant effectively from day one.

The Approach

Workflow first — We mapped the real workflow with the people doing the work before choosing models or tools.

Human in the loop — Every AI output had a clear review point, confidence thresholds and an escalation path to a person.

Prototype, then scale — A working pilot on real data proved the value before the solution was rolled out more widely.

Measured from day one — Baseline metrics were captured up front so improvements could be tracked objectively.

Related Case Studies:

HR Tech Start-up

Building an AI-Powered Recruitment SaaS Platform from the Ground Up

Read full post

Legal Services Group

A Secure Generative AI Assistant for Legal Research, Drafting and Contract Review

Read full post

Multi-Location Healthcare Clinic

AI Voice Calling Agent Handles Appointment Booking for a Busy Clinic Network

Read full post

Essential

Analytics

Marketing

Enterprise Knowledge Assistant Unlocks Years of Consulting Know-How

Challenge