Case Studies/Professional Services
Professional Services·Strategy Consulting Firm, 800 Consultants·

Enterprise Knowledge Assistant Giving Consultants Their Time Back

81%
Faster Retrieval
47min→9min
Avg Search Time
800
Consultants Served
6 years
Knowledge Indexed

An 800-person strategy consulting firm was burning 30% of billable time on knowledge search. Consultants hunted manually through SharePoint, email, and Notion for past deliverables and methodologies. We built a RAG-powered knowledge assistant connected to all internal repositories. Consultants now search in plain language and get cited, source-linked answers. Average search time dropped from 47 minutes to 9 minutes.

Client Background

The firm advises Fortune 500 companies on strategy, operations, and digital transformation. Their advantage is institutional knowledge: 6 years of client deliverables, proprietary frameworks, competitive analyses, and methodology documentation. That knowledge was practically unreachable — spread across 12,000 SharePoint folders, 3 million emails, and three generations of Notion workspaces.

The Challenge

Knowledge search had become a hidden tax on productivity. Partners estimated junior consultants spent 2–3 hours a day looking for past work. Senior consultants spent 45 minutes a day answering questions that had been answered before. A KM team of two maintained a manual index that was always six months out of date. The firm had tried three previous KM tools. None were adopted.

Consultants spending 30% of billable time on knowledge search — $3.2M in annual revenue impact

12,000 SharePoint folders, 3M+ emails, and three Notion workspaces with no unified search

KM team of 2 maintaining a manual index that was 6 months out of date

Three previous KM tool failures — adoption was the central challenge, not technology

No citation or attribution in search results — consultants couldn't verify the source or context of retrieved content

Our Approach

We built a hybrid RAG system. Claude 3 handles generation. Pinecone stores the vectors. A custom ingestion pipeline pulled content from SharePoint, email (with permission controls), and Notion into one unified knowledge base. Every response includes mandatory source citations — each answer links directly to the originating document, slide, or email thread.

01

Knowledge audit: cataloged all 12,000 SharePoint folders, prioritized by access frequency and recency — reduced ingestion scope to the highest-value 40%

02

Ingestion pipeline built for SharePoint, Notion, and email with metadata preservation and permission inheritance

03

Hybrid retrieval: dense embedding (text-embedding-3-large) + BM25 sparse retrieval + cross-encoder reranker

04

Claude 3 Opus as generation model — chosen for citation accuracy and instruction-following on source attribution

05

Permission-aware retrieval — consultants can only see documents their role entitles them to

06

Slack integration — consultants query the assistant in the tool they already use

Implementation Timeline
3 weeks
Knowledge Audit
SharePoint folder mappingContent priority scoringPermission architectureUse case workshops with consultants
5 weeks
Ingestion Pipeline
SharePoint connectorNotion connectorEmail connector (permissioned)Metadata extraction and normalization
6 weeks
Retrieval & Generation
Hybrid retrieval architectureReranker integrationClaude API integrationCitation layer
4 weeks
Deployment & Adoption
Slack integrationPilot with 50 consultantsFeedback iterationFirm-wide rollout
Results & Impact

Six months after launch, 87% of the firm's 800 consultants were active users. Average search time dropped from 47 minutes to 9 minutes. Partners said junior consultants were delivering better first drafts. They were building on past work instead of starting from zero.

Knowledge retrieval time: 47 min → 9 min (81% reduction)

87% consultant adoption within 6 months

Estimated $2.8M annual revenue benefit from reclaimed billable time

Senior consultant interruptions for knowledge questions: down 73%

First-draft quality scores (internal peer review): up 24 percentile points

It's like having the institutional knowledge of our entire firm available on demand. Junior consultants now produce work that used to take twice as long. The ROI was immediate and obvious.

CH

Caroline Hughes

Managing Partner, Strategy Consulting Firm

Client identity is withheld under NDA. The figures reported here were verified against the client's own internal reporting at project close.

Key Learnings

Mandatory citation in every response was the one feature that drove adoption. Consultants trusted a system that showed its work.

Permission-aware retrieval was non-negotiable for a firm handling client-confidential data. It had to be right from day one.

Slack integration outperformed a standalone web app 3:1 on daily active usage. Meet users where they already are.

Key Results

Faster Retrieval81%
Avg Search Time47min→9min
Consultants Served800
Knowledge Indexed6 years

Technology Stack

Claude 3 OpusPineconeLlamaIndexAzure OpenAISlack APIPython

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