Enterprise Knowledge Management for a Global Consulting Firm

Unlocking Institutional Knowledge Across a Global Network

A leading global consulting firm, operating across multiple geographies, relies on a vast repository of internal knowledge to drive client success. This includes industry reports, case studies, whitepapers, training materials, and proprietary frameworks. However, as the firm scales, knowledge access and retrieval become significant challenges: 

  • 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. 

The Solution: AI-Powered Knowledge Management with PromptX

PromptX revolutionizes how consultants access and leverage institutional knowledge by integrating advan ced AI capabilities into enterprise search and 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.

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: 

  • Financial risk mitigation strategies 
  • Investment risk assessment models This ensures that consultants receive information tailored to their specific needs. 
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.
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.
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.

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.

The Impact: Driving Efficiency & Business Success

  • 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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