Consulting Knowledge Management

Challenge

‍A consulting firm was losing efficiency due to scattered knowledge across projects and teams. Their intellectual capital was siloed in individual project documents, email threads, and team members' personal knowledge, making it difficult to leverage past work, identify relevant expertise, or quickly access information for new projects.

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Solution

An AI knowledge extraction and retrieval system for project insights using Claude API, LangChain, and their existing SharePoint environment that:

• Automatically analyzed past project documents, presentations, and deliverables
• Extracted reusable frameworks, methodologies, and insights
• Created a searchable knowledge base with semantic understanding
• Identified connections between seemingly unrelated projects and approaches
• Generated project summaries and key learnings for easy reference
• Suggested relevant past work and expert colleagues for new project requirements

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Implementation

‍The implementation was completed in 5 weeks:

1. Document repository integration and content processing
2. Knowledge extraction model development for consulting-specific content
3. Semantic search functionality implementation
4. Expertise mapping across the organization
5. Integration with project initiation and planning workflows

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Results

• 67% faster project preparation and research phase
• 41% improvement in proposal win rates through better leverage of past successes
• 1.3 FTE equivalent productivity increase across the consulting team
• New consultant onboarding time reduced by 45% through better knowledge access

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Knowledge Governance

The system included permission controls to manage sensitive client information while still enabling knowledge sharing where appropriate.

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